Estee Lauder Companies (NYSE:EL) Announces FY 2027 Earnings Guidance

Estee Lauder Companies (NYSE:EL) issued an update on its FY 2027 earnings guidance on Tuesday. The company provided earnings per share guidance of 3.200-3.450 for the period, compared to the consensus EPS estimate of 3.330. The company issued revenue guidance of $15.8 billion-$16.0 billion, compared to the consensus revenue estimate of $15.7 billion.

Analyst Ratings Changes

EL has been the topic of several analyst reports. Sanford C. Bernstein raised their price objective on Estee Lauder Companies from $82.00 to $106.00 and gave the company a “market perform” rating in a report on Thursday, August 20th. Berenberg Bank raised their target price on shares of Estee Lauder Companies from $84.00 to $92.00 and gave the stock a “hold” rating in a research note on Monday, August 24th. Wells Fargo & Company raised their price objective on shares of Estee Lauder Companies from $95.00 to $110.00 and gave the stock an “equal weight” rating in a research report on Tuesday. TD Cowen raised their price objective on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the stock a “hold” rating in a research report on Friday. Finally, Royal Bank Of Canada boosted their price objective on Estee Lauder Companies from $120.00 to $126.00 and gave the stock an “outperform” rating in a report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fourteen have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, Estee Lauder Companies currently has a consensus rating of “Moderate Buy” and an average price target of $108.96.

Estee Lauder Companies Trading Up 1.9%

EL traded up $1.95 during midday trading on Tuesday, hitting $106.72. 1,251,301 shares of the company were exchanged, compared to its average volume of 3,794,194. The firm has a market capitalization of $38.61 billion, a P/E ratio of 217.48, a P/E/G ratio of 1.59 and a beta of 1.27. Estee Lauder Companies has a 1-year low of $66.22 and a 1-year high of $121.64. The firm’s 50 day moving average price is $100.42 and its 200-day moving average price is $91.86. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.79.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.21. The company had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.65 billion. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. Estee Lauder Companies’s revenue for the quarter was up 6.7% compared to the same quarter last year. During the same period in the prior year, the company posted $0.32 earnings per share. As a group, equities analysts forecast that Estee Lauder Companies will post 3.32 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be paid a $0.35 dividend. The ex-dividend date is Monday, November 30th. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. Estee Lauder Companies’s dividend payout ratio (DPR) is currently 285.71%.

Insider Buying and Selling

In related news, Director Paul J. Fribourg sold 58,000 shares of the firm’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $98.17, for a total value of $5,693,860.00. Following the transaction, the director owned 417,300 shares of the company’s stock, valued at approximately $40,966,341. This trade represents a 12.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Charlene Barshefsky sold 3,775 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the sale, the director directly owned 50,971 shares of the company’s stock, valued at $5,036,954.22. This represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 75,105 shares of company stock valued at $7,423,185. 11.54% of the stock is owned by company insiders.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Estée Lauder reported fiscal Q1 adjusted earnings of $0.72 per share, well above the approximately $0.51–$0.52 consensus, while revenue of $3.72 billion exceeded estimates of $3.65 billion and increased 6.7% year over year. Fiscal 2027 First Quarter Results
• Positive Sentiment: Profitability improved sharply as sales grew faster than costs, with operating income more than doubling according to coverage of the results. Fragrance was the standout category, with sales rising roughly 19%–20% and delivering the strongest operating margin among the company’s major categories. Q1 Earnings Beat on Fragrance Growth
• Positive Sentiment: Management raised its fiscal 2027 outlook, calling for $15.8 billion–$16.0 billion in revenue and $3.20–$3.45 in EPS. It also lifted its organic sales-growth forecast to 4%–5.5%, citing Beauty Reimagined, stronger fragrance demand and resilient China sales. Fiscal 2027 Outlook Raised
• Positive Sentiment: Royal Bank of Canada raised its price target from $120 to $126 and maintained an “outperform” rating, implying meaningful upside based on the cited share price. Royal Bank of Canada Rating
• Neutral Sentiment: Wells Fargo raised its target from $95 to $110 but retained an “equal weight” rating, indicating improved expectations without a bullish change in its overall stance. Wells Fargo Rating
• Negative Sentiment: The EPS guidance midpoint is slightly below consensus, and analysts note that growth may be front-loaded. Investors must also weigh the stock’s elevated valuation and reported cash-outflow concerns as the recovery continues.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.