Estee Lauder Companies (NYSE:EL) Given New $99.00 Price Target at JPMorgan Chase & Co.

Key Points

• JPMorgan raised its price target on Estee Lauder to $99 and kept an overweight rating, implying roughly a 22% upside from the prior close.
• Q3 earnings beat expectations with EPS of $0.91 vs. $0.66 and revenue of $3.71B (up 4.6% year-over-year), and the company set FY2026 guidance of $2.33–$2.43 EPS.
• MarketBeat shows a consensus "Hold" rating with a $100.83 target; shares traded up ~2.4% to $81.19 after the report while institutional ownership has risen to about 55%.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price objective upped by equities researchers at JPMorgan Chase & Co. from $98.00 to $99.00 in a research report issued on Monday,Benzinga reports. The firm presently has an "overweight" rating on the stock. JPMorgan Chase & Co.'s target price would suggest a potential upside of 21.94% from the company's previous close.

EL has been the topic of a number of other reports. Deutsche Bank Aktiengesellschaft reduced 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. TD Cowen reduced their price objective on Estee Lauder Companies from $130.00 to $115.00 and set a "hold" rating on the stock in a research note on Monday, February 9th. Jefferies Financial Group initiated coverage on Estee Lauder Companies in a research note on Wednesday, January 14th. They set a "hold" rating and a $110.00 price objective on the stock. Telsey Advisory Group dropped their target price on shares of Estee Lauder Companies from $105.00 to $90.00 and set a "market perform" rating for the company in a report on Monday. Finally, Weiss Ratings reiterated a "sell (d)" rating on shares of Estee Lauder Companies in a report on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, nine have issued a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, Estee Lauder Companies has a consensus rating of "Hold" and a consensus target price of $100.83.

Estee Lauder Companies Trading Up 2.4%

Shares of NYSE:EL traded up $1.89 on Monday, reaching $81.19. 5,329,801 shares of the company traded hands, compared to its average volume of 4,560,173. The business's 50-day simple moving average is $83.69 and its 200 day simple moving average is $96.47. Estee Lauder Companies has a 52 week low of $56.66 and a 52 week high of $121.64. The stock has a market capitalization of $29.37 billion, a P/E ratio of -115.98, a price-to-earnings-growth ratio of 0.92 and a beta of 1.22. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings data on Friday, May 1st. The company reported $0.91 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 firm had revenue of $3.71 billion for the quarter, compared to analysts' expectations of $3.69 billion. During the same period last year, the firm earned $0.65 earnings per share. The company's revenue for the quarter was up 4.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, equities analysts anticipate that Estee Lauder Companies will post 2.22 EPS for the current fiscal year.

Institutional Trading of Estee Lauder Companies

A number of institutional investors have recently modified their holdings of the company. Schroder Investment Management Group lifted its holdings in Estee Lauder Companies by 185.3% in the fourth quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company's stock worth $861,596,000 after buying an additional 5,286,875 shares during the period. J. Stern & Co. LLP lifted its holdings in Estee Lauder Companies by 4,281.3% in the fourth quarter. J. Stern & Co. LLP now owns 4,094,761 shares of the company's stock worth $4,094,761,000 after buying an additional 4,001,300 shares during the period. Norges Bank purchased a new stake in Estee Lauder Companies in the fourth quarter worth about $308,912,000. M&T Bank Corp lifted its holdings in Estee Lauder Companies by 16,270.3% in the fourth quarter. M&T Bank Corp now owns 2,667,208 shares of the company's stock worth $279,310,000 after buying an additional 2,650,915 shares during the period. Finally, Victory Capital Management Inc. lifted its holdings in Estee Lauder Companies by 3,181.4% in the third quarter. Victory Capital Management Inc. now owns 2,312,535 shares of the company's stock worth $203,781,000 after buying an additional 2,242,062 shares during the period. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Estee Lauder Companies News Roundup

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

• Positive Sentiment: Q3 earnings beat, guidance raise and expanded restructuring — management reported a notable Q3 beat and raised FY guidance while expanding restructuring plans, which management tied to a renewed recovery in China; that operational beat is the primary catalyst driving optimism. A Look At Estée Lauder (EL) Valuation After Earnings Beat Guidance Hike And Expanded Restructuring Plan
• Positive Sentiment: Multiple analysts raised price targets to $85 — UBS, Wells Fargo and Canaccord all moved targets to $85 (ratings mostly neutral/hold/equal weight), signaling renewed confidence after the quarter and supporting today's rally. Benzinga
• Positive Sentiment: Wall Street narrative: China comeback — coverage notes a revived “China comeback” narrative after the earnings beat (some write-ups explicitly link the PT lifts to improving China sales), which investors view as sustainable demand upside if trends continue. Wall Street Lifts Estee Lauder Price Targets to $85
• Neutral Sentiment: Telsey cut its price target from $105 to $90 but kept a market-perform rating — the PT reduction tempers upside expectations versus earlier higher targets, though it still implies double‑digit upside from current levels. Benzinga
• Negative Sentiment: Street positioning is cautious overall — despite PT increases, most recent ratings are neutral/hold/equal weight rather than buy upgrades, implying analysts see limited near-term upside and are reserving judgment on sustainability of the China rebound. Wall Street Lifts Estee Lauder Price Targets to $85

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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