The Estee Lauder Companies Inc. (NYSE:EL) Receives $101.63 Consensus Target Price from Analysts

Shares of The Estee Lauder Companies Inc. (NYSE:EL) have received a consensus recommendation of “Moderate Buy” from the twenty-one ratings firms that are covering the firm, MarketBeat reports. Two investment analysts have rated the stock with a sell rating, eight have given a hold rating, nine have assigned a buy rating and two have issued a strong buy rating on the company. The average 12-month target price among brokers that have updated their coverage on the stock in the last year is $101.6316.

EL has been the subject of a number of research analyst reports. Weiss Ratings cut Estee Lauder Companies from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, May 4th. Citigroup boosted their price target on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Wall Street Zen lowered shares of Estee Lauder Companies from a “buy” rating to a “hold” rating in a research note on Saturday, April 4th. Wells Fargo & Company lifted their price objective on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the company an “equal weight” rating in a report on Monday, May 4th. Finally, Piper Sandler assumed coverage on shares of Estee Lauder Companies in a research note on Friday, May 15th. They set an “overweight” rating and a $95.00 target price on the stock.

Estee Lauder Companies Stock Performance

NYSE:EL opened at $83.56 on Wednesday. Estee Lauder Companies has a fifty-two week low of $66.22 and a fifty-two week high of $121.64. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. The company has a 50 day moving average price of $78.57 and a 200 day moving average price of $94.65. The stock has a market capitalization of $30.23 billion, a P/E ratio of -119.38, a PEG ratio of 0.86 and a beta of 1.26.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Friday, May 1st. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.66 by $0.25. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The company had revenue of $3.71 billion for the quarter, compared to analyst estimates of $3.69 billion. During the same quarter in the previous year, the company earned $0.65 earnings per share. The firm’s quarterly revenue 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. Equities research analysts forecast that Estee Lauder Companies will post 2.41 EPS for the current year.

Estee Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be paid a $0.35 dividend. The ex-dividend date is Friday, May 29th. This represents a $1.40 annualized dividend and a dividend yield of 1.7%. Estee Lauder Companies’s payout ratio is -200.00%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. Vanguard Group Inc. grew its stake in Estee Lauder Companies by 3.9% during the 4th quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock worth $2,927,224,000 after purchasing an additional 1,043,746 shares in the last quarter. Bank of America Corp DE raised its position in Estee Lauder Companies by 950.9% in the 1st quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock valued at $993,567,000 after purchasing an additional 12,526,471 shares in the last quarter. State Street Corp boosted its stake in shares of Estee Lauder Companies by 4.2% in the 4th quarter. State Street Corp now owns 11,585,782 shares of the company’s stock valued at $1,213,263,000 after buying an additional 467,195 shares during the period. Schroder Investment Management Group grew its position in shares of Estee Lauder Companies by 185.3% during the fourth quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock worth $861,596,000 after buying an additional 5,286,875 shares in the last quarter. Finally, Independent Franchise Partners LLP increased its stake in shares of Estee Lauder Companies by 1.1% during the fourth quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock worth $820,717,000 after buying an additional 83,857 shares during the period. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

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.