Estee Lauder Companies (NYSE:EL) Updates FY 2027 Earnings Guidance

Posted by Brian Himes on Aug 20th, 2026

Estee Lauder Companies (NYSE:EL – Get Free Report) updated its FY 2027 earnings guidance on Wednesday. The company provided EPS guidance of 3.100-3.350 for the period, compared to the consensus EPS estimate of 3.180. The company issued revenue guidance of $15.5 billion-$15.8 billion, compared to the consensus revenue estimate of $15.5 billion.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on EL shares. Zacks Research lowered Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Canaccord Genuity Group increased their price target on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a report on Monday, May 4th. Barclays raised their target price on Estee Lauder Companies from $75.00 to $80.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. UBS Group lifted their price objective on shares of Estee Lauder Companies from $85.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $96.84.

Check Out Our Latest Report on EL

Estee Lauder Companies Stock Performance

Shares of EL stock opened at $98.10 on Thursday. Estee Lauder Companies has a 12 month low of $66.22 and a 12 month high of $121.64. The company has a market cap of $35.49 billion, a P/E ratio of -140.15, a PEG ratio of 0.66 and a beta of 1.25. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71. The firm has a fifty day moving average price of $84.40 and a 200 day moving average price of $86.67.

Estee Lauder Companies (NYSE:EL – Get Free Report) last posted its earnings results on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, beating analysts’ consensus estimates of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company’s revenue was up 6.3% on a year-over-year basis. During the same period last year, the firm posted $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Sell-side analysts predict that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date is Monday, August 31st. Estee Lauder Companies’s dividend payout ratio (DPR) is currently -200.00%.

Key Headlines Impacting Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

Positive Sentiment: Fiscal fourth-quarter revenue rose 6.3% year over year to $3.64 billion, exceeding the $3.55 billion analyst consensus. Adjusted earnings reached $0.39 per share versus expectations of $0.32 and $0.09 a year earlier. Growth was supported by Skin Care and Fragrance, with all geographic regions contributing. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
Positive Sentiment: Management affirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%. The company also said its restructuring program is outperforming expectations, with benefits at the high end of its prior target and an expected net workforce reduction of approximately 10,000 positions. Estée Lauder Surges After Earnings Beat and Margin Outlook Increase
Positive Sentiment: Chief Executive Officer Stéphane de La Faverie said the company has “great momentum” and is expanding margins. Stronger demand in China and continued spending on premium fragrances further encouraged investors about the recovery. Estee Lauder forecasts annual profit above estimates on strong China demand
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 ongoing shareholder income but was not the primary driver of the market reaction.
Neutral Sentiment: Unusually heavy options activity accompanied the rally, with investors purchasing 7,138 call options, roughly 46% above typical volume. This indicates increased bullish speculation but does not change the company’s fundamentals.
Negative Sentiment: After the move, valuation may become a near-term concern: the reported median analyst price target is $90, below the stock’s cited $98.10 opening level. The company also continues to report a negative net margin, underscoring execution risk despite the improving outlook.

Hedge Funds Weigh In On Estee Lauder Companies

A number of hedge funds have recently modified their holdings of the business. Compound Planning Inc. lifted its holdings in shares of Estee Lauder Companies by 8.3% during the fourth quarter. Compound Planning Inc. now owns 3,438 shares of the company’s stock worth $360,000 after purchasing an additional 264 shares during the period. Corient Private Wealth LLC boosted its holdings in Estee Lauder Companies by 640.6% during the fourth quarter. Corient Private Wealth LLC now owns 316,355 shares of the company’s stock worth $33,129,000 after buying an additional 273,640 shares in the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in Estee Lauder Companies by 19.2% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 9,512 shares of the company’s stock valued at $959,000 after buying an additional 1,531 shares in the last quarter. Owlhouse Capital LP acquired a new stake in shares of Estee Lauder Companies during the 4th quarter valued at approximately $6,011,000. Finally, Beacon Pointe Advisors LLC lifted its position in shares of Estee Lauder Companies by 1.0% during the 4th quarter. Beacon Pointe Advisors LLC now owns 18,404 shares of the company’s stock valued at $1,927,000 after acquiring an additional 183 shares during the period. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Estee Lauder Companies Company Profile

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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.