B. Riley Lifts Earnings Estimates for Estee Lauder Companies

Key Points

• B. Riley has raised its FY2026 earnings per share estimates for Estee Lauder Companies from $2.00 to $2.05, maintaining a "Neutral" rating with a target price of $60.00.
• Estee Lauder reported Q4 earnings of $0.09 per share, surpassing the consensus estimate of $0.07, with revenues of $3.41 billion exceeding expectations of $3.36 billion.
• The company announced a quarterly dividend of $0.35, with a dividend yield of 1.5% and a dividend payout ratio of -44.59%.

The Estee Lauder Companies Inc. (NYSE:EL - Free Report) - Analysts at B. Riley lifted their FY2026 earnings per share estimates for shares of Estee Lauder Companies in a research note issued to investors on Wednesday, August 20th. B. Riley analyst A. Glaessgen now anticipates that the company will earn $2.05 per share for the year, up from their prior estimate of $2.00. B. Riley currently has a "Neutral" rating and a $60.00 target price on the stock. The consensus estimate for Estee Lauder Companies' current full-year earnings is $1.36 per share. B. Riley also issued estimates for Estee Lauder Companies' Q4 2026 earnings at $0.42 EPS and FY2027 earnings at $2.55 EPS.

Estee Lauder Companies (NYSE:EL - Get Free Report) last issued its earnings results on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, beating the consensus estimate of $0.07 by $0.02. The company had revenue of $3.41 billion during the quarter, compared to analysts' expectations of $3.36 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.Estee Lauder Companies's quarterly revenue was down 11.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.64 EPS. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

Several other equities research analysts have also recently weighed in on EL. Bank of America began coverage on Estee Lauder Companies in a report on Thursday, July 10th. They set a "buy" rating and a $110.00 target price for the company. Citigroup increased their target price on Estee Lauder Companies from $60.00 to $99.00 and gave the company a "neutral" rating in a report on Tuesday, July 15th. Barclays increased their target price on Estee Lauder Companies from $63.00 to $84.00 and gave the company an "equal weight" rating in a report on Tuesday, July 15th. Piper Sandler restated an "overweight" rating and set a $75.00 target price (down from $92.00) on shares of Estee Lauder Companies in a report on Friday, May 2nd. Finally, Hsbc Global Res raised Estee Lauder Companies from a "hold" rating to a "strong-buy" rating in a research report on Friday, June 27th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the company has an average rating of "Hold" and a consensus price target of $87.80.

Estee Lauder Companies Trading Up 3.8%

Shares of EL stock opened at $91.0830 on Monday. The stock has a market capitalization of $32.77 billion, a PE ratio of -29.01, a P/E/G ratio of 2.61 and a beta of 1.18. Estee Lauder Companies has a 1-year low of $48.37 and a 1-year high of $103.44. The business has a 50-day moving average of $86.79 and a 200 day moving average of $72.35. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 0.92.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in EL. Asset Dedication LLC raised its position in shares of Estee Lauder Companies by 258.7% in the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company's stock worth $32,000 after acquiring an additional 282 shares in the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its position in shares of Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company's stock worth $33,000 after acquiring an additional 461 shares in the last quarter. Winthrop Capital Management LLC raised its position in shares of Estee Lauder Companies by 2,240.0% in the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock worth $39,000 after acquiring an additional 560 shares in the last quarter. TD Private Client Wealth LLC raised its position in shares of Estee Lauder Companies by 246.4% in the 2nd quarter. TD Private Client Wealth LLC now owns 478 shares of the company's stock worth $39,000 after acquiring an additional 340 shares in the last quarter. Finally, Golden State Wealth Management LLC raised its position in shares of Estee Lauder Companies by 57.3% in the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock worth $41,000 after acquiring an additional 228 shares in the last quarter. Institutional investors own 55.15% of the company's stock.

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd will be given a $0.35 dividend. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $1.40 annualized dividend and a dividend yield of 1.5%. Estee Lauder Companies's dividend payout ratio is currently -44.59%.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.

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