Estee Lauder Companies (NYSE:EL) Stock Price Target Raised at UBS Group

Estee Lauder Companies (NYSE:EL) had its price objective upped by equities researchers at UBS Group from $104.00 to $112.00 in a research report issued on Tuesday, Benzinga reports. The firm presently has a “neutral” rating on the stock. UBS Group‘s price objective suggests a potential upside of 5.19% from the company’s current price.

A number of other research analysts have also commented on the company. JPMorgan Chase & Co. increased their price objective on Estee Lauder Companies from $112.00 to $115.00 and gave the company an “overweight” rating in a report on Monday, October 19th. Morgan Stanley boosted their target price on Estee Lauder Companies from $102.00 to $112.00 and gave the stock an “equal weight” rating in a report on Thursday, October 15th. Piper Sandler upped their target price on Estee Lauder Companies from $115.00 to $125.00 and gave the stock an “overweight” rating in a research report on Friday, October 23rd. Barclays upgraded Estee Lauder Companies from an “equal weight” rating to an “overweight” rating and increased their price target for the company from $97.00 to $108.00 in a report on Monday, October 5th. Finally, Citigroup lifted their price target on shares of Estee Lauder Companies from $110.00 to $115.00 and gave the company a “buy” rating in a research report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $108.96.

Estee Lauder Companies Stock Up 1.6%

Shares of EL stock traded up $1.70 on Tuesday, hitting $106.47. The company’s stock had a trading volume of 1,102,328 shares, compared to its average volume of 3,793,460. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. Estee Lauder Companies has a fifty-two week low of $66.22 and a fifty-two week high of $121.64. The firm’s fifty day moving average price is $100.42 and its 200-day moving average price is $91.86. The stock has a market capitalization of $38.52 billion, a price-to-earnings ratio of 217.54, a P/E/G ratio of 1.59 and a beta of 1.27.

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

Insider Activity

In other news, Director Paul Fribourg sold 58,000 shares of the company’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 sale, the director owned 417,300 shares of the company’s stock, valued at approximately $40,966,341. This represents a 12.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Charlene Barshefsky sold 3,775 shares of the stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total transaction of $373,045.50. Following the sale, the director owned 50,971 shares of the company’s stock, valued at $5,036,954.22. This trade represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 75,105 shares of company stock worth $7,423,185. Corporate insiders own 11.54% of the company’s stock.

Institutional Trading of Estee Lauder Companies

Several large investors have recently added to or reduced their stakes in the company. Trust Co. of Vermont acquired a new position in shares of Estee Lauder Companies in the 2nd quarter worth approximately $28,000. Kozak & Associates Inc. acquired a new stake in Estee Lauder Companies during the 2nd quarter valued at $30,000. IFP Advisors Inc increased its holdings in Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock valued at $33,000 after purchasing an additional 108 shares in the last quarter. Meeder Asset Management Inc. raised its position in Estee Lauder Companies by 1,732.5% in the 1st quarter. Meeder Asset Management Inc. now owns 733 shares of the company’s stock valued at $53,000 after purchasing an additional 693 shares during the last quarter. Finally, EverSource Wealth Advisors LLC raised its position in Estee Lauder Companies by 37.8% in the 1st quarter. EverSource Wealth Advisors LLC now owns 1,349 shares of the company’s stock valued at $97,000 after purchasing an additional 370 shares during the last quarter. 55.15% of the stock is owned by institutional investors.

Key Estee Lauder Companies News

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.