Wells Fargo & Company Cuts Estee Lauder Companies (NYSE:EL) Price Target to $90.00

Estee Lauder Companies (NYSE:EL) had its target price trimmed by Wells Fargo & Company from $105.00 to $90.00 in a research report sent to investors on Tuesday,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

Several other equities analysts also recently weighed in on EL. Barclays cut their price target on shares of Estee Lauder Companies from $100.00 to $94.00 and set an “equal weight” rating on the stock in a report on Monday, February 9th. Royal Bank Of Canada restated an “outperform” rating and set a $113.00 price objective on shares of Estee Lauder Companies in a research note on Tuesday, February 3rd. JPMorgan Chase & Co. dropped their price objective on shares of Estee Lauder Companies from $131.00 to $121.00 and set an “overweight” rating on the stock in a report on Friday, February 6th. Telsey Advisory Group reiterated a “market perform” rating and issued a $105.00 price objective on shares of Estee Lauder Companies in a research note on Thursday, February 5th. Finally, Rothschild & Co Redburn cut shares of Estee Lauder Companies from a “neutral” rating to a “sell” rating and reduced their target price for the stock from $83.00 to $70.00 in a report on Tuesday, November 25th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $103.71.

Estee Lauder Companies Stock Performance

Shares of EL opened at $69.58 on Tuesday. The stock has a 50-day moving average of $102.69 and a two-hundred day moving average of $98.95. Estee Lauder Companies has a one year low of $48.37 and a one year high of $121.64. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36. The stock has a market cap of $25.17 billion, a P/E ratio of -139.15, a P/E/G ratio of 0.82 and a beta of 1.11.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The business had revenue of $4.23 billion for the quarter, compared to analyst estimates of $4.22 billion. During the same period in the prior year, the company earned $0.62 earnings per share. The company’s revenue was up 5.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, research analysts predict that Estee Lauder Companies will post 1.36 EPS for the current year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were given a $0.35 dividend. The ex-dividend date was Friday, February 27th. This represents a $1.40 annualized dividend and a dividend yield of 2.0%. Estee Lauder Companies’s dividend payout ratio (DPR) is -280.00%.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of EL. Hsbc Holdings PLC lifted its stake in Estee Lauder Companies by 11.5% in the 4th quarter. Hsbc Holdings PLC now owns 488,551 shares of the company’s stock valued at $51,129,000 after buying an additional 50,346 shares in the last quarter. Rockefeller Capital Management L.P. increased its stake in Estee Lauder Companies by 52.4% during the 4th quarter. Rockefeller Capital Management L.P. now owns 7,703 shares of the company’s stock worth $807,000 after buying an additional 2,650 shares in the last quarter. Corient Private Wealth LLC increased its stake in Estee Lauder Companies by 12.7% during the 4th quarter. Corient Private Wealth LLC now owns 48,142 shares of the company’s stock worth $5,044,000 after buying an additional 5,427 shares in the last quarter. Worthington Financial Partners LLC acquired a new position in shares of Estee Lauder Companies during the fourth quarter valued at approximately $389,000. Finally, AG Campbell Advisory LLC acquired a new position in shares of Estee Lauder Companies during the fourth quarter valued at approximately $1,002,000. Institutional investors and hedge funds 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: Bofa/BofA sees a potential merger with Puig as transformational — it would broaden geographic and category exposure, create scale and could materially change EL’s growth story, supporting a higher valuation. Estee Lauder’s potential merger with Puig seen as transformational move
• Positive Sentiment: Bank of America/analysts reiterated Buy sentiment and highlighted synergies/valuation upside if a deal proceeds — a successful combination could drive upside to EL’s shares versus the current base case. Buy Rating on Potential Estée Lauder–Puig Merger
• Positive Sentiment: Operational momentum: skin care and fragrance sales are highlighted as category drivers, giving EL some organic growth runway even as M&A is being explored. The Estee Lauder Companies Builds on Category Strength: What’s Next?
• Neutral Sentiment: Company confirmation of talks with Puig formalizes the process but provides no timetable or deal terms — markets must price in uncertainty around structure, approvals and potential dilution or debt. How Analysts View a Possible Puig-Estée Lauder Cos. Merger
• Neutral Sentiment: Street is divided: some analysts see clear strategic logic and upside, others warn about integration risk and complexity — expect wide analyst views until concrete terms emerge. Estée Lauder And Puig Brands Merger Talks Divide Street Analysts
• Negative Sentiment: Despite the talks, the stock has fallen — MarketWatch notes investor caution that mere talks without terms aren’t enough to lift the share price, reflecting skepticism and risk‑off positioning. Estée Lauder says it’s talking with Spain’s Puig. That’s not helping its stock.
• Negative Sentiment: Longer‑term concerns persist: recent multi‑year share slide, leverage and margin pressure are reasons some investors are reassessing EL’s risk profile absent clear deal benefits. Is It Time To Reassess Estée Lauder (EL) After Its Steep Multi‑Year Share Price Slide

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.