Estee Lauder Companies (NYSE:EL) Price Target Raised to $112.00

Estee Lauder Companies (NYSE:EL) had its target price hoisted by The Goldman Sachs Group from $100.00 to $112.00 in a report published on Thursday morning,Benzinga reports. The brokerage currently has a buy rating on the stock.

Several other brokerages have also issued reports on EL. UBS Group boosted their price target on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the company a “neutral” rating in a report on Thursday. Barclays raised their price objective on shares of Estee Lauder Companies from $75.00 to $80.00 and gave the stock an “equal weight” rating in a report on Tuesday, July 21st. Weiss Ratings reissued a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Friday, July 31st. Sanford C. Bernstein started coverage on shares of Estee Lauder Companies in a research report on Friday, June 12th. They issued a “market perform” rating and a $82.00 price target for the company. Finally, Morgan Stanley raised their price target on shares of Estee Lauder Companies from $90.00 to $102.00 and gave the stock an “equal weight” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, Estee Lauder Companies currently has an average rating of “Hold” and a consensus target price of $104.67.

Estee Lauder Companies Price Performance

Shares of NYSE:EL opened at $101.68 on Thursday. Estee Lauder Companies has a 1-year low of $66.22 and a 1-year high of $121.64. The firm has a market capitalization of $36.79 billion, a PE ratio of 207.51, a PEG ratio of 0.78 and a beta of 1.25. The business’s 50 day moving average is $84.80 and its 200-day moving average is $86.64. The company has a current ratio of 1.22, a quick ratio of 0.94 and a debt-to-equity ratio of 1.79.

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

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a dividend of $0.35 per share. The ex-dividend date of this dividend is Monday, August 31st. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. Estee Lauder Companies’s dividend payout ratio (DPR) is presently 285.71%.

Institutional Investors Weigh In On Estee Lauder Companies

Large investors have recently made changes to their positions in the company. N.E.W. Advisory Services LLC increased its position in shares of 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 purchasing an additional 91 shares in the last quarter. New Mexico Educational Retirement Board boosted its position in 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 in the last quarter. Allworth Financial LP boosted its position in Estee Lauder Companies by 6.6% in the fourth quarter. Allworth Financial LP now owns 1,789 shares of the company’s stock valued at $187,000 after buying an additional 110 shares in the last quarter. Parkside Financial Bank & Trust boosted its position in Estee Lauder Companies by 17.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 743 shares of the company’s stock valued at $78,000 after buying an additional 113 shares in the last quarter. Finally, Valeo Financial Advisors LLC grew its stake in 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 buying an additional 117 shares during the last quarter. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies News Roundup

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

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.