Estee Lauder Companies (NYSE:EL – Get Free Report) had its price objective upped by equities research analysts at The Goldman Sachs Group from $100.00 to $112.00 in a report issued on Thursday,Benzinga reports. The firm currently has a “buy” rating on the stock. The Goldman Sachs Group’s price target would suggest a potential upside of 15.26% from the company’s previous close.
EL has been the subject of a number of other reports. Zacks Research cut Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Morgan Stanley boosted their price objective on shares of Estee Lauder Companies from $90.00 to $102.00 and gave the company an “equal weight” rating in a report on Thursday. JPMorgan Chase & Co. dropped their price target on shares of Estee Lauder Companies from $99.00 to $94.00 and set an “overweight” rating for the company in a research report on Thursday, July 16th. Royal Bank Of Canada restated an “outperform” rating and set a $111.00 price objective on shares of Estee Lauder Companies in a research report on Monday. Finally, Telsey Advisory Group reduced their target price on Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a report on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $101.95.
View Our Latest Stock Report on EL
Estee Lauder Companies Trading Down 0.9%
Estee Lauder Companies (NYSE:EL – Get Free Report) last posted its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to analyst estimates 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 for the quarter was up 6.3% on a year-over-year basis. During the same period in the previous year, the company posted $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities analysts predict that Estee Lauder Companies will post 2.41 earnings per share for the current year.
Institutional Trading of Estee Lauder Companies
A number of large investors have recently bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in shares of Estee Lauder Companies by 4.8% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company’s stock valued at $1,709,000 after purchasing an additional 1,177 shares in the last quarter. NewEdge Advisors LLC increased its holdings in Estee Lauder Companies by 33.4% in the first quarter. NewEdge Advisors LLC now owns 6,992 shares of the company’s stock worth $462,000 after purchasing an additional 1,749 shares in the last quarter. Empowered Funds LLC lifted its stake in Estee Lauder Companies by 24.1% in the first quarter. Empowered Funds LLC now owns 4,619 shares of the company’s stock valued at $305,000 after buying an additional 898 shares during the period. EverSource Wealth Advisors LLC lifted its stake in Estee Lauder Companies by 23.2% in the second quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company’s stock valued at $81,000 after buying an additional 188 shares during the period. Finally, First Trust Advisors LP boosted its holdings in shares of Estee Lauder Companies by 55.5% during 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. 55.15% of the stock is currently owned by institutional investors and hedge funds.
Estee Lauder Companies News Roundup
Here are the key news stories impacting Estee Lauder Companies this week:
- Positive Sentiment: Fiscal Q4 revenue rose 6% year over year to approximately $3.64 billion, ahead of the $3.55 billion consensus estimate, while adjusted EPS of $0.39 exceeded expectations of $0.32 and increased substantially from $0.09 a year earlier. Growth was supported by Skin Care, Fragrance, China and broader geographic momentum. 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%, signaling that the turnaround, cost controls and margin-recovery plan are gaining traction. The plan is expected to generate up to $1.2 billion in gross benefits by 2028, alongside supply-chain changes and significant workforce reductions. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
- Positive Sentiment: Several analysts raised their price targets following the report: Piper Sandler increased its target to $115 and maintained an overweight rating, while UBS, Wells Fargo, TD Cowen and B. Riley also lifted targets. The revisions reinforce improving sentiment around Estée Lauder’s recovery. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results
- Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, implying an annualized yield of roughly 1.4%. The dividend supports shareholder returns but is unlikely to materially change the earnings-driven investment outlook.
- Negative Sentiment: After the rally, some investors view the valuation as demanding—approximately 25 times projected fiscal 2028 earnings for a company targeting mid-single-digit growth. UBS, Wells Fargo, TD Cowen and B. Riley retained neutral, equal-weight or hold ratings, limiting the potential for further upside.
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 Stories
- Five stocks we like better than Estee Lauder Companies
- Walmart’s Post-Earnings Drop Could Be a Buying Opportunity
- The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future
- Sociedad Química y Minera’s Lithium Boom Is Back, But Iodine Steals the Show
- Forget Chips: These 3 Stocks Are Building the AI Data Center Boom
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.
