Estée Lauder Companies (NYSE:EL) Updates Q3 2025 Earnings Guidance

Estée Lauder Companies (NYSE:EL) updated its third quarter 2025 earnings guidance on Tuesday. The company provided EPS guidance of 0.200-0.300 for the period, compared to the consensus EPS estimate of 0.640. The company issued revenue guidance of $3.5 billion-$3.5 billion, compared to the consensus revenue estimate of $3.7 billion.

Estée Lauder Companies Stock Performance

NYSE EL traded down $13.35 on Tuesday, hitting $69.42. 8,147,367 shares of the company’s stock were exchanged, compared to its average volume of 3,449,048. The firm has a market cap of $24.92 billion, a price-to-earnings ratio of 123.18, a P/E/G ratio of 5.89 and a beta of 1.03. The firm’s 50-day moving average price is $77.29 and its two-hundred day moving average price is $83.73. Estée Lauder Companies has a fifty-two week low of $62.29 and a fifty-two week high of $159.75. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.32 and a quick ratio of 0.90.

Estée Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Tuesday, February 4th. The company reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.31 by $0.31. Estée Lauder Companies had a return on equity of 17.31% and a net margin of 1.31%. On average, research analysts expect that Estée Lauder Companies will post 1.5 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Telsey Advisory Group reaffirmed a “market perform” rating and issued a $76.00 price objective on shares of Estée Lauder Companies in a research note on Tuesday. Hsbc Global Res cut shares of Estée Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, October 16th. Piper Sandler increased their price objective on shares of Estée Lauder Companies from $91.00 to $98.00 and gave the stock an “overweight” rating in a research report on Wednesday, January 29th. Wells Fargo & Company lifted their target price on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the company an “equal weight” rating in a report on Thursday, January 30th. Finally, JPMorgan Chase & Co. increased their price target on Estée Lauder Companies from $74.00 to $79.00 and gave the company a “neutral” rating in a report on Thursday, January 16th. Twenty equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus target price of $92.95.

Insider Activity at Estée Lauder Companies

In related news, Director Paul J. Fribourg bought 75,500 shares of the stock in a transaction dated Monday, November 18th. The stock was bought at an average cost of $64.93 per share, with a total value of $4,902,215.00. Following the completion of the acquisition, the director now owns 310,000 shares of the company’s stock, valued at $20,128,300. This trade represents a 32.20 % increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. 12.78% of the stock is owned by corporate insiders.

Estée Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.