TD Cowen Raises Estee Lauder Companies (NYSE:EL) Price Target to $100.00

Estee Lauder Companies (NYSE:EL) had its price objective boosted by investment analysts at TD Cowen from $90.00 to $100.00 in a research note issued on Thursday,Benzinga reports. The brokerage currently has a “hold” rating on the stock. TD Cowen’s target price points to a potential upside of 2.96% from the stock’s previous close.

EL has been the subject of several other research reports. Sanford C. Bernstein initiated coverage on shares of Estee Lauder Companies in a report on Friday, June 12th. They set a “market perform” rating and a $82.00 target price for the company. The Goldman Sachs Group started coverage on shares of Estee Lauder Companies in a report on Monday, June 22nd. They issued a “buy” rating and a $100.00 price target on the stock. Wells Fargo & Company increased their price target on Estee Lauder Companies from $75.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Monday, May 4th. Zacks Research lowered Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Finally, Jefferies Financial Group upped their target price on Estee Lauder Companies from $80.00 to $88.00 and gave the stock a “hold” rating in a research note on Tuesday, July 28th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average target price of $97.50.

Estee Lauder Companies Stock Performance

NYSE:EL traded down $0.89 during midday trading on Thursday, hitting $97.12. The company’s stock had a trading volume of 732,712 shares, compared to its average volume of 3,929,974. Estee Lauder Companies has a fifty-two week low of $66.22 and a fifty-two week high of $121.64. The firm’s 50 day moving average is $84.40 and its 200-day moving average is $86.67. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94. The firm has a market cap of $35.14 billion, a P/E ratio of -138.62, a P/E/G ratio of 0.66 and a beta of 1.25.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. During the same period last year, the firm posted $0.09 EPS. Estee Lauder Companies’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. Equities analysts anticipate that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Covenant Asset Management LLC purchased a new stake in shares of Estee Lauder Companies during the 4th quarter worth about $3,634,000. Eurizon Capital SGR S.p.A. purchased a new position in shares of Estee Lauder Companies in the 4th quarter valued at about $14,619,000. Fideuram Intesa Sanpaolo Private Banking S.P.A. acquired a new position in Estee Lauder Companies in the 4th quarter worth about $19,438,000. WT Asset Management Ltd raised its holdings in Estee Lauder Companies by 60.6% in the 4th quarter. WT Asset Management Ltd now owns 53,000 shares of the company’s stock worth $5,550,000 after purchasing an additional 20,000 shares during the period. Finally, Pictet Asset Management Holding SA boosted its position in Estee Lauder Companies by 14.6% during the first quarter. Pictet Asset Management Holding SA now owns 973,478 shares of the company’s stock worth $69,854,000 after purchasing an additional 124,079 shares in the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Key Headlines Impacting Estee Lauder Companies

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

• Positive Sentiment: Strong quarterly performance: Fiscal Q4 revenue rose approximately 6% year over year to $3.64 billion, exceeding the $3.55 billion analyst consensus. Adjusted EPS was $0.39, ahead of estimates of $0.32 and up from $0.09 a year earlier. Growth was supported by Skin Care, Fragrance, China and broad-based regional improvement. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Improved fiscal 2027 outlook: Management affirmed its 3% to 5% organic sales-growth target and raised its adjusted operating-margin outlook to 12.7%–13.5%. Fiscal 2027 adjusted EPS guidance of $3.10–$3.35 is broadly consistent with the $3.18 consensus, while the outlook reflects stronger profitability and sustained premium beauty demand. Estee Lauder forecasts annual profit above estimates on strong China demand
• Positive Sentiment: Turnaround plan is gaining traction: Estée Lauder said its Profit Recovery and Growth Plan is performing ahead of expectations. The program targets roughly $1.2 billion in gross cost savings by 2028 through headcount reductions, supply-chain rationalization and other efficiency measures, helping drive operating-margin expansion. Why Estée Lauder Stock Jumped Today
• Neutral Sentiment: Investor positioning: Call-option activity was unusually high, suggesting increased near-term bullish speculation. However, recent institutional ownership changes were mixed, with some major investors adding shares and others reducing positions.
• Negative Sentiment: Valuation risk remains: Analysts note that the rally has left EL trading at an elevated forward valuation—approximately 25 times projected fiscal 2028 earnings—despite an expected mid-single-digit growth profile. This could limit further upside if the recovery slows or cost savings fail to translate into durable earnings growth. Estee Lauder’s Self-Help Actions Are Fully Reflected In Valuation

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.