Estee Lauder Companies (NYSE:EL) Receives Market Perform Rating from Telsey Advisory Group

Telsey Advisory Group reaffirmed their market perform rating on shares of Estee Lauder Companies (NYSE:EL) in a research note issued to investors on Friday morning,Benzinga reports. They currently have a $105.00 target price on the stock.

Other equities analysts have also issued research reports about the stock. Wells Fargo & Company increased their price objective on shares of Estee Lauder Companies from $95.00 to $111.00 and gave the company an “equal weight” rating in a research report on Monday, January 5th. Wall Street Zen raised shares of Estee Lauder Companies from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. UBS Group increased their price target on shares of Estee Lauder Companies from $105.00 to $119.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. Deutsche Bank Aktiengesellschaft boosted their price objective on Estee Lauder Companies from $124.00 to $128.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Jefferies Financial Group began coverage on Estee Lauder Companies in a research note on Wednesday, January 14th. They issued a “hold” rating and a $110.00 price objective for the company. Three analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, eleven have issued a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and an average price target of $103.00.

Estee Lauder Companies Stock Performance

NYSE EL opened at $115.27 on Friday. The company has a debt-to-equity ratio of 1.88, a current ratio of 1.32 and a quick ratio of 0.92. Estee Lauder Companies has a 1-year low of $48.37 and a 1-year high of $120.27. The business has a 50 day simple moving average of $107.48 and a two-hundred day simple moving average of $96.58. The stock has a market capitalization of $41.54 billion, a PE ratio of -44.68, a P/E/G ratio of 1.35 and a beta of 1.15.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.15 by $0.17. Estee Lauder Companies had a positive return on equity of 14.92% and a negative net margin of 6.44%.The business had revenue of $3.48 billion for the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the prior year, the firm earned $0.14 EPS. The company’s revenue for the quarter was up 3.6% on a year-over-year basis. On average, research analysts predict that Estee Lauder Companies will post 1.36 EPS for the current fiscal year.

Insider Activity at Estee Lauder Companies

In other Estee Lauder Companies news, VP Meridith Webster sold 5,430 shares of the company’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction 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 sale, the director owned 34,812 shares of the company’s stock, valued at approximately $3,196,785.96. This trade represents a 10.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Corporate insiders own 13.05% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in the stock. M&T Bank Corp grew its stake in Estee Lauder Companies by 16,270.3% in the 4th quarter. M&T Bank Corp now owns 2,667,208 shares of the company’s stock worth $279,310,000 after acquiring an additional 2,650,915 shares in the last quarter. Norges Bank purchased a new stake in shares of Estee Lauder Companies in the second quarter valued at approximately $189,663,000. Victory Capital Management Inc. boosted its holdings in shares of Estee Lauder Companies by 3,181.4% in the third quarter. Victory Capital Management Inc. now owns 2,312,535 shares of the company’s stock valued at $203,781,000 after purchasing an additional 2,242,062 shares during the period. Wellington Management Group LLP grew its stake in Estee Lauder Companies by 3,986.4% in the third quarter. Wellington Management Group LLP now owns 2,082,217 shares of the company’s stock worth $183,485,000 after purchasing an additional 2,031,262 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its holdings in Estee Lauder Companies by 46.4% during the 3rd quarter. Bank of New York Mellon Corp now owns 6,112,501 shares of the company’s stock worth $538,634,000 after purchasing an additional 1,937,107 shares during the period. Hedge funds and other institutional investors 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: Deutsche Bank raised its price target to $128 and kept a “buy” rating, implying roughly an 11% upside from current levels — a clear analyst vote of confidence that can support shares. Deutsche Bank raises PT to $128
• Positive Sentiment: Zacks argues EL’s upcoming Q2 is likely to show stronger retail trends and margin expansion, highlighting a setup for a possible beat if premium/retail improvements continue. Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
• Positive Sentiment: Another Zacks preview notes Wall Street expects earnings growth next week and outlines the factors that could drive an earnings beat — revenue momentum and improving margins are the key drivers to watch. Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: The company will webcast its fiscal Q2 results and host management commentary on Feb. 5 (8:30 a.m. ET). This is the primary near-term catalyst — results and management tone will likely drive intraday volatility. The Estée Lauder Companies to Webcast Discussion of Fiscal 2026 Second Quarter Results on February 5, 2026
• Neutral Sentiment: Zacks published a comparative piece (EL vs. ELF) that frames EL as a prestige turnaround with margin recovery potential vs. value/digital-first peers — useful context but not an immediate catalyst. EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
• Neutral Sentiment: Routine earnings-release scheduling coverage (confirming the Feb. release) — keeps the calendar clear for investor attention but adds no new data. Estee Lauder Companies (EL) to Release Quarterly Earnings on Thursday
• Negative Sentiment: Telsey Advisory Group reaffirmed a “market perform” rating with a $105 price target, implying ~9% downside vs. current levels — a cautionary signal that could cap upside if confirmations are weak. Telsey reaffirms market perform, $105 PT

Estee Lauder Companies Company Profile

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.