Wells Fargo & Company Boosts Estee Lauder Companies (NYSE:EL) Price Target to $104.00

Estee Lauder Companies (NYSE:EL) had its price objective upped by investment analysts at Wells Fargo & Company from $85.00 to $104.00 in a note issued to investors on Thursday,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 6.94% from the company’s current price.

Other analysts have also recently issued research reports about the stock. Telsey Advisory Group dropped their price objective on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a report on Monday, May 4th. Zacks Research lowered shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. The Goldman Sachs Group initiated coverage on shares of Estee Lauder Companies in a research report on Monday, June 22nd. They issued a “buy” rating and a $100.00 target price for the company. Sanford C. Bernstein started coverage on shares of Estee Lauder Companies in a research note on Friday, June 12th. They issued a “market perform” rating and a $82.00 price target on the stock. Finally, UBS Group lifted their price target on Estee Lauder Companies from $85.00 to $86.00 and gave the company a “neutral” rating in a report on Thursday, July 16th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $99.45.

Estee Lauder Companies Stock Performance

NYSE:EL traded down $0.76 during midday trading on Thursday, reaching $97.25. 1,424,772 shares of the company traded hands, compared to its average volume of 3,936,896. Estee Lauder Companies has a twelve month low of $66.22 and a twelve month high of $121.64. The firm has a market capitalization of $35.19 billion, a price-to-earnings ratio of -138.93, a price-to-earnings-growth ratio of 0.66 and a beta of 1.25. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94. The company has a fifty day moving average price of $84.40 and a 200 day moving average price of $86.67.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.55 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same period last year, the company earned $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, analysts expect that Estee Lauder Companies will post 2.41 EPS for the current fiscal year.

Institutional Trading of Estee Lauder Companies

A number of institutional investors have recently made changes to their positions in EL. Vanguard Group Inc. increased its stake in shares of Estee Lauder Companies by 3.9% during the fourth quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock valued at $2,927,224,000 after acquiring an additional 1,043,746 shares during the period. Bank of America Corp DE lifted its position in Estee Lauder Companies by 950.9% in the first quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock worth $993,567,000 after purchasing an additional 12,526,471 shares during the period. State Street Corp lifted its position in Estee Lauder Companies by 4.2% in the fourth quarter. State Street Corp now owns 11,585,782 shares of the company’s stock worth $1,213,263,000 after purchasing an additional 467,195 shares during the period. Schroder Investment Management Group boosted its stake in Estee Lauder Companies by 185.3% during the 4th quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock valued at $861,596,000 after purchasing an additional 5,286,875 shares in the last quarter. Finally, Independent Franchise Partners LLP boosted its stake in Estee Lauder Companies by 1.1% during the 4th quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock valued at $820,717,000 after purchasing an additional 83,857 shares in the last quarter. 55.15% of the stock is owned by institutional investors and hedge funds.

Estee Lauder Companies News Roundup

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

• Positive Sentiment: Fiscal fourth-quarter adjusted EPS was $0.39, ahead of the $0.32 consensus, while revenue rose 6.3% year over year to $3.64 billion, exceeding expectations. Growth was led by Skin Care and Fragrance, with all geographic regions contributing. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management reaffirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin target to 12.7%–13.5%. The outlook reflects improving demand, particularly in North America, Makeup, China and premium Fragrance. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: The Profit Recovery and Growth Plan is gaining traction. Estée Lauder expects up to $1.2 billion in cost savings by 2028, supported by supply-chain changes and an estimated reduction of approximately 10,000 positions. Why Estée Lauder Stock Jumped Today
• Positive Sentiment: TD Cowen raised its price target to $100 from $90, while B. Riley lifted its target to $100 from $85, indicating improved expectations even though both firms retain cautious Hold or Neutral ratings. Analyst price-target updates
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record August 31. The dividend provides income support but is unlikely to be the primary driver of the market reaction.
• Neutral Sentiment: Unusually high call-option activity suggests increased speculative interest following the earnings release, but options volume alone does not confirm a sustained fundamental recovery.
• Negative Sentiment: Some investors argue the turnaround is already reflected in the valuation, with the stock trading at roughly 25 times projected fiscal 2028 earnings despite only mid-single-digit growth expectations. This creates downside risk if the recovery or margin expansion slows. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

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.