The Estee Lauder Companies Inc. (NYSE:EL) Receives $103.36 Consensus Target Price from Brokerages

The Estee Lauder Companies Inc. (NYSE:EL) has received an average rating of “Hold” from the twenty-three ratings firms that are currently covering the stock, MarketBeat.com reports. Two research analysts have rated the stock with a sell rating, eleven have issued a hold rating, nine have given a buy rating and one has issued a strong buy rating on the company. The average 12-month target price among analysts that have issued ratings on the stock in the last year is $104.4286.

EL has been the topic of a number of research reports. Zacks Research lowered Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a report on Monday, February 9th. Evercore increased their price objective on Estee Lauder Companies from $115.00 to $125.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft lifted their target price on Estee Lauder Companies from $124.00 to $128.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Jefferies Financial Group began coverage on Estee Lauder Companies in a research note on Wednesday, January 14th. They set a “hold” rating and a $110.00 price target for the company. Finally, Raymond James Financial raised Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 price target for the company in a report on Monday, January 5th.

Estee Lauder Companies Price Performance

EL stock opened at $113.01 on Monday. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82. The company has a market capitalization of $40.88 billion, a P/E ratio of -226.02, a PEG ratio of 1.29 and a beta of 1.14. The business has a 50 day simple moving average of $110.79 and a 200-day simple moving average of $99.11. Estee Lauder Companies has a twelve month low of $48.37 and a twelve month high of $121.64.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The firm had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter in the prior year, the firm earned $0.62 EPS. Estee Lauder Companies’s revenue for the quarter was up 5.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, equities analysts anticipate that Estee Lauder Companies will post 1.36 EPS for the current year.

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Friday, February 27th. Estee Lauder Companies’s dividend payout ratio (DPR) is -280.00%.

Institutional Inflows and Outflows

Several large investors have recently added to or reduced their stakes in EL. Federated Hermes Inc. increased its holdings in shares of Estee Lauder Companies by 556.8% in the 2nd quarter. Federated Hermes Inc. now owns 1,554,088 shares of the company’s stock valued at $125,570,000 after purchasing an additional 1,317,473 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in Estee Lauder Companies by 539.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company’s stock worth $20,245,000 after buying an additional 193,833 shares in the last quarter. Waverton Investment Management Ltd grew its position in Estee Lauder Companies by 50.1% during the second quarter. Waverton Investment Management Ltd now owns 151,575 shares of the company’s stock worth $12,247,000 after buying an additional 50,625 shares during the period. Azzad Asset Management Inc. ADV increased its holdings in Estee Lauder Companies by 55.8% in the third quarter. Azzad Asset Management Inc. ADV now owns 26,682 shares of the company’s stock valued at $2,351,000 after buying an additional 9,559 shares in the last quarter. Finally, Strs Ohio increased its holdings in Estee Lauder Companies by 53.0% in the third quarter. Strs Ohio now owns 190,589 shares of the company’s stock valued at $16,795,000 after buying an additional 66,003 shares in the last quarter. 55.15% of the stock is owned by hedge funds and other institutional investors.

About Estee Lauder Companies

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.