Estee Lauder Companies (NYSE:EL) Price Target Raised to $75.00 at Barclays

Key Points

• Barclays raised its price target on Estee Lauder to $75 from $72 while keeping an "equal weight" rating, a level that implies roughly a 7.8% downside from the stock's mid‑day price (~$81.37).
• Analyst views are mixed: JPMorgan lifted its target to $99 with an "overweight" call and several firms raised targets toward ~$85, but the MarketBeat consensus target remains about $101 and the average rating is "Hold."
• Company fundamentals show an earnings beat (Q: $0.91 EPS vs. $0.66 expected) and $3.71B revenue, with FY2026 guidance of 2.33–2.43 EPS versus analysts' average forecast of ~2.22 EPS.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its target price raised by investment analysts at Barclays from $72.00 to $75.00 in a note issued to investors on Tuesday,Benzinga reports. The firm currently has an "equal weight" rating on the stock. Barclays's price objective would suggest a potential downside of 7.83% from the company's current price.

A number of other research firms have also weighed in on EL. Wells Fargo & Company raised their target price on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the company an "equal weight" rating in a report on Monday. Telsey Advisory Group decreased their price objective on Estee Lauder Companies from $105.00 to $90.00 and set a "market perform" rating for the company in a report on Monday. Canaccord Genuity Group lifted their price objective on Estee Lauder Companies from $80.00 to $85.00 and gave the company a "hold" rating in a report on Monday. HSBC downgraded Estee Lauder Companies from a "buy" rating to a "hold" rating and set a $106.00 price objective for the company. in a report on Tuesday, February 10th. Finally, Weiss Ratings reiterated a "sell (d)" rating on shares of Estee Lauder Companies in a research note on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, Estee Lauder Companies presently has an average rating of "Hold" and a consensus target price of $101.00.

Estee Lauder Companies Stock Up 0.0%

Estee Lauder Companies stock traded up $0.04 during mid-day trading on Tuesday, reaching $81.37. The stock had a trading volume of 749,415 shares, compared to its average volume of 4,514,609. The company has a market capitalization of $29.43 billion, a price-to-earnings ratio of -116.36, a PEG ratio of 0.92 and a beta of 1.22. The company has a 50-day moving average price of $83.69 and a two-hundred day moving average price of $96.47. Estee Lauder Companies has a one year low of $56.66 and a one year high of $121.64. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94.

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

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Aberdeen Group plc raised its stake in shares of Estee Lauder Companies by 13.4% during the 4th quarter. Aberdeen Group plc now owns 201,255 shares of the company's stock worth $21,075,000 after buying an additional 23,717 shares during the period. Mirae Asset Global Investments Co. Ltd. raised its stake in Estee Lauder Companies by 539.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company's stock valued at $20,245,000 after purchasing an additional 193,833 shares during the last quarter. Azzad Asset Management Inc. ADV raised its stake in Estee Lauder Companies by 55.8% in the 3rd quarter. Azzad Asset Management Inc. ADV now owns 26,682 shares of the company's stock valued at $2,351,000 after purchasing an additional 9,559 shares during the last quarter. Strs Ohio grew its holdings in Estee Lauder Companies by 53.0% in the 3rd quarter. Strs Ohio now owns 190,589 shares of the company's stock valued at $16,795,000 after buying an additional 66,003 shares in the last quarter. Finally, HighTower Advisors LLC grew its holdings in Estee Lauder Companies by 44.5% in the 3rd quarter. HighTower Advisors LLC now owns 37,002 shares of the company's stock valued at $3,261,000 after buying an additional 11,398 shares in the last quarter. 55.15% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Market lift: EL was noted to be rising alongside a broadly positive S&P 500 session, providing near‑term upward pressure on the stock. Estee Lauder Stock Rises Amid Positive S&P 500 Movement
• Positive Sentiment: JPMorgan lifted its price target to $99 and keeps an "overweight" rating — the biggest upward revision in this set and a strong vote of confidence that implies material upside from current levels. Benzinga
• Positive Sentiment: Wall Street commentary highlights multiple firms lifting targets to $85 and frames the move as evidence the China recovery may be real after a big earnings beat — this narrative is supporting investor optimism. Wall Street Lifts Estee Lauder Price Targets to $85
• Neutral Sentiment: UBS raised its target from $75 to $85 and kept a "neutral" rating — a modest positive signal but the neutral stance tempers immediate bullish impact. Benzinga
• Neutral Sentiment: Wells Fargo bumped its target to $85 and retained "equal weight" — supportive yet not a strong buy signal. Benzinga
• Neutral Sentiment: Canaccord raised its target to $85 and kept a "hold" — reflects cautious optimism but limited upside from current levels. Benzinga
• Negative Sentiment: Telsey cut its target from $105 to $90 and moved to "market perform" — a negative datapoint that trims some upside and signals lingering analyst caution despite recent beats. Benzinga

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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