Estee Lauder Companies (NYSE:EL) Price Target Raised to $100.00

Estee Lauder Companies (NYSE:EL) had its target price raised by Jefferies Financial Group from $88.00 to $100.00 in a research note released on Thursday,Benzinga reports. They currently have a hold rating on the stock.

A number of other research firms also recently commented on EL. Weiss Ratings reissued a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. TD Cowen upped their price target on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Thursday. Piper Sandler increased their price objective on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the company an “overweight” rating in a research note on Thursday. Morgan Stanley lifted 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. Finally, UBS Group boosted their price objective on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the stock a “neutral” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $104.67.

Estee Lauder Companies Stock Up 5.8%

Shares of NYSE:EL opened at $101.68 on Thursday. The business’s 50 day moving average is $84.80 and its 200 day moving average is $86.64. The stock has a market cap of $36.79 billion, a P/E ratio of 207.51, a price-to-earnings-growth ratio of 0.78 and a beta of 1.25. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64. The company has a quick ratio of 0.94, a current ratio of 1.22 and a debt-to-equity ratio of 1.79.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The firm had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. During the same period in the previous year, the company posted $0.09 earnings per share. The firm’s quarterly 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. Sell-side analysts predict that Estee Lauder Companies will post 3.29 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend is Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is presently 285.71%.

Institutional Trading of Estee Lauder Companies

Institutional investors have recently modified their holdings of the company. Covenant Asset Management LLC purchased a new stake in Estee Lauder Companies during the fourth quarter valued at approximately $3,634,000. Eurizon Capital SGR S.p.A. acquired a new stake in Estee Lauder Companies in the fourth quarter valued at approximately $14,619,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new position in Estee Lauder Companies in the fourth quarter worth $19,438,000. WT Asset Management Ltd grew its holdings in Estee Lauder Companies by 60.6% in the fourth quarter. WT Asset Management Ltd now owns 53,000 shares of the company’s stock worth $5,550,000 after purchasing an additional 20,000 shares during the last quarter. Finally, Pictet Asset Management Holding SA increased its position in shares of Estee Lauder Companies by 14.6% during the first quarter. Pictet Asset Management Holding SA now owns 973,478 shares of the company’s stock worth $69,854,000 after purchasing an additional 124,079 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors.

More Estee Lauder Companies News

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

• Positive Sentiment: Estee Lauder reported fourth-quarter adjusted EPS of $0.39, ahead of the $0.32 analyst consensus, while revenue reached $3.64 billion versus expectations of $3.55 billion. Revenue increased 6.3% year over year, supported by organic sales growth, margin improvement and gains across multiple regions. Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?
• Positive Sentiment: Management’s fiscal 2027 targets point to continued recovery: 3%–5% organic sales growth, a 12.7%–13.5% adjusted operating margin and adjusted EPS guidance of $3.10–$3.35. North America and the Makeup business are key areas of focus. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several firms raised their price targets following the results. Goldman Sachs and JPMorgan lifted targets to $112, Citigroup to $115, Piper Sandler to $115, Telsey Advisory Group to $108, UBS to $106 and Wells Fargo to $104. Goldman, JPMorgan, Citigroup and Piper Sandler maintained bullish ratings. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Results
• Neutral Sentiment: Analyst sentiment remains mixed after the rally. Barclays, Morgan Stanley, Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained equal-weight, neutral or hold ratings, with targets generally close to the recent trading level.
• Neutral Sentiment: Unusually heavy options activity and multiple analyst revisions indicate heightened investor interest, but do not establish a clear fundamental direction. Estee Lauder Companies Target of Unusually Large Options Trading
• Negative Sentiment: Valuation is a risk: one analysis argues that Estee Lauder’s self-help measures—including a plan for $1.2 billion in savings by 2028, headcount reductions and supply-chain changes—are already reflected in the stock, leaving limited upside if growth remains only mid-single digit. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

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.