Estee Lauder Companies (NYSE:EL) Updates FY 2026 Earnings Guidance

Estee Lauder Companies (NYSE:EL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 2.030-2.230 for the period, compared to the consensus earnings per share estimate of 2.170. The company issued revenue guidance of $14.8 billion-$15.0 billion, compared to the consensus revenue estimate of $15.0 billion.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on EL. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a report on Thursday, January 22nd. Rothschild Redb lowered Estee Lauder Companies from a “hold” rating to a “strong sell” rating in a research note on Tuesday, November 25th. Rothschild & Co Redburn downgraded shares of Estee Lauder Companies from a “neutral” rating to a “sell” rating and reduced their price target for the stock from $83.00 to $70.00 in a research report on Tuesday, November 25th. The Goldman Sachs Group raised shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and increased their price objective for the stock from $76.00 to $115.00 in a report on Monday, October 13th. Finally, Argus upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 target price on the stock in a research report on Tuesday, November 11th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $103.00.

Estee Lauder Companies Trading Down 19.2%

Shares of NYSE:EL traded down $23.00 during trading on Thursday, hitting $96.62. 18,406,692 shares of the company’s stock were exchanged, compared to its average volume of 4,134,573. The firm has a 50-day moving average price of $108.98 and a two-hundred day moving average price of $97.31. Estee Lauder Companies has a 1-year low of $48.37 and a 1-year high of $121.64. The firm has a market cap of $34.82 billion, a P/E ratio of -37.45, a PEG ratio of 1.36 and a beta of 1.14. The company has a current ratio of 1.32, a quick ratio of 0.92 and a debt-to-equity ratio of 1.88.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Thursday, February 5th. The company reported $0.89 EPS for the quarter, topping analysts’ consensus estimates of $0.84 by $0.05. The firm had revenue of $4.23 billion during the quarter, compared to analyst estimates of $4.22 billion. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The business’s quarterly revenue was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.62 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Equities analysts predict that Estee Lauder Companies will post 1.36 earnings per share for the current year.

Insider Transactions at Estee Lauder Companies

In related news, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction that occurred 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 owned 34,812 shares of the company’s stock, valued at $3,196,785.96. This trade represents a 10.24% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Meridith Webster sold 5,430 shares of Estee Lauder Companies stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total transaction of $476,971.20. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 13.05% of the company’s stock.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Q2 results beat on EPS and met revenue estimates — underlying demand showed improvement, with revenue up ~5.6% year‑over‑year and EPS of $0.89 vs. $0.84 consensus. The Estée Lauder Companies Reports Fiscal 2026 Second Quarter Results
• Positive Sentiment: Management raised its annual sales forecast and flagged improving sales in China — analysts and some investors view the China rebound as a key upside driver for EL. Estee Lauder raises annual sales forecast
• Positive Sentiment: Certain analysts remain constructive — Royal Bank of Canada reiterated an Outperform, signaling institutional support despite the pullback. Royal Bank Of Canada Reiterates “Outperform” Rating for Estee Lauder Companies
• Neutral Sentiment: Company raised FY2026 EPS guidance to $2.03–$2.23 and revenue guidance to $14.8–$15.0B — the range shows improvement but the lower bound leaves room for investor disappointment versus consensus expectations. The Estée Lauder Companies Reports Fiscal 2026 Second Quarter Results
• Negative Sentiment: Market reaction was sharply negative — investors had been pricing in stronger profit upside, and the raised outlook fell short of those expectations, prompting heavy selling. Estée Lauder’s stock heads for worst day ever, as investors were betting on much higher profits
• Negative Sentiment: Tariff exposure: management warned tariffs could cut ~ $100M from full‑year profitability and is considering pricing actions — a clear near‑term headwind to margins. Estée Lauder expects $100 million in tariff headwinds to its full-year profitability
• Negative Sentiment: Restructuring costs are weighing on near‑term profit — reports say the turnaround program reduced reported quarterly profit materially even as it should produce longer‑term savings, keeping near‑term cash returns and margin improvement constrained. Estee Lauder Stock Sinks. Restructuring and Tariffs Take Bite Out of Earnings.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Kelleher Financial Advisors acquired a new position in shares of Estee Lauder Companies during the third quarter worth about $39,000. Parvin Asset Management LLC boosted its position in Estee Lauder Companies by 28.6% during the 3rd quarter. Parvin Asset Management LLC now owns 900 shares of the company’s stock worth $79,000 after acquiring an additional 200 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in shares of Estee Lauder Companies by 23.2% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company’s stock worth $81,000 after acquiring an additional 188 shares in the last quarter. Brooklyn Investment Group grew its stake in shares of Estee Lauder Companies by 59.5% during the 3rd quarter. Brooklyn Investment Group now owns 2,449 shares of the company’s stock worth $216,000 after acquiring an additional 914 shares in the last quarter. Finally, Snowden Capital Advisors LLC acquired a new stake in shares of Estee Lauder Companies in the second quarter valued at approximately $217,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

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.