Eli Lilly and Company

NYSE:LLY Voorraadrapport

Marktkapitalisatie: US$1.1t

Eli Lilly Beheer

Beheer criteriumcontroles 2/4

De CEO Eli Lilly is Dave Ricks, benoemd in Jan2017, heeft een ambtstermijn van 9.58 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 36.70M, bestaande uit 4.6% salaris en 95.4% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.091% van de aandelen van het bedrijf, ter waarde $ 1.04B. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 6.9 jaar en 10.2 jaar.

Belangrijke informatie

Dave Ricks

Algemeen directeur

US$36.7m

Totale compensatie

Percentage CEO-salaris4.63%
Dienstverband CEO9.6yrs
Eigendom CEO0.09%
Management gemiddelde ambtstermijn6.9yrs
Gemiddelde ambtstermijn bestuur10.2yrs

Recente managementupdates

Recent updates

Seeking Alpha Aug 12

I Underestimated Eli Lilly: Retatrutide Changes The Risk/Reward (Rating Upgrade)

Summary I underestimated Eli Lilly and Company. LLY's Retatrutide showed promising efficacy in TRIUMPH-2/TRIUMPH-3 trials, and if approved by the FDA, I believe it could become the "gold standard" in the obesity market. Meanwhile, Jaypirca generated $192 million in sales for Eli Lilly in Q2, up 56.4% year-on-year, despite competitive pressure from AstraZeneca's Calquence and BeOne Medicines' Brukinsa. Also, Eli Lilly raised its full-year 2026 revenue guidance from $82-$85 billion to $85-$87 billion. In this article, I explain why I'm upgrading my LLY stock rating from Hold to Buy. Read the full article on Seeking Alpha
Analyse-artikel 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...
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Nieuw narratief 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Analyse-artikel 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...

Analyse CEO-vergoeding

Hoe is Dave Ricks's beloning veranderd ten opzichte van Eli Lilly's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 36.70M ) Dave } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 14.50M ).

Compensatie versus inkomsten: De vergoeding van Dave is het afgelopen jaar met meer dan 20% gestegen.


CEO

Dave Ricks (58 yo)

9.6yrs
Tenure
US$36,698,337
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
David Ricks
Chairman9.6yrsUS$36.70m0.091%
$ 1.0b
Lucas Montarce
Executive VP & CFO1.9yrsUS$8.48m0.0018%
$ 20.8m
Daniel Skovronsky
Chief Scientific & Product Officer and President of Lilly Research Laboratories8.2yrsUS$17.79m0.026%
$ 301.7m
Anat Hakim
Executive VP6.5yrsUS$9.85m0.0057%
$ 64.7m
Jacob Van Naarden
Executive VPno dataUS$7.59m0.0041%
$ 46.4m
Donald Zakrowski
Senior VP of Finance & Chief Accounting Officer13.8yrsgeen gegevens0.00059%
$ 6.7m
Diogo Rau
Executive VP and Chief Information & Digital Officer5.3yrsUS$5.10m0.0030%
$ 33.8m
Michael Czapar
Senior Vice President of Investor Relations7.8yrsgeen gegevensgeen gegevens
Eric Dozier
Executive VP & Chief People Officer3.7yrsgeen gegevens0.0017%
$ 18.9m
Ilya Yuffa
Executive VP and President of Lilly USA & Global Customer Capabilities5.8yrsgeen gegevens0.0033%
$ 38.1m
Patrik Jonsson
Executive VP & President of Lilly International6.9yrsUS$3.92m0.0069%
$ 78.4m
Frank Cunningham
Senior Vice President of Global Value & Access7yrsgeen gegevensgeen gegevens
6.9yrs
Gemiddelde duur
53yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van LLY is doorgewinterd en ervaren (gemiddelde ambtstermijn van 6.9 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
David Ricks
Chairman9.6yrsUS$36.70m0.091%
$ 1.0b
Gabrielle Sulzberger
Independent Director5.6yrsUS$365.50k0.00033%
$ 3.8m
Sidney Taurel
Chairman Emeritus17.6yrsUS$13.06mgeen gegevens
Jon Erik Fyrwald
Independent Director20.8yrsUS$343.80k0.00019%
$ 2.2m
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$392.00kgeen gegevens
Mary Hedley
Independent Director4.3yrsUS$339.00k0.000040%
$ 456.5k
Juan Luciano
Lead Independent Director10.5yrsUS$398.00k0.0019%
$ 21.6m
Katherine Baicker
Independent Director14.7yrsUS$361.00kgeen gegevens
Jamere Jackson
Independent Director9.8yrsUS$368.00k0.000020%
$ 228.2k
Kimberly Johnson
Independent Director5.5yrsUS$336.00kgeen gegevens
10.2yrs
Gemiddelde duur
64.5yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van LLY zijn ervaren en ervaren (gemiddelde ambtstermijn van 10.2 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/08/20 22:10
Aandelenkoers aan het einde van de dag2026/08/20 00:00
Inkomsten2026/06/30
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Eli Lilly and Company wordt gevolgd door 53 analisten. 27 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
David ToungArgus Research Company
Emily FieldBarclays
Kerry HolfordBerenberg