What is Telsey Advisory Group's Forecast for EL Q1 Earnings?

Key Points

• Telsey Advisory Group has revised its Q1 2026 earnings per share estimate for Estee Lauder Companies from $0.43 down to $0.19, maintaining a "Market Perform" rating with a target price of $99.00.
• The company's recent quarterly earnings showed a profit of $0.09 EPS, which exceeded the analysts' expectations of $0.07, although revenue fell by 11.9% year-over-year to $3.41 billion.
• Estee Lauder Companies announced a quarterly dividend of $0.35 per share, with an annualized dividend yield of 1.5%, set to be paid on September 16th.

The Estee Lauder Companies Inc. (NYSE:EL - Free Report) - Analysts at Telsey Advisory Group decreased their Q1 2026 earnings per share (EPS) estimates for Estee Lauder Companies in a research note issued on Thursday, August 21st. Telsey Advisory Group analyst D. Telsey now forecasts that the company will earn $0.19 per share for the quarter, down from their prior estimate of $0.43. 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' Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.79 EPS and Q4 2026 earnings at $0.30 EPS.

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

Several other equities analysts have also commented on the stock. Canaccord Genuity Group increased their price objective on shares of Estee Lauder Companies from $62.00 to $85.00 and gave the company a "hold" rating in a research report on Monday, August 18th. Piper Sandler restated an "overweight" rating and set a $75.00 price target (down previously from $92.00) on shares of Estee Lauder Companies in a research note on Friday, May 2nd. Citigroup raised their price target on shares of Estee Lauder Companies from $60.00 to $99.00 and gave the stock a "neutral" rating in a report on Tuesday, July 15th. Royal Bank Of Canada lifted their price objective on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the stock an "outperform" rating in a research note on Thursday. Finally, Barclays upped their target price on 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. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and twelve have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Hold" and a consensus target price of $87.80.

Estee Lauder Companies Trading Up 3.8%

Estee Lauder Companies stock opened at $91.0830 on Monday. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30. The stock has a market cap of $32.77 billion, a PE ratio of -29.01, a price-to-earnings-growth ratio of 2.61 and a beta of 1.18. The stock has a 50-day moving average of $86.79 and a two-hundred day moving average of $72.35. Estee Lauder Companies has a one year low of $48.37 and a one year high of $103.44.

Institutional Inflows and Outflows

A number of large investors have recently bought and sold shares of the stock. Bank Pictet & Cie Europe AG raised its stake in shares of Estee Lauder Companies by 5.4% in the 4th quarter. Bank Pictet & Cie Europe AG now owns 91,200 shares of the company's stock valued at $6,838,000 after acquiring an additional 4,690 shares during the period. Mather Group LLC. increased its holdings in Estee Lauder Companies by 442.5% in the 1st quarter. Mather Group LLC. now owns 1,367 shares of the company's stock valued at $90,000 after purchasing an additional 1,115 shares during the last quarter. Golden State Wealth Management LLC increased its holdings in Estee Lauder Companies by 57.3% in the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock valued at $41,000 after purchasing an additional 228 shares during the last quarter. Bessemer Group Inc. raised its position in Estee Lauder Companies by 70.2% in the first quarter. Bessemer Group Inc. now owns 4,753 shares of the company's stock valued at $313,000 after purchasing an additional 1,961 shares during the period. Finally, GAMMA Investing LLC lifted its stake in Estee Lauder Companies by 27.0% during the first quarter. GAMMA Investing LLC now owns 3,620 shares of the company's stock worth $239,000 after purchasing an additional 770 shares in the last quarter. Institutional investors and hedge funds own 55.15% of the company's stock.

Estee Lauder Companies Dividend Announcement

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

Estee Lauder Companies Company Profile

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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