Estee Lauder Companies (NYSE:EL) Price Target Raised to $104.00

Estee Lauder Companies (NYSE:EL) had its price target raised by Wells Fargo & Company from $85.00 to $104.00 in a research note released on Thursday,Benzinga reports. They currently have an equal weight rating on the stock.

Several other brokerages have also commented on EL. Zacks Research lowered shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Citigroup boosted their price objective on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Barclays upped their target price on shares of Estee Lauder Companies from $75.00 to $80.00 and gave the company an “equal weight” rating in a report on Tuesday, July 21st. Jefferies Financial Group increased their target price on shares of Estee Lauder Companies from $80.00 to $88.00 and gave the company a “hold” rating in a research report on Tuesday, July 28th. Finally, The Goldman Sachs Group assumed coverage on shares of Estee Lauder Companies in a research report on Monday, June 22nd. They issued a “buy” rating and a $100.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $104.67.

Estee Lauder Companies Trading Up 5.8%

NYSE:EL opened at $101.68 on Thursday. Estee Lauder Companies has a 1 year low of $66.22 and a 1 year high of $121.64. The stock has a market cap of $36.79 billion, a P/E ratio of 207.51, a P/E/G ratio of 0.78 and a beta of 1.25. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.94 and a current ratio of 1.22. The stock has a 50-day simple moving average of $84.80 and a 200-day simple moving average of $86.64.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. The business had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The business’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the company earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. As a group, analysts anticipate that Estee Lauder Companies will post 3.29 earnings per share for the current fiscal year.

Estee Lauder Companies Announces Dividend

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

Hedge Funds Weigh In On Estee Lauder Companies

Hedge funds have recently modified their holdings of the business. Saudi Central Bank increased its holdings in shares of Estee Lauder Companies by 90.7% in the 2nd quarter. Saudi Central Bank now owns 17,305 shares of the company’s stock valued at $1,366,000 after acquiring an additional 8,230 shares during the period. Three Seasons Wealth LLC purchased a new stake in Estee Lauder Companies in the 2nd quarter valued at $854,000. Raiffeisen Bank International AG boosted its stake in Estee Lauder Companies by 112.1% during the 2nd quarter. Raiffeisen Bank International AG now owns 17,045 shares of the company’s stock worth $1,353,000 after purchasing an additional 9,007 shares during the period. TD Waterhouse Canada Inc. boosted its stake in Estee Lauder Companies by 381.8% during the 2nd quarter. TD Waterhouse Canada Inc. now owns 18,428 shares of the company’s stock worth $1,520,000 after purchasing an additional 14,603 shares during the period. Finally, NEOS Investment Management LLC boosted its stake in Estee Lauder Companies by 14.0% during the 2nd quarter. NEOS Investment Management LLC now owns 40,191 shares of the company’s stock worth $3,173,000 after purchasing an additional 4,932 shares during the period. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Estee Lauder Companies

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

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.