Eli Lilly has seen its stock rise more than 300% over five years, driven by demand for GLP-1 drugs such as Mounjaro and Zepbound, and reached record levels above $1,200 in recent months, now trading above $1,160. The article explains that stock splits increase the number of shares and lower the price per share, making stocks accessible to more investors without changing a company's fundamentals. Lilly has completed four splits, but the most recent was nearly 30 years ago, and its shares have advanced 25% over the past six months, coinciding with the launch of its GLP-1 pill Foundayo. Lilly is the U.S. market leader with a 60% share in a GLP-1 market expected to reach nearly $100 billion by the end of the decade, and the author considers a split announcement quite possible.
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- Will Eli Lilly Do a Stock Split Before the End of 2026?
The article argues Eli Lilly is unlikely to announce a stock split before the end of 2026, even though its share price is near $1,200 and its valuation exceeds $1 trillion. The company last split its stock in 1997 on a 2-for-1 basis, after earlier splits in 1995, 1989 and 1986. The author notes that splits are at management's discretion, and CEO David A. Ricks, who has led the company since 2017, has not announced one. Despite this, the article considers Eli Lilly a solid long-term holding, citing its dominance in the anti-obesity drug market and its recent dividend increases.
- Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly's Next Leg Higher
Eli Lilly's Foundayo, an oral GLP-1 weight-loss medicine approved in the U.S. in April, is drawing new patients, with 80% of its prescriptions earlier this year going to people who had never taken a GLP-1 medicine before. The company's Onswik, a once-weekly basal insulin for diabetes approved in September, could strengthen its diabetes portfolio, though Novo Nordisk's Awiqli was approved first in March. The investigational retatrutide showed average weight loss of up to 28.3% over 80 weeks in one Phase 3 study, and Eli Lilly plans to submit it for regulatory approval in the first quarter of 2027. The article argues these drugs could power Eli Lilly's next phase of growth beyond Zepbound.
- Eli Lilly Stock Has Pulled Back 8%. History Says This Is What Happens Next.
Eli Lilly (LLY) shares have pulled back about 8% in recent weeks, after rising 41% over the past 12 months. The article attributes the decline mainly to investors taking profits after a 50% gain in less than four months that pushed the stock to an all-time high in August. U.S. prices for its products fell 3% year over year due to Zepbound and Mounjaro, or 9% excluding rebates and discounts, and the stock trades at 38.6 times trailing earnings versus 23.6 for the S&P 500. The author argues that overwhelming demand for these drugs will keep sales rising, and that over the past 10 years the stock fell by at least 8% more than 20 times yet still returned more than 14x. Of 23 analysts rating the stock over the last three months, 20 recommend buy or better, with a consensus target implying around 16% upside.
- Can Eli Lilly’s (LLY) Growth Machine Keep Delivering?
Eli Lilly (LLY) returned 36.37% over the six months to October 15, compared with 21.5% for the Insider Monkey Billionaire Index and 15.74% for the State Street SPDR S&P 500 ETF Trust. Mounjaro and Zepbound still drive most growth, while Lilly is expanding with the oral obesity drug Foundayo, international markets and treatments beyond obesity, and is investing an additional $4.5 billion in its Indiana facilities. In the second quarter of 2026, revenue rose 48% on a 60% increase in volume, but realized prices fell 13%, partly due to lower international prices, while immunology, oncology and neuroscience products grew 121% combined. LLY trades at 38.64x trailing and 24.39x forward earnings, with forecasts pointing to earnings roughly doubling from last year to next year. The article also flags risks including pricing pressure, heavy spending on production, research and acquisitions, and significant acquired R&D charges in the second quarter.
- These 7 Stocks Are Analyst Favorites For Magnificent Earnings Growth; Eli Lilly Leads Industry
- A $1,000 Investment in Eli Lilly Became $18,637. The Obesity Boom Changed Everything
Eli Lilly, once a steady insulin maker, became a major player in obesity drugs after tirzepatide, sold as Mounjaro and Zepbound, reshaped its business. A $1,000 investment ten years ago grew to $18,637 in share price terms, versus $3,634 for the S&P 500 over the same period, though these figures exclude dividends, which rose from $0.51 to $1.73 a quarter. Q2 2026 revenue rose 47.7% to $22.97 billion, and the company raised full-year guidance to $85.0–87.0 billion. Volume growth of 60% has more than offset a 13% fall in realized prices, while Lilly plans a U.S. filing for retatrutide in Q1 2027. The article notes shares fell about 22% between February 4 and April 30, 2026, before recovering.
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