Estee Lauder Companies (NYSE:EL) Price Target Raised to $90.00

Posted by Brian Himes on Jul 24th, 2026

Estee Lauder Companies (NYSE:EL – Free Report) had its price objective hoisted by TD Cowen from $85.00 to $90.00 in a research report released on Tuesday morning,Benzinga reports. The firm currently has a hold rating on the stock.

EL has been the topic of a number of other reports. Citigroup increased their target price on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. The Goldman Sachs Group initiated coverage on Estee Lauder Companies in a report on Monday, June 22nd. They issued a “buy” rating and a $100.00 target price for the company. Weiss Ratings cut Estee Lauder Companies from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday, May 4th. Sanford C. Bernstein began coverage on Estee Lauder Companies in a research note on Friday, June 12th. They set a “market perform” rating and a $82.00 price target on the stock. Finally, Deutsche Bank Aktiengesellschaft reduced their price objective on Estee Lauder Companies from $124.00 to $108.00 and set a “buy” rating for the company in a research note on Monday, March 30th. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average price target of $98.11.

Check Out Our Latest Stock Report on Estee Lauder Companies

Estee Lauder Companies Stock Performance

Shares of EL opened at $79.81 on Tuesday. The stock has a 50 day moving average price of $83.71 and a 200 day moving average price of $90.43. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71. The company has a market capitalization of $28.88 billion, a price-to-earnings ratio of -114.02, a price-to-earnings-growth ratio of 0.64 and a beta of 1.27. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64.

Estee Lauder Companies (NYSE:EL – Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.66 by $0.25. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company had revenue of $3.71 billion for the quarter, compared to analyst estimates of $3.69 billion. During the same period in the prior year, the firm posted $0.65 earnings per share. The firm’s revenue was up 4.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. Research analysts predict that Estee Lauder Companies will post 2.41 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 29th were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.8%. The ex-dividend date was Friday, May 29th. Estee Lauder Companies’s dividend payout ratio (DPR) is -200.00%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Bank of America Corp DE boosted its stake in shares of Estee Lauder Companies by 950.9% in the first quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock valued at $993,567,000 after buying an additional 12,526,471 shares in the last quarter. Schroder Investment Management Group raised its position in Estee Lauder Companies by 185.3% in the fourth quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock worth $861,596,000 after acquiring an additional 5,286,875 shares in the last quarter. J. Stern & Co. LLP raised its position in Estee Lauder Companies by 4,281.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,094,761 shares of the company’s stock worth $4,094,761,000 after acquiring an additional 4,001,300 shares in the last quarter. Norges Bank acquired a new stake in Estee Lauder Companies in the fourth quarter valued at $308,912,000. Finally, M&T Bank Corp lifted its holdings in Estee Lauder Companies by 16,270.3% in the fourth quarter. M&T Bank Corp now owns 2,667,208 shares of the company’s stock valued at $279,310,000 after acquiring an additional 2,650,915 shares during the period. 55.15% of the stock is currently owned by institutional investors and hedge funds.

About Estee Lauder Companies

(Get Free Report)

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.