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.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on EL. Raymond James Financial raised Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 target price for the company in a research report on Monday, January 5th. JPMorgan Chase & Co. reduced their price objective on Estee Lauder Companies from $121.00 to $98.00 and set an “overweight” rating for the company in a report on Friday, April 17th. Zacks Research downgraded Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 9th. Telsey Advisory Group restated a “market perform” rating and issued a $105.00 target price on shares of Estee Lauder Companies in a research note on Thursday, February 5th. Finally, Citigroup dropped their price target on Estee Lauder Companies from $120.00 to $92.00 and set a “buy” rating on the stock in a research report on Wednesday, April 15th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, ten have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $97.95.

Estee Lauder Companies Stock Performance

EL traded up $2.32 on Friday, hitting $79.03. The company’s stock had a trading volume of 7,019,386 shares, compared to its average volume of 4,550,958. Estee Lauder Companies has a 12 month low of $56.66 and a 12 month high of $121.64. The firm has a market cap of $28.59 billion, a P/E ratio of -158.06, a price-to-earnings-growth ratio of 0.88 and a beta of 1.26. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82. The company’s 50 day simple moving average is $83.69 and its 200-day simple moving average is $96.43.

Estee Lauder Companies (NYSE:EL) last issued 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. The business had revenue of $3.71 billion for the quarter, compared to analysts’ expectations of $3.69 billion. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The business’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.65 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. Analysts forecast that Estee Lauder Companies will post 2.22 EPS for the current year.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Investors 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 yield of 1.8%. Estee Lauder Companies’s dividend payout ratio is -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 Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. DV Equities LLC purchased a new position in Estee Lauder Companies during the 4th quarter valued at about $36,000. Kelleher Financial Advisors bought a new position in Estee Lauder Companies in the 3rd quarter valued at $39,000. Quarry LP purchased a new position in shares of Estee Lauder Companies during the 4th quarter valued at $42,000. Colonial Trust Co SC increased its holdings in shares of Estee Lauder Companies by 779.2% in the fourth quarter. Colonial Trust Co SC now owns 677 shares of the company’s stock worth $71,000 after purchasing an additional 600 shares during the period. Finally, UMB Bank n.a. increased its holdings in shares of Estee Lauder Companies by 26.0% in the fourth quarter. UMB Bank n.a. now owns 698 shares of the company’s stock worth $73,000 after purchasing an additional 144 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.