Estee Lauder Companies (NYSE:EL) Upgraded to Strong-Buy at Raymond James Financial

Estee Lauder Companies (NYSE:EL) was upgraded by analysts at Raymond James Financial from a “market perform” rating to a “strong-buy” rating in a research report issued to clients and investors on Monday. The firm currently has a $130.00 price target on the stock. Raymond James Financial’s target price would indicate a potential upside of 20.00% from the company’s current price.

Other research analysts have also issued research reports about the company. Rothschild Redb lowered Estee Lauder Companies from a “hold” rating to a “strong sell” rating in a report on Tuesday, November 25th. Zacks Research raised shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 16th. Royal Bank Of Canada raised their price target on shares of Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Wells Fargo & Company upped their price target on shares of Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a report on Friday, October 31st. Finally, Telsey Advisory Group upped their target price on Estee Lauder Companies from $99.00 to $105.00 and gave the stock a “market perform” rating in a research note on Friday, October 31st. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, Estee Lauder Companies currently has a consensus rating of “Moderate Buy” and an average target price of $97.43.

Estee Lauder Companies Stock Performance

NYSE:EL traded up $1.58 on Monday, reaching $108.34. 234,755 shares of the company’s stock were exchanged, compared to its average volume of 1,296,424. The firm has a market cap of $39.04 billion, a price-to-earnings ratio of -42.25, a P/E/G ratio of 1.27 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. The stock has a fifty day simple moving average of $98.41 and a 200-day simple moving average of $92.46. Estee Lauder Companies has a 52 week low of $48.37 and a 52 week high of $110.37.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.32 EPS for the quarter, topping the consensus estimate 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 last year, the firm earned $0.14 EPS. Estee Lauder Companies’s revenue for the quarter was up 3.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, sell-side analysts predict that Estee Lauder Companies will post 1.36 earnings per share for the current year.

Insider Buying and Selling at Estee Lauder Companies

In other Estee Lauder Companies news, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total transaction 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. The trade was a 10.24% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, VP Meridith Webster sold 5,430 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 13.05% of the company’s stock.

Institutional Trading of Estee Lauder Companies

A number of large investors have recently made changes to their positions in the stock. Alliancebernstein L.P. increased its position in Estee Lauder Companies by 1.8% in the first quarter. Alliancebernstein L.P. now owns 237,249 shares of the company’s stock worth $15,658,000 after purchasing an additional 4,309 shares during the last quarter. Jacobs Levy Equity Management Inc. purchased a new position in shares of Estee Lauder Companies in the 1st quarter worth $2,257,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in shares of Estee Lauder Companies by 4.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company’s stock worth $1,709,000 after buying an additional 1,177 shares during the last quarter. NewEdge Advisors LLC raised its position in shares of Estee Lauder Companies by 33.4% during the 1st quarter. NewEdge Advisors LLC now owns 6,992 shares of the company’s stock valued at $462,000 after buying an additional 1,749 shares in the last quarter. Finally, Nissay Asset Management Corp Japan ADV lifted its holdings in shares of Estee Lauder Companies by 1.0% in the 1st quarter. Nissay Asset Management Corp Japan ADV now owns 28,914 shares of the company’s stock valued at $1,908,000 after acquiring an additional 295 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors.

Estee Lauder Companies Company Profile

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.