Barclays Issues Positive Forecast for Estee Lauder Companies (NYSE:EL) Stock Price

Estee Lauder Companies (NYSE:EL) had its target price raised by research analysts at Barclays from $80.00 to $97.00 in a research report issued on Friday,Benzinga reports. The firm currently has an “equal weight” rating on the stock. Barclays‘s price target would indicate a potential downside of 3.69% from the stock’s current price.

A number of other analysts have also recently commented on the company. JPMorgan Chase & Co. boosted their price objective on Estee Lauder Companies from $94.00 to $112.00 and gave the company an “overweight” rating in a research report on Thursday. Zacks Research cut shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. UBS Group boosted their price target on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the stock a “neutral” rating in a report on Thursday. TD Cowen upped their price objective on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Thursday. Finally, Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Friday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $104.67.

Estee Lauder Companies Stock Performance

Shares of EL traded up $4.57 during trading hours on Friday, hitting $100.72. The stock had a trading volume of 2,034,946 shares, compared to its average volume of 3,947,914. The firm has a 50-day moving average price of $84.56 and a 200 day moving average price of $86.54. The firm has a market capitalization of $36.44 billion, a price-to-earnings ratio of 205.55, a PEG ratio of 0.77 and a beta of 1.25. Estee Lauder Companies has a fifty-two week low of $66.22 and a fifty-two week high of $121.64. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.94 and a current ratio of 1.22.

Estee Lauder Companies (NYSE:EL) last posted its 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 business 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 revenue for the quarter was up 6.3% on a year-over-year basis. During the same period in the prior year, the company posted $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. As a group, research analysts anticipate that Estee Lauder Companies will post 3.19 EPS for the current year.

Institutional Trading of Estee Lauder Companies

Hedge funds and other institutional investors have recently modified their holdings of the business. Covenant Asset Management LLC acquired a new stake in shares of Estee Lauder Companies in the fourth quarter valued at $3,634,000. Eurizon Capital SGR S.p.A. acquired a new position in Estee Lauder Companies in the fourth quarter valued at $14,619,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. purchased a new stake in shares of Estee Lauder Companies in the 4th quarter valued at about $19,438,000. WT Asset Management Ltd boosted its holdings in shares of Estee Lauder Companies by 60.6% in the fourth quarter. WT Asset Management Ltd now owns 53,000 shares of the company’s stock valued at $5,550,000 after acquiring an additional 20,000 shares during the period. Finally, Pictet Asset Management Holding SA grew its position in Estee Lauder Companies by 14.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 973,478 shares of the company’s stock worth $69,854,000 after purchasing an additional 124,079 shares during 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: Quarterly adjusted earnings came in at $0.39 per share versus the $0.32 consensus estimate, while revenue reached $3.64 billion, above expectations of $3.55 billion and up 6.3% year over year. Growth was led by Skin Care and Fragrance, alongside sharply higher operating income. Estee Lauder Q4 Earnings Beat Estimates
• Positive Sentiment: Management’s fiscal 2027 plan calls for 3%–5% organic sales growth and a 12.7%–13.5% adjusted operating margin, with North America and Makeup identified as key opportunities. The Profit Recovery and Growth Plan also targets approximately $1.2 billion in savings by 2028 through cost reductions, workforce changes and supply-chain rationalization. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several firms raised their price targets following the results, including Goldman Sachs and JPMorgan to $112, Citigroup to $115 and Piper Sandler to $115. Unusually heavy call-option activity also suggests increased near-term bullish interest.
• Neutral Sentiment: Other analysts remain cautious: Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained Hold or Neutral ratings despite increasing their targets. The company also declared a quarterly dividend of $0.35 per share, payable September 15.
• Negative Sentiment: Some investors argue the recovery is already reflected in EL’s valuation, with the stock trading at a demanding earnings multiple relative to its projected mid-single-digit growth. This could limit further gains if execution or guidance falls short.

Estee Lauder Companies Company Profile

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.