Estee Lauder Companies (NYSE:EL) Given New $112.00 Price Target at JPMorgan Chase & Co.

Key Points

• JPMorgan raised Estée Lauder’s price target from $94 to $112 and maintained an “overweight” rating, implying approximately 15.3% upside from the prior close.
• Analyst sentiment remains mixed: the stock has an average “hold” rating and a consensus price target of $101.95, despite recent target increases from several firms.
• Estée Lauder’s latest quarterly results exceeded expectations, with revenue of $3.64 billion and EPS of $0.39 versus estimates of $3.55 billion and $0.32, respectively; shares traded down 0.9% at $97.17.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price target boosted by investment analysts at JPMorgan Chase & Co. from $94.00 to $112.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has an "overweight" rating on the stock. JPMorgan Chase & Co.'s price target would suggest a potential upside of 15.26% from the stock's previous close.

EL has been the topic of several other research reports. Canaccord Genuity Group raised their price target on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a "hold" rating in a report on Monday, May 4th. Piper Sandler raised their target price on Estee Lauder Companies from $95.00 to $115.00 and gave the company an "overweight" rating in a report on Thursday. Barclays upped their price target on Estee Lauder Companies from $75.00 to $80.00 and gave the stock an "equal weight" rating in a report on Tuesday, July 21st. Sanford C. Bernstein initiated coverage on shares of Estee Lauder Companies in a research note on Friday, June 12th. They set a "market perform" rating and a $82.00 price target on the stock. Finally, Royal Bank Of Canada reaffirmed an "outperform" rating and set a $111.00 target price on shares of Estee Lauder Companies in a research report on Monday. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company presently has an average rating of "Hold" and an average target price of $101.95.

Estee Lauder Companies Stock Down 0.9%

Shares of EL traded down $0.84 during mid-day trading on Thursday, hitting $97.17. 2,600,852 shares of the company's stock were exchanged, compared to its average volume of 3,944,781. The stock's 50-day moving average is $84.40 and its 200-day moving average is $86.67. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. 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 market cap of $35.16 billion, a price-to-earnings ratio of -138.81, a P/E/G ratio of 0.66 and a beta of 1.25.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, beating analysts' consensus estimates of $0.32 by $0.07. The company had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company's quarterly revenue was up 6.3% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, sell-side analysts anticipate that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.

Institutional Trading of Estee Lauder Companies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its position in Estee Lauder Companies by 4.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company's stock worth $1,709,000 after purchasing an additional 1,177 shares in the last quarter. NewEdge Advisors LLC boosted its holdings in Estee Lauder Companies by 33.4% during the first quarter. NewEdge Advisors LLC now owns 6,992 shares of the company's stock valued at $462,000 after purchasing an additional 1,749 shares in the last quarter. Empowered Funds LLC grew its stake in shares of Estee Lauder Companies by 24.1% in the 1st quarter. Empowered Funds LLC now owns 4,619 shares of the company's stock valued at $305,000 after purchasing an additional 898 shares during the period. EverSource Wealth Advisors LLC grew its stake in shares of Estee Lauder Companies by 23.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company's stock valued at $81,000 after purchasing an additional 188 shares during the period. Finally, First Trust Advisors LP lifted its position in shares of Estee Lauder Companies by 55.5% during the 2nd quarter. First Trust Advisors LP now owns 13,522 shares of the company's stock worth $1,093,000 after buying an additional 4,826 shares during the period. Institutional investors own 55.15% of the company's stock.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Fiscal Q4 revenue rose 6% year over year to approximately $3.64 billion, ahead of the $3.55 billion consensus estimate, while adjusted EPS of $0.39 exceeded expectations of $0.32 and increased substantially from $0.09 a year earlier. Growth was supported by Skin Care, Fragrance, China and broader geographic momentum. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management affirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%, signaling that the turnaround, cost controls and margin-recovery plan are gaining traction. The plan is expected to generate up to $1.2 billion in gross benefits by 2028, alongside supply-chain changes and significant workforce reductions. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several analysts raised their price targets following the report: Piper Sandler increased its target to $115 and maintained an overweight rating, while UBS, Wells Fargo, TD Cowen and B. Riley also lifted targets. The revisions reinforce improving sentiment around Estée Lauder’s recovery. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, implying an annualized yield of roughly 1.4%. The dividend supports shareholder returns but is unlikely to materially change the earnings-driven investment outlook.
• Negative Sentiment: After the rally, some investors view the valuation as demanding—approximately 25 times projected fiscal 2028 earnings for a company targeting mid-single-digit growth. UBS, Wells Fargo, TD Cowen and B. Riley retained neutral, equal-weight or hold ratings, limiting the potential for further upside.

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.

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