Estee Lauder Companies (NYSE:EL) Price Target Raised to $120.00

Posted by Brenda Bartman on Nov 6th, 2026

Estee Lauder Companies (NYSE:EL – Free Report) had its price target lifted by JPMorgan Chase & Co. from $115.00 to $120.00 in a research report released on Tuesday morning,Benzinga reports. The brokerage currently has an overweight rating on the stock.

A number of other analysts have also recently weighed in on the company. Weiss Ratings upgraded Estee Lauder Companies from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Tuesday, October 27th. Morgan Stanley lifted their price target on Estee Lauder Companies from $112.00 to $118.00 and gave the stock an “equal weight” rating in a report on Tuesday. Berenberg Bank upped their price objective on Estee Lauder Companies from $84.00 to $92.00 and gave the stock a “hold” rating in a research report on Monday, August 24th. B. Riley Financial reaffirmed a “neutral” rating and set a $100.00 price objective (up from $85.00) on shares of Estee Lauder Companies in a research report on Thursday, August 20th. Finally, Zacks Research downgraded Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $110.31.

Read Our Latest Research Report on Estee Lauder Companies

Estee Lauder Companies Price Performance

Shares of EL opened at $107.84 on Tuesday. The firm has a market capitalization of $39.02 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 1.51 and a beta of 1.23. The firm’s fifty day simple moving average is $100.65 and its 200-day simple moving average is $91.75. Estee Lauder Companies has a twelve month low of $66.22 and a twelve month high of $121.64. The company has a current ratio of 1.25, a quick ratio of 0.90 and a debt-to-equity ratio of 1.67.

Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its earnings results on Monday, November 2nd. The company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.51 by $0.21. The firm had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.65 billion. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The company’s revenue was up 6.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.32 earnings per share. Equities analysts forecast that Estee Lauder Companies will post 3.42 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date is Monday, November 30th. Estee Lauder Companies’s payout ratio is currently 140.00%.

Insider Activity

In related news, Director Paul J. Fribourg sold 58,000 shares of Estee Lauder Companies stock in a transaction on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the sale, the director directly owned 417,300 shares in the company, valued at $40,966,341. This trade represents a 12.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Charlene Barshefsky sold 3,775 shares of Estee Lauder Companies stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total transaction of $373,045.50. Following the sale, the director owned 50,971 shares in the company, valued at $5,036,954.22. This represents a 6.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 75,105 shares of company stock worth $7,423,185. Corporate insiders own 11.54% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

Large investors have recently bought and sold shares of the stock. Tidal Investments LLC increased its position in shares of Estee Lauder Companies by 24.9% during the second quarter. Tidal Investments LLC now owns 1,137,758 shares of the company’s stock worth $89,826,000 after purchasing an additional 226,888 shares in the last quarter. Nykredit A S purchased a new stake in shares of Estee Lauder Companies in the 2nd quarter valued at about $6,750,000. S&CO Inc. purchased a new stake in shares of Estee Lauder Companies in the 2nd quarter valued at about $5,586,000. Chapin Davis Inc. purchased a new stake in shares of Estee Lauder Companies in the 3rd quarter valued at about $9,339,000. Finally, SummitTX Capital L.P. acquired a new stake in shares of Estee Lauder Companies in the 1st quarter valued at about $7,608,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

Key Headlines Impacting Estee Lauder Companies

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

Positive Sentiment: Estée Lauder set a fiscal 2030 ambition of mid-single-digit annual organic sales growth, higher margins and double-digit earnings growth. The plan builds on its Beauty Reimagined strategy and One ELC operating model, with innovation and efficiency improvements among the expected drivers. Company announcement Reuters report
Positive Sentiment: Analyst actions were largely upbeat: Barclays raised its price target to $126 and maintained an Overweight rating, while RBC issued a Buy rating and JPMorgan raised its target. RBC, Wells Fargo and UBS were also reported as anticipating strong appreciation, supporting sentiment around EL’s recovery prospects. Barclays rating update RBC rating JPMorgan target update
Neutral Sentiment: Analyst views are not unanimous: TD Cowen maintained a Hold, and the reported consensus price target is $106.92—close to the recently quoted share price. This signals caution alongside the more bullish individual forecasts. TD Cowen rating Consensus price target

About Estee Lauder Companies

(Get Free Report)

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.