Estee Lauder Companies (NYSE:EL) Stock Gets Price Target Bump from Wells Fargo & Company

Estee Lauder Companies (NYSE:EL) had its price target lifted by Wells Fargo & Company from $95.00 to $110.00 in a research report issued on Tuesday, Benzinga reports. The firm currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target suggests a potential upside of 3.64% from the stock’s current price.

Other analysts have also recently issued research reports about the stock. Berenberg Bank raised their price objective on shares of Estee Lauder Companies from $84.00 to $92.00 and gave the stock a “hold” rating in a report on Monday, August 24th. UBS Group reduced their price objective on Estee Lauder Companies from $106.00 to $104.00 and set a “neutral” rating for the company in a report on Thursday, October 15th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Estee Lauder Companies from $108.00 to $117.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. Telsey Advisory Group raised their target price on shares of Estee Lauder Companies from $90.00 to $108.00 and gave the stock a “market perform” rating in a research report on Thursday, August 20th. Finally, China Intl Cap raised shares of Estee Lauder Companies to a “strong-buy” rating in a research report on Sunday, August 30th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $108.08.

Estee Lauder Companies Stock Up 1.3%

EL stock traded up $1.37 during midday trading on Tuesday, hitting $106.14. The company’s stock had a trading volume of 724,635 shares, compared to its average volume of 3,791,559. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64. The firm has a market capitalization of $38.40 billion, a P/E ratio of 216.07, a PEG ratio of 1.59 and a beta of 1.27. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.79. The firm has a 50-day simple moving average of $100.42 and a 200-day simple moving average of $91.86.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results 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 for the quarter, compared to the consensus estimate of $3.65 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. Estee Lauder Companies’s revenue was up 6.7% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.32 EPS. As a group, equities analysts forecast that Estee Lauder Companies will post 3.32 EPS for the current year.

Insider Activity

In other news, Director Charlene Barshefsky sold 3,775 shares of the company’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $98.82, for a total value of $373,045.50. Following the sale, the director owned 50,971 shares in the company, valued at approximately $5,036,954.22. This represents a 6.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, VP Rashida La Lande sold 7,766 shares of the stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total transaction of $802,383.12. Following the transaction, the vice president directly owned 14,357 shares in the company, valued at $1,483,365.24. The trade was a 35.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 75,105 shares of company stock worth $7,423,185. 11.54% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Estee Lauder Companies

A number of institutional investors have recently made changes to their positions in EL. Bank of America Corp DE raised its holdings in shares of Estee Lauder Companies by 950.9% during the first quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock worth $993,567,000 after purchasing an additional 12,526,471 shares during the period. Ninety One UK Ltd bought a new stake in shares of Estee Lauder Companies during the 3rd quarter valued at about $134,551,000. KBC Group NV grew its position in shares of Estee Lauder Companies by 910.3% during the 1st quarter. KBC Group NV now owns 707,692 shares of the company’s stock valued at $50,792,000 after buying an additional 637,641 shares during the last quarter. Amundi raised its stake in Estee Lauder Companies by 33.8% during the first quarter. Amundi now owns 1,909,911 shares of the company’s stock worth $137,074,000 after acquiring an additional 482,185 shares during the period. Finally, Assenagon Asset Management S.A. raised its stake in Estee Lauder Companies by 1,629.2% during the second quarter. Assenagon Asset Management S.A. now owns 412,570 shares of the company’s stock worth $32,572,000 after acquiring an additional 388,711 shares during the period. 55.15% of the stock is currently owned by institutional investors.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Fiscal Q1 adjusted earnings were $0.72 per share, well above the roughly $0.51–$0.52 consensus, while revenue rose 6.7% year over year to $3.72 billion, ahead of the $3.65 billion estimate. Fiscal 2027 First Quarter Results
• Positive Sentiment: Management raised its fiscal 2027 outlook, calling for 4% to 5.5% organic sales growth, revenue of $15.8 billion to $16.0 billion and EPS of $3.20 to $3.45. The revenue range is above the current consensus estimate, while the EPS midpoint is broadly in line. Fiscal 2027 Outlook
• Positive Sentiment: Fragrance was the key growth engine, with sales increasing roughly 19% to 20% across price tiers. Stronger margins and disciplined costs more than doubled operating income, supporting the company’s “Beauty Reimagined” turnaround. Q1 Earnings Beat
• Neutral Sentiment: Estee Lauder declared a quarterly dividend of $0.35 per share, or $1.40 annualized, with payment scheduled for December 15 to shareholders of record November 30. Dividend Announcement
• Negative Sentiment: Investors appear concerned that the recovery is already reflected in the stock’s valuation. Analysts also highlighted cash outflows and execution risks, while management said growth may be front-loaded; the full-year organic-growth target remains below the first quarter’s roughly 6% pace. Makeup and hair care were comparatively weak. Earnings, Cash Outflows and Valuation

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.