Estee Lauder Companies (NYSE:EL) Price Target Raised to $108.00

Estee Lauder Companies (NYSE:EL) had its price objective lifted by Telsey Advisory Group from $90.00 to $108.00 in a research note issued to investors on Thursday,Benzinga reports. They currently have a market perform rating on the stock.

Several other analysts also recently issued reports on the stock. Piper Sandler lifted their price target on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the company an “overweight” rating in a research report on Thursday. Royal Bank Of Canada restated an “outperform” rating and set a $111.00 price objective on shares of Estee Lauder Companies in a report on Monday, August 17th. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Friday, July 31st. Canaccord Genuity Group lifted their price objective on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a “hold” rating in a report on Monday, May 4th. Finally, The Goldman Sachs Group boosted their target price on shares of Estee Lauder Companies from $100.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies currently has an average rating of “Hold” and a consensus price target of $104.67.

Estee Lauder Companies Stock Up 5.8%

Shares of NYSE:EL opened at $101.68 on Thursday. The business’s 50 day simple moving average is $84.80 and its two-hundred day simple moving average is $86.64. The firm has a market cap of $36.79 billion, a P/E ratio of 207.51, a PEG ratio of 0.78 and a beta of 1.25. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.94 and a current ratio of 1.22. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, beating the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The company’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. As a group, research analysts forecast that Estee Lauder Companies will post 3.29 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be paid a $0.35 dividend. The ex-dividend date is Monday, August 31st. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. Estee Lauder Companies’s dividend payout ratio is presently 285.71%.

Institutional Inflows and Outflows

Large investors have recently made changes to their positions in the company. REAP Financial Group LLC bought a new stake in Estee Lauder Companies in the 4th quarter worth about $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in shares of Estee Lauder Companies during the 4th quarter worth approximately $27,000. Trust Co. of Vermont bought a new position in shares of Estee Lauder Companies during the 2nd quarter worth approximately $28,000. Kozak & Associates Inc. purchased a new position in shares of Estee Lauder Companies in the 2nd quarter worth approximately $30,000. Finally, N.E.W. Advisory Services LLC increased its position in shares of 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 valued at $34,000 after acquiring an additional 91 shares during the last quarter. 55.15% of the stock is owned by institutional investors.

Key Headlines Impacting Estee Lauder Companies

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

• Positive Sentiment: Estee Lauder reported fourth-quarter adjusted EPS of $0.39, ahead of the $0.32 analyst consensus, while revenue reached $3.64 billion versus expectations of $3.55 billion. Revenue increased 6.3% year over year, supported by organic sales growth, margin improvement and gains across multiple regions. Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?
• Positive Sentiment: Management’s fiscal 2027 targets point to continued recovery: 3%–5% organic sales growth, a 12.7%–13.5% adjusted operating margin and adjusted EPS guidance of $3.10–$3.35. North America and the Makeup business are key areas of focus. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several firms raised their price targets following the results. Goldman Sachs and JPMorgan lifted targets to $112, Citigroup to $115, Piper Sandler to $115, Telsey Advisory Group to $108, UBS to $106 and Wells Fargo to $104. Goldman, JPMorgan, Citigroup and Piper Sandler maintained bullish ratings. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Results
• Neutral Sentiment: Analyst sentiment remains mixed after the rally. Barclays, Morgan Stanley, Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained equal-weight, neutral or hold ratings, with targets generally close to the recent trading level.
• Neutral Sentiment: Unusually heavy options activity and multiple analyst revisions indicate heightened investor interest, but do not establish a clear fundamental direction. Estee Lauder Companies Target of Unusually Large Options Trading
• Negative Sentiment: Valuation is a risk: one analysis argues that Estee Lauder’s self-help measures—including a plan for $1.2 billion in savings by 2028, headcount reductions and supply-chain changes—are already reflected in the stock, leaving limited upside if growth remains only mid-single digit. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

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.