Research Analysts Offer Predictions for EL FY2026 Earnings

Key Points

• Analysts at Telsey Advisory Group have cut their FY2026 earnings estimate for Estee Lauder Companies to $2.10 per share, down from a previous forecast of $2.24.
• Estee Lauder's recent quarterly earnings report showed an EPS of $0.09, exceeding analysts' expectations of $0.07, despite a revenue decline of 11.9% year-over-year.
• The company has set its FY2026 earnings guidance in the range of $1.900-$2.100 EPS and recently declared a quarterly dividend of $0.35, reflecting a 1.6% yield.

The Estee Lauder Companies Inc. (NYSE:EL - Free Report) - Investment analysts at Telsey Advisory Group cut their FY2026 earnings estimates for Estee Lauder Companies in a research report issued on Thursday, August 21st. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $2.10 for the year, down from their previous forecast of $2.24. Telsey Advisory Group currently has a "Market Perform" rating and a $99.00 target price on the stock. The consensus estimate for Estee Lauder Companies' current full-year earnings is $1.36 per share. Telsey Advisory Group also issued estimates for Estee Lauder Companies' FY2027 earnings at $2.65 EPS.

Estee Lauder Companies (NYSE:EL - Get Free Report) last issued 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. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The firm had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.36 billion. During the same period last year, the company posted $0.64 EPS. Estee Lauder Companies's quarterly revenue was down 11.9% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

EL has been the subject of several other reports. Bank of America started coverage on Estee Lauder Companies in a research report on Thursday, July 10th. They set a "buy" rating and a $110.00 price target for the company. Wells Fargo & Company upped their target price on shares of Estee Lauder Companies from $60.00 to $90.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 9th. Barclays increased their target price on shares of Estee Lauder Companies from $63.00 to $84.00 and gave the company an "equal weight" rating in a research report on Tuesday, July 15th. Evercore ISI boosted their price target on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock an "outperform" rating in a research report on Thursday, June 26th. Finally, Wall Street Zen upgraded shares of Estee Lauder Companies from a "sell" rating to a "hold" rating in a report on Friday, June 27th. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Hold" and a consensus target price of $87.80.

Estee Lauder Companies Price Performance

Shares of Estee Lauder Companies stock opened at $87.6870 on Friday. The stock has a market capitalization of $31.55 billion, a P/E ratio of -27.93, a PEG ratio of 6.77 and a beta of 1.18. The business has a 50 day simple moving average of $86.31 and a two-hundred day simple moving average of $72.10. Estee Lauder Companies has a 12 month low of $48.37 and a 12 month high of $103.44. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 1.02.

Institutional Trading of Estee Lauder Companies

Several institutional investors have recently made changes to their positions in EL. Asset Dedication LLC raised its position in Estee Lauder Companies by 258.7% in the second quarter. Asset Dedication LLC now owns 391 shares of the company's stock valued at $32,000 after purchasing an additional 282 shares during the period. Annis Gardner Whiting Capital Advisors LLC raised its holdings in Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company's stock valued at $33,000 after buying an additional 461 shares during the period. Winthrop Capital Management LLC lifted its position in Estee Lauder Companies by 2,240.0% in the first quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock valued at $39,000 after buying an additional 560 shares during the last quarter. TD Private Client Wealth LLC boosted its stake in Estee Lauder Companies by 246.4% during the second quarter. TD Private Client Wealth LLC now owns 478 shares of the company's stock worth $39,000 after buying an additional 340 shares during the period. Finally, Golden State Wealth Management LLC increased its position in shares of Estee Lauder Companies by 57.3% during the first quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock valued at $41,000 after acquiring an additional 228 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company's stock.

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd will be paid a $0.35 dividend. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $1.40 annualized dividend and a dividend yield of 1.6%. Estee Lauder Companies's dividend payout ratio is -44.59%.

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.

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