Wells Fargo & Company Lowers Estee Lauder Companies (NYSE:EL) Price Target to $90.00

Estee Lauder Companies (NYSE:EL) had its price objective decreased by equities research analysts at Wells Fargo & Company from $105.00 to $90.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s target price would suggest a potential upside of 14.04% from the stock’s previous close.

EL has been the subject of several other reports. TD Cowen lowered their target price on Estee Lauder Companies from $130.00 to $115.00 and set a “hold” rating for the company in a report on Monday, February 9th. Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Thursday, January 22nd. Royal Bank Of Canada restated an “outperform” rating and set a $113.00 price objective on shares of Estee Lauder Companies in a research note on Tuesday, February 3rd. Evercore boosted their price target on shares of Estee Lauder Companies from $115.00 to $125.00 and gave the company an “outperform” rating in a report on Tuesday, December 16th. Finally, Telsey Advisory Group reaffirmed a “market perform” rating and issued a $105.00 price objective on shares of Estee Lauder Companies in a report on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $103.71.

Estee Lauder Companies Trading Down 8.1%

Shares of EL opened at $78.92 on Tuesday. The company has a market capitalization of $28.55 billion, a P/E ratio of -157.85, a P/E/G ratio of 0.96 and a beta of 1.11. Estee Lauder Companies has a one year low of $48.37 and a one year high of $121.64. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36. The stock has a 50-day moving average price of $105.38 and a 200 day moving average price of $99.47.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The company had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter in the previous year, the firm earned $0.62 EPS. The company’s revenue was up 5.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Sell-side analysts forecast that Estee Lauder Companies will post 1.36 EPS for the current fiscal year.

Institutional Investors Weigh In On Estee Lauder Companies

Several institutional investors have recently bought and sold shares of the stock. REAP Financial Group LLC acquired a new position in Estee Lauder Companies during the 4th quarter valued at about $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new position in shares of Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Flagship Harbor Advisors LLC bought a new position in shares of Estee Lauder Companies in the fourth quarter valued at approximately $32,000. N.E.W. Advisory Services LLC increased its stake in shares of Estee Lauder Companies by 39.1% during the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock valued at $34,000 after acquiring an additional 91 shares during the period. Finally, DV Equities LLC bought a new stake in Estee Lauder Companies during the fourth quarter worth approximately $36,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Strategic rationale — coverage highlights potential benefits of combining complementary prestige brands, geographic reach and scale that could strengthen EL’s long-term growth profile. Understanding the logic behind Estée Lauder’s move for Puig
• Neutral Sentiment: Company confirmation — EL issued a formal statement saying discussions are ongoing, no agreement has been reached and there are no assurances a deal will occur; that keeps outcomes and timing uncertain. The Estée Lauder Companies’ Statement on Potential Transaction with Puig
• Neutral Sentiment: Analyst stance: Canaccord reiterated a Hold rating, arguing deal uncertainty balances upside from strategic rationale against execution and valuation risks — supporting a cautious view on EL near-term. Balanced Risk and Reward Amid Estée Lauder–Puig Deal Uncertainty Supports Hold Rating
• Negative Sentiment: Market reaction — several outlets report EL shares plunged (reported drops ~7–8%) as investors question timing of a large merger while management is executing a turnaround; that selling pressure is the primary driver of today’s decline. Estée Lauder (EL) Stock Tumbles 8% Amid Puig Brands Merger Discussions
• Negative Sentiment: Puig rally sharp — Puig shares jumped (~15%) on takeover/merger talk, reflecting market confidence in strategic upside for Puig brands (Charlotte Tilbury, Carolina Herrera). The asymmetric reaction (Puig up, EL down) reflects investor skepticism about price/terms and near-term shareholder dilution or integration risk for EL. Puig stock soars 15% after Estée Lauder confirms takeover talks with Charlotte Tilbury maker
• Negative Sentiment: Deal scale and scrutiny — FT and other reports frame the tie-up as creating a ~$40B beauty group, which raises regulatory, financing and integration questions that increase execution risk and short-term investor caution. Estée Lauder nears deal to combine with Jean Paul Gaultier owner Puig

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.