Estee Lauder Companies (NYSE:EL) Updates FY 2027 Earnings Guidance

Estee Lauder Companies (NYSE:EL) updated its FY 2027 earnings guidance on Wednesday. The company provided earnings per share guidance of 3.100-3.350 for the period, compared to the consensus estimate of 3.180. The company issued revenue guidance of $15.5 billion-$15.8 billion, compared to the consensus revenue estimate of $15.5 billion.

Estee Lauder Companies Trading Up 0.0%

EL opened at $84.35 on Wednesday. The stock has a market cap of $30.52 billion, a price-to-earnings ratio of -120.50, a P/E/G ratio of 0.68 and a beta of 1.25. The stock’s 50 day moving average price is $84.15 and its 200-day moving average price is $86.79. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27.

Analysts Set New Price Targets

Several equities analysts have commented on the company. Jefferies Financial Group upped their price objective on Estee Lauder Companies from $80.00 to $88.00 and gave the company a “hold” rating in a research report on Tuesday, July 28th. Citigroup raised their price target on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Telsey Advisory Group reduced their price target on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a research note on Monday, May 4th. JPMorgan Chase & Co. lowered their price objective on shares of Estee Lauder Companies from $99.00 to $94.00 and set an “overweight” rating for the company in a research report on Thursday, July 16th. Finally, Barclays lifted their price target on shares of Estee Lauder Companies from $75.00 to $80.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 21st. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Estee Lauder Companies currently has an average rating of “Hold” and a consensus target price of $96.84.

Key Headlines Impacting 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 Investors Weigh In On Estee Lauder Companies

Large investors have recently modified their holdings of the business. Compound Planning Inc. raised its stake in Estee Lauder Companies by 8.3% in the fourth quarter. Compound Planning Inc. now owns 3,438 shares of the company’s stock worth $360,000 after buying an additional 264 shares in the last quarter. Corient Private Wealth LLC raised its position in shares of Estee Lauder Companies by 640.6% in the 4th quarter. Corient Private Wealth LLC now owns 316,355 shares of the company’s stock worth $33,129,000 after acquiring an additional 273,640 shares in the last quarter. Mercer Global Advisors Inc. ADV lifted its stake in shares of Estee Lauder Companies by 19.2% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 9,512 shares of the company’s stock worth $959,000 after purchasing an additional 1,531 shares during the last quarter. Owlhouse Capital LP bought a new stake in Estee Lauder Companies during the fourth quarter valued at about $6,011,000. Finally, Beacon Pointe Advisors LLC boosted its position in Estee Lauder Companies by 1.0% during the fourth quarter. Beacon Pointe Advisors LLC now owns 18,404 shares of the company’s stock valued at $1,927,000 after purchasing an additional 183 shares in the last quarter. 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.