Estee Lauder Companies (NYSE:EL) Releases Earnings Results, Beats Estimates By $0.07 EPS

Estee Lauder Companies (NYSE:EL) released its earnings results on Wednesday. The company reported $0.39 earnings per share for the quarter, beating analysts’ consensus estimates of $0.32 by $0.07, Zacks reports. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company had revenue of $3.64 billion for the quarter, compared to analysts’ expectations of $3.55 billion. Estee Lauder Companies updated its FY 2027 guidance to 3.100-3.350 EPS.

Estee Lauder Companies Price Performance

NYSE:EL opened at $84.35 on Wednesday. The firm has a market capitalization of $30.52 billion, a price-to-earnings ratio of -120.50, a PEG ratio of 0.68 and a beta of 1.25. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94. The business has a 50 day simple moving average of $84.15 and a 200-day simple moving average of $86.79. Estee Lauder Companies has a 1 year low of $66.22 and a 1 year high of $121.64.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on the company. Sanford C. Bernstein began coverage on Estee Lauder Companies in a research report on Friday, June 12th. They issued a “market perform” rating and a $82.00 price objective on the stock. Citigroup lifted their price objective on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a research report on Friday, May 22nd. Zacks Research lowered shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Friday, July 31st. Finally, Wells Fargo & Company lifted their price target on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the company an “equal weight” rating in a report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, Estee Lauder Companies presently has a consensus rating of “Hold” and a consensus price target of $96.84.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Estée Lauder reported fiscal 2026 organic sales growth of 3% and significant operating-margin expansion, saying results finished ahead of its original expectations. Management’s comments suggest its cost-reduction and brand-reinvestment strategy is beginning to reignite growth. The Estée Lauder Companies Reports Fiscal 2026 Results
• Positive Sentiment: The company narrowed its fiscal fourth-quarter loss as sales increased, reinforcing the view that the turnaround is progressing. Estée Lauder Narrows Loss as Sales Climb
• Positive Sentiment: Fiscal 2027 profit is forecast above Wall Street expectations, supported by sustained demand for premium fragrances and improving performance in China and other key markets. Estée Lauder Forecasts Annual Profit Above Estimates
• Positive Sentiment: Royal Bank of Canada reiterated its Outperform rating, maintaining a $111 price target, indicating substantial potential upside from recent trading levels.
• Neutral Sentiment: Management projected fiscal 2027 revenue of $15.5 billion to $15.8 billion, broadly in line with consensus, while adjusted EPS guidance of $3.10 to $3.35 brackets the $3.18 analyst estimate. This leaves room for upside but is not clearly above expectations.
• Negative Sentiment: The company remains loss-making on a reported basis, and the midpoint of its fiscal 2027 EPS outlook is slightly below consensus. Valuation concerns and mixed recent institutional trading could also limit gains if execution disappoints.

Institutional Trading of Estee Lauder Companies

Hedge funds and other institutional investors have recently bought and sold shares of the stock. DV Equities LLC bought a new position in Estee Lauder Companies during the fourth quarter valued at $36,000. Kelleher Financial Advisors purchased a new position in shares of Estee Lauder Companies during the 3rd quarter worth about $39,000. Quarry LP bought a new position in Estee Lauder Companies during the 4th quarter valued at about $42,000. Colonial Trust Co SC grew its holdings in Estee Lauder Companies by 779.2% during the 4th quarter. Colonial Trust Co SC now owns 677 shares of the company’s stock valued at $71,000 after purchasing an additional 600 shares during the last quarter. Finally, UMB Bank n.a. raised its position in Estee Lauder Companies by 26.0% in the 4th quarter. UMB Bank n.a. now owns 698 shares of the company’s stock worth $73,000 after purchasing an additional 144 shares during the period. Hedge funds and other institutional investors own 55.15% of the company’s stock.

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.