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

Estee Lauder Companies (NYSE:EL) had its target price boosted by Canaccord Genuity Group from $85.00 to $90.00 in a research note published on Thursday morning,Benzinga reports. They currently have a hold rating on the stock.

A number of other equities analysts have also weighed in on EL. Sanford C. Bernstein started coverage on shares of Estee Lauder Companies in a research report on Friday, June 12th. They issued a “market perform” rating and a $82.00 price target for the company. Telsey Advisory Group raised their price objective on shares of Estee Lauder Companies from $90.00 to $108.00 and gave the company a “market perform” rating in a research report on Thursday. Piper Sandler lifted their target price on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the company an “overweight” rating in a research note on Thursday. TD Cowen upped their target price on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Thursday. Finally, The Goldman Sachs Group increased their price target on Estee Lauder Companies from $100.00 to $112.00 and gave the stock a “buy” rating in a research note on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $104.67.

Estee Lauder Companies Trading Up 5.8%

Shares of NYSE:EL opened at $101.68 on Thursday. The stock has a 50 day moving average of $84.80 and a 200 day moving average of $86.64. The company has a market cap of $36.79 billion, a PE ratio of 207.51, a price-to-earnings-growth ratio of 0.78 and a beta of 1.25. The company has a current ratio of 1.22, a quick ratio of 0.94 and a debt-to-equity ratio of 1.79. Estee Lauder Companies has a 12-month low of $66.22 and a 12-month high of $121.64.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. During the same period in the prior year, the firm posted $0.09 EPS. The firm’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, equities research analysts expect that Estee Lauder Companies will post 3.29 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Monday, August 31st. Estee Lauder Companies’s dividend payout ratio (DPR) is 285.71%.

Institutional Investors Weigh In On Estee Lauder Companies

Several institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Estee Lauder Companies by 3.9% during the fourth quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock worth $2,927,224,000 after acquiring an additional 1,043,746 shares during the last quarter. Bank of America Corp DE grew its stake in 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 valued at $993,567,000 after acquiring an additional 12,526,471 shares in the last quarter. State Street Corp grew its stake in Estee Lauder Companies by 4.2% during the fourth quarter. State Street Corp now owns 11,585,782 shares of the company’s stock valued at $1,213,263,000 after acquiring an additional 467,195 shares in the last quarter. Schroder Investment Management Group increased its holdings in Estee Lauder Companies by 185.3% in the 4th quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock valued at $861,596,000 after acquiring an additional 5,286,875 shares during the last quarter. Finally, Independent Franchise Partners LLP increased its holdings in Estee Lauder Companies by 1.1% in the 4th quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock valued at $820,717,000 after acquiring an additional 83,857 shares during the last quarter. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies News Roundup

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

• Positive Sentiment: Estee Lauder reported fourth-quarter adjusted EPS of $0.39, ahead of the $0.32 analyst consensus, while revenue reached $3.64 billion versus expectations of $3.55 billion. Revenue increased 6.3% year over year, supported by organic sales growth, margin improvement and gains across multiple regions. Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?
• Positive Sentiment: Management’s fiscal 2027 targets point to continued recovery: 3%–5% organic sales growth, a 12.7%–13.5% adjusted operating margin and adjusted EPS guidance of $3.10–$3.35. North America and the Makeup business are key areas of focus. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several firms raised their price targets following the results. Goldman Sachs and JPMorgan lifted targets to $112, Citigroup to $115, Piper Sandler to $115, Telsey Advisory Group to $108, UBS to $106 and Wells Fargo to $104. Goldman, JPMorgan, Citigroup and Piper Sandler maintained bullish ratings. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Results
• Neutral Sentiment: Analyst sentiment remains mixed after the rally. Barclays, Morgan Stanley, Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained equal-weight, neutral or hold ratings, with targets generally close to the recent trading level.
• Neutral Sentiment: Unusually heavy options activity and multiple analyst revisions indicate heightened investor interest, but do not establish a clear fundamental direction. Estee Lauder Companies Target of Unusually Large Options Trading
• Negative Sentiment: Valuation is a risk: one analysis argues that Estee Lauder’s self-help measures—including a plan for $1.2 billion in savings by 2028, headcount reductions and supply-chain changes—are already reflected in the stock, leaving limited upside if growth remains only mid-single digit. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

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.