Estee Lauder Companies (NYSE:EL) Price Target Cut to $72.00 by Analysts at Barclays

Key Points

• Barclays cut its price target on Estee Lauder to $72.00 (from $94) and kept an "equal weight" rating, implying roughly a 5.8% downside from the stock's then-current price.
• Analyst sentiment is mixed with a consensus rating of Hold and an average price target of $100.50, while multiple firms (JPMorgan, Deutsche Bank, others) have recently trimmed targets.
• Estee Lauder recently beat quarterly EPS estimates ($0.89 vs. $0.84) and set FY2026 guidance of $2.03–$2.23, even as the stock traded near $76.40 and the company reported a negative net margin.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its target price lowered by analysts at Barclays from $94.00 to $72.00 in a research report issued on Tuesday,Benzinga reports. The firm presently has an "equal weight" rating on the stock. Barclays's price objective suggests a potential downside of 5.76% from the stock's current price.

Other equities analysts have also issued reports about the company. JPMorgan Chase & Co. reduced their price target on Estee Lauder Companies from $131.00 to $121.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. Jefferies Financial Group started coverage on Estee Lauder Companies in a research report on Wednesday, January 14th. They issued a "hold" rating and a $110.00 price objective on the stock. Zacks Research lowered Estee Lauder Companies from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 9th. Deutsche Bank Aktiengesellschaft cut their price objective on Estee Lauder Companies from $124.00 to $108.00 and set a "buy" rating on the stock in a research report on Monday, March 30th. Finally, Royal Bank Of Canada reissued an "outperform" rating and set a $113.00 price objective on shares of Estee Lauder Companies in a research report on Tuesday, February 3rd. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, ten have given a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and an average price target of $100.50.

Estee Lauder Companies Stock Performance

Estee Lauder Companies stock traded up $1.85 during midday trading on Tuesday, reaching $76.40. The stock had a trading volume of 2,717,237 shares, compared to its average volume of 4,705,699. Estee Lauder Companies has a 12 month low of $51.97 and a 12 month high of $121.64. The firm's 50-day moving average price is $91.69 and its 200 day moving average price is $97.72. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82. The firm has a market capitalization of $27.64 billion, a PE ratio of -152.38, a P/E/G ratio of 0.82 and a beta of 1.26.

Estee Lauder Companies (NYSE:EL - Get Free Report) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, beating the consensus estimate of $0.84 by $0.05. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The firm had revenue of $4.23 billion for the quarter, compared to analysts' expectations of $4.22 billion. During the same quarter last year, the firm posted $0.62 EPS. The company's revenue was up 5.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, research analysts predict that Estee Lauder Companies will post 1.36 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Estee Lauder Companies by 4.8% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company's stock valued at $1,709,000 after acquiring an additional 1,177 shares during the last quarter. NewEdge Advisors LLC increased its position 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 acquiring an additional 1,749 shares during the last quarter. Empowered Funds LLC increased its position in Estee Lauder Companies by 24.1% during the first quarter. Empowered Funds LLC now owns 4,619 shares of the company's stock valued at $305,000 after acquiring an additional 898 shares during the last quarter. EverSource Wealth Advisors LLC increased its position in Estee Lauder Companies by 23.2% during the second quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company's stock valued at $81,000 after acquiring an additional 188 shares during the last quarter. Finally, First Trust Advisors LP increased its position in Estee Lauder Companies by 55.5% in the second 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 in the last quarter. 55.15% of the stock is owned by 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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