Estee Lauder Companies (NYSE:EL) Price Target Raised to $112.00

Estee Lauder Companies (NYSE:EL) had its price target hoisted by JPMorgan Chase & Co. from $94.00 to $112.00 in a report released on Thursday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

EL has been the topic of a number of other reports. Canaccord Genuity Group upped their target price on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a “hold” rating in a report on Monday, May 4th. Piper Sandler lifted their price target on Estee Lauder Companies from $95.00 to $115.00 and gave the stock an “overweight” rating in a report on Thursday. Sanford C. Bernstein began coverage on Estee Lauder Companies in a research report on Friday, June 12th. They set a “market perform” rating and a $82.00 price target on the stock. Morgan Stanley upped their price objective on Estee Lauder Companies from $90.00 to $102.00 and gave the company an “equal weight” rating in a research note on Thursday. Finally, UBS Group raised their price objective on Estee Lauder Companies from $86.00 to $106.00 and gave the company a “neutral” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $104.67.

Estee Lauder Companies Price Performance

NYSE:EL opened at $101.68 on Thursday. The stock has a market capitalization of $36.79 billion, a PE ratio of 207.51, a P/E/G ratio of 0.78 and a beta of 1.25. Estee Lauder Companies has a 1-year low of $66.22 and a 1-year high of $121.64. The firm has a fifty day simple moving average of $84.80 and a 200 day simple moving average of $86.64. The company has a current ratio of 1.22, a quick ratio of 0.94 and a debt-to-equity ratio of 1.79.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) 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 net margin of 1.21% and a return on equity of 23.52%. The company’s quarterly revenue was up 6.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, research analysts expect that Estee Lauder Companies will post 3.29 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 15th. Investors of record on Monday, August 31st will be paid a $0.35 dividend. The ex-dividend date is Monday, August 31st. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. Estee Lauder Companies’s dividend payout ratio is 285.71%.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. N.E.W. Advisory Services LLC lifted its position in 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 worth $34,000 after acquiring an additional 91 shares during the last quarter. New Mexico Educational Retirement Board grew its position in shares of Estee Lauder Companies by 0.9% in the fourth quarter. New Mexico Educational Retirement Board now owns 10,724 shares of the company’s stock valued at $1,123,000 after purchasing an additional 100 shares during the last quarter. Allworth Financial LP grew its position in shares of Estee Lauder Companies by 6.6% in the fourth quarter. Allworth Financial LP now owns 1,789 shares of the company’s stock valued at $187,000 after purchasing an additional 110 shares during the last quarter. Parkside Financial Bank & Trust increased its stake in shares of Estee Lauder Companies by 17.9% during the fourth quarter. Parkside Financial Bank & Trust now owns 743 shares of the company’s stock worth $78,000 after purchasing an additional 113 shares during the period. Finally, Valeo Financial Advisors LLC increased its stake in shares of Estee Lauder Companies by 4.4% during the fourth quarter. Valeo Financial Advisors LLC now owns 2,806 shares of the company’s stock worth $294,000 after purchasing an additional 117 shares during the period. 55.15% of the stock is owned by institutional investors.

Key Stories Impacting Estee Lauder Companies

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

• Positive Sentiment: Estee Lauder reported fourth-quarter adjusted EPS of $0.39, ahead of the $0.32 analyst consensus, while revenue reached $3.64 billion versus expectations of $3.55 billion. Revenue increased 6.3% year over year, supported by organic sales growth, margin improvement and gains across multiple regions. Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?
• Positive Sentiment: Management’s fiscal 2027 targets point to continued recovery: 3%–5% organic sales growth, a 12.7%–13.5% adjusted operating margin and adjusted EPS guidance of $3.10–$3.35. North America and the Makeup business are key areas of focus. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several firms raised their price targets following the results. Goldman Sachs and JPMorgan lifted targets to $112, Citigroup to $115, Piper Sandler to $115, Telsey Advisory Group to $108, UBS to $106 and Wells Fargo to $104. Goldman, JPMorgan, Citigroup and Piper Sandler maintained bullish ratings. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Results
• Neutral Sentiment: Analyst sentiment remains mixed after the rally. Barclays, Morgan Stanley, Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained equal-weight, neutral or hold ratings, with targets generally close to the recent trading level.
• Neutral Sentiment: Unusually heavy options activity and multiple analyst revisions indicate heightened investor interest, but do not establish a clear fundamental direction. Estee Lauder Companies Target of Unusually Large Options Trading
• Negative Sentiment: Valuation is a risk: one analysis argues that Estee Lauder’s self-help measures—including a plan for $1.2 billion in savings by 2028, headcount reductions and supply-chain changes—are already reflected in the stock, leaving limited upside if growth remains only mid-single digit. 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.