Estee Lauder Companies (NYSE:EL) Stock Price Expected to Rise, Morgan Stanley Analyst Says

Estee Lauder Companies (NYSE:EL) had its target price raised by investment analysts at Morgan Stanley from $112.00 to $118.00 in a research note issued on Tuesday, Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Morgan Stanley‘s target price suggests a potential upside of 11.26% from the stock’s current price.

Other equities analysts also recently issued reports about the stock. TD Cowen upped their price target on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the company a “hold” rating in a report on Friday. CICC Research raised shares of Estee Lauder Companies from a “neutral” rating to an “outperform” rating and upped their price objective for the company from $65.00 to $122.00 in a report on Monday, August 31st. Citigroup raised their target price on Estee Lauder Companies from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. UBS Group lifted their price target on Estee Lauder Companies from $104.00 to $112.00 and gave the company a “neutral” rating in a research report on Tuesday. Finally, Piper Sandler boosted their price target on Estee Lauder Companies from $115.00 to $125.00 and gave the company an “overweight” rating in a report on Friday, October 23rd. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $109.19.

Estee Lauder Companies Stock Up 1.2%

NYSE:EL traded up $1.29 during mid-day trading on Tuesday, hitting $106.06. 1,768,112 shares of the company’s stock were exchanged, compared to its average volume of 3,797,471. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. The business has a fifty day moving average price of $100.42 and a 200 day moving average price of $91.86. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The company has a market cap of $38.37 billion, a PE ratio of 216.42, a P/E/G ratio of 1.59 and a beta of 1.27.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.21. The firm had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.65 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. The company’s revenue was up 6.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.32 earnings per share. Equities analysts predict that Estee Lauder Companies will post 3.32 EPS for the current year.

Insiders Place Their Bets

In related news, VP Rashida La Lande sold 7,766 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the transaction, the vice president directly owned 14,357 shares in the company, valued at approximately $1,483,365.24. This represents a 35.10% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Charlene Barshefsky sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the sale, the director directly owned 50,971 shares of the company’s stock, valued at $5,036,954.22. The trade was a 6.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 75,105 shares of company stock valued at $7,423,185. Insiders own 11.54% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

Hedge funds and other institutional investors have recently bought and sold shares of the company. Alps Advisors Inc. boosted its stake in shares of Estee Lauder Companies by 4.7% in the 3rd quarter. Alps Advisors Inc. now owns 2,795 shares of the company’s stock valued at $259,000 after purchasing an additional 125 shares in the last quarter. CenterBook Partners LP increased its holdings in Estee Lauder Companies by 77.6% during the 3rd quarter. CenterBook Partners LP now owns 43,843 shares of the company’s stock valued at $4,067,000 after purchasing an additional 19,151 shares in the last quarter. Calamos Advisors LLC raised its position in Estee Lauder Companies by 1.1% in the 3rd quarter. Calamos Advisors LLC now owns 102,019 shares of the company’s stock valued at $9,464,000 after purchasing an additional 1,107 shares during the last quarter. Commonwealth Equity Services LLC boosted its stake in Estee Lauder Companies by 13.7% in the third quarter. Commonwealth Equity Services LLC now owns 46,216 shares of the company’s stock worth $4,287,000 after purchasing an additional 5,551 shares in the last quarter. Finally, Chicago Partners Investment Group LLC boosted its stake in Estee Lauder Companies by 21.4% in the third quarter. Chicago Partners Investment Group LLC now owns 3,219 shares of the company’s stock worth $350,000 after purchasing an additional 567 shares in the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Estée Lauder reported fiscal Q1 adjusted earnings of $0.72 per share, well above the approximately $0.51–$0.52 consensus, while revenue of $3.72 billion exceeded estimates of $3.65 billion and increased 6.7% year over year. Fiscal 2027 First Quarter Results
• Positive Sentiment: Profitability improved sharply as sales grew faster than costs, with operating income more than doubling according to coverage of the results. Fragrance was the standout category, with sales rising roughly 19%–20% and delivering the strongest operating margin among the company’s major categories. Q1 Earnings Beat on Fragrance Growth
• Positive Sentiment: Management raised its fiscal 2027 outlook, calling for $15.8 billion–$16.0 billion in revenue and $3.20–$3.45 in EPS. It also lifted its organic sales-growth forecast to 4%–5.5%, citing Beauty Reimagined, stronger fragrance demand and resilient China sales. Fiscal 2027 Outlook Raised
• Positive Sentiment: Royal Bank of Canada raised its price target from $120 to $126 and maintained an “outperform” rating, implying meaningful upside based on the cited share price. Royal Bank of Canada Rating
• Neutral Sentiment: Wells Fargo raised its target from $95 to $110 but retained an “equal weight” rating, indicating improved expectations without a bullish change in its overall stance. Wells Fargo Rating
• Negative Sentiment: The EPS guidance midpoint is slightly below consensus, and analysts note that growth may be front-loaded. Investors must also weigh the stock’s elevated valuation and reported cash-outflow concerns as the recovery continues.

About Estee Lauder Companies

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.