Estee Lauder Companies (NYSE:EL) Given New $126.00 Price Target at Barclays

Estee Lauder Companies (NYSE:EL) had its price target raised by Barclays from $108.00 to $126.00 in a research note released on Wednesday morning,Benzinga reports. They currently have an overweight rating on the stock.

EL has been the topic of a number of other reports. HSBC lifted their price objective on shares of Estee Lauder Companies from $87.00 to $95.00 and gave the company a “hold” rating in a report on Thursday, August 20th. Royal Bank Of Canada increased their target price on shares of Estee Lauder Companies from $120.00 to $126.00 and gave the stock an “outperform” rating in a report on Tuesday. Citigroup raised their target price on shares of Estee Lauder Companies from $115.00 to $121.00 and gave the company a “buy” rating in a research report on Tuesday. The Goldman Sachs Group lifted their price target on shares of Estee Lauder Companies from $116.00 to $124.00 and gave the company a “buy” rating in a research note on Friday, October 16th. Finally, Morgan Stanley boosted their price target on shares of Estee Lauder Companies from $112.00 to $118.00 and gave the stock an “equal weight” rating in a research report on Tuesday. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $110.31.

Estee Lauder Companies Stock Up 6.4%

NYSE:EL opened at $112.11 on Wednesday. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.90 and a current ratio of 1.25. The company has a market cap of $40.56 billion, a PE ratio of 112.11, a PEG ratio of 1.50 and a beta of 1.23. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64. The stock has a 50-day simple moving average of $100.59 and a 200 day simple moving average of $91.79.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Monday, November 2nd. The company reported $0.72 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.51 by $0.21. The business had revenue of $3.72 billion for the quarter, compared to analyst estimates of $3.65 billion. Estee Lauder Companies had a return on equity of 26.99% and a net margin of 2.41%. Estee Lauder Companies’s revenue for the quarter was up 6.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.32 EPS. On average, sell-side analysts expect that Estee Lauder Companies will post 3.39 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend is Monday, November 30th. Estee Lauder Companies’s dividend payout ratio is presently 140.00%.

Insider Activity at Estee Lauder Companies

In related news, Director Paul Fribourg sold 58,000 shares of the business’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the transaction, the director directly owned 417,300 shares in the company, valued at approximately $40,966,341. The trade was a 12.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, VP Rashida La Lande sold 7,766 shares of the company’s stock in a transaction on Friday, August 28th. The stock was sold at an average price of $103.32, for a total transaction of $802,383.12. Following the sale, the vice president directly owned 14,357 shares in the company, valued at $1,483,365.24. This trade represents a 35.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 75,105 shares of company stock valued at $7,423,185. 11.54% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of EL. Lido Advisors LLC boosted its holdings in shares of Estee Lauder Companies by 21.3% during the third quarter. Lido Advisors LLC now owns 9,471 shares of the company’s stock worth $879,000 after acquiring an additional 1,662 shares during the period. Keybank National Association OH increased its stake in shares of Estee Lauder Companies by 24.5% during the third quarter. Keybank National Association OH now owns 5,101 shares of the company’s stock worth $473,000 after purchasing an additional 1,003 shares during the period. AlphaCore Capital LLC bought a new position in shares of Estee Lauder Companies during the third quarter worth approximately $224,000. Fulcrum Asset Management LLP increased its stake in shares of Estee Lauder Companies by 8,235.0% during the third quarter. Fulcrum Asset Management LLP now owns 130,192 shares of the company’s stock worth $12,286,000 after purchasing an additional 128,630 shares during the period. Finally, Allspring Global Investments Holdings LLC lifted its holdings in Estee Lauder Companies by 18.3% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 14,597 shares of the company’s stock worth $1,317,000 after purchasing an additional 2,254 shares during the last quarter. Institutional investors own 55.15% of the company’s stock.

Key Estee Lauder Companies News

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

• Positive Sentiment: Fiscal Q1 adjusted earnings were $0.72 per share, above the $0.51 consensus, and revenue of $3.72 billion topped estimates of $3.65 billion. EL also raised its fiscal 2027 outlook, forecasting $15.8 billion–$16.0 billion in revenue and 4%–5.5% organic sales growth. Q1 results
• Positive Sentiment: At its China-focused capital markets event, the company set a fiscal 2030 ambition for mid-single-digit annual sales growth and higher profit margins, signaling confidence in its recovery and strategy. Reuters: 2030 sales targets
• Positive Sentiment: Analysts made bullish moves: Barclays raised its price target to $126 and assigned an overweight rating, while RBC Capital also gave EL a buy rating and set a $126 target. RBC Capital rating
• Neutral Sentiment: Analyst views remain mixed: TD Cowen maintained a hold, despite the positive ratings and target increases from some peers. TD Cowen rating
• Negative Sentiment: Options trading showed unusually high put volume, potentially reflecting hedging or increased concern about downside risk. This contrasts with the improved earnings outlook and bullish analyst targets.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.