Estee Lauder Companies (NYSE:EL – Get Free Report) had its price objective lifted by stock analysts at Piper Sandler from $95.00 to $115.00 in a research note issued to investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Piper Sandler’s price target would indicate a potential upside of 18.25% from the stock’s previous close.
EL has been the subject of several other research reports. Barclays lifted their price objective 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. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. Royal Bank Of Canada reiterated an “outperform” rating and issued a $111.00 target price on shares of Estee Lauder Companies in a research note on Monday. TD Cowen boosted their price target on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Thursday. Finally, B. Riley Financial restated a “neutral” rating and set a $100.00 price target (up from $85.00) on shares of Estee Lauder Companies in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have assigned a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $99.45.
Read Our Latest Report on Estee Lauder Companies
Estee Lauder Companies Stock Performance
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, beating the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.55 billion. During the same period in the previous year, the company posted $0.09 earnings per share. The business’s revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. As a group, equities analysts anticipate that Estee Lauder Companies will post 2.41 EPS for the current fiscal year.
Institutional Investors Weigh In On Estee Lauder Companies
Large investors have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in shares of Estee Lauder Companies by 4.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company’s stock worth $1,709,000 after purchasing an additional 1,177 shares during the last quarter. NewEdge Advisors LLC lifted its position in Estee Lauder Companies by 33.4% during the first quarter. NewEdge Advisors LLC now owns 6,992 shares of the company’s stock valued at $462,000 after purchasing an additional 1,749 shares during the last quarter. Empowered Funds LLC lifted its position in Estee Lauder Companies by 24.1% during the first quarter. Empowered Funds LLC now owns 4,619 shares of the company’s stock valued at $305,000 after purchasing an additional 898 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in Estee Lauder Companies by 23.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company’s stock worth $81,000 after buying an additional 188 shares in the last quarter. Finally, First Trust Advisors LP grew its stake in Estee Lauder Companies by 55.5% in the 2nd quarter. First Trust Advisors LP now owns 13,522 shares of the company’s stock worth $1,093,000 after buying an additional 4,826 shares in the last quarter. Institutional investors own 55.15% of the company’s stock.
Key Stories Impacting Estee Lauder Companies
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
About Estee Lauder Companies
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.
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