Estee Lauder Companies (NYSE:EL) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Estee Lauder Companies (NYSE:EL) had its price target boosted by Morgan Stanley from $90.00 to $102.00 in a note issued to investors on Thursday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Morgan Stanley’s price objective would indicate a potential upside of 4.77% from the company’s current price.

Several other research analysts have also weighed in on the stock. UBS Group lifted their price objective on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the stock a “neutral” rating in a research note on Thursday. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a report on Friday, July 31st. Piper Sandler increased their target price on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the stock an “overweight” rating in a report on Thursday. Telsey Advisory Group reduced their price target on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a research report on Monday, May 4th. Finally, Citigroup boosted their price target on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a report on Friday, May 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Estee Lauder Companies currently has a consensus rating of “Hold” and an average target price of $100.52.

Estee Lauder Companies Trading Down 0.7%

EL traded down $0.65 during midday trading on Thursday, reaching $97.36. 2,519,419 shares of the company were exchanged, compared to its average volume of 3,944,321. 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 stock has a market capitalization of $35.22 billion, a P/E ratio of -139.09, a PEG ratio of 0.66 and a beta of 1.25. The stock’s 50-day simple moving average is $84.40 and its 200 day simple moving average is $86.67.

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

Institutional Trading of Estee Lauder Companies

Large investors have recently bought and sold shares of the business. N.E.W. Advisory Services LLC raised its holdings in Estee Lauder Companies by 39.1% during the 4th 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 period. New Mexico Educational Retirement Board boosted its holdings in shares of Estee Lauder Companies by 0.9% in the fourth quarter. New Mexico Educational Retirement Board now owns 10,724 shares of the company’s stock valued at $1,123,000 after buying an additional 100 shares during the period. Allworth Financial LP increased its position in shares of Estee Lauder Companies by 6.6% during the fourth quarter. Allworth Financial LP now owns 1,789 shares of the company’s stock worth $187,000 after acquiring an additional 110 shares in the last quarter. Parkside Financial Bank & Trust increased its position in shares of Estee Lauder Companies by 17.9% during the fourth quarter. Parkside Financial Bank & Trust now owns 743 shares of the company’s stock worth $78,000 after acquiring an additional 113 shares in the last quarter. Finally, Valeo Financial Advisors LLC raised its holdings in shares of Estee Lauder Companies by 4.4% during the fourth quarter. Valeo Financial Advisors LLC now owns 2,806 shares of the company’s stock worth $294,000 after acquiring an additional 117 shares during the period. 55.15% of the stock is owned by institutional investors.

Key Stories Impacting Estee Lauder Companies

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

• Positive Sentiment: Fiscal Q4 revenue rose 6% year over year to approximately $3.64 billion, ahead of the $3.55 billion consensus estimate, while adjusted EPS of $0.39 exceeded expectations of $0.32 and increased substantially from $0.09 a year earlier. Growth was supported by Skin Care, Fragrance, China and broader geographic momentum. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management affirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%, signaling that the turnaround, cost controls and margin-recovery plan are gaining traction. The plan is expected to generate up to $1.2 billion in gross benefits by 2028, alongside supply-chain changes and significant workforce reductions. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several analysts raised their price targets following the report: Piper Sandler increased its target to $115 and maintained an overweight rating, while UBS, Wells Fargo, TD Cowen and B. Riley also lifted targets. The revisions reinforce improving sentiment around Estée Lauder’s recovery. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, implying an annualized yield of roughly 1.4%. The dividend supports shareholder returns but is unlikely to materially change the earnings-driven investment outlook.
• Negative Sentiment: After the rally, some investors view the valuation as demanding—approximately 25 times projected fiscal 2028 earnings for a company targeting mid-single-digit growth. UBS, Wells Fargo, TD Cowen and B. Riley retained neutral, equal-weight or hold ratings, limiting the potential for further upside.

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.