Estee Lauder Companies (NYSE:EL) Releases FY 2026 Earnings Guidance

Estee Lauder Companies (NYSE:EL) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 2.330-2.430 for the period, compared to the consensus estimate of 2.220. The company issued revenue guidance of $14.9 billion-$14.9 billion, compared to the consensus revenue estimate of $15.0 billion.

Analysts Set New Price Targets

A number of equities analysts have weighed in on the stock. Telsey Advisory Group restated a “market perform” rating and set a $105.00 price objective on shares of Estee Lauder Companies in a research report on Thursday, February 5th. Barclays reduced their price objective on shares of Estee Lauder Companies from $94.00 to $72.00 and set an “equal weight” rating for the company in a research report on Tuesday, April 14th. JPMorgan Chase & Co. reduced their price objective on shares of Estee Lauder Companies from $121.00 to $98.00 and set an “overweight” rating for the company in a research report on Friday, April 17th. TD Cowen reduced their price objective on shares of Estee Lauder Companies from $130.00 to $115.00 and set a “hold” rating for the company in a research report on Monday, February 9th. Finally, UBS Group dropped their target price on shares of Estee Lauder Companies from $107.00 to $75.00 and set a “neutral” rating for the company in a report on Tuesday, April 7th. One equities research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Estee Lauder Companies has an average rating of “Hold” and an average price target of $101.33.

Estee Lauder Companies Price Performance

Shares of Estee Lauder Companies stock traded up $2.32 during trading hours on Friday, reaching $79.03. 7,019,386 shares of the company’s stock were exchanged, compared to its average volume of 3,499,427. Estee Lauder Companies has a 1 year low of $56.66 and a 1 year high of $121.64. The company has a market capitalization of $28.59 billion, a P/E ratio of -158.06, a price-to-earnings-growth ratio of 0.89 and a beta of 1.26. The business has a fifty day moving average of $83.69 and a two-hundred day moving average of $96.43. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Friday, May 1st. The company reported $0.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.66 by $0.25. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The business had revenue of $3.71 billion during the quarter, compared to analyst estimates of $3.69 billion. During the same quarter in the prior year, the firm earned $0.65 earnings per share. The company’s revenue for the quarter was up 4.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, research analysts predict that Estee Lauder Companies will post 2.22 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be issued a dividend of $0.35 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.8%. Estee Lauder Companies’s dividend payout ratio is presently -280.00%.

Key Estee Lauder Companies News

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

• Positive Sentiment: Q3 beat and guidance raise — EL reported adjusted EPS $0.91 vs. consensus $0.66 and revenue $3.71B vs. $3.69B; management raised FY?2026 EPS guidance to a 2.33–2.43 range, supporting upside to near?term earnings expectations. Business Wire: Q3 Results
• Positive Sentiment: Restructuring-linked margin improvement — Management expanded its Profit Recovery & Growth Plan (PRGP), raising expected annual gross benefits to roughly $1.0–$1.2B and increasing planned position reductions (now up to ~9,000–10,000), which investors view as driving near?term margin expansion. Proactive Investors: Beats estimates, raises guidance
• Neutral Sentiment: Regional sales momentum — Management highlighted stronger sales in Mainland China and Europe (and double?digit fragrance growth year?to?date), a constructive signal for recovery in key luxury channels but still exposed to travel and macro variability. Reuters: Q3 beat
• Neutral Sentiment: Strategic minority investment — EL announced a minority investment in luxury clinical skin?care brand 111SKIN, reflecting continued brand and portfolio investment; this is longer?term strategic rather than an immediate earnings driver. Financial Post: 111SKIN investment
• Negative Sentiment: Deeper job cuts and mixed GAAP outlook — While cost savings are viewed positively, the company increased planned headcount reductions (reports cite up to 10,000 roles and separate notices of up to 3,000 more jobs tied to strategic moves), which can signal restructuring risk and near?term disruption; management’s GAAP metrics were weaker (negative net margin), which some investors penalize. Financial Post: Cut 3,000 jobs
• Negative Sentiment: Valuation and macro risk concerns — Some analysts caution EL’s rally has priced in much of the recovery (comments flag an expensive valuation) and note exposure to Asian travel retail and broader macro/energy shocks, which could limit multiple expansion. Seeking Alpha: Valuation caution

Institutional Investors Weigh In On Estee Lauder Companies

A number of hedge funds have recently modified their holdings of EL. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings 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 valued at $1,709,000 after purchasing an additional 1,177 shares during the period. NewEdge Advisors LLC grew its holdings in shares of Estee Lauder Companies by 33.4% in 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 period. Empowered Funds LLC grew its holdings in shares of 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 purchasing an additional 898 shares during the period. EverSource Wealth Advisors LLC grew its holdings in shares of 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 purchasing an additional 188 shares during the period. Finally, First Trust Advisors LP grew its holdings in shares of Estee Lauder Companies by 55.5% in the second quarter. First Trust Advisors LP now owns 13,522 shares of the company’s stock valued at $1,093,000 after purchasing an additional 4,826 shares during the period. Hedge funds and other institutional investors own 55.15% of the company’s stock.

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.