Estee Lauder Companies (NYSE:EL) Given New $90.00 Price Target at Telsey Advisory Group

Key Points

• Telsey Advisory Group lowered its price target on Estee Lauder to $90 from $105 and kept a “market perform” rating, implying roughly a 13.9% upside from the prior close.
• Estee Lauder beat quarterly expectations with EPS of $0.91 (vs. $0.66 expected) and revenue of $3.71B, and set FY2026 guidance of EPS $2.33–2.43, above the street’s ~2.22 forecast.
• The consensus remains a Hold with an average analyst target of $100.50 after multiple target cuts, while the stock trades near $79 with a market cap of about $28.6B and a 52‑week range of $56.66–$121.64.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price objective lowered by stock analysts at Telsey Advisory Group from $105.00 to $90.00 in a research note issued to investors on Monday. The firm presently has a "market perform" rating on the stock. Telsey Advisory Group's price objective would indicate a potential upside of 13.88% from the stock's previous close.

Other analysts have also issued reports about the company. Deutsche Bank Aktiengesellschaft decreased their price objective on Estee Lauder Companies from $124.00 to $108.00 and set a "buy" rating on the stock in a research note on Monday, March 30th. Wells Fargo & Company cut their price objective on Estee Lauder Companies from $90.00 to $75.00 and set an "equal weight" rating for the company in a report on Wednesday, April 8th. Royal Bank Of Canada restated an "outperform" rating and set a $113.00 target price on shares of Estee Lauder Companies in a report on Tuesday, February 3rd. HSBC cut Estee Lauder Companies from a "buy" rating to a "hold" rating and set a $106.00 target price for the company. in a report on Tuesday, February 10th. Finally, Jefferies Financial Group assumed coverage on Estee Lauder Companies in a report on Wednesday, January 14th. They issued a "hold" rating and a $110.00 price objective for the company. One investment analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Estee Lauder Companies presently has a consensus rating of "Hold" and an average target price of $100.50.

Estee Lauder Companies Trading Down 0.3%

NYSE EL opened at $79.03 on Monday. The company has a market cap of $28.59 billion, a price-to-earnings ratio of -112.90, a P/E/G ratio of 0.92 and a beta of 1.22. Estee Lauder Companies has a 52 week low of $56.66 and a 52 week high of $121.64. The business has a 50 day moving average price of $83.69 and a 200-day moving average price of $96.47. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its earnings results on Friday, May 1st. The company reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.66 by $0.25. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The company had revenue of $3.71 billion for the quarter, compared to analysts' expectations of $3.69 billion. During the same quarter in the previous year, the firm earned $0.65 earnings per share. Estee Lauder Companies's quarterly revenue was up 4.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, equities analysts expect that Estee Lauder Companies will post 2.22 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Estee Lauder Companies

Institutional investors and hedge funds have recently bought and sold shares of the stock. REAP Financial Group LLC purchased a new position in shares of Estee Lauder Companies in the fourth quarter valued at about $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in Estee Lauder Companies during the fourth quarter worth approximately $27,000. Flagship Harbor Advisors LLC bought a new stake in Estee Lauder Companies during the fourth quarter worth approximately $32,000. Quent Capital LLC bought a new stake in Estee Lauder Companies during the third quarter worth approximately $33,000. Finally, Hantz Financial Services Inc. increased its stake in Estee Lauder Companies by 80.6% during the third quarter. Hantz Financial Services Inc. now owns 372 shares of the company's stock worth $33,000 after acquiring an additional 166 shares during the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

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.

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