Estee Lauder Companies (NYSE:EL) Stock Price Expected to Rise, UBS Group Analyst Says

Estee Lauder Companies (NYSE:EL) had its target price upped by investment analysts at UBS Group from $104.00 to $112.00 in a report released on Tuesday, Benzinga reports. The brokerage currently has a “neutral” rating on the stock. UBS Group‘s target price indicates a potential upside of 5.19% from the stock’s previous close.

Several other analysts have also recently weighed in on EL. Berenberg Bank boosted their price objective on Estee Lauder Companies from $84.00 to $92.00 and gave the stock a “hold” rating in a report on Monday, August 24th. Barclays upgraded shares of Estee Lauder Companies from an “equal weight” rating to an “overweight” rating and increased their price objective for the company from $97.00 to $108.00 in a report on Monday, October 5th. Telsey Advisory Group raised their price objective on shares of Estee Lauder Companies from $90.00 to $108.00 and gave the company a “market perform” rating in a research note on Thursday, August 20th. Citigroup lifted their target price on shares of Estee Lauder Companies from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Finally, Raymond James Financial upped their target price on shares of Estee Lauder Companies from $110.00 to $115.00 and gave the company a “strong-buy” rating in a research report on Thursday, August 20th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Estee Lauder Companies currently has an average rating of “Moderate Buy” and an average price target of $108.96.

Estee Lauder Companies Trading Up 1.6%

EL traded up $1.70 during mid-day trading on Tuesday, reaching $106.47. The stock had a trading volume of 1,102,328 shares, compared to its average volume of 3,793,460. The firm’s fifty day simple moving average is $100.42 and its two-hundred day simple moving average is $91.86. The stock has a market capitalization of $38.52 billion, a P/E ratio of 217.54, a P/E/G ratio of 1.59 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. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.90 and a current ratio of 1.22.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.21. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. The company had revenue of $3.72 billion during the quarter, compared to the consensus estimate of $3.65 billion. During the same quarter in the previous year, the company posted $0.32 earnings per share. The firm’s quarterly revenue was up 6.7% on a year-over-year basis. On average, equities analysts predict that Estee Lauder Companies will post 3.32 EPS for the current year.

Insider Activity at Estee Lauder Companies

In other news, Director Paul Fribourg sold 58,000 shares of Estee Lauder Companies stock in a transaction dated 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 of the company’s stock, valued at $40,966,341. This trade represents a 12.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, VP Rashida La Lande sold 7,766 shares of the firm’s stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $103.32, for a total transaction of $802,383.12. Following the completion of the sale, the vice president owned 14,357 shares of the company’s stock, valued at $1,483,365.24. This trade represents a 35.10% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 75,105 shares of company stock valued at $7,423,185. 11.54% of the stock is owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the business. IFP Advisors Inc increased its stake 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. Alps Advisors Inc. lifted its position in shares of Estee Lauder Companies by 4.7% during the 3rd quarter. Alps Advisors Inc. now owns 2,795 shares of the company’s stock valued at $259,000 after acquiring an additional 125 shares during the period. Kestra Advisory Services LLC lifted its position in shares of Estee Lauder Companies by 3.1% during the 1st quarter. Kestra Advisory Services LLC now owns 4,520 shares of the company’s stock valued at $324,000 after acquiring an additional 134 shares during the period. QRG Capital Management Inc. grew its holdings in shares of Estee Lauder Companies by 3.0% during the 2nd quarter. QRG Capital Management Inc. now owns 4,569 shares of the company’s stock worth $361,000 after purchasing an additional 135 shares in the last quarter. Finally, Hartford Financial Management Inc. grew its holdings in shares of Estee Lauder Companies by 1.3% during the 3rd quarter. Hartford Financial Management Inc. now owns 10,787 shares of the company’s stock worth $1,001,000 after purchasing an additional 140 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors.

Key Headlines Impacting Estee Lauder Companies

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

• Positive Sentiment: Estée Lauder reported fiscal Q1 adjusted earnings of $0.72 per share, well above the approximately $0.51–$0.52 consensus, while revenue of $3.72 billion exceeded estimates of $3.65 billion and increased 6.7% year over year. Fiscal 2027 First Quarter Results
• Positive Sentiment: Profitability improved sharply as sales grew faster than costs, with operating income more than doubling according to coverage of the results. Fragrance was the standout category, with sales rising roughly 19%–20% and delivering the strongest operating margin among the company’s major categories. Q1 Earnings Beat on Fragrance Growth
• Positive Sentiment: Management raised its fiscal 2027 outlook, calling for $15.8 billion–$16.0 billion in revenue and $3.20–$3.45 in EPS. It also lifted its organic sales-growth forecast to 4%–5.5%, citing Beauty Reimagined, stronger fragrance demand and resilient China sales. Fiscal 2027 Outlook Raised
• Positive Sentiment: Royal Bank of Canada raised its price target from $120 to $126 and maintained an “outperform” rating, implying meaningful upside based on the cited share price. Royal Bank of Canada Rating
• Neutral Sentiment: Wells Fargo raised its target from $95 to $110 but retained an “equal weight” rating, indicating improved expectations without a bullish change in its overall stance. Wells Fargo Rating
• Negative Sentiment: The EPS guidance midpoint is slightly below consensus, and analysts note that growth may be front-loaded. Investors must also weigh the stock’s elevated valuation and reported cash-outflow concerns as the recovery continues.

Estee Lauder Companies Company Profile

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

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.