Estee Lauder Companies (NYSE:EL) Price Target Raised to $97.00

Key Points

• Barclays raised Estée Lauder’s price target to $97 from $80 while maintaining an “equal weight” rating, implying 3.69% downside from the prior close. The analyst consensus remains “Hold,” with an average target of $104.67.
• Shares rose 4.8% to $100.72 after the company reported quarterly EPS of $0.39 versus the $0.32 consensus and revenue of $3.64 billion, up 6.3% year over year and above estimates.
• Analysts highlighted Estée Lauder’s recovery and cost-saving plans, including approximately $1.2 billion in targeted savings by 2028, but some investors remain cautious about the stock’s high valuation relative to projected growth.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price target boosted by equities researchers at Barclays from $80.00 to $97.00 in a report released on Friday,Benzinga reports. The brokerage currently has an "equal weight" rating on the stock. Barclays's target price indicates a potential downside of 3.69% from the stock's previous close.

EL has been the topic of a number of other reports. Jefferies Financial Group upped their price target on Estee Lauder Companies from $88.00 to $100.00 and gave the company a "hold" rating in a report on Thursday. Weiss Ratings reiterated a "sell (d)" rating on shares of Estee Lauder Companies in a research report on Friday, July 31st. Piper Sandler upped their price target on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the stock an "overweight" rating in a research report on Thursday. TD Cowen increased their target price on Estee Lauder Companies from $90.00 to $100.00 and gave the stock a "hold" rating in a research report on Thursday. Finally, Telsey Advisory Group lifted their price target on shares of Estee Lauder Companies from $90.00 to $108.00 and gave the company a "market perform" rating in a report on Thursday. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have assigned a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat.com, Estee Lauder Companies has a consensus rating of "Hold" and a consensus price target of $104.67.

Estee Lauder Companies Trading Up 4.8%

Shares of NYSE EL traded up $4.57 during midday trading on Friday, reaching $100.72. The company had a trading volume of 2,034,946 shares, compared to its average volume of 3,947,914. The company has a quick ratio of 0.94, a current ratio of 1.22 and a debt-to-equity ratio of 1.79. The firm's fifty day moving average price is $84.56 and its 200-day moving average price is $86.54. The stock has a market cap of $36.44 billion, a PE ratio of 205.55, a price-to-earnings-growth ratio of 0.77 and a beta of 1.25. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64.

Estee Lauder Companies (NYSE:EL - Get Free Report) last released its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The firm had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. During the same period last year, the business earned $0.09 earnings per share. The business's revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, equities research analysts anticipate that Estee Lauder Companies will post 3.19 earnings per share for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the company. REAP Financial Group LLC purchased a new position in Estee Lauder Companies during the 4th quarter valued at about $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new stake in Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Trust Co. of Vermont acquired a new stake in shares of Estee Lauder Companies in the 2nd quarter worth $28,000. Kozak & Associates Inc. purchased a new position in Estee Lauder Companies during the 2nd quarter worth $30,000. Finally, N.E.W. Advisory Services LLC grew its stake in shares of Estee Lauder Companies by 39.1% during the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company's stock worth $34,000 after acquiring an additional 91 shares during the last quarter. Institutional investors own 55.15% of the company's stock.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Quarterly adjusted earnings came in at $0.39 per share versus the $0.32 consensus estimate, while revenue reached $3.64 billion, above expectations of $3.55 billion and up 6.3% year over year. Growth was led by Skin Care and Fragrance, alongside sharply higher operating income. Estee Lauder Q4 Earnings Beat Estimates
• Positive Sentiment: Management’s fiscal 2027 plan calls for 3%–5% organic sales growth and a 12.7%–13.5% adjusted operating margin, with North America and Makeup identified as key opportunities. The Profit Recovery and Growth Plan also targets approximately $1.2 billion in savings by 2028 through cost reductions, workforce changes and supply-chain rationalization. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several firms raised their price targets following the results, including Goldman Sachs and JPMorgan to $112, Citigroup to $115 and Piper Sandler to $115. Unusually heavy call-option activity also suggests increased near-term bullish interest.
• Neutral Sentiment: Other analysts remain cautious: Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained Hold or Neutral ratings despite increasing their targets. The company also declared a quarterly dividend of $0.35 per share, payable September 15.
• Negative Sentiment: Some investors argue the recovery is already reflected in EL’s valuation, with the stock trading at a demanding earnings multiple relative to its projected mid-single-digit growth. This could limit further gains if execution or guidance falls short.

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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