Estee Lauder Companies (NYSE:EL) Price Target Raised to $112.00 at The Goldman Sachs Group

Key Points

• Goldman Sachs raised Estée Lauder’s price target to $112 from $100 and reiterated a “buy” rating, implying roughly 15% upside from the prior close.
• Recent quarterly results beat expectations: revenue rose 6.3% year over year to $3.64 billion, while EPS of $0.39 exceeded the $0.32 consensus estimate. Management also maintained its fiscal 2027 outlook and emphasized margin-recovery and cost-control efforts.
• Despite improving analyst sentiment, the broader consensus remains “Hold,” with a $101.95 average target; shares traded near $97.17 and some analysts remain cautious about valuation and the pace of growth.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price objective boosted by equities researchers at The Goldman Sachs Group from $100.00 to $112.00 in a note issued to investors on Thursday,Benzinga reports. The firm presently has a "buy" rating on the stock. The Goldman Sachs Group's price objective points to a potential upside of 15.26% from the stock's previous close.

Several other equities research analysts have also weighed in on EL. Sanford C. Bernstein assumed coverage on Estee Lauder Companies in a research report on Friday, June 12th. They issued a "market perform" rating and a $82.00 target price on the stock. UBS Group lifted their price objective on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the company a "neutral" rating in a research report on Thursday. Weiss Ratings restated a "sell (d)" rating on shares of Estee Lauder Companies in a research note on Friday, July 31st. JPMorgan Chase & Co. reduced their price objective on Estee Lauder Companies from $99.00 to $94.00 and set an "overweight" rating for the company in a research report on Thursday, July 16th. Finally, B. Riley Financial restated a "neutral" rating and issued a $100.00 target price (up from $85.00) on shares of Estee Lauder Companies in a research report on Thursday. One equities research 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 stock. According to MarketBeat.com, the company has a consensus rating of "Hold" and a consensus target price of $101.95.

Estee Lauder Companies Stock Performance

EL traded down $0.84 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 firm has a market cap of $35.16 billion, a PE ratio of -138.81, a P/E/G ratio of 0.66 and a beta of 1.25. Estee Lauder Companies has a twelve month low of $66.22 and a twelve month high of $121.64. The stock has a fifty day moving average of $84.40 and a two-hundred day moving average of $86.67. 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 issued its earnings results 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 during the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.Estee Lauder Companies's quarterly revenue was up 6.3% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, research analysts anticipate that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.

Hedge Funds Weigh In On Estee Lauder Companies

Hedge funds have recently modified their holdings of the stock. N.E.W. Advisory Services LLC grew its stake in Estee Lauder Companies by 39.1% in the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company's stock valued at $34,000 after purchasing an additional 91 shares in the last quarter. New Mexico Educational Retirement Board increased its holdings in Estee Lauder Companies by 0.9% in the fourth quarter. New Mexico Educational Retirement Board now owns 10,724 shares of the company's stock worth $1,123,000 after buying an additional 100 shares during the last quarter. Allworth Financial LP raised its position in Estee Lauder Companies by 6.6% during the fourth quarter. Allworth Financial LP now owns 1,789 shares of the company's stock valued at $187,000 after acquiring an additional 110 shares in the last quarter. Parkside Financial Bank & Trust lifted its stake in Estee Lauder Companies by 17.9% in the fourth quarter. Parkside Financial Bank & Trust now owns 743 shares of the company's stock valued at $78,000 after acquiring an additional 113 shares during the last quarter. Finally, Valeo Financial Advisors LLC grew its position in Estee Lauder Companies by 4.4% in the fourth quarter. Valeo Financial Advisors LLC now owns 2,806 shares of the company's stock worth $294,000 after acquiring an additional 117 shares in the last quarter. 55.15% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Estee Lauder Companies

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.

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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