NYSE: LLY
Eli Lilly and Company
Healthcare · Drug Manufacturers - General
Market Cap
$1.03T
52w High
$1,182.73
52w Low
$623.78
P/E
38.92
Volume
2.77M
Outstanding Shares
941.74M
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 39.94% over the last year. Revenue grew 47.44% over the trailing twelve months. Operating margin moved from 41.17% to 45.87%.
What the market seems to be pricing
The stock is trading toward the richer end of its historical P/FCF range (84th percentile) while business metrics are improving. More of the upside is already embedded in the multiple now.
What would invalidate this read
Operating margin is at 45.87% — continued expansion would be needed to justify the premium. Revenue growth of 47.44% is encouraging, but any deceleration puts the stretched multiple at risk. This read changes if revenue, margins, and cash flow continue to improve faster than expected — in that case the richer multiple could still prove conservative.
Company profile
Eli Lilly and Company is a prominent global pharmaceutical firm dedicated to the research, development, and commercialization of human medicines across the world.
Valuation
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
33
Buy
9
Hold
3
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Full quarter-by-quarter history of actuals vs estimates. Switch into compare mode to inspect one metric year-over-year.
Next report
Aug 5, 2026
Q3 FY26 · EPS est $8.81 · Revenue est $20.49B
View
Dividends
$6.46/shareQuarterlyDividend Aristocrat · 49yrSafeLLY pays a dividend with a 0.59% dividend yield, 49 consecutive years of growth, growing at 15.23% annually, covered 1.7× by free cash flow.
Dividend Yield
0.59%
Annual Div / Share
$6.46
5yr CAGR
+15.23%
Doubles every ~4.9yr
Payout Ratio
22.1%
Safe
Dividend Growth Rate
3yr CAGR
+15.25%
5yr CAGR
+15.23%
10yr CAGR
+12.33%
Dividend History
Annualized dividend cycles per share
Income Projection
Today
$0/mo
In 5 yrs
$1/mo
In 10 yrs
$2/mo
| Today | In 5 yrs | In 10 yrs |
|---|---|---|
$6/yr $0/mo | $10/yr+76% $1/mo | $18/yr+211% $2/mo |
Long-range projections use a capped 12% annual growth assumption.
Yield-on-cost grows from 0.59% → 1.83% over 10yr
Analysis
Dividend Strengths
Dividend Aristocrat
LLY has raised its dividend for 49 consecutive years — qualifying as a Dividend Aristocrat, demonstrating long-term commitment to shareholder income.
Well-covered by free cash flow
The dividend is covered 1.7× by free cash flow, indicating the company generates sufficient cash to sustain and potentially grow the payout without straining its finances.
Strong dividend growth rate
The 5-year CAGR of 15.23% meaningfully outpaces inflation, compounding real income growth for long-term holders.
Risks to Watch
No strong risk signal stands out from the latest period pair.