Estee Lauder Companies (NYSE:EL) Stock Price Target Raised at Barclays

Estee Lauder Companies (NYSE:EL) had its price target lifted by analysts at Barclays from $108.00 to $126.00 in a research note issued on Wednesday, Benzinga reports. The firm currently has an “overweight” rating on the stock. Barclays‘s price objective indicates a potential upside of 11.83% from the company’s current price.

Other analysts have also issued reports about the stock. B. Riley Financial restated a “neutral” rating and set a $100.00 price objective (up from $85.00) on shares of Estee Lauder Companies in a research note on Thursday, August 20th. Deutsche Bank Aktiengesellschaft increased their price target on shares of Estee Lauder Companies from $108.00 to $117.00 and gave the company a “buy” rating in a report on Thursday, August 20th. Piper Sandler raised their price target on shares of Estee Lauder Companies from $115.00 to $125.00 and gave the company an “overweight” rating in a research report on Friday, October 23rd. China Intl Cap raised Estee Lauder Companies to a “strong-buy” rating in a research report on Sunday, August 30th. Finally, Berenberg Bank upped their price objective on Estee Lauder Companies from $84.00 to $92.00 and gave the company a “hold” rating in a research report on Monday, August 24th. Two investment 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 given a Sell rating to the stock. According to data from MarketBeat.com, Estee Lauder Companies has a consensus rating of “Moderate Buy” and an average target price of $110.31.

Estee Lauder Companies Stock Performance

EL stock traded up $7.28 during midday trading on Wednesday, reaching $112.67. 2,724,113 shares of the company were exchanged, compared to its average volume of 3,803,997. The company has a debt-to-equity ratio of 1.67, a current ratio of 1.25 and a quick ratio of 0.90. The business has a 50-day moving average price of $100.44 and a two-hundred day moving average price of $91.81. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The firm has a market capitalization of $40.76 billion, a price-to-earnings ratio of 112.82, a price-to-earnings-growth ratio of 1.51 and a beta of 1.23.

Estee Lauder Companies (NYSE:EL) last issued 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 analysts’ expectations of $3.65 billion. Estee Lauder Companies had a return on equity of 26.99% and a net margin of 2.41%. The business’s quarterly revenue was up 6.7% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.32 earnings per share. Equities research analysts forecast that Estee Lauder Companies will post 3.34 EPS for the current year.

Insider Activity at Estee Lauder Companies

In related news, Director Charlene Barshefsky sold 3,775 shares of the firm’s stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $98.82, for a total transaction of $373,045.50. Following the sale, the director owned 50,971 shares in the company, valued at approximately $5,036,954.22. This trade represents a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Rashida La Lande sold 7,766 shares of the stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total transaction of $802,383.12. Following the sale, the vice president directly owned 14,357 shares in the company, valued at approximately $1,483,365.24. The trade was a 35.10% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 75,105 shares of company stock valued at $7,423,185 over the last ninety days. 11.54% of the stock is owned by company insiders.

Institutional Investors Weigh In On Estee Lauder Companies

A number of institutional investors have recently added to or reduced their stakes in EL. AlphaCore Capital LLC purchased a new stake in shares of Estee Lauder Companies during the 3rd quarter worth about $224,000. Fulcrum Asset Management LLP raised its holdings in Estee Lauder Companies by 8,235.0% in the third quarter. Fulcrum Asset Management LLP now owns 130,192 shares of the company’s stock valued at $12,286,000 after buying an additional 128,630 shares during the period. Allspring Global Investments Holdings LLC raised its holdings in Estee Lauder Companies by 18.3% in the third quarter. Allspring Global Investments Holdings LLC now owns 14,597 shares of the company’s stock valued at $1,317,000 after buying an additional 2,254 shares during the period. StoneRidge PMG Advisors LLC purchased a new position in Estee Lauder Companies in the third quarter valued at approximately $347,000. Finally, Brighton Jones LLC acquired a new position in Estee Lauder Companies during the third quarter valued at approximately $240,000. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Key Headlines Impacting Estee Lauder Companies

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

• Positive Sentiment: Fiscal Q1 adjusted earnings were $0.72 per share versus the $0.51 consensus, while revenue of $3.72 billion topped expectations of $3.65 billion and grew 6.7% year over year. EL also raised its fiscal 2027 organic sales growth outlook to 4%–5.5%; projected revenue of $15.8 billion–$16.0 billion is above consensus. Company announcement
• Positive Sentiment: The company set a fiscal 2030 ambition for mid-single-digit annual organic sales growth and higher profit margins, reinforcing expectations for a longer-term turnaround. Reuters article
• Positive Sentiment: Several analysts raised price targets after the results. RBC reiterated an outperform rating and lifted its target to $126, while Citi and JPMorgan also raised targets and maintained positive ratings. RBC rating article
• Neutral Sentiment: Analyst views remain divided: some raised targets with buy or overweight ratings, while others kept neutral or equal-weight opinions, reflecting uncertainty about the pace and durability of the recovery. Analyst sentiment article
• Negative Sentiment: Unusually heavy put-option buying—about 40,819 contracts, far above average—suggested some traders were positioning for or hedging against downside risk.

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.