Estee Lauder Companies (NYSE:EL) Announces FY 2027 Earnings Guidance

Estee Lauder Companies (NYSE:EL) updated its FY 2027 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 3.200-3.450 for the period, compared to the consensus estimate of 3.330. The company issued revenue guidance of $15.8 billion-$16.0 billion, compared to the consensus revenue estimate of $15.7 billion.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on EL. Wells Fargo & Company raised their price objective on Estee Lauder Companies from $95.00 to $110.00 and gave the company an “equal weight” rating in a research report on Tuesday. JPMorgan Chase & Co. boosted their target price on Estee Lauder Companies from $115.00 to $120.00 and gave the stock an “overweight” rating in a report on Tuesday. Royal Bank Of Canada increased their target price on Estee Lauder Companies from $120.00 to $126.00 and gave the stock an “outperform” rating in a research note on Tuesday. Weiss Ratings upgraded Estee Lauder Companies from a “sell (d+)” rating to a “hold (c-)” rating in a report on Tuesday, October 27th. Finally, Berenberg Bank raised their price target on Estee Lauder Companies from $84.00 to $92.00 and gave the company a “hold” rating in a report on Monday, August 24th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, Estee Lauder Companies presently has a consensus rating of “Moderate Buy” and a consensus target price of $109.62.

Estee Lauder Companies Trading Up 0.7%

Shares of NYSE EL opened at $105.46 on Wednesday. The firm’s 50 day moving average price is $100.44 and its 200-day moving average price is $91.81. Estee Lauder Companies has a 52-week low of $66.22 and a 52-week high of $121.64. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.90 and a current ratio of 1.25. The company has a market cap of $38.16 billion, a PE ratio of 36.00, a P/E/G ratio of 1.51 and a beta of 1.23.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, beating the consensus estimate of $0.51 by $0.21. The company had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.65 billion. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The firm’s quarterly revenue was up 6.7% compared to the same quarter last year. During the same quarter last year, the firm earned $0.32 earnings per share. On average, equities research analysts expect that Estee Lauder Companies will post 3.34 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.3%. The ex-dividend date is Monday, November 30th. Estee Lauder Companies’s dividend payout ratio (DPR) is currently 285.71%.

Insider Buying and Selling at Estee Lauder Companies

In other Estee Lauder Companies news, VP Rashida La Lande sold 7,766 shares of Estee Lauder Companies stock in a transaction 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 sale, the vice president owned 14,357 shares of the company’s stock, valued at approximately $1,483,365.24. This trade represents a 35.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Charlene Barshefsky sold 3,775 shares of Estee Lauder Companies stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the completion of the sale, the director directly owned 50,971 shares of the company’s stock, valued at approximately $5,036,954.22. The trade was a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 75,105 shares of company stock worth $7,423,185. Insiders own 11.54% of the company’s stock.

Key Estee Lauder Companies News

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

• Positive Sentiment: Management set a fiscal 2030 ambition for mid-single-digit annual organic sales growth, building on its Beauty Reimagined strategy and One ELC operating model. The longer-term target may support confidence in the company’s recovery plan. Reuters article
• Positive Sentiment: Fiscal Q1 results beat estimates: adjusted EPS was $0.72 versus roughly $0.51 expected, and revenue was $3.72 billion versus $3.65 billion expected. Sales grew 6.7% year over year, with strength in fragrance and China and improved margins helping lift earnings. Zacks article
• Positive Sentiment: EL raised its fiscal 2027 organic sales growth outlook to 4%–5.5%; revenue guidance of $15.8–$16.0 billion is above the cited consensus. Several firms also raised price targets, including RBC to $126 with an Outperform rating, adding to the constructive analyst tone. RTTNews article
• Neutral Sentiment: Fiscal 2027 adjusted EPS guidance of $3.20–$3.45 brackets the $3.33 consensus, so the sales outlook is more clearly above expectations than the earnings range. Management also indicated growth may be front-loaded. The Motley Fool article
• Negative Sentiment: Unusual options activity included put-option purchases that were 767% above average volume. This may reflect increased hedging or bearish positioning, although options activity alone does not establish a change in fundamentals.

Estee Lauder Companies Company Profile

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.