Zacks Research Has Bullish Estimate for EL Q2 Earnings

The Estee Lauder Companies Inc. (NYSE:EL) – Investment analysts at Zacks Research boosted their Q2 2026 earnings per share estimates for shares of Estee Lauder Companies in a note issued to investors on Monday, November 17th. Zacks Research analyst Team now forecasts that the company will earn $0.75 per share for the quarter, up from their previous forecast of $0.73. The consensus estimate for Estee Lauder Companies’ current full-year earnings is $1.36 per share. Zacks Research also issued estimates for Estee Lauder Companies’ Q4 2026 earnings at $0.30 EPS, FY2026 earnings at $2.08 EPS, Q1 2027 earnings at $0.35 EPS, Q2 2027 earnings at $0.99 EPS and FY2027 earnings at $2.68 EPS.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.15 by $0.17. The firm had revenue of $3.48 billion for the quarter, compared to the consensus estimate of $3.38 billion. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The company’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period last year, the firm earned $0.14 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

Several other equities research analysts have also commented on the company. Wells Fargo & Company upped their price objective on Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a research report on Friday, October 31st. Evercore ISI increased their target price on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Monday, September 15th. Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Wednesday, October 8th. JPMorgan Chase & Co. upped their price objective on shares of Estee Lauder Companies from $114.00 to $116.00 and gave the stock an “overweight” rating in a research report on Friday, October 31st. Finally, The Goldman Sachs Group raised Estee Lauder Companies from a “neutral” rating to a “buy” rating and increased their target price for the company from $76.00 to $115.00 in a report on Monday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Estee Lauder Companies has an average rating of “Moderate Buy” and a consensus price target of $95.65.

Estee Lauder Companies Stock Down 2.4%

NYSE:EL opened at $85.96 on Thursday. The company has a market cap of $30.98 billion, a PE ratio of -27.38, a P/E/G ratio of 1.77 and a beta of 1.19. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89. The company’s 50 day moving average is $91.54 and its two-hundred day moving average is $84.28. Estee Lauder Companies has a twelve month low of $48.37 and a twelve month high of $104.53.

Hedge Funds Weigh In On Estee Lauder Companies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in EL. Asset Dedication LLC grew its position in shares of Estee Lauder Companies by 258.7% in the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company’s stock valued at $32,000 after buying an additional 282 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC boosted its position in shares of Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company’s stock valued at $33,000 after purchasing an additional 461 shares during the period. Quent Capital LLC purchased a new position in shares of Estee Lauder Companies during the third quarter worth approximately $33,000. Hantz Financial Services Inc. grew its position in Estee Lauder Companies by 80.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 372 shares of the company’s stock worth $33,000 after purchasing an additional 166 shares during the last quarter. Finally, Winthrop Capital Management LLC increased its position in Estee Lauder Companies by 2,240.0% in the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company’s stock valued at $39,000 after acquiring an additional 560 shares during the period. 55.15% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Estee Lauder Companies news, Director Barry S. Sternlicht sold 3,972 shares of the stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total value of $364,748.76. Following the sale, the director directly owned 34,812 shares of the company’s stock, valued at approximately $3,196,785.96. This represents a 10.24% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Lynn Forester sold 3,702 shares of the business’s stock in a transaction on Friday, August 29th. The stock was sold at an average price of $91.65, for a total transaction of $339,288.30. Following the transaction, the director owned 15,479 shares of the company’s stock, valued at approximately $1,418,650.35. The trade was a 19.30% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 19,521 shares of company stock valued at $1,770,602. 13.05% of the stock is currently owned by company insiders.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.6%. The ex-dividend date is Friday, November 28th. Estee Lauder Companies’s dividend payout ratio (DPR) is presently -54.26%.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.