Estee Lauder Companies (EL) Expected to Announce Quarterly Earnings on Thursday

Estee Lauder Companies (NYSE:EL) is expected to announce its Q1 2026 results before the market opens on Thursday, October 30th. Analysts expect the company to announce earnings of $0.15 per share and revenue of $3.3757 billion for the quarter. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.Investors can find conference call details on the company’s upcoming Q1 2026 earningreport page for the latest details on the call scheduled for Thursday, October 30, 2025 at 8:30 AM ET.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, beating analysts’ consensus estimates of $0.07 by $0.02. The business had revenue of $3.41 billion during the quarter, compared to analysts’ expectations of $3.36 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The business’s revenue was down 11.9% compared to the same quarter last year. During the same period in the previous year, the business earned $0.64 earnings per share. On average, analysts expect Estee Lauder Companies to post $1 EPS for the current fiscal year and $2 EPS for the next fiscal year.

Estee Lauder Companies Stock Down 2.0%

Estee Lauder Companies stock opened at $100.08 on Tuesday. The stock has a market capitalization of $36.02 billion, a PE ratio of -31.87, a price-to-earnings-growth ratio of 1.87 and a beta of 1.16. Estee Lauder Companies has a 12 month low of $48.37 and a 12 month high of $104.53. The business has a 50 day simple moving average of $90.97 and a 200-day simple moving average of $80.14. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 0.92.

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were given a $0.35 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. Estee Lauder Companies’s payout ratio is -44.59%.

Insider Buying and Selling at Estee Lauder Companies

In other news, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total transaction of $589,593.96. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Lynn Forester sold 3,702 shares of Estee Lauder Companies stock in a transaction on Friday, August 29th. The stock was sold at an average price of $91.65, for a total value of $339,288.30. Following the transaction, the director owned 15,479 shares in the company, valued at approximately $1,418,650.35. This represents a 19.30% decrease in their position. The disclosure for this sale can be found here. 13.05% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of EL. Manhattan West Asset Management LLC lifted its stake in shares of Estee Lauder Companies by 50.4% in the 2nd quarter. Manhattan West Asset Management LLC now owns 8,116 shares of the company’s stock valued at $656,000 after purchasing an additional 2,721 shares during the last quarter. NewEdge Advisors LLC lifted its stake in shares of Estee Lauder Companies by 15.5% in the 2nd quarter. NewEdge Advisors LLC now owns 8,078 shares of the company’s stock valued at $653,000 after purchasing an additional 1,086 shares during the last quarter. Sompo Asset Management Co. Ltd. lifted its stake in shares of Estee Lauder Companies by 23.7% in the 2nd quarter. Sompo Asset Management Co. Ltd. now owns 7,680 shares of the company’s stock valued at $621,000 after purchasing an additional 1,470 shares during the last quarter. Cresset Asset Management LLC lifted its stake in shares of Estee Lauder Companies by 7.0% in the 2nd quarter. Cresset Asset Management LLC now owns 7,126 shares of the company’s stock valued at $576,000 after purchasing an additional 468 shares during the last quarter. Finally, IHT Wealth Management LLC lifted its stake in shares of Estee Lauder Companies by 55.2% in the 2nd quarter. IHT Wealth Management LLC now owns 5,899 shares of the company’s stock valued at $477,000 after purchasing an additional 2,098 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have recently commented on EL shares. Bank of America initiated coverage on Estee Lauder Companies in a research report on Thursday, July 10th. They issued a “buy” rating and a $110.00 price objective for the company. Royal Bank Of Canada boosted their price target on Estee Lauder Companies from $90.00 to $107.00 and gave the stock an “outperform” rating in a research report on Thursday, August 21st. Telsey Advisory Group reiterated a “market perform” rating and set a $99.00 price target on shares of Estee Lauder Companies in a research report on Thursday, October 23rd. UBS Group boosted their price target on Estee Lauder Companies from $62.00 to $93.00 and gave the stock a “neutral” rating in a research report on Thursday, July 17th. Finally, Evercore ISI boosted their price target on Estee Lauder Companies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research report on Monday, September 15th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Estee Lauder Companies presently has a consensus rating of “Hold” and an average target price of $92.05.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.