Estee Lauder Companies (NYSE:EL) Price Target Raised to $102.00

Estee Lauder Companies (NYSE:EL) had its price target increased by Morgan Stanley from $90.00 to $102.00 in a research report released on Thursday,Benzinga reports. They currently have an equal weight rating on the stock.

EL has been the topic of a number of other research reports. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. Piper Sandler lifted their target price on Estee Lauder Companies from $95.00 to $115.00 and gave the company an “overweight” rating in a research note on Thursday. TD Cowen boosted their target price on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Thursday. Zacks Research lowered shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Finally, Citigroup raised their price target on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a report on Friday, May 22nd. 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. Based on data from MarketBeat, Estee Lauder Companies currently has a consensus rating of “Hold” and an average price target of $104.67.

Estee Lauder Companies Stock Up 5.8%

Estee Lauder Companies stock opened at $101.68 on Thursday. The company has a quick ratio of 0.94, a current ratio of 1.22 and a debt-to-equity ratio of 1.79. The firm has a market cap of $36.79 billion, a P/E ratio of 207.51, a P/E/G ratio of 0.78 and a beta of 1.25. The business has a fifty day moving average of $84.80 and a two-hundred day moving average of $86.64. Estee Lauder Companies has a twelve month low of $66.22 and a twelve month high of $121.64.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 business had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. During the same period last year, the business posted $0.09 EPS. The business’s revenue was up 6.3% compared to the same quarter last year. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, analysts forecast that Estee Lauder Companies will post 3.29 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a $0.35 dividend. The ex-dividend date is Monday, August 31st. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. Estee Lauder Companies’s dividend payout ratio (DPR) is 285.71%.

Institutional Trading of Estee Lauder Companies

Several large investors have recently bought and sold shares of the stock. N.E.W. Advisory Services LLC increased its stake in Estee Lauder Companies by 39.1% during the 4th quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock valued at $34,000 after purchasing an additional 91 shares in the last quarter. New Mexico Educational Retirement Board lifted its stake in shares of Estee Lauder Companies by 0.9% during the fourth quarter. New Mexico Educational Retirement Board now owns 10,724 shares of the company’s stock worth $1,123,000 after buying an additional 100 shares during the period. Allworth Financial LP lifted its stake in shares of Estee Lauder Companies by 6.6% during the fourth quarter. Allworth Financial LP now owns 1,789 shares of the company’s stock worth $187,000 after buying an additional 110 shares during the period. Parkside Financial Bank & Trust grew its holdings in shares of Estee Lauder Companies by 17.9% during the fourth quarter. Parkside Financial Bank & Trust now owns 743 shares of the company’s stock valued at $78,000 after buying an additional 113 shares during the last quarter. Finally, Valeo Financial Advisors LLC grew its holdings in shares of Estee Lauder Companies by 4.4% during the fourth quarter. Valeo Financial Advisors LLC now owns 2,806 shares of the company’s stock valued at $294,000 after buying an additional 117 shares during the last quarter. 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

About Estee Lauder Companies

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.