The Estee Lauder Companies Inc. (NYSE:EL) Receives Consensus Recommendation of "Hold" from Brokerages

Key Points

• Analyst consensus: Hold — 22 analysts cover Estee Lauder (2 sell, 10 hold, 9 buy, 1 strong buy) with an average 12‑month target of $101.60, and several firms have recently trimmed targets (e.g., UBS to $75).
• Recent results and valuation — Q1 EPS of $0.89 topped estimates and revenue rose 5.6% to $4.23B with FY2026 guidance of $2.03–$2.23 EPS, while the stock trades around $74.47 (52‑week range $51.97–$121.64) and has a market cap of about $26.9B.

The Estee Lauder Companies Inc. (NYSE:EL - Get Free Report) has received an average rating of "Hold" from the twenty-two analysts that are presently covering the company, Marketbeat.com reports. Two research analysts have rated the stock with a sell rating, ten have assigned a hold rating, nine have issued a buy rating and one has assigned a strong buy rating to the company. The average 12 month target price among brokers that have covered the stock in the last year is $101.60.

A number of research analysts have issued reports on EL shares. Telsey Advisory Group restated a "market perform" rating and issued a $105.00 target price on shares of Estee Lauder Companies in a report on Thursday, February 5th. UBS Group reduced their target price on shares of Estee Lauder Companies from $107.00 to $75.00 and set a "neutral" rating on the stock in a report on Tuesday, April 7th. TD Cowen reduced their target price on shares of Estee Lauder Companies from $130.00 to $115.00 and set a "hold" rating on the stock in a report on Monday, February 9th. Wall Street Zen lowered shares of Estee Lauder Companies from a "buy" rating to a "hold" rating in a report on Saturday, April 4th. Finally, JPMorgan Chase & Co. reduced their target price on shares of Estee Lauder Companies from $131.00 to $121.00 and set an "overweight" rating on the stock in a report on Friday, February 6th.

Estee Lauder Companies Price Performance

Estee Lauder Companies stock opened at $74.47 on Tuesday. Estee Lauder Companies has a 52 week low of $51.97 and a 52 week high of $121.64. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82. The firm's 50-day simple moving average is $91.69 and its 200 day simple moving average is $97.72. The firm has a market capitalization of $26.94 billion, a PE ratio of -148.95, a P/E/G ratio of 0.82 and a beta of 1.26.

Estee Lauder Companies (NYSE:EL - Get Free Report) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.89 EPS for the quarter, topping the consensus estimate of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The business had revenue of $4.23 billion for the quarter, compared to analyst estimates of $4.22 billion. During the same period in the previous year, the firm earned $0.62 EPS. The business's revenue for the quarter was up 5.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. On average, equities research analysts predict that Estee Lauder Companies will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend was Friday, February 27th. Estee Lauder Companies's dividend payout ratio is -280.00%.

Institutional Trading of Estee Lauder Companies

A number of institutional investors and hedge funds have recently bought and sold shares of the business. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Estee Lauder Companies by 4.8% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company's stock worth $1,709,000 after acquiring an additional 1,177 shares during the period. NewEdge Advisors LLC boosted its holdings in Estee Lauder Companies by 33.4% in the 1st quarter. NewEdge Advisors LLC now owns 6,992 shares of the company's stock worth $462,000 after acquiring an additional 1,749 shares during the period. Empowered Funds LLC boosted its holdings in Estee Lauder Companies by 24.1% in the 1st quarter. Empowered Funds LLC now owns 4,619 shares of the company's stock worth $305,000 after acquiring an additional 898 shares during the period. EverSource Wealth Advisors LLC boosted its holdings in Estee Lauder Companies by 23.2% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company's stock worth $81,000 after acquiring an additional 188 shares during the period. Finally, First Trust Advisors LP boosted its holdings in Estee Lauder Companies by 55.5% in the 2nd quarter. First Trust Advisors LP now owns 13,522 shares of the company's stock worth $1,093,000 after acquiring an additional 4,826 shares during the period. Institutional investors and hedge funds own 55.15% of the company's stock.

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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