Estee Lauder Companies (NYSE:EL) Given New $110.00 Price Target at Wells Fargo & Company

Estee Lauder Companies (NYSE:EL) had its price objective hoisted by analysts at Wells Fargo & Company from $95.00 to $110.00 in a report released on Tuesday, Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price objective indicates a potential upside of 3.64% from the stock’s current price.

Other equities research analysts have also issued reports about the company. Argus boosted their target price on Estee Lauder Companies from $100.00 to $125.00 and gave the stock a “buy” rating in a research report on Friday, August 28th. Wall Street Zen lowered Estee Lauder Companies from a “buy” rating to a “hold” rating in a report on Saturday, September 26th. CICC Research raised Estee Lauder Companies from a “neutral” rating to an “outperform” rating and upped their price target for the company from $65.00 to $122.00 in a research report on Monday, August 31st. Morgan Stanley increased their price target on shares of Estee Lauder Companies from $102.00 to $112.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 15th. Finally, Barclays upgraded shares of Estee Lauder Companies from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $97.00 to $108.00 in a report on Monday, October 5th. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $108.08.

Estee Lauder Companies Stock Performance

Shares of NYSE EL traded up $1.37 during midday trading on Tuesday, hitting $106.14. 724,635 shares of the company’s stock were exchanged, compared to its average volume of 3,791,559. Estee Lauder Companies has a twelve month low of $66.22 and a twelve month high of $121.64. The stock’s 50 day moving average price is $100.42 and its 200-day moving average price is $91.86. 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 firm has a market cap of $38.40 billion, a P/E ratio of 216.07, a PEG ratio of 1.59 and a beta of 1.27.

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, topping analysts’ consensus estimates of $0.51 by $0.21. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The company had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.65 billion. During the same period in the prior year, the business posted $0.32 EPS. The business’s revenue for the quarter was up 6.7% compared to the same quarter last year. Equities research analysts anticipate that Estee Lauder Companies will post 3.32 EPS for the current year.

Insider Buying and Selling at Estee Lauder Companies

In other Estee Lauder Companies news, Director Charlene Barshefsky sold 3,775 shares of the company’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total transaction of $373,045.50. Following the completion of the sale, the director owned 50,971 shares of the company’s stock, valued at $5,036,954.22. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Paul J. Fribourg sold 58,000 shares of the firm’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the completion of the transaction, the director owned 417,300 shares in the company, valued at $40,966,341. The trade was a 12.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,105 shares of company stock worth $7,423,185 over the last three months. Corporate insiders own 11.54% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

A number of institutional investors have recently made changes to their positions in EL. Alps Advisors Inc. increased its position in Estee Lauder Companies by 4.7% in the 3rd quarter. Alps Advisors Inc. now owns 2,795 shares of the company’s stock worth $259,000 after buying an additional 125 shares during the period. CenterBook Partners LP lifted its holdings in shares of Estee Lauder Companies by 77.6% during the third quarter. CenterBook Partners LP now owns 43,843 shares of the company’s stock worth $4,067,000 after buying an additional 19,151 shares during the last quarter. Calamos Advisors LLC boosted its position in shares of Estee Lauder Companies by 1.1% in the third quarter. Calamos Advisors LLC now owns 102,019 shares of the company’s stock valued at $9,464,000 after acquiring an additional 1,107 shares during the period. Commonwealth Equity Services LLC boosted its position in shares of Estee Lauder Companies by 13.7% in the third quarter. Commonwealth Equity Services LLC now owns 46,216 shares of the company’s stock valued at $4,287,000 after acquiring an additional 5,551 shares during the period. Finally, Chicago Partners Investment Group LLC boosted its position in shares of 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 valued at $350,000 after acquiring an additional 567 shares during the period. 55.15% of the stock is currently owned by institutional investors.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Fiscal Q1 adjusted earnings were $0.72 per share, well above the roughly $0.51–$0.52 consensus, while revenue rose 6.7% year over year to $3.72 billion, ahead of the $3.65 billion estimate. Fiscal 2027 First Quarter Results
• Positive Sentiment: Management raised its fiscal 2027 outlook, calling for 4% to 5.5% organic sales growth, revenue of $15.8 billion to $16.0 billion and EPS of $3.20 to $3.45. The revenue range is above the current consensus estimate, while the EPS midpoint is broadly in line. Fiscal 2027 Outlook
• Positive Sentiment: Fragrance was the key growth engine, with sales increasing roughly 19% to 20% across price tiers. Stronger margins and disciplined costs more than doubled operating income, supporting the company’s “Beauty Reimagined” turnaround. Q1 Earnings Beat
• Neutral Sentiment: Estee Lauder declared a quarterly dividend of $0.35 per share, or $1.40 annualized, with payment scheduled for December 15 to shareholders of record November 30. Dividend Announcement
• Negative Sentiment: Investors appear concerned that the recovery is already reflected in the stock’s valuation. Analysts also highlighted cash outflows and execution risks, while management said growth may be front-loaded; the full-year organic-growth target remains below the first quarter’s roughly 6% pace. Makeup and hair care were comparatively weak. Earnings, Cash Outflows and Valuation

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.