Estee Lauder Companies (NYSE:EL) Price Target Lowered to $105.00 at Wells Fargo & Company

Estee Lauder Companies (NYSE:EL) had its price target cut by Wells Fargo & Company from $111.00 to $105.00 in a report published on Friday,Benzinga reports. They currently have an equal weight rating on the stock.

EL has been the topic of a number of other research reports. Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a report on Thursday, January 22nd. Royal Bank Of Canada restated an “outperform” rating and issued a $113.00 target price on shares of Estee Lauder Companies in a report on Tuesday. JPMorgan Chase & Co. lifted their price target on Estee Lauder Companies from $116.00 to $131.00 and gave the company an “overweight” rating in a report on Friday, January 16th. Telsey Advisory Group reissued a “market perform” rating and issued a $105.00 price objective on shares of Estee Lauder Companies in a research note on Thursday. Finally, Raymond James Financial upgraded Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 target price on the stock in a report on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, nine have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $103.27.

Estee Lauder Companies Trading Up 3.0%

Estee Lauder Companies stock opened at $99.59 on Friday. Estee Lauder Companies has a 12-month low of $48.37 and a 12-month high of $121.64. The company has a debt-to-equity ratio of 1.82, a current ratio of 1.36 and a quick ratio of 0.92. The stock has a market capitalization of $35.89 billion, a PE ratio of -199.18, a price-to-earnings-growth ratio of 1.15 and a beta of 1.14. The firm has a 50 day simple moving average of $109.17 and a 200-day simple moving average of $97.40.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Thursday, February 5th. The company reported $0.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.84 by $0.05. The firm had revenue of $4.23 billion for the quarter, compared to analyst estimates of $4.22 billion. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.Estee Lauder Companies’s revenue was up 5.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.62 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, equities research analysts expect that Estee Lauder Companies will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be paid a $0.35 dividend. The ex-dividend date is Friday, February 27th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. Estee Lauder Companies’s payout ratio is presently -54.26%.

Insider Activity

In other Estee Lauder Companies news, VP Meridith Webster sold 5,430 shares of the firm’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total value of $364,748.76. Following the completion of the transaction, the director directly owned 34,812 shares in the company, valued at approximately $3,196,785.96. This represents a 10.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 13.05% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in EL. Global Retirement Partners LLC lifted its stake in Estee Lauder Companies by 92.4% during the fourth quarter. Global Retirement Partners LLC now owns 1,410 shares of the company’s stock worth $148,000 after purchasing an additional 677 shares during the period. Rathbones Group PLC lifted its position in shares of Estee Lauder Companies by 13.2% during the 4th quarter. Rathbones Group PLC now owns 251,351 shares of the company’s stock worth $26,321,000 after buying an additional 29,312 shares during the period. Lazard Freres Gestion S.A.S. boosted its stake in Estee Lauder Companies by 36.2% in the 4th quarter. Lazard Freres Gestion S.A.S. now owns 1,117,878 shares of the company’s stock valued at $117,064,000 after buying an additional 297,309 shares in the last quarter. Cullen Frost Bankers Inc. grew its position in Estee Lauder Companies by 0.8% in the fourth quarter. Cullen Frost Bankers Inc. now owns 14,462 shares of the company’s stock valued at $1,514,000 after acquiring an additional 118 shares during the period. Finally, Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new stake in Estee Lauder Companies in the fourth quarter valued at $19,438,000. Institutional investors and hedge funds 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: Q2 results beat expectations (EPS $0.89 vs. $0.84) and management raised full‑year sales/earnings guidance, supported by stronger China sales and progress on the “Beauty Reimagined” turnaround — a core reason buyers are returning. Business Wire: Fiscal Q2 Results
• Positive Sentiment: Major brokers showed support: Citigroup upgraded EL to “buy” with a $120 PT and Bank of America reiterated a Buy with re‑rating potential, signaling conviction among some institutional analysts that fundamentals and margin upside remain attractive. Benzinga: Citigroup Upgrade
• Positive Sentiment: Company announced a quarterly dividend (record Feb 27; pay Mar 16), which supports income investors and can help stabilize shares amid the volatility.
• Neutral Sentiment: Several analysts trimmed price targets but left constructive ratings: JPMorgan cut its PT to $121 while staying “overweight” and Wells Fargo lowered its PT to $105 with an “equal weight” call — suggesting cautious optimism but reduced upside assumptions. Benzinga: PT Changes
• Neutral Sentiment: Telsey Advisory Group reaffirmed “market perform” with a $105 target, reflecting mixed analyst views on short‑term growth versus longer‑term restructuring benefits. Benzinga: Telsey Reaffirmation
• Negative Sentiment: Management warned tariffs will shave roughly $100M off full‑year profitability (mostly in H2), pressuring margins and prompting talk of potential pricing actions — a clear near‑term headwind. CNBC: Tariff Headwinds
• Negative Sentiment: Despite the beat, the company’s cautious guidance and restructuring costs led to a heavy sell‑off (shares fell sharply earlier on the outlook and restructuring impact), showing how sensitive EL is to near‑term profit expectations. Investopedia: What Dragged Shares Lower
• Negative Sentiment: Coverage and commentary questioning EL’s valuation and the pace of the turnaround have amplified volatility — several headlines ask whether to trim positions after the drop, keeping sentiment fragile in the near term. Forbes: Should You Cut Your Position?

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.