B. Riley Has Optimistic Outlook of EL FY2026 Earnings

by · The Markets Daily

The Estee Lauder Companies Inc. (NYSE:EL – Free Report) – Stock analysts at B. Riley upped their FY2026 earnings per share (EPS) estimates for Estee Lauder Companies in a report issued on Sunday, November 2nd. B. Riley analyst A. Glaessgen now expects that the company will earn $2.06 per share for the year, up from their previous forecast of $2.05. The consensus estimate for Estee Lauder Companies’ current full-year earnings is $1.36 per share. B. Riley also issued estimates for Estee Lauder Companies’ FY2027 earnings at $2.80 EPS.

Estee Lauder Companies (NYSE:EL – Get Free Report) last announced its earnings results on Thursday, October 30th. The company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.15 by $0.17. The business had revenue of $3.48 billion for the quarter, compared to the consensus estimate of $3.38 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The company’s revenue was up 3.6% on a year-over-year basis. During the same period last year, the business posted $0.14 EPS. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

A number of other research firms have also recently commented on EL. Evercore ISI boosted their target price on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research report on Monday, September 15th. Wall Street Zen upgraded shares of Estee Lauder Companies from a “sell” rating to a “hold” rating in a report on Saturday, October 25th. Weiss Ratings reissued a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Wednesday, October 8th. The Goldman Sachs Group upgraded Estee Lauder Companies from a “neutral” rating to a “buy” rating and raised their target price for the company from $76.00 to $115.00 in a research note on Monday, October 13th. Finally, Citigroup lifted their target price on Estee Lauder Companies from $95.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Estee Lauder Companies has an average rating of “Hold” and an average price target of $95.16.

View Our Latest Research Report on EL

Estee Lauder Companies Stock Down 3.4%

Shares of NYSE:EL opened at $93.37 on Tuesday. The company has a market capitalization of $33.60 billion, a price-to-earnings ratio of -29.74, a price-to-earnings-growth ratio of 1.77 and a beta of 1.16. The company has a 50 day moving average of $91.78 and a two-hundred day moving average of $81.82. Estee Lauder Companies has a 52-week low of $48.37 and a 52-week high of $104.53. The company has a quick ratio of 0.92, a current ratio of 1.30 and a debt-to-equity ratio of 1.89.

Estee Lauder Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be given a dividend of $0.35 per share. The ex-dividend date of this dividend is Friday, November 28th. This represents a $1.40 annualized dividend and a dividend yield of 1.5%. Estee Lauder Companies’s dividend payout ratio (DPR) is presently -54.26%.

Insider Transactions at Estee Lauder Companies

In other Estee Lauder Companies news, Director Lynn Forester sold 3,702 shares of the stock in a transaction that occurred on Friday, August 29th. The stock was sold at an average price of $91.65, for a total transaction of $339,288.30. Following the transaction, the director owned 15,479 shares of the company’s stock, valued at $1,418,650.35. This trade represents a 19.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction that occurred on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The SEC filing for this sale provides additional information. 13.05% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Estee Lauder Companies

Large investors have recently added to or reduced their stakes in the company. Allspring Global Investments Holdings LLC boosted its holdings in Estee Lauder Companies by 2.0% in the first quarter. Allspring Global Investments Holdings LLC now owns 10,948 shares of the company’s stock worth $743,000 after purchasing an additional 210 shares during the period. DAVENPORT & Co LLC lifted its position in shares of Estee Lauder Companies by 5.1% in the 1st quarter. DAVENPORT & Co LLC now owns 3,796 shares of the company’s stock worth $251,000 after buying an additional 185 shares during the last quarter. Teacher Retirement System of Texas boosted its holdings in shares of Estee Lauder Companies by 147.9% in the 1st quarter. Teacher Retirement System of Texas now owns 34,126 shares of the company’s stock valued at $2,252,000 after buying an additional 20,358 shares during the period. IFM Investors Pty Ltd boosted its holdings in shares of Estee Lauder Companies by 7.4% in the 1st quarter. IFM Investors Pty Ltd now owns 44,105 shares of the company’s stock valued at $2,911,000 after buying an additional 3,026 shares during the period. Finally, World Investment Advisors grew its position in shares of Estee Lauder Companies by 37.4% during the 1st quarter. World Investment Advisors now owns 21,312 shares of the company’s stock valued at $1,407,000 after buying an additional 5,800 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors.

About Estee Lauder Companies

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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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