Telsey Advisory Group Issues Positive Forecast for Estee Lauder Companies (NYSE:EL) Stock Price

Estee Lauder Companies (NYSE:EL) had its price target raised by Telsey Advisory Group from $90.00 to $108.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a “market perform” rating on the stock. Telsey Advisory Group’s target price would suggest a potential upside of 10.94% from the stock’s current price.

A number of other equities research analysts also recently issued reports on EL. Piper Sandler increased their target price on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the stock an “overweight” rating in a research report on Thursday. Canaccord Genuity Group upped their price target on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Zacks Research lowered Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a report on Friday, July 10th. The Goldman Sachs Group lifted their price objective on Estee Lauder Companies from $100.00 to $112.00 and gave the company a “buy” rating in a research report on Thursday. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Friday, July 31st. One 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 assigned a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies currently has an average rating of “Hold” and a consensus target price of $103.05.

Estee Lauder Companies Stock Down 0.7%

NYSE:EL traded down $0.66 on Thursday, hitting $97.35. 3,075,183 shares of the company’s stock traded hands, compared to its average volume of 3,946,599. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71. Estee Lauder Companies has a 1 year low of $66.22 and a 1 year high of $121.64. The firm has a 50-day moving average price of $84.40 and a 200-day moving average price of $86.67. The company has a market cap of $35.22 billion, a PE ratio of -139.07, a price-to-earnings-growth ratio of 0.66 and a beta of 1.25.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. The business had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The firm’s revenue was up 6.3% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities analysts anticipate that Estee Lauder Companies will post 2.41 EPS for the current fiscal year.

Institutional Investors Weigh In On Estee Lauder Companies

Institutional investors and hedge funds have recently bought and sold shares of the business. REAP Financial Group LLC bought a new stake in shares of Estee Lauder Companies in the 4th quarter valued at approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in shares of Estee Lauder Companies in the fourth quarter worth about $27,000. Trust Co. of Vermont bought a new position in Estee Lauder Companies in the 2nd quarter worth approximately $28,000. Kozak & Associates Inc. bought a new position in Estee Lauder Companies in the second quarter valued at about $30,000. Finally, N.E.W. Advisory Services LLC grew its position in shares of 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 worth $34,000 after buying an additional 91 shares during the period. Institutional investors own 55.15% of the company’s stock.

Key Headlines Impacting Estee Lauder Companies

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

• Positive Sentiment: Fiscal Q4 revenue rose 6% year over year to approximately $3.64 billion, ahead of the $3.55 billion consensus estimate, while adjusted EPS of $0.39 exceeded expectations of $0.32 and increased substantially from $0.09 a year earlier. Growth was supported by Skin Care, Fragrance, China and broader geographic momentum. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management affirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%, signaling that the turnaround, cost controls and margin-recovery plan are gaining traction. The plan is expected to generate up to $1.2 billion in gross benefits by 2028, alongside supply-chain changes and significant workforce reductions. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several analysts raised their price targets following the report: Piper Sandler increased its target to $115 and maintained an overweight rating, while UBS, Wells Fargo, TD Cowen and B. Riley also lifted targets. The revisions reinforce improving sentiment around Estée Lauder’s recovery. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, implying an annualized yield of roughly 1.4%. The dividend supports shareholder returns but is unlikely to materially change the earnings-driven investment outlook.
• Negative Sentiment: After the rally, some investors view the valuation as demanding—approximately 25 times projected fiscal 2028 earnings for a company targeting mid-single-digit growth. UBS, Wells Fargo, TD Cowen and B. Riley retained neutral, equal-weight or hold ratings, limiting the potential for further 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.