Estee Lauder Companies (NYSE:EL – Get Free Report) had its price objective boosted by equities research analysts at UBS Group from $86.00 to $106.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “neutral” rating on the stock. UBS Group’s target price suggests a potential upside of 8.62% from the stock’s previous close.
EL has been the subject of several other reports. B. Riley Financial reissued a “neutral” rating and set a $100.00 price target (up from $85.00) on shares of Estee Lauder Companies in a research report on Thursday. Jefferies Financial Group raised their price objective on shares of Estee Lauder Companies from $80.00 to $88.00 and gave the stock a “hold” rating in a research report on Tuesday, July 28th. Canaccord Genuity Group boosted their price objective on Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a report on Monday, May 4th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. Finally, Piper Sandler increased their target price on Estee Lauder Companies from $95.00 to $115.00 and gave the stock an “overweight” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies presently has a consensus rating of “Hold” and an average price target of $100.45.
Check Out Our Latest Report on EL
Estee Lauder Companies Trading Down 0.4%
Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to analysts’ expectations of $3.55 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The company’s revenue was up 6.3% compared to the same quarter last year. During the same quarter last year, the business earned $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, analysts predict that Estee Lauder Companies will post 2.41 EPS for the current year.
Institutional Trading of Estee Lauder Companies
A number of institutional investors have recently bought and sold shares of the business. Covenant Asset Management LLC acquired a new position in Estee Lauder Companies in the 4th quarter valued at $3,634,000. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Estee Lauder Companies during the 4th quarter worth $14,619,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in shares of Estee Lauder Companies in the fourth quarter worth $19,438,000. WT Asset Management Ltd raised its stake in Estee Lauder Companies by 60.6% in the fourth quarter. WT Asset Management Ltd now owns 53,000 shares of the company’s stock valued at $5,550,000 after purchasing an additional 20,000 shares in the last quarter. Finally, Pictet Asset Management Holding SA raised its stake in Estee Lauder Companies by 14.6% in the first quarter. Pictet Asset Management Holding SA now owns 973,478 shares of the company’s stock valued at $69,854,000 after purchasing an additional 124,079 shares in the last quarter. Institutional investors own 55.15% of the company’s stock.
Estee Lauder Companies News Summary
Here are the key news stories impacting Estee Lauder Companies this week:
- Positive Sentiment: Fiscal fourth-quarter adjusted EPS was $0.39, ahead of the $0.32 consensus, while revenue rose 6.3% year over year to $3.64 billion, exceeding expectations. Growth was led by Skin Care and Fragrance, with all geographic regions contributing. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
- Positive Sentiment: Management reaffirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin target to 12.7%–13.5%. The outlook reflects improving demand, particularly in North America, Makeup, China and premium Fragrance. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
- Positive Sentiment: The Profit Recovery and Growth Plan is gaining traction. Estée Lauder expects up to $1.2 billion in cost savings by 2028, supported by supply-chain changes and an estimated reduction of approximately 10,000 positions. Why Estée Lauder Stock Jumped Today
- Positive Sentiment: TD Cowen raised its price target to $100 from $90, while B. Riley lifted its target to $100 from $85, indicating improved expectations even though both firms retain cautious Hold or Neutral ratings. Analyst price-target updates
- Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record August 31. The dividend provides income support but is unlikely to be the primary driver of the market reaction.
- Neutral Sentiment: Unusually high call-option activity suggests increased speculative interest following the earnings release, but options volume alone does not confirm a sustained fundamental recovery.
- Negative Sentiment: Some investors argue the turnaround is already reflected in the valuation, with the stock trading at roughly 25 times projected fiscal 2028 earnings despite only mid-single-digit growth expectations. This creates downside risk if the recovery or margin expansion slows. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation
Estee Lauder Companies Company Profile
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.
Featured Articles
- Five stocks we like better than Estee Lauder Companies
- AIxCrypto Dumps Its Crypto and Goes All In on Robotics
- AST SpaceMobile’s FCC Test Arrives as Investors Weigh a Costly Q2 Miss
- Viking Stock Fell After Earnings, But the Numbers Tell a Different Story
- 3 Ways to Invest in Cybersecurity Through ETFs
Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
