Estee Lauder Companies (NYSE:EL) Releases FY 2026 Earnings Guidance

Estee Lauder Companies (NYSE:EL) updated its FY 2026 earnings guidance on Friday. The company provided earnings per share (EPS) guidance of 2.330-2.430 for the period, compared to the consensus estimate of 2.220. The company issued revenue guidance of $14.9 billion-$14.9 billion, compared to the consensus revenue estimate of $15.0 billion.

Analyst Ratings Changes

A number of research firms have weighed in on EL. UBS Group lowered their target price on Estee Lauder Companies from $107.00 to $75.00 and set a “neutral” rating on the stock in a report on Tuesday, April 7th. Raymond James Financial raised Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 target price on the stock in a report on Monday, January 5th. Telsey Advisory Group reissued a “market perform” rating and issued a $105.00 target price on shares of Estee Lauder Companies in a report on Thursday, February 5th. Deutsche Bank Aktiengesellschaft lowered their target price on Estee Lauder Companies from $124.00 to $108.00 and set a “buy” rating on the stock in a report on Monday, March 30th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $113.00 target price on shares of Estee Lauder Companies in a report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and a consensus target price of $101.33.

Estee Lauder Companies Stock Performance

Shares of EL opened at $79.03 on Friday. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82. The business has a 50-day simple moving average of $83.69 and a two-hundred day simple moving average of $96.46. The stock has a market cap of $28.59 billion, a price-to-earnings ratio of -112.90, a PEG ratio of 0.92 and a beta of 1.22. Estee Lauder Companies has a 52 week low of $56.66 and a 52 week high of $121.64.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Friday, May 1st. The company reported $0.91 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.25. The business had revenue of $3.71 billion during the quarter, compared to analysts’ expectations of $3.69 billion. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The business’s quarterly revenue was up 4.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.65 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. On average, analysts expect that Estee Lauder Companies will post 2.22 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 29th will be given a dividend of $0.35 per share. The ex-dividend date is Friday, May 29th. This represents a $1.40 annualized dividend and a dividend yield of 1.8%. Estee Lauder Companies’s dividend payout ratio (DPR) is currently -280.00%.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Q3 beat and guidance raise — EL reported adjusted EPS $0.91 vs. consensus $0.66 and revenue $3.71B vs. $3.69B; management raised FY‑2026 EPS guidance to a 2.33–2.43 range, supporting upside to near‑term earnings expectations. Business Wire: Q3 Results
• Positive Sentiment: Restructuring-linked margin improvement — Management expanded its Profit Recovery & Growth Plan (PRGP), raising expected annual gross benefits to roughly $1.0–$1.2B and increasing planned position reductions (now up to ~9,000–10,000), which investors view as driving near‑term margin expansion. Proactive Investors: Beats estimates, raises guidance
• Neutral Sentiment: Regional sales momentum — Management highlighted stronger sales in Mainland China and Europe (and double‑digit fragrance growth year‑to‑date), a constructive signal for recovery in key luxury channels but still exposed to travel and macro variability. Reuters: Q3 beat
• Neutral Sentiment: Strategic minority investment — EL announced a minority investment in luxury clinical skin‑care brand 111SKIN, reflecting continued brand and portfolio investment; this is longer‑term strategic rather than an immediate earnings driver. Financial Post: 111SKIN investment
• Negative Sentiment: Deeper job cuts and mixed GAAP outlook — While cost savings are viewed positively, the company increased planned headcount reductions (reports cite up to 10,000 roles and separate notices of up to 3,000 more jobs tied to strategic moves), which can signal restructuring risk and near‑term disruption; management’s GAAP metrics were weaker (negative net margin), which some investors penalize. Financial Post: Cut 3,000 jobs
• Negative Sentiment: Valuation and macro risk concerns — Some analysts caution EL’s rally has priced in much of the recovery (comments flag an expensive valuation) and note exposure to Asian travel retail and broader macro/energy shocks, which could limit multiple expansion. Seeking Alpha: Valuation caution

Institutional Trading of Estee Lauder Companies

Several institutional investors have recently made changes to their positions in the business. Compound Planning Inc. grew its position in shares of Estee Lauder Companies by 8.3% during the fourth quarter. Compound Planning Inc. now owns 3,438 shares of the company’s stock worth $360,000 after purchasing an additional 264 shares in the last quarter. Corient Private Wealth LLC grew its position in shares of Estee Lauder Companies by 640.6% during the fourth quarter. Corient Private Wealth LLC now owns 316,355 shares of the company’s stock worth $33,129,000 after purchasing an additional 273,640 shares in the last quarter. Mercer Global Advisors Inc. ADV grew its position in shares of Estee Lauder Companies by 19.2% during the fourth quarter. Mercer Global Advisors Inc. ADV now owns 9,512 shares of the company’s stock worth $959,000 after purchasing an additional 1,531 shares in the last quarter. Owlhouse Capital LP purchased a new stake in shares of Estee Lauder Companies during the fourth quarter worth about $6,011,000. Finally, Beacon Pointe Advisors LLC grew its position in shares of Estee Lauder Companies by 1.0% during the fourth quarter. Beacon Pointe Advisors LLC now owns 18,404 shares of the company’s stock worth $1,927,000 after purchasing an additional 183 shares in the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

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.