Investment Analysts’ Weekly Ratings Updates for Estee Lauder Companies (EL)

Several brokerages have updated their recommendations and price targets on shares of Estee Lauder Companies (NYSE: EL) in the last few weeks:

• 8/30/2026 – Estee Lauder Companies was upgraded by China Intl Cap to “strong-buy”.
• 8/21/2026 – Estee Lauder Companies was upgraded by Weiss Ratings from “sell (d)” to “sell (d+)”.
• 8/21/2026 – Estee Lauder Companies had its price target raised by Barclays PLC from $80.00 to $97.00. They now have an “equal weight” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Jefferies Financial Group Inc. from $88.00 to $100.00. They now have a “hold” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Canaccord Genuity Group Inc. from $85.00 to $90.00. They now have a “hold” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Citigroup Inc. from $110.00 to $115.00. They now have a “buy” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Telsey Advisory Group from $90.00 to $108.00. They now have a “market perform” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by JPMorgan Chase & Co. from $94.00 to $112.00. They now have an “overweight” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by The Goldman Sachs Group, Inc. from $100.00 to $112.00. They now have a “buy” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Morgan Stanley from $90.00 to $102.00. They now have an “equal weight” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by UBS Group AG from $86.00 to $106.00. They now have a “neutral” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Wells Fargo & Company from $85.00 to $104.00. They now have an “equal weight” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its price target raised by Piper Sandler from $95.00 to $115.00. They now have an “overweight” rating on the stock.
• 8/20/2026 – Estee Lauder Companies had its “neutral” rating reaffirmed by B. Riley Financial, Inc.. They now have a $100.00 price target on the stock, up from $85.00.
• 8/20/2026 – Estee Lauder Companies had its price target raised by TD Cowen from $90.00 to $100.00. They now have a “hold” rating on the stock.
• 8/17/2026 – Estee Lauder Companies had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $111.00 price target on the stock.
• 7/31/2026 – Estee Lauder Companies had its “sell (d)” rating reaffirmed by Weiss Ratings.
• 7/28/2026 – Estee Lauder Companies had its price target raised by Jefferies Financial Group Inc. from $80.00 to $88.00. They now have a “hold” rating on the stock.
• 7/21/2026 – Estee Lauder Companies had its price target raised by TD Cowen from $85.00 to $90.00. They now have a “hold” rating on the stock.
• 7/21/2026 – Estee Lauder Companies had its price target raised by Barclays PLC from $75.00 to $80.00. They now have an “equal weight” rating on the stock.
• 7/16/2026 – Estee Lauder Companies had its price target lowered by JPMorgan Chase & Co. from $99.00 to $94.00. They now have an “overweight” rating on the stock.
• 7/16/2026 – Estee Lauder Companies had its price target raised by UBS Group AG from $85.00 to $86.00. They now have a “neutral” rating on the stock.
• 7/10/2026 – Estee Lauder Companies was downgraded by Zacks Research from “strong-buy” to “hold”.

Estee Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st will be issued a dividend of $0.35 per share. The ex-dividend date 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 is currently 285.71%.

Insider Activity

In related news, VP Lande Rashida La sold 7,766 shares of the firm’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total transaction of $802,383.12. Following the completion of the sale, the vice president directly owned 14,357 shares of the company’s stock, valued at approximately $1,483,365.24. This trade represents a 35.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 13.05% of the company’s stock.

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.