Estee Lauder Companies (NYSE:EL) Price Target Raised to $85.00

Key Points

• UBS raised its price target on Estee Lauder to $85 from $75 while maintaining a "neutral" rating, implying about a 4.7% upside from the recent share price.
• Quarterly results topped expectations: EL reported $0.91 EPS vs. $0.66 expected and revenue of $3.71B, and set FY2026 guidance of $2.33–$2.43 EPS.
• Analyst sentiment is mixed with a MarketBeat consensus of "Hold" and a $100.78 average target (ratings include 1 Strong Buy, 8 Buy, 9 Hold, 2 Sell); the stock recently traded at $81.19 with a market cap of $29.37B.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price target increased by equities research analysts at UBS Group from $75.00 to $85.00 in a research report issued to clients and investors on Monday,Benzinga reports. The firm presently has a "neutral" rating on the stock. UBS Group's price target indicates a potential upside of 4.70% from the stock's current price.

Several other analysts also recently commented on EL. Weiss Ratings reissued a "sell (d)" rating on shares of Estee Lauder Companies in a research report on Thursday, January 22nd. Telsey Advisory Group cut their price objective on shares of Estee Lauder Companies from $105.00 to $90.00 and set a "market perform" rating on the stock in a research report on Monday. Jefferies Financial Group initiated coverage on shares of Estee Lauder Companies in a research report on Wednesday, January 14th. They set a "hold" rating and a $110.00 price objective on the stock. Zacks Research downgraded shares of Estee Lauder Companies from a "strong-buy" rating to a "hold" rating in a research report on Monday, February 9th. Finally, JPMorgan Chase & Co. cut their price objective on shares of Estee Lauder Companies from $121.00 to $98.00 and set an "overweight" rating on the stock in a research report on Friday, April 17th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, nine have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Estee Lauder Companies has a consensus rating of "Hold" and a consensus target price of $100.78.

Estee Lauder Companies Stock Up 2.4%

Shares of EL traded up $1.89 on Monday, reaching $81.19. The stock had a trading volume of 5,321,566 shares, compared to its average volume of 4,560,173. The company has a 50-day simple moving average of $83.69 and a 200-day simple moving average of $96.47. The firm has a market capitalization of $29.37 billion, a price-to-earnings ratio of -115.98, a price-to-earnings-growth ratio of 0.92 and a beta of 1.22. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. Estee Lauder Companies has a 12-month low of $56.66 and a 12-month high of $121.64.

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

Institutional Trading of Estee Lauder Companies

A number of institutional investors have recently made changes to their positions in the stock. State of Michigan Retirement System boosted its holdings in shares of Estee Lauder Companies by 0.3% during the 1st quarter. State of Michigan Retirement System now owns 64,538 shares of the company's stock valued at $4,632,000 after acquiring an additional 200 shares during the last quarter. Principal Financial Group Inc. boosted its holdings in shares of Estee Lauder Companies by 1.5% in the first quarter. Principal Financial Group Inc. now owns 275,311 shares of the company's stock worth $19,759,000 after buying an additional 4,056 shares during the last quarter. J. Safra Sarasin Holding AG purchased a new position in shares of Estee Lauder Companies in the first quarter worth approximately $1,408,000. Lifeworks Advisors LLC purchased a new position in shares of Estee Lauder Companies in the first quarter worth approximately $263,000. Finally, LGT Fund Management Co Ltd. purchased a new position in shares of Estee Lauder Companies in the first quarter worth approximately $1,313,000. Hedge funds and other institutional investors own 55.15% of the company's stock.

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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