Estee Lauder Companies (NYSE:EL) Price Target Raised to $106.00

23 Aug 2026, 01:30 by Doug Wharley · The Cerbat Gem

Estee Lauder Companies (NYSE:EL – Free Report) had its target price upped by UBS Group from $86.00 to $106.00 in a research report sent to investors on Thursday,Benzinga reports. The brokerage currently has a neutral rating on the stock.

EL has been the subject of a number of other research reports. TD Cowen lifted their price objective on Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Thursday. Barclays raised their price target on shares of Estee Lauder Companies from $75.00 to $80.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 21st. Piper Sandler lifted their price target on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the stock an “overweight” rating in a report on Thursday. The Goldman Sachs Group began coverage on shares of Estee Lauder Companies in a research report on Monday, June 22nd. They issued a “buy” rating and a $100.00 price objective for the company. Finally, JPMorgan Chase & Co. reduced their price objective on shares of Estee Lauder Companies from $99.00 to $94.00 and set an “overweight” rating on the stock in a research note on Thursday, July 16th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $104.67.

Read Our Latest Report on Estee Lauder Companies

Estee Lauder Companies Price Performance

Shares of NYSE:EL opened at $101.68 on Thursday. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.94 and a current ratio of 1.22. The business’s fifty day moving average price is $84.80 and its two-hundred day moving average price is $86.64. The stock has a market cap of $36.79 billion, a PE ratio of 207.51, a price-to-earnings-growth ratio of 0.78 and a beta of 1.25. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64.

Estee Lauder Companies (NYSE:EL – Get Free Report) last released its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The company had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.55 billion. During the same period in the previous year, the firm posted $0.09 earnings per share. The business’s revenue for the quarter was up 6.3% compared to the same quarter last year. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, analysts forecast that Estee Lauder Companies will post 3.29 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be issued a $0.35 dividend. The ex-dividend date of this dividend is Monday, August 31st. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. Estee Lauder Companies’s dividend payout ratio (DPR) is currently 285.71%.

Hedge Funds Weigh In On Estee Lauder Companies

Hedge funds and other institutional investors have recently made changes to their positions in the business. Vanguard Group Inc. increased its position in Estee Lauder Companies by 3.9% in the 4th quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock valued at $2,927,224,000 after acquiring an additional 1,043,746 shares during the period. Bank of America Corp DE boosted its position in Estee Lauder Companies by 950.9% during the 1st quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock worth $993,567,000 after acquiring an additional 12,526,471 shares during the period. State Street Corp boosted its position in Estee Lauder Companies by 4.2% during the 4th quarter. State Street Corp now owns 11,585,782 shares of the company’s stock worth $1,213,263,000 after acquiring an additional 467,195 shares during the period. Schroder Investment Management Group boosted its position in Estee Lauder Companies by 185.3% during 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 during the period. Finally, Independent Franchise Partners LLP grew its stake in shares of Estee Lauder Companies by 1.1% in the fourth quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock worth $820,717,000 after purchasing an additional 83,857 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

Positive Sentiment: Estee Lauder reported fourth-quarter adjusted EPS of $0.39, ahead of the $0.32 analyst consensus, while revenue reached $3.64 billion versus expectations of $3.55 billion. Revenue increased 6.3% year over year, supported by organic sales growth, margin improvement and gains across multiple regions. Should You Buy, Sell or Hold Estee Lauder Stock Post Q4 Earnings?
Positive Sentiment: Management’s fiscal 2027 targets point to continued recovery: 3%–5% organic sales growth, a 12.7%–13.5% adjusted operating margin and adjusted EPS guidance of $3.10–$3.35. North America and the Makeup business are key areas of focus. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
Positive Sentiment: Several firms raised their price targets following the results. Goldman Sachs and JPMorgan lifted targets to $112, Citigroup to $115, Piper Sandler to $115, Telsey Advisory Group to $108, UBS to $106 and Wells Fargo to $104. Goldman, JPMorgan, Citigroup and Piper Sandler maintained bullish ratings. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Results
Neutral Sentiment: Analyst sentiment remains mixed after the rally. Barclays, Morgan Stanley, Jefferies, Canaccord Genuity, TD Cowen and B. Riley retained equal-weight, neutral or hold ratings, with targets generally close to the recent trading level.
Neutral Sentiment: Unusually heavy options activity and multiple analyst revisions indicate heightened investor interest, but do not establish a clear fundamental direction. Estee Lauder Companies Target of Unusually Large Options Trading
Negative Sentiment: Valuation is a risk: one analysis argues that Estee Lauder’s self-help measures—including a plan for $1.2 billion in savings by 2028, headcount reductions and supply-chain changes—are already reflected in the stock, leaving limited upside if growth remains only mid-single digit. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

Estee Lauder Companies Company Profile

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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.