Estee Lauder Companies (NYSE:EL) Price Target Raised to $90.00

Estee Lauder Companies (NYSE:EL) had its price target hoisted by stock analysts at Canaccord Genuity Group from $85.00 to $90.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm currently has a “hold” rating on the stock. Canaccord Genuity Group’s price target would suggest a potential downside of 6.85% from the company’s previous close.

A number of other research firms have also commented on EL. JPMorgan Chase & Co. raised their price target on shares of Estee Lauder Companies from $94.00 to $112.00 and gave the stock an “overweight” rating in a research report on Thursday. Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. Barclays raised their target price on shares of Estee Lauder Companies from $75.00 to $80.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. UBS Group lifted their price target on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the company a “neutral” rating in a research report on Thursday. Finally, Zacks Research cut Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, Estee Lauder Companies has an average rating of “Hold” and a consensus target price of $103.29.

Estee Lauder Companies Stock Performance

EL traded down $1.39 during trading on Thursday, hitting $96.62. The stock had a trading volume of 3,444,207 shares, compared to its average volume of 3,949,251. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94. The company has a 50 day moving average price of $84.40 and a 200-day moving average price of $86.67. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The firm has a market cap of $34.96 billion, a price-to-earnings ratio of -138.03, a P/E/G ratio of 0.66 and a beta of 1.25.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm had revenue of $3.64 billion for the quarter, compared to analysts’ expectations of $3.55 billion. During the same quarter last year, the business earned $0.09 EPS. The company’s quarterly 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. As a group, research analysts predict that Estee Lauder Companies will post 2.41 EPS for the current year.

Institutional Investors Weigh In On Estee Lauder Companies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Estee Lauder Companies by 4.8% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company’s stock worth $1,709,000 after buying an additional 1,177 shares during the last quarter. NewEdge Advisors LLC boosted its stake in Estee Lauder Companies by 33.4% in the first quarter. NewEdge Advisors LLC now owns 6,992 shares of the company’s stock valued at $462,000 after buying an additional 1,749 shares in the last quarter. Empowered Funds LLC grew its position in Estee Lauder Companies by 24.1% in the first quarter. Empowered Funds LLC now owns 4,619 shares of the company’s stock valued at $305,000 after acquiring an additional 898 shares during the last quarter. EverSource Wealth Advisors LLC grew its position in Estee Lauder Companies by 23.2% in the second quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company’s stock valued at $81,000 after acquiring an additional 188 shares during the last quarter. Finally, First Trust Advisors LP raised its stake in Estee Lauder Companies by 55.5% during the second quarter. First Trust Advisors LP now owns 13,522 shares of the company’s stock worth $1,093,000 after acquiring an additional 4,826 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors.

Key Estee Lauder Companies News

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

• Positive Sentiment: Strong fiscal fourth-quarter results: Estée Lauder reported adjusted earnings of $0.39 per share, above the $0.32 consensus estimate, while revenue rose approximately 6% year over year to $3.64 billion, exceeding expectations. Growth was supported by Skin Care, Fragrance and broad-based geographic improvement. Estee Lauder Q4 Earnings Beat Estimates
• Positive Sentiment: Improved fiscal 2027 outlook: Management expects 3%–5% organic sales growth and a 12.7%–13.5% adjusted operating margin, while projected adjusted EPS of $3.10–$3.35 broadly brackets analysts’ expectations. Stronger China demand and premium fragrance spending are key drivers. Estée Lauder Forecasts Annual Profit Above Estimates
• Positive Sentiment: Analyst targets moved higher: Goldman Sachs and JPMorgan raised their targets to $112 with Buy and Overweight ratings, respectively. Piper Sandler lifted its target to $115, while UBS, Wells Fargo, Morgan Stanley, TD Cowen and B. Riley also increased their targets, reinforcing confidence in the recovery.
• Positive Sentiment: Turnaround savings are gaining traction: The Profit Recovery and Growth Plan targets approximately $1.2 billion in cost savings by 2028, supported by restructuring, headcount reductions and supply-chain rationalization. Why Estée Lauder Stock Jumped
• Neutral Sentiment: The company declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record August 31, representing an annualized yield of approximately 1.4%.
• Negative Sentiment: Some investors may view the shares as fully valued after the rally. One analysis argues that a valuation near 25 times projected 2028 earnings is demanding for a company targeting only mid-single-digit growth, potentially limiting near-term upside.

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.