Analysts Set The Estee Lauder Companies Inc. (NYSE:EL) Price Target at $101.78

Shares of The Estee Lauder Companies Inc. (NYSE:EL) have been given an average rating of “Hold” by the twenty-seven ratings firms that are covering the stock, MarketBeat reports. Three analysts have rated the stock with a sell rating, eleven have assigned a hold rating, ten have assigned a buy rating and three have issued a strong buy rating on the company. The average 1-year price objective among brokerages that have issued a report on the stock in the last year is $103.00.

A number of brokerages have recently commented on EL. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Thursday, January 22nd. Wall Street Zen raised Estee Lauder Companies from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Zacks Research upgraded Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Telsey Advisory Group reissued a “market perform” rating and issued a $105.00 price target on shares of Estee Lauder Companies in a research note on Friday. Finally, Rothschild & Co Redburn downgraded Estee Lauder Companies from a “neutral” rating to a “sell” rating and cut their price objective for the stock from $83.00 to $70.00 in a report on Tuesday, November 25th.

Insider Buying and Selling at Estee Lauder Companies

In other news, Director Barry S. Sternlicht sold 3,972 shares of the business’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total transaction of $364,748.76. Following the transaction, the director directly owned 34,812 shares in the company, valued at $3,196,785.96. The trade was a 10.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Meridith Webster sold 5,430 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $87.84, for a total value of $476,971.20. The SEC filing for this sale provides additional information. 13.05% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Estee Lauder Companies

A number of large investors have recently bought and sold shares of EL. Asset Dedication LLC lifted its position in shares of Estee Lauder Companies by 258.7% during the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company’s stock worth $32,000 after purchasing an additional 282 shares during the last quarter. Flagship Harbor Advisors LLC acquired a new stake in Estee Lauder Companies in the 4th quarter valued at approximately $32,000. Quent Capital LLC bought a new position in Estee Lauder Companies in the 3rd quarter worth approximately $33,000. Hantz Financial Services Inc. lifted its holdings in shares of Estee Lauder Companies by 80.6% during the third quarter. Hantz Financial Services Inc. now owns 372 shares of the company’s stock worth $33,000 after buying an additional 166 shares during the last quarter. Finally, N.E.W. Advisory Services LLC lifted its holdings in shares of 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. 55.15% of the stock is currently owned by institutional investors.

Estee Lauder Companies Price Performance

Shares of NYSE:EL opened at $115.27 on Thursday. The stock has a market cap of $41.54 billion, a price-to-earnings ratio of -44.68, a PEG ratio of 1.35 and a beta of 1.15. The company has a debt-to-equity ratio of 1.88, a current ratio of 1.32 and a quick ratio of 0.92. Estee Lauder Companies has a 12 month low of $48.37 and a 12 month high of $120.27. The stock’s 50 day moving average price is $107.48 and its 200 day moving average price is $96.66.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, beating analysts’ consensus estimates of $0.15 by $0.17. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The company had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the prior year, the company earned $0.14 EPS. Estee Lauder Companies’s revenue was up 3.6% on a year-over-year basis. Equities research analysts anticipate that Estee Lauder Companies will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Deutsche Bank raised its price target to $128 and kept a “buy” rating, implying roughly an 11% upside from current levels — a clear analyst vote of confidence that can support shares. Deutsche Bank raises PT to $128
• Positive Sentiment: Zacks argues EL’s upcoming Q2 is likely to show stronger retail trends and margin expansion, highlighting a setup for a possible beat if premium/retail improvements continue. Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
• Positive Sentiment: Another Zacks preview notes Wall Street expects earnings growth next week and outlines the factors that could drive an earnings beat — revenue momentum and improving margins are the key drivers to watch. Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: The company will webcast its fiscal Q2 results and host management commentary on Feb. 5 (8:30 a.m. ET). This is the primary near-term catalyst — results and management tone will likely drive intraday volatility. The Estée Lauder Companies to Webcast Discussion of Fiscal 2026 Second Quarter Results on February 5, 2026
• Neutral Sentiment: Zacks published a comparative piece (EL vs. ELF) that frames EL as a prestige turnaround with margin recovery potential vs. value/digital-first peers — useful context but not an immediate catalyst. EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
• Neutral Sentiment: Routine earnings-release scheduling coverage (confirming the Feb. release) — keeps the calendar clear for investor attention but adds no new data. Estee Lauder Companies (EL) to Release Quarterly Earnings on Thursday
• Negative Sentiment: Telsey Advisory Group reaffirmed a “market perform” rating with a $105 price target, implying ~9% downside vs. current levels — a cautionary signal that could cap upside if confirmations are weak. Telsey reaffirms market perform, $105 PT

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.