Estee Lauder Companies (NYSE:EL) Price Target Raised to $97.00

Estee Lauder Companies (NYSE:EL) had its price target boosted by Barclays from $80.00 to $97.00 in a report released on Friday morning,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

EL has been the subject of several other reports. Royal Bank Of Canada reissued an “outperform” rating and set a $111.00 target price on shares of Estee Lauder Companies in a research report on Monday, August 17th. Canaccord Genuity Group raised their price target on shares of Estee Lauder Companies from $85.00 to $90.00 and gave the company a “hold” rating in a research report on Thursday. Wells Fargo & Company raised their price target on shares of Estee Lauder Companies from $85.00 to $104.00 and gave the company an “equal weight” rating in a research report on Thursday. Jefferies Financial Group lifted their price target on Estee Lauder Companies from $88.00 to $100.00 and gave the company a “hold” rating in a research note on Thursday. Finally, B. Riley Financial reissued a “neutral” rating and set a $100.00 price objective (up from $85.00) on shares of Estee Lauder Companies in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus target price of $104.67.

Estee Lauder Companies Stock Down 0.3%

Shares of NYSE:EL opened at $101.68 on Friday. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.90 and a current ratio of 1.22. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64. The business’s 50 day simple moving average is $84.80 and its two-hundred day simple moving average is $86.42. The firm has a market cap of $36.79 billion, a P/E ratio of 207.51, a PEG ratio of 0.97 and a beta of 1.25.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 EPS 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 quarter in the previous year, the company posted $0.09 earnings per share. The company’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. As a group, research analysts forecast that Estee Lauder Companies will post 3.29 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

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

Institutional Investors Weigh In On Estee Lauder Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Varenne Capital Partners purchased a new position in shares of Estee Lauder Companies in the 2nd quarter worth approximately $28,061,000. HB Wealth Management LLC grew its holdings in shares of Estee Lauder Companies by 22.5% in the second quarter. HB Wealth Management LLC now owns 5,656 shares of the company’s stock valued at $447,000 after acquiring an additional 1,037 shares in the last quarter. Saudi Central Bank increased its position in shares of Estee Lauder Companies by 90.7% during the second quarter. Saudi Central Bank now owns 17,305 shares of the company’s stock valued at $1,366,000 after acquiring an additional 8,230 shares during the last quarter. Three Seasons Wealth LLC purchased a new stake in shares of Estee Lauder Companies during the second quarter valued at approximately $854,000. Finally, Raiffeisen Bank International AG lifted its holdings in Estee Lauder Companies by 112.1% during the second quarter. Raiffeisen Bank International AG now owns 17,045 shares of the company’s stock worth $1,353,000 after acquiring an additional 9,007 shares during the period. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Trending Headlines about Estee Lauder Companies

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.