Estee Lauder Companies (NYSE:EL) Given New $115.00 Price Target at Piper Sandler

Key Points

• Piper Sandler raised Estée Lauder’s price target to $115 from $95 and maintained an “overweight” rating, implying approximately 18.25% upside from the stock’s cited price.
• Estée Lauder exceeded quarterly expectations, reporting adjusted EPS of $0.39 versus $0.32 expected and revenue of $3.64 billion, up 6.3% year over year.
• Despite improving results and several higher price targets, analyst sentiment remains cautious: the stock has a consensus “Hold” rating and a $99.45 average target, while valuation concerns could limit upside if the turnaround slows.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price target boosted by research analysts at Piper Sandler from $95.00 to $115.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has an "overweight" rating on the stock. Piper Sandler's target price suggests a potential upside of 18.25% from the company's current price.

Other analysts have also issued research reports about the stock. JPMorgan Chase & Co. cut their target price on shares of Estee Lauder Companies from $99.00 to $94.00 and set an "overweight" rating on the stock in a research report on Thursday, July 16th. Sanford C. Bernstein initiated coverage on Estee Lauder Companies in a research report on Friday, June 12th. They issued a "market perform" rating and a $82.00 price target on the stock. TD Cowen increased 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. B. Riley Financial reiterated a "neutral" rating and issued a $100.00 target price (up from $85.00) on shares of Estee Lauder Companies in a report on Thursday. Finally, Canaccord Genuity Group raised their price target on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the stock a "hold" rating in a report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, Estee Lauder Companies has a consensus rating of "Hold" and a consensus target price of $99.45.

Estee Lauder Companies Price Performance

Shares of Estee Lauder Companies stock traded down $0.76 on Thursday, reaching $97.25. 1,424,772 shares of the stock were exchanged, compared to its average volume of 3,936,896. The firm'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 one year low of $66.22 and a one year high of $121.64. The firm has a market cap of $35.19 billion, a PE ratio of -138.93, a P/E/G ratio of 0.66 and a beta of 1.25.

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

Hedge Funds Weigh In On Estee Lauder Companies

A number of hedge funds and other institutional investors have recently modified their holdings of the business. REAP Financial Group LLC bought a new position in shares of Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new position in Estee Lauder Companies in the fourth quarter worth $27,000. Trust Co. of Vermont purchased a new position in Estee Lauder Companies in the second quarter worth $28,000. Kozak & Associates Inc. purchased a new position in shares of Estee Lauder Companies in the 2nd quarter worth about $30,000. Finally, N.E.W. Advisory Services LLC increased its holdings in Estee Lauder Companies by 39.1% during the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company's stock worth $34,000 after buying an additional 91 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company's stock.

More Estee Lauder Companies News

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

• Positive Sentiment: Fiscal fourth-quarter adjusted EPS was $0.39, ahead of the $0.32 consensus, while revenue rose 6.3% year over year to $3.64 billion, exceeding expectations. Growth was led by Skin Care and Fragrance, with all geographic regions contributing. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management reaffirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin target to 12.7%–13.5%. The outlook reflects improving demand, particularly in North America, Makeup, China and premium Fragrance. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: The Profit Recovery and Growth Plan is gaining traction. Estée Lauder expects up to $1.2 billion in cost savings by 2028, supported by supply-chain changes and an estimated reduction of approximately 10,000 positions. Why Estée Lauder Stock Jumped Today
• Positive Sentiment: TD Cowen raised its price target to $100 from $90, while B. Riley lifted its target to $100 from $85, indicating improved expectations even though both firms retain cautious Hold or Neutral ratings. Analyst price-target updates
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record August 31. The dividend provides income support but is unlikely to be the primary driver of the market reaction.
• Neutral Sentiment: Unusually high call-option activity suggests increased speculative interest following the earnings release, but options volume alone does not confirm a sustained fundamental recovery.
• Negative Sentiment: Some investors argue the turnaround is already reflected in the valuation, with the stock trading at roughly 25 times projected fiscal 2028 earnings despite only mid-single-digit growth expectations. This creates downside risk if the recovery or margin expansion slows. Estee Lauder's Self-Help Actions Are Fully Reflected In Valuation

About Estee Lauder Companies

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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