Estee Lauder Companies (NYSE:EL) Upgraded at Barclays

Posted by Francis Steltz on Oct 8th, 2026

Barclays upgraded shares of Estee Lauder Companies (NYSE:EL – Free Report) from an equal weight rating to an overweight rating in a report published on Monday morning, MarketBeat.com reports. Barclays currently has $108.00 target price on the stock, up from their previous target price of $97.00.

Other research analysts have also recently issued reports about the company. JPMorgan Chase & Co. lifted their price objective on Estee Lauder Companies from $94.00 to $112.00 and gave the company an “overweight” rating in a report on Thursday, August 20th. Piper Sandler upped their target price on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the stock an “overweight” rating in a report on Thursday, August 20th. Morgan Stanley increased their target price on shares of Estee Lauder Companies from $90.00 to $102.00 and gave the stock an “equal weight” rating in a research report on Thursday, August 20th. Telsey Advisory Group lifted their price target on shares of Estee Lauder Companies from $90.00 to $108.00 and gave the company a “market perform” rating in a report on Thursday, August 20th. Finally, 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, August 20th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, Estee Lauder Companies presently has a consensus rating of “Hold” and an average target price of $104.76.

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Estee Lauder Companies Trading Up 1.2%

EL stock opened at $94.52 on Monday. Estee Lauder Companies has a 1-year low of $66.22 and a 1-year high of $121.64. The firm has a market cap of $34.20 billion, a P/E ratio of 192.90, a P/E/G ratio of 1.08 and a beta of 1.27. The business’s 50 day moving average is $94.79 and its 200-day moving average is $85.56. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.79.

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, topping the consensus estimate of $0.32 by $0.07. The business had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.Estee Lauder Companies’s revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the company earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities analysts anticipate that Estee Lauder Companies will post 3.31 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were given a dividend of $0.35 per share. The ex-dividend date was Monday, August 31st. This represents a $1.40 annualized dividend and a yield of 1.5%. Estee Lauder Companies’s dividend payout ratio is 285.71%.

Insiders Place Their Bets

In other Estee Lauder Companies news, VP Rashida La Lande sold 7,766 shares of the business’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the transaction, the vice president directly owned 14,357 shares of the company’s stock, valued at approximately $1,483,365.24. The trade was a 35.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Paul J. Fribourg sold 58,000 shares of the company’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the transaction, the director owned 417,300 shares in the company, valued at $40,966,341. The trade was a 12.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,105 shares of company stock valued at $7,423,185 in the last 90 days. 11.54% of the stock is currently owned by insiders.

Institutional Trading of Estee Lauder Companies

A number of hedge funds and other institutional investors have recently modified their holdings of EL. IFP Advisors Inc raised its position in Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock valued at $33,000 after purchasing an additional 108 shares in the last quarter. Kestra Advisory Services LLC raised its holdings in shares of Estee Lauder Companies by 3.1% in the first quarter. Kestra Advisory Services LLC now owns 4,520 shares of the company’s stock valued at $324,000 after acquiring an additional 134 shares in the last quarter. QRG Capital Management Inc. lifted its stake in Estee Lauder Companies by 3.0% in the second quarter. QRG Capital Management Inc. now owns 4,569 shares of the company’s stock worth $361,000 after acquiring an additional 135 shares during the period. Contravisory Investment Management Inc. grew its holdings in Estee Lauder Companies by 1.4% during the 1st quarter. Contravisory Investment Management Inc. now owns 11,691 shares of the company’s stock worth $839,000 after acquiring an additional 158 shares in the last quarter. Finally, State of Michigan Retirement System increased its position in Estee Lauder Companies by 0.3% during the 1st quarter. State of Michigan Retirement System now owns 64,538 shares of the company’s stock valued at $4,632,000 after purchasing an additional 200 shares during the period. Institutional investors and hedge funds own 55.15% of the company’s stock.

Estee Lauder Companies Company Profile

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

The company’s products are distributed through department stores, specialty retailers, freestanding stores, e-commerce platforms, travel retail outlets and other channels. Estée Lauder serves consumers in numerous markets across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region.

Estée Lauder was founded in 1946 by Estée Lauder and her husband, Joseph Lauder, beginning with a small collection of skincare products.