Analysts’ Weekly Ratings Changes for Estee Lauder Companies (EL)

Posted by on Nov 5th, 2026

Several brokerages have updated their recommendations and price targets on shares of Estee Lauder Companies (NYSE: EL) in the last few weeks:

  • 11/4/2026 – Estee Lauder Companies had its price target raised by Barclays from $108.00 to $126.00. They now have an “overweight” rating on the stock.
  • 11/3/2026 – Estee Lauder Companies had its price target raised by Citigroup from $115.00 to $121.00. They now have a “buy” rating on the stock.
  • 11/3/2026 – Estee Lauder Companies had its price target raised by JPMorgan Chase & Co. from $115.00 to $120.00. They now have an “overweight” rating on the stock.
  • 11/3/2026 – Estee Lauder Companies had its price target raised by Morgan Stanley from $112.00 to $118.00. They now have an “equal weight” rating on the stock.
  • 11/3/2026 – Estee Lauder Companies had its price target raised by UBS Group from $104.00 to $112.00. They now have a “neutral” rating on the stock.
  • 11/3/2026 – Estee Lauder Companies had its price target raised by Royal Bank Of Canada from $120.00 to $126.00. They now have an “outperform” rating on the stock.
  • 11/3/2026 – Estee Lauder Companies had its price target raised by Wells Fargo & Company from $95.00 to $110.00. They now have an “equal weight” rating on the stock.
  • 10/30/2026 – Estee Lauder Companies had its price target raised by TD Cowen from $100.00 to $115.00. They now have a “hold” rating on the stock.
  • 10/27/2026 – Estee Lauder Companies was upgraded by Weiss Ratings from “sell (d+)” to “hold (c-)”.
  • 10/23/2026 – Estee Lauder Companies had its price target raised by Piper Sandler from $115.00 to $125.00. They now have an “overweight” rating on the stock.
  • 10/22/2026 – Estee Lauder Companies had its price target raised by Canaccord Genuity Group from $90.00 to $109.00. They now have a “hold” rating on the stock.
  • 10/19/2026 – Estee Lauder Companies had its price target raised by JPMorgan Chase & Co. from $112.00 to $115.00. They now have an “overweight” rating on the stock.
  • 10/19/2026 – Estee Lauder Companies had its price target raised by Jefferies Financial Group from $100.00 to $120.00. They now have a “hold” rating on the stock.
  • 10/16/2026 – Estee Lauder Companies had its price target raised by The Goldman Sachs Group from $116.00 to $124.00. They now have a “buy” rating on the stock.
  • 10/15/2026 – Estee Lauder Companies had its price target lowered by UBS Group from $106.00 to $104.00. They now have a “neutral” rating on the stock.
  • 10/15/2026 – Estee Lauder Companies had its price target raised by Morgan Stanley from $102.00 to $112.00. They now have an “equal weight” rating on the stock.
  • 10/5/2026 – Estee Lauder Companies had its price target lowered by Wells Fargo & Company from $104.00 to $95.00. They now have an “equal weight” rating on the stock.
  • 10/5/2026 – Estee Lauder Companies was upgraded by Barclays from “equal weight” to “overweight”. They now have a $108.00 price target on the stock, up from $97.00.
  • 9/26/2026 – Estee Lauder Companies was downgraded by Wall Street Zen from “buy” to “hold”.
  • 9/12/2026 – Estee Lauder Companies was upgraded by Wall Street Zen from “hold” to “buy”.

Estee Lauder Companies Stock Performance

NYSE:EL opened at $112.11 on Thursday. The company has a market capitalization of $40.56 billion, a PE ratio of 112.11, a P/E/G ratio of 1.50 and a beta of 1.23. The company has a 50 day simple moving average of $100.59 and a two-hundred day simple moving average of $91.79. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.90 and a current ratio of 1.25. The Estee Lauder Companies Inc. has a fifty-two week low of $66.22 and a fifty-two week high of $121.64.

Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its quarterly earnings results on Monday, November 2nd. The company reported $0.72 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.51 by $0.21. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The firm had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.65 billion. During the same quarter in the previous year, the company earned $0.32 EPS. The company’s revenue for the quarter was up 6.7% on a year-over-year basis. Research analysts anticipate that The Estee Lauder Companies Inc. will post 3.39 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be paid a $0.35 dividend. The ex-dividend date is Monday, November 30th. This represents a $1.40 annualized dividend and a yield of 1.2%. Estee Lauder Companies’s dividend payout ratio (DPR) is 140.00%.

Insiders Place Their Bets

In related news, VP Rashida La Lande sold 7,766 shares of Estee Lauder Companies stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the sale, the vice president owned 14,357 shares of the company’s stock, valued at approximately $1,483,365.24. This trade represents a 35.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director Charlene Barshefsky sold 3,775 shares of the company’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $98.82, for a total transaction of $373,045.50. Following the sale, the director directly owned 50,971 shares in the company, valued at approximately $5,036,954.22. This trade represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 75,105 shares of company stock valued at $7,423,185. Insiders own 11.54% of the company’s stock.

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.

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