Wells Fargo & Company Has Lowered Expectations for Estee Lauder Companies (NYSE:EL) Stock Price

Estee Lauder Companies (NYSE:EL) had its target price reduced by equities researchers at Wells Fargo & Company from $104.00 to $95.00 in a report issued on Monday, Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Wells Fargo & Company‘s price target would indicate a potential upside of 1.58% from the company’s current price.

EL has been the subject of a number of other research reports. Sanford C. Bernstein started coverage on shares of Estee Lauder Companies in a report on Friday, June 12th. They issued a “market perform” rating and a $82.00 price objective for the company. Jefferies Financial Group raised their price objective on Estee Lauder Companies from $88.00 to $100.00 and gave the company a “hold” rating in a report on Thursday, August 20th. Canaccord Genuity Group increased their target price on Estee Lauder Companies from $85.00 to $90.00 and gave the company a “hold” rating in a research report on Thursday, August 20th. JPMorgan Chase & Co. boosted their price target on shares of Estee Lauder Companies from $94.00 to $112.00 and gave the stock an “overweight” rating in a report on Thursday, August 20th. Finally, Weiss Ratings upgraded shares of Estee Lauder Companies from a “sell (d)” rating to a “sell (d+)” rating in a research report on Friday, August 21st. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and an average target price of $104.76.

Estee Lauder Companies Stock Up 0.2%

Estee Lauder Companies stock opened at $93.53 on Monday. The business’s 50-day moving average price is $94.58 and its 200 day moving average price is $85.50. 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 $33.84 billion, a price-to-earnings ratio of 190.87, a price-to-earnings-growth ratio of 1.08 and a beta of 1.27. Estee Lauder Companies has a 52 week low of $66.22 and a 52 week high of $121.64.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating 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 the consensus estimate of $3.55 billion. During the same period in the previous year, the company posted $0.09 earnings per share. Estee Lauder Companies’s revenue for the quarter 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. As a group, sell-side analysts anticipate that Estee Lauder Companies will post 3.31 earnings per share for the current year.

Insider Buying and Selling

In related news, Director Charlene Barshefsky sold 3,775 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total transaction of $373,045.50. Following the completion of the sale, the director directly owned 50,971 shares in the company, valued at approximately $5,036,954.22. The trade was 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 Fribourg sold 58,000 shares of the firm’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $98.17, for a total value of $5,693,860.00. Following the completion of the transaction, the director owned 417,300 shares in the company, valued at $40,966,341. The trade was a 12.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 75,105 shares of company stock worth $7,423,185. 11.54% of the stock is owned by corporate insiders.

Hedge Funds Weigh In On Estee Lauder Companies

Institutional investors and hedge funds have recently bought and sold shares of the business. IFP Advisors Inc lifted its stake in Estee Lauder Companies by 35.2% in the second quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after acquiring an additional 108 shares during the last quarter. Kestra Advisory Services LLC increased its holdings in Estee Lauder Companies by 3.1% in the first quarter. Kestra Advisory Services LLC now owns 4,520 shares of the company’s stock valued at $324,000 after buying an additional 134 shares during the last quarter. QRG Capital Management Inc. increased its holdings in Estee Lauder Companies by 3.0% in the second quarter. QRG Capital Management Inc. now owns 4,569 shares of the company’s stock valued at $361,000 after buying an additional 135 shares during the last quarter. Contravisory Investment Management Inc. raised its stake in Estee Lauder Companies by 1.4% in the first quarter. Contravisory Investment Management Inc. now owns 11,691 shares of the company’s stock valued at $839,000 after buying an additional 158 shares in the last quarter. Finally, State of Michigan Retirement System lifted its holdings in Estee Lauder Companies by 0.3% during the 1st quarter. State of Michigan Retirement System now owns 64,538 shares of the company’s stock worth $4,632,000 after buying an additional 200 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

More Estee Lauder Companies News

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

• Positive Sentiment: Goldman Sachs maintained its Buy rating on Estée Lauder, reinforcing bullish analyst sentiment toward the company’s recovery prospects. Goldman Sachs maintains Buy rating
• Positive Sentiment: Barclays upgraded Estée Lauder to Overweight from Equal Weight and raised its price target to $108 from $97, indicating greater confidence in the company’s potential recovery and offering meaningful implied upside. Estée Lauder upgraded at Barclays
• Positive Sentiment: Estée Lauder was included among consumer-staples companies receiving strong growth grades, highlighting improving expectations for its revenue trajectory. Consumer staples stocks with strong growth grades
• Neutral Sentiment: Wall Street analysts continue to rate the stock Hold overall, suggesting the recovery story has not yet produced broad conviction among investors. Estée Lauder stock rated Hold
• Negative Sentiment: Wells Fargo lowered its price target to $95 from $104 and maintained an Equal Weight rating, leaving limited implied upside and signaling caution about near-term performance. Wells Fargo lowers Estée Lauder price target
• Negative Sentiment: Although quarterly revenue grew 6.3%, profitability remains weak: the company retained only $182 million from $15.05 billion in billings. Persistent margin pressure could undermine the recovery and remains a key risk for the stock. Estée Lauder revenue and margin analysis

About Estee Lauder Companies

The Estée Lauder Companies Inc (NYSE: EL) is a global beauty company that develops, markets and sells prestige skincare, makeup, fragrance and hair care products. Its portfolio includes brands such as Estée Lauder, Clinique, La Mer, MAC, Bobbi Brown, Jo Malone London, Aveda, The Ordinary and Tom Ford Beauty.

The company’s products are distributed through department stores, specialty retailers, freestanding stores, e-commerce platforms, travel retail outlets and other channels. Estée Lauder serves consumers in numerous markets across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region.

Estée Lauder was founded in 1946 by Estée Lauder and her husband, Joseph Lauder, beginning with a small collection of skincare products.