Eli Lilly and Company

NYSE:LLY 주식 리포트

시가총액: US$1.1t

Eli Lilly 경영진

경영진 기준 점검 2/4

Eli Lilly CEO는 Dave Ricks, Jan2017 에 임명되었습니다 의 임기는 9.58 년입니다. 총 연간 보상은 $36.70M, 4.6% 급여 및 95.4% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $1.02B 가치에 해당하는 회사 주식의 0.091% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 6.9 년과 10.2 년입니다.

핵심 정보

Dave Ricks

최고경영자

US$36.7m

총 보수

CEO 급여 비율4.63%
CEO 재임 기간9.6yrs
CEO 지분 보유율0.09%
경영진 평균 재임 기간6.9yrs
이사회 평균 재임 기간10.2yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha Aug 22

Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk

Summary Eli Lilly has strengthened its global obesity drug market dominance, outpacing Novo Nordisk despite intensifying competition and pricing pressures. LLY's US market share has plateaued at 60–61%, but rising total prescriptions and global expansion underpin continued growth prospects. Valuation has compressed to just over 30x forward earnings, reflecting market expectations for growth deceleration and ongoing pricing competition. I maintain a Buy rating on LLY, supported by pipeline optionality, global consumer program expansion, and resilience amid normalization risks. Read the full article on Seeking Alpha
내러티브 업데이트 Aug 22

LLY: Obesity Franchise Concentration And Pricing Pressure Will Constrain Future Upside

Analysts have lifted the Eli Lilly fair value estimate from $899.73 to $982.09. Higher price targets reflect confidence that strong incretin demand, obesity franchise momentum and updated long-term guidance support a slightly higher assumed future P/E and profit margin, even with a modestly higher discount rate and tempered revenue growth inputs.
분석 기사 Aug 08

Eli Lilly and Company Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next

Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...
내러티브 업데이트 Aug 08

LLY: GLP-1 Leadership And Retatrutide Progress Will Drive Balanced Outlook

Analysts have increased their fair value estimate for Eli Lilly stock from $1,270.37 to $1,297.31, reflecting higher Street price targets supported by strong Q2 incretin demand, GLP-1 franchise momentum, and updated long-term modeling around obesity and diabetes therapies. Analyst Commentary Recent Street research on Eli Lilly shows a clear focus on the company’s incretin and GLP-1 portfolio, with multiple firms adjusting price targets following Q2 results, obesity and diabetes trial updates, and refreshed long term models.
내러티브 업데이트 Jul 25

LLY: GLP-1 Leadership And Retatrutide Data Will Shape Balanced Outlook

Eli Lilly's updated fair value estimate of $1,270.37, up from $1,243.43, reflects analysts' higher price targets that lean on expectations for stronger obesity and diabetes franchise contributions, incremental support from retatrutide data, and Q2 previews that factor in relatively higher revenue growth assumptions alongside slightly adjusted long term profit margins and future P/E multiples. Analyst Commentary Recent research on Eli Lilly points to a generally constructive stance from Wall Street, with multiple firms lifting price targets as they reassess the company's obesity and diabetes portfolio, retatrutide data, and Q2 earnings setup.
내러티브 업데이트 Jul 10

LLY: GLP-1 Franchise And Retatrutide Data Will Support Balanced Future Outlook

Analysts have nudged their price targets on Eli Lilly higher, with fair value estimates moving from about $1,218.72 to roughly $1,243.43 as they point to resilient GLP-1 obesity and diabetes franchises, along with supportive recent data and previews around Zepbound, Mounjaro, Foundayo and retatrutide. Analyst Commentary Recent research updates on Eli Lilly show a cluster of higher price targets around the GLP-1 obesity and diabetes portfolio, with Zepbound, Mounjaro, Foundayo and retatrutide at the center of the discussion.
내러티브 업데이트 Jun 24

LLY: Retatrutide Efficacy And GLP-1 Demand Will Support Balanced Outlook

Analysts have nudged up Eli Lilly's fair value estimate by about $4 to $1,218.72, reflecting modestly higher modeled revenue growth and a slightly richer future P/E multiple, supported by recent price target increases tied to retatrutide data and broader GLP-1 expectations. Analyst Commentary Recent commentary on Eli Lilly centers on how retatrutide data and GLP-1 demand expectations filter into valuation, growth assumptions, and execution risk.
내러티브 업데이트 Jun 09

LLY: GLP-1 Leadership And Retatrutide Data Will Support Balanced Long-Term Outlook

Analysts have inched up their price targets on Eli Lilly, with several moving into the $1,250 to $1,350 range. They cite full Phase 3 retatrutide data that showed strong obesity and Type 2 diabetes outcomes, with what they view as manageable safety trade offs and a GLP-1 profile they say will be hard for rivals to match.
내러티브 업데이트 May 26

LLY: GLP-1 Obesity Franchise Leadership Will Drive Long-Term Profitability

Analysts have nudged their price targets on Eli Lilly higher, with our fair value estimate moving by about $2 to $1,211 per share as they factor in expectations for stronger long-term profitability and GLP-1 leadership following positive retatrutide Phase 3 data, partly offset by more tempered revenue growth assumptions and a lower future P/E multiple. Analyst Commentary Recent research on Eli Lilly clusters around the same theme, retatrutide Phase 3 data supporting a premium valuation for the GLP-1 franchise, but with growing debate over how much future growth is already reflected in the stock.
내러티브 업데이트 May 07

LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics

Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.
내러티브 업데이트 Apr 20

LLY: Obesity And Diabetes Platform Will Support Premium Positioning Beyond 2030

Analysts have slightly raised their average price targets on Eli Lilly in recent weeks, citing supportive trial updates in obesity and diabetes, favorable comparisons to competing GLP-1 therapies, and regulatory progress that they say supports high but unchanged fair value estimates of around $1,500. Analyst Commentary Recent Street research around Eli Lilly has been active, with a cluster of price target moves, rating changes, and product specific notes that give you a clearer sense of how professionals are framing the risk and reward.
내러티브 업데이트 Apr 06

LLY: Oral GLP-1 Launch And Capacity Expansion Will Drive Future Obesity Upside

Analysts have nudged Eli Lilly's price target slightly higher by $1, reflecting updated views on obesity and diabetes franchises following recent Foundayo approval commentary and comparative GLP-1 data. Analyst Commentary Recent research on Eli Lilly clusters around obesity and diabetes, pricing dynamics in GLP-1 therapies, and the implications of new product approvals and trial readouts for long term growth and valuation.
새로운 내러티브 Mar 25

Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth

Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).
내러티브 업데이트 Mar 23

LLY: Obesity And Diabetes Franchise Strength Will Support Premium Positioning

Analysts have raised their price target for Eli Lilly to $1,500, citing updated models that reflect slightly stronger assumed revenue growth, a marginally higher profit margin profile, and continued confidence in the obesity and diabetes franchises following recent trial data and supportive sell side research. Analyst Commentary Recent research highlights a split view on Eli Lilly, with some bullish analysts leaning into the obesity and diabetes opportunity set, while at least one more cautious voice questions how much growth is already reflected in the share price.
내러티브 업데이트 Mar 09

LLY: Obesity Drug Leadership And Pipeline Catalysts Will Sustain Premium Positioning

The updated analyst price target for Eli Lilly has increased to $1,490.52 from $1,429.89. Analysts highlight the obesity and GLP-1 franchise, premium valuations tied to weight loss leadership, and potential upside from pipeline and acquisition catalysts as key factors supporting this change.
내러티브 업데이트 Feb 23

LLY: GLP-1 Obesity Leadership Will Drive Future Cardiometabolic And M&A Upside

Eli Lilly's analyst price targets have shifted higher, with our fair value estimate moving from $1,093.22 to $1,211.21, as analysts point to sustained GLP-1 obesity leadership, premium valuation support, and an expanding cardiometabolic pipeline as key drivers of their updated views. Analyst Commentary Recent Street research on Eli Lilly clusters around a few clear themes, with bullish analysts focusing on obesity leadership, cardiometabolic breadth, and M&A, while more cautious voices watch valuation and execution risk around the pipeline.
내러티브 업데이트 Feb 08

LLY: Government Pricing Deals Will Compress Obesity Franchise Economics Going Forward

Analysts have raised their fair value estimate for Eli Lilly from US$770 to about US$884 per share, reflecting updated assumptions on long term obesity opportunities, recent price target increases across several firms, and steady expectations around margins and future P/E multiples. Analyst Commentary The latest batch of research on Eli Lilly revolves around its weight loss and cardiometabolic franchises, expectations for new product launches, and the implications of recent policy developments on pricing and access.
분석 기사 Feb 07

Eli Lilly and Company (NYSE:LLY) Just Released Its Yearly Earnings: Here's What Analysts Think

Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...

CEO 보수 분석

Dave Ricks의 보수는 Eli Lilly의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$27b

Mar 31 2026n/an/a

US$25b

Dec 31 2025US$37mUS$2m

US$21b

Sep 30 2025n/an/a

US$18b

Jun 30 2025n/an/a

US$14b

Mar 31 2025n/an/a

US$11b

Dec 31 2024US$29mUS$2m

US$11b

Sep 30 2024n/an/a

US$8b

Jun 30 2024n/an/a

US$7b

Mar 31 2024n/an/a

US$6b

Dec 31 2023US$27mUS$2m

US$5b

Sep 30 2023n/an/a

US$5b

Jun 30 2023n/an/a

US$6b

Mar 31 2023n/an/a

US$6b

Dec 31 2022US$21mUS$2m

US$6b

Sep 30 2022n/an/a

US$6b

Jun 30 2022n/an/a

US$6b

Mar 31 2022n/an/a

US$6b

Dec 31 2021US$22mUS$2m

US$6b

Sep 30 2021n/an/a

US$6b

Jun 30 2021n/an/a

US$6b

Mar 31 2021n/an/a

US$6b

Dec 31 2020US$24mUS$1m

US$6b

Sep 30 2020n/an/a

US$6b

Jun 30 2020n/an/a

US$6b

Mar 31 2020n/an/a

US$6b

Dec 31 2019US$21mUS$1m

US$5b

보상 대 시장: Dave의 총 보수(USD36.70M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.46M)보다 높습니다.

보상과 수익: Dave의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Dave Ricks (58 yo)

9.6yrs
재임 기간
US$36,698,337
보수

Mr. David A. Ricks, also known as Dave, has been a Director of Adobe Inc. since April 12, 2018 and previously served as its Director since June 2017. He served as a Director of Elanco Animal Health Incorpo...


리더십 팀

이름직위재임 기간보수지분
David Ricks
Chairman9.6yrsUS$36.70m0.091%
$ 1.0b
Lucas Montarce
Executive VP & CFO1.9yrsUS$8.48m0.0018%
$ 20.4m
Daniel Skovronsky
Chief Scientific & Product Officer and President of Lilly Research Laboratories8.2yrsUS$17.79m0.026%
$ 295.9m
Anat Hakim
Executive VP6.5yrsUS$9.85m0.0057%
$ 63.4m
Jacob Van Naarden
Executive VPno dataUS$7.59m0.0041%
$ 45.5m
Donald Zakrowski
Senior VP of Finance & Chief Accounting Officer13.8yrs데이터 없음0.00037%
$ 4.1m
Diogo Rau
Executive VP and Chief Information & Digital Officer5.3yrsUS$5.10m0.0030%
$ 33.1m
Michael Czapar
Senior Vice President of Investor Relations7.8yrs데이터 없음데이터 없음
Eric Dozier
Executive VP & Chief People Officer3.7yrs데이터 없음0.0017%
$ 18.6m
Ilya Yuffa
Executive VP and President of Lilly USA & Global Customer Capabilities5.8yrs데이터 없음0.0033%
$ 37.4m
Patrik Jonsson
Executive VP & President of Lilly International6.9yrsUS$3.92m0.0062%
$ 68.8m
Frank Cunningham
Senior Vice President of Global Value & Access7yrs데이터 없음데이터 없음
6.9yrs
평균 재임 기간
53yo
평균 나이

경험이 풍부한 관리: LLY의 경영진은 노련하고 경험이 풍부합니다(평균 재임 6.9 년).


이사회 구성원

이름직위재임 기간보수지분
David Ricks
Chairman9.6yrsUS$36.70m0.091%
$ 1.0b
Gabrielle Sulzberger
Independent Director5.6yrsUS$365.50k0.00033%
$ 3.7m
Sidney Taurel
Chairman Emeritus17.6yrsUS$13.06m데이터 없음
Jon Erik Fyrwald
Independent Director20.8yrsUS$343.80k0.00019%
$ 2.1m
Ralph Alvarez
Independent Director17.3yrsUS$361.00k0.000090%
$ 1.0m
Carolyn Bertozzi
Independent Directorless than a yearUS$7.68k0.00022%
$ 2.5m
William Kaelin
Independent Director14.2yrsUS$392.00k데이터 없음
Mary Hedley
Independent Director4.3yrsUS$339.00k0.000040%
$ 447.6k
Juan Luciano
Lead Independent Director10.5yrsUS$398.00k0.0019%
$ 21.1m
Katherine Baicker
Independent Director14.7yrsUS$361.00k데이터 없음
Jamere Jackson
Independent Director9.8yrsUS$368.00k0.000020%
$ 223.8k
Kimberly Johnson
Independent Director5.5yrsUS$336.00k데이터 없음
10.2yrs
평균 재임 기간
64.5yo
평균 나이

경험이 풍부한 이사회: LLY의 이사회는 노련하고 경험이 풍부합니다(평균 재임 10.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/24 19:40
종가2026/08/21 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Eli Lilly and Company는 54명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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