Estee Lauder Companies (NYSE:EL) Given New $115.00 Price Target at Piper Sandler

Estee Lauder Companies (NYSE:EL) had its price target boosted by research analysts at Piper Sandler from $95.00 to $115.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Piper Sandler’s target price suggests a potential upside of 18.25% from the company’s current price.

Other analysts have also issued research reports about the stock. JPMorgan Chase & Co. cut their target price on shares of Estee Lauder Companies from $99.00 to $94.00 and set an “overweight” rating on the stock in a research report on Thursday, July 16th. Sanford C. Bernstein initiated coverage on Estee Lauder Companies in a research report on Friday, June 12th. They issued a “market perform” rating and a $82.00 price target on the stock. TD Cowen increased their price objective on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Thursday. B. Riley Financial reiterated a “neutral” rating and issued a $100.00 target price (up from $85.00) on shares of Estee Lauder Companies in a report on Thursday. Finally, Canaccord Genuity Group raised their price target on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Estee Lauder Companies has a consensus rating of “Hold” and a consensus target price of $99.45.

Estee Lauder Companies Price Performance

Shares of Estee Lauder Companies stock traded down $0.76 on Thursday, reaching $97.25. 1,424,772 shares of the stock were exchanged, compared to its average volume of 3,936,896. The firm’s 50 day moving average is $84.40 and its 200-day moving average is $86.67. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The firm has a market cap of $35.19 billion, a PE ratio of -138.93, a P/E/G ratio of 0.66 and a beta of 1.25.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, beating analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. During the same quarter last year, the business posted $0.09 EPS. The company’s revenue was up 6.3% compared to the same quarter last year. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. As a group, analysts anticipate that Estee Lauder Companies will post 2.41 EPS for the current fiscal year.

Hedge Funds Weigh In On Estee Lauder Companies

A number of hedge funds and other institutional investors have recently modified their holdings of the business. REAP Financial Group LLC bought a new position in shares of Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new position in Estee Lauder Companies in the fourth quarter worth $27,000. Trust Co. of Vermont purchased a new position in Estee Lauder Companies in the second quarter worth $28,000. Kozak & Associates Inc. purchased a new position in shares of Estee Lauder Companies in the 2nd quarter worth about $30,000. Finally, N.E.W. Advisory Services LLC increased its holdings in Estee Lauder Companies by 39.1% during the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock worth $34,000 after buying an additional 91 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

More Estee Lauder Companies News

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

• Positive Sentiment: Fiscal fourth-quarter adjusted EPS was $0.39, ahead of the $0.32 consensus, while revenue rose 6.3% year over year to $3.64 billion, exceeding expectations. Growth was led by Skin Care and Fragrance, with all geographic regions contributing. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management reaffirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin target to 12.7%–13.5%. The outlook reflects improving demand, particularly in North America, Makeup, China and premium Fragrance. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: The Profit Recovery and Growth Plan is gaining traction. Estée Lauder expects up to $1.2 billion in cost savings by 2028, supported by supply-chain changes and an estimated reduction of approximately 10,000 positions. Why Estée Lauder Stock Jumped Today
• Positive Sentiment: TD Cowen raised its price target to $100 from $90, while B. Riley lifted its target to $100 from $85, indicating improved expectations even though both firms retain cautious Hold or Neutral ratings. Analyst price-target updates
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record August 31. The dividend provides income support but is unlikely to be the primary driver of the market reaction.
• Neutral Sentiment: Unusually high call-option activity suggests increased speculative interest following the earnings release, but options volume alone does not confirm a sustained fundamental recovery.
• Negative Sentiment: Some investors argue the turnaround is already reflected in the valuation, with the stock trading at roughly 25 times projected fiscal 2028 earnings despite only mid-single-digit growth expectations. This creates downside risk if the recovery or margin expansion slows. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

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.