Estee Lauder Companies (NYSE:EL) Downgraded by Wall Street Zen to “Hold”

27 Sep 2026, 02:24 by Scott Moore · The Cerbat Gem

Wall Street Zen cut shares of Estee Lauder Companies (NYSE:EL – Free Report) from a buy rating to a hold rating in a research note released on Saturday,Wall Street Zen reports.

EL has been the subject of a number of other reports. Citigroup raised their price target on Estee Lauder Companies from $110.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, August 20th. Wells Fargo & Company boosted their price objective on Estee Lauder Companies from $85.00 to $104.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 20th. TD Cowen increased their target price on Estee Lauder Companies from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Thursday, August 20th. JPMorgan Chase & Co. raised their target price on Estee Lauder Companies from $94.00 to $112.00 and gave the company an “overweight” rating in a research note on Thursday, August 20th. Finally, Barclays lifted their price target on Estee Lauder Companies from $80.00 to $97.00 and gave the company an “equal weight” rating in a report on Friday, August 21st. Two research analysts have rated the stock with a Strong Buy rating, eight have given a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Hold” and an average price target of $104.67.

Read Our Latest Research Report on EL

Estee Lauder Companies Price Performance

NYSE:EL opened at $94.52 on Friday. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.79. The firm has a market cap of $34.20 billion, a PE ratio of 192.90, a price-to-earnings-growth ratio of 1.09 and a beta of 1.28. Estee Lauder Companies has a 12 month low of $66.22 and a 12 month high of $121.64. The company’s 50-day moving average price is $93.08 and its two-hundred day moving average price is $85.34.

Estee Lauder Companies (NYSE:EL – Get Free Report) last posted its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. During the same quarter last year, the business posted $0.09 earnings per share. The company’s revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, equities analysts anticipate that Estee Lauder Companies will post 3.3 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.5%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s dividend payout ratio (DPR) is 285.71%.

Insider Transactions at Estee Lauder Companies

In related news, Director Charlene Barshefsky sold 3,775 shares of Estee Lauder Companies stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the completion of the sale, the director directly owned 50,971 shares in the company, valued at $5,036,954.22. This trade represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Paul J. Fribourg sold 58,000 shares of the business’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the sale, the director directly owned 417,300 shares of the company’s stock, valued at $40,966,341. This represents a 12.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 75,105 shares of company stock worth $7,423,185 over the last 90 days. 13.05% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of the business. REAP Financial Group LLC bought a new stake in shares of Estee Lauder Companies during the fourth quarter worth approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new position in Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Trust Co. of Vermont bought a new position in Estee Lauder Companies in the second quarter valued at approximately $28,000. Kozak & Associates Inc. bought a new position in Estee Lauder Companies in the second quarter valued at approximately $30,000. Finally, IFP Advisors Inc grew its holdings in Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after acquiring an additional 108 shares during the period. Institutional investors own 55.15% of the company’s stock.

About Estee Lauder Companies

(Get Free Report)

The Estée Lauder Companies Inc is a global beauty company that develops, manufactures and markets prestige skincare, makeup, fragrance and hair-care products. Its portfolio includes Estée Lauder, Clinique, M·A·C, Bobbi Brown Cosmetics, La Mer, Jo Malone London, Aveda, Tom Ford Beauty and The Ordinary, among other brands.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a broad international beauty business. Its products are sold through department and specialty stores, freestanding stores, e-commerce platforms, travel retail locations and other distribution channels.