Estee Lauder Companies (NYSE:EL) Issues FY 2026 Earnings Guidance

Key Points

• Estee Lauder Companies provided FY 2026 earnings guidance with EPS expectations set between 1.900-2.100, exceeding the consensus estimate of 1.484.
• The company projected revenue to be between $14.6 billion and $15.0 billion, also above the consensus estimate of $14.3 billion.
• Wall Street analysts have varying ratings on the stock, with one analyst at "Strong Buy," eight at "Buy," while the average rating is currently "Hold" with a consensus target price of $86.95.

Estee Lauder Companies (NYSE:EL - Get Free Report) issued an update on its FY 2026 earnings guidance on Wednesday morning. The company provided earnings per share guidance of 1.900-2.100 for the period, compared to the consensus earnings per share estimate of 1.484. The company issued revenue guidance of $14.6 billion-$15.0 billion, compared to the consensus revenue estimate of $14.3 billion.

Estee Lauder Companies Stock Up 3.8%

EL stock traded up $3.3630 during mid-day trading on Friday, reaching $91.0830. The company had a trading volume of 4,050,762 shares, compared to its average volume of 4,500,209. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 1.02. The stock has a 50 day simple moving average of $86.79 and a two-hundred day simple moving average of $72.29. The company has a market capitalization of $32.77 billion, a price-to-earnings ratio of -29.01, a PEG ratio of 7.07 and a beta of 1.18. Estee Lauder Companies has a 52 week low of $48.37 and a 52 week high of $103.44.

Estee Lauder Companies (NYSE:EL - Get Free Report) last posted its quarterly earnings results on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, beating analysts' consensus estimates of $0.07 by $0.02. The firm had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.36 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The business's revenue was down 11.9% compared to the same quarter last year. During the same period last year, the company earned $0.64 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, equities analysts predict that Estee Lauder Companies will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd will be paid a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 1.5%. The ex-dividend date is Tuesday, September 2nd. Estee Lauder Companies's dividend payout ratio (DPR) is currently -44.59%.

Analysts Set New Price Targets

A number of research analysts have weighed in on EL shares. Bank of America started coverage on Estee Lauder Companies in a research note on Thursday, July 10th. They issued a "buy" rating and a $110.00 price target for the company. Hsbc Global Res upgraded Estee Lauder Companies from a "hold" rating to a "strong-buy" rating in a research note on Friday, June 27th. Citigroup lifted their target price on Estee Lauder Companies from $60.00 to $99.00 and gave the stock a "neutral" rating in a research note on Tuesday, July 15th. Piper Sandler reiterated an "overweight" rating and set a $75.00 target price (down from $92.00) on shares of Estee Lauder Companies in a research note on Friday, May 2nd. Finally, Evercore ISI lifted their target price on Estee Lauder Companies from $90.00 to $100.00 and gave the stock an "outperform" rating in a research note on Thursday, June 26th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, Estee Lauder Companies presently has an average rating of "Hold" and a consensus price target of $87.80.

Institutional Trading of Estee Lauder Companies

Several institutional investors have recently added to or reduced their stakes in EL. AQR Capital Management LLC boosted its stake in Estee Lauder Companies by 321.8% in the 2nd quarter. AQR Capital Management LLC now owns 332,793 shares of the company's stock valued at $26,424,000 after purchasing an additional 253,893 shares during the period. Ameriprise Financial Inc. boosted its stake in Estee Lauder Companies by 78.2% in the 2nd quarter. Ameriprise Financial Inc. now owns 191,427 shares of the company's stock valued at $15,467,000 after purchasing an additional 83,995 shares during the period. Alliancebernstein L.P. boosted its stake in Estee Lauder Companies by 35.1% in the 2nd quarter. Alliancebernstein L.P. now owns 320,599 shares of the company's stock valued at $25,904,000 after purchasing an additional 83,350 shares during the period. Quantinno Capital Management LP boosted its stake in Estee Lauder Companies by 185.0% in the 2nd quarter. Quantinno Capital Management LP now owns 100,655 shares of the company's stock valued at $8,133,000 after purchasing an additional 65,340 shares during the period. Finally, Boothbay Fund Management LLC bought a new stake in Estee Lauder Companies in the 2nd quarter valued at $3,350,000. 55.15% of the stock is currently owned by institutional investors.

About Estee Lauder Companies

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.