Estee Lauder Companies (NYSE:EL) Given New $106.00 Price Target at UBS Group

Estee Lauder Companies (NYSE:EL) had its target price increased by UBS Group from $86.00 to $106.00 in a research note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. UBS Group’s price objective indicates a potential upside of 8.62% from the company’s current price.

Several other equities research analysts also recently commented on the stock. Telsey Advisory Group cut their target price on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a research report on Monday, May 4th. JPMorgan Chase & Co. decreased their price target on shares of Estee Lauder Companies from $99.00 to $94.00 and set an “overweight” rating for the company in a research report on Thursday, July 16th. Wells Fargo & Company raised their price target on shares of Estee Lauder Companies from $85.00 to $104.00 and gave the company an “equal weight” rating in a research note on Thursday. Barclays lifted their price target 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. Finally, Jefferies Financial Group boosted their price objective on shares of Estee Lauder Companies from $80.00 to $88.00 and gave the stock a “hold” rating in a research note on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat, Estee Lauder Companies has a consensus rating of “Hold” and an average target price of $100.45.

Estee Lauder Companies Price Performance

Shares of EL stock traded down $0.42 on Thursday, reaching $97.59. The company had a trading volume of 1,597,633 shares, compared to its average volume of 3,938,161. The stock has a market capitalization of $35.31 billion, a PE ratio of -139.42, a price-to-earnings-growth ratio of 0.66 and a beta of 1.25. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The business’s 50-day moving average is $84.40 and its 200 day moving average is $86.67.

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

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in EL. REAP Financial Group LLC acquired a new position in shares of Estee Lauder Companies in the 4th quarter worth approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new stake in shares of Estee Lauder Companies during the fourth quarter worth $27,000. Trust Co. of Vermont acquired a new stake in shares of Estee Lauder Companies during the second quarter worth $28,000. Kozak & Associates Inc. bought a new position in Estee Lauder Companies during the second quarter worth $30,000. Finally, N.E.W. Advisory Services LLC raised its stake in Estee Lauder Companies by 39.1% during the fourth 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 last quarter. Institutional investors own 55.15% of the company’s stock.

More Estee Lauder Companies News

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

• Positive Sentiment: Fiscal fourth-quarter adjusted EPS was $0.39, ahead of the $0.32 consensus, while revenue rose 6.3% year over year to $3.64 billion, exceeding expectations. Growth was led by Skin Care and Fragrance, with all geographic regions contributing. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management reaffirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin target to 12.7%–13.5%. The outlook reflects improving demand, particularly in North America, Makeup, China and premium Fragrance. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: The Profit Recovery and Growth Plan is gaining traction. Estée Lauder expects up to $1.2 billion in cost savings by 2028, supported by supply-chain changes and an estimated reduction of approximately 10,000 positions. Why Estée Lauder Stock Jumped Today
• Positive Sentiment: TD Cowen raised its price target to $100 from $90, while B. Riley lifted its target to $100 from $85, indicating improved expectations even though both firms retain cautious Hold or Neutral ratings. Analyst price-target updates
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record August 31. The dividend provides income support but is unlikely to be the primary driver of the market reaction.
• Neutral Sentiment: Unusually high call-option activity suggests increased speculative interest following the earnings release, but options volume alone does not confirm a sustained fundamental recovery.
• Negative Sentiment: Some investors argue the turnaround is already reflected in the valuation, with the stock trading at roughly 25 times projected fiscal 2028 earnings despite only mid-single-digit growth expectations. This creates downside risk if the recovery or margin expansion slows. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

About Estee Lauder Companies

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.