Wells Fargo & Company Issues Positive Forecast for Estee Lauder Companies (NYSE:EL) Stock Price

Key Points

• Wells Fargo & Company raised its price target on Estee Lauder from $75 to $85 while maintaining an "equal weight" rating, implying roughly a 5.6% upside from the prior close.
• Estee Lauder beat the quarter with EPS of $0.91 (vs. $0.66 expected) and $3.71B revenue (vs. $3.69B), and set FY2026 guidance of $2.33–$2.43 EPS versus analyst expectations of $2.22.
• Market consensus remains a "Hold" with a $100.22 average price target, and institutional ownership is significant at 55.15% after several large funds materially increased their stakes.

Estee Lauder Companies (NYSE:EL - Get Free Report) had its price target raised by research analysts at Wells Fargo & Company from $75.00 to $85.00 in a research note issued on Monday,Benzinga reports. The brokerage presently has an "equal weight" rating on the stock. Wells Fargo & Company's price target indicates a potential upside of 5.60% from the company's previous close.

Several other analysts have also recently commented on EL. Jefferies Financial Group started coverage on shares of Estee Lauder Companies in a research note on Wednesday, January 14th. They set a "hold" rating and a $110.00 price objective for the company. Deutsche Bank Aktiengesellschaft decreased their price objective on shares of Estee Lauder Companies from $124.00 to $108.00 and set a "buy" rating for the company in a research note on Monday, March 30th. UBS Group decreased their price objective on shares of Estee Lauder Companies from $107.00 to $75.00 and set a "neutral" rating for the company in a research note on Tuesday, April 7th. Royal Bank Of Canada restated an "outperform" rating and set a $113.00 price objective on shares of Estee Lauder Companies in a research note on Tuesday, February 3rd. Finally, Canaccord Genuity Group boosted their target price on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a "hold" rating in a research note on Monday. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus price target of $100.22.

Estee Lauder Companies Stock Performance

NYSE EL traded up $1.20 on Monday, hitting $80.50. 3,379,908 shares of the company's stock traded hands, compared to its average volume of 4,535,578. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71. Estee Lauder Companies has a 1-year low of $56.66 and a 1-year high of $121.64. The firm's 50-day moving average price is $83.69 and its two-hundred day moving average price is $96.47. The firm has a market capitalization of $29.12 billion, a PE ratio of -115.09, a P/E/G ratio of 0.92 and a beta of 1.22.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings data on Friday, May 1st. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.66 by $0.25. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The business had revenue of $3.71 billion during the quarter, compared to analysts' expectations of $3.69 billion. During the same period in the previous year, the business posted $0.65 EPS. The business's quarterly revenue was up 4.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, analysts expect that Estee Lauder Companies will post 2.22 EPS for the current year.

Institutional Investors Weigh In On Estee Lauder Companies

Several institutional investors and hedge funds have recently added to or reduced their stakes in EL. Schroder Investment Management Group increased its holdings in Estee Lauder Companies by 185.3% in the 4th quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company's stock worth $861,596,000 after acquiring an additional 5,286,875 shares in the last quarter. J. Stern & Co. LLP increased its holdings in Estee Lauder Companies by 4,281.3% in the 4th quarter. J. Stern & Co. LLP now owns 4,094,761 shares of the company's stock worth $4,094,761,000 after acquiring an additional 4,001,300 shares in the last quarter. Norges Bank purchased a new stake in Estee Lauder Companies in the 4th quarter worth $308,912,000. M&T Bank Corp increased its holdings in Estee Lauder Companies by 16,270.3% in the 4th quarter. M&T Bank Corp now owns 2,667,208 shares of the company's stock worth $279,310,000 after acquiring an additional 2,650,915 shares in the last quarter. Finally, Victory Capital Management Inc. increased its holdings in Estee Lauder Companies by 3,181.4% in the 3rd quarter. Victory Capital Management Inc. now owns 2,312,535 shares of the company's stock worth $203,781,000 after acquiring an additional 2,242,062 shares in the last quarter. Hedge funds and other institutional investors 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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