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

Estee Lauder Companies (NYSE:EL - Get Free Report) had its target price raised by equities research analysts at TD Cowen from $100.00 to $115.00 in a report issued on Friday, MarketBeat.com reports. The brokerage presently has a "hold" rating on the stock. TD Cowen's price target indicates a potential upside of 7.81% from the stock's previous close.

Other equities research analysts also recently issued research reports about the company. Sanford C. Bernstein upped their target price on Estee Lauder Companies from $82.00 to $106.00 and gave the stock a "market perform" rating in a research report on Thursday, August 20th. Citigroup raised their target price on Estee Lauder Companies from $110.00 to $115.00 and gave the company a "buy" rating in a research note on Thursday, August 20th. CICC Research upgraded Estee Lauder Companies from a "neutral" rating to an "outperform" rating and raised their target price for the company from $65.00 to $122.00 in a research note on Monday, August 31st. Deutsche Bank Aktiengesellschaft raised their target price on Estee Lauder Companies from $108.00 to $117.00 and gave the company a "buy" rating in a research note on Thursday, August 20th. Finally, Weiss Ratings upgraded Estee Lauder Companies from a "sell (d+)" rating to a "hold (c-)" rating in a research note on Tuesday, October 27th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average price target of $108.65.

Estee Lauder Companies Stock Up 1.8%

Shares of NYSE EL traded up $1.90 on Friday, hitting $106.67. The company had a trading volume of 923,525 shares, compared to its average volume of 3,792,611. Estee Lauder Companies has a 12-month low of $66.22 and a 12-month high of $121.64. The business has a 50 day moving average of $100.42 and a two-hundred day moving average of $91.86. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.79. The firm has a market capitalization of $38.59 billion, a P/E ratio of 217.37, a PEG ratio of 1.59 and a beta of 1.27.

Estee Lauder Companies (NYSE:EL - Get Free Report) last issued its 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. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. The company had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.65 billion. During the same quarter in the prior year, the business earned $0.32 earnings per share. The company's revenue was up 6.7% compared to the same quarter last year. As a group, equities research analysts forecast that Estee Lauder Companies will post 3.32 earnings per share for the current fiscal year.

Insider Activity at Estee Lauder Companies

In related news, Director Paul J. Fribourg sold 58,000 shares of the business's stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the completion of the sale, the director directly owned 417,300 shares of the company's stock, valued at $40,966,341. The trade was a 12.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Charlene Barshefsky sold 3,775 shares of the business's stock in a transaction dated Wednesday, September 9th. The shares were 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. This represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,105 shares of company stock valued at $7,423,185 over the last three months. 11.54% of the stock is owned by insiders.

Institutional Trading of Estee Lauder Companies

Several institutional investors have recently added to or reduced their stakes in the business. Alps Advisors Inc. lifted 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 worth $259,000 after acquiring an additional 125 shares during the period. CenterBook Partners LP boosted its holdings in shares of Estee Lauder Companies by 77.6% in the third quarter. CenterBook Partners LP now owns 43,843 shares of the company's stock valued at $4,067,000 after acquiring an additional 19,151 shares in the last quarter. Calamos Advisors LLC boosted its holdings 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 in the last quarter. Commonwealth Equity Services LLC boosted its holdings 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 in the last quarter. Finally, Chicago Partners Investment Group LLC boosted its holdings 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 in the last quarter. Institutional investors own 55.15% of the company's stock.

Key Estee Lauder Companies News

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

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.