Estee Lauder Companies (NYSE:EL) Stock Price Target Raised at Barclays

Estee Lauder Companies (NYSE:EL) had its price objective lifted by Barclays from $108.00 to $126.00 in a research note issued to investors on Wednesday, Benzinga reports. The firm currently has an “overweight” rating on the stock. Barclays‘s target price suggests a potential upside of 11.83% from the company’s current price.

A number of other brokerages have also weighed in on EL. UBS Group upped their target price on Estee Lauder Companies from $104.00 to $112.00 and gave the stock a “neutral” rating in a research report on Tuesday. Berenberg Bank boosted their price target on shares of Estee Lauder Companies from $84.00 to $92.00 and gave the company a “hold” rating in a research note on Monday, August 24th. Weiss Ratings upgraded shares of Estee Lauder Companies from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, October 27th. Argus raised their price objective on shares of Estee Lauder Companies from $100.00 to $125.00 and gave the company a “buy” rating in a research note on Friday, August 28th. Finally, Wells Fargo & Company raised their price objective on shares of Estee Lauder Companies from $95.00 to $110.00 and gave the company an “equal weight” rating in a research note on Tuesday. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Estee Lauder Companies has a consensus rating of “Moderate Buy” and an average price target of $110.31.

Estee Lauder Companies Stock Up 6.9%

NYSE:EL traded up $7.28 during midday trading on Wednesday, hitting $112.67. 2,724,113 shares of the company were exchanged, compared to its average volume of 3,803,997. Estee Lauder Companies has a fifty-two week low of $66.22 and a fifty-two week high of $121.64. The company has a market capitalization of $40.76 billion, a PE ratio of 112.82, a price-to-earnings-growth ratio of 1.51 and a beta of 1.23. The company has a current ratio of 1.25, a quick ratio of 0.90 and a debt-to-equity ratio of 1.67. The company has a fifty day simple moving average of $100.44 and a 200 day simple moving average of $91.81.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.21. Estee Lauder Companies had a return on equity of 26.99% and a net margin of 2.41%. The firm had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.65 billion. During the same period in the prior year, the business posted $0.32 earnings per share. The firm’s revenue for the quarter was up 6.7% compared to the same quarter last year. As a group, equities analysts anticipate that Estee Lauder Companies will post 3.34 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other news, VP Rashida La Lande sold 7,766 shares of Estee Lauder Companies stock in a transaction on Friday, August 28th. The shares were sold at an average price of $103.32, for a total value of $802,383.12. Following the transaction, the vice president directly owned 14,357 shares of the company’s stock, valued at $1,483,365.24. The trade was a 35.10% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Paul J. Fribourg sold 58,000 shares of the company’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the transaction, the director directly owned 417,300 shares in the company, valued at $40,966,341. The trade was a 12.20% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 75,105 shares of company stock valued at $7,423,185. 11.54% of the stock is owned by insiders.

Institutional Trading of Estee Lauder Companies

Large investors have recently added to or reduced their stakes in the company. Nykredit A S bought a new stake in shares of Estee Lauder Companies in the 2nd quarter valued at approximately $6,750,000. Tidal Investments LLC lifted its stake in Estee Lauder Companies by 24.9% in the second quarter. Tidal Investments LLC now owns 1,137,758 shares of the company’s stock valued at $89,826,000 after acquiring an additional 226,888 shares during the last quarter. S&CO Inc. acquired a new stake in Estee Lauder Companies in the second quarter valued at approximately $5,586,000. SummitTX Capital L.P. bought a new stake in Estee Lauder Companies in the first quarter worth approximately $7,608,000. Finally, Chapin Davis Inc. bought a new stake in Estee Lauder Companies in the third quarter worth approximately $9,339,000. 55.15% of the stock is owned by institutional investors and hedge funds.

Key Estee Lauder Companies News

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

• Positive Sentiment: Fiscal Q1 adjusted earnings were $0.72 per share versus the $0.51 consensus, while revenue of $3.72 billion topped expectations of $3.65 billion and grew 6.7% year over year. EL also raised its fiscal 2027 organic sales growth outlook to 4%–5.5%; projected revenue of $15.8 billion–$16.0 billion is above consensus. Company announcement
• Positive Sentiment: The company set a fiscal 2030 ambition for mid-single-digit annual organic sales growth and higher profit margins, reinforcing expectations for a longer-term turnaround. Reuters article
• Positive Sentiment: Several analysts raised price targets after the results. RBC reiterated an outperform rating and lifted its target to $126, while Citi and JPMorgan also raised targets and maintained positive ratings. RBC rating article
• Neutral Sentiment: Analyst views remain divided: some raised targets with buy or overweight ratings, while others kept neutral or equal-weight opinions, reflecting uncertainty about the pace and durability of the recovery. Analyst sentiment article
• Negative Sentiment: Unusually heavy put-option buying—about 40,819 contracts, far above average—suggested some traders were positioning for or hedging against downside risk.

About Estee Lauder Companies

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.