Estee Lauder Companies (NYSE:EL) Price Target Raised to $102.00 at Morgan Stanley

Estee Lauder Companies (NYSE:EL) had its target price increased by Morgan Stanley from $90.00 to $102.00 in a report issued on Thursday,Benzinga reports. The brokerage presently has an “equal weight” rating on the stock. Morgan Stanley’s price target suggests a potential upside of 4.77% from the company’s previous close.

A number of other research analysts have also recently issued reports on the company. JPMorgan Chase & Co. cut their price target on Estee Lauder Companies from $99.00 to $94.00 and set an “overweight” rating for the company in a report on Thursday, July 16th. Jefferies Financial Group increased their price objective on shares of Estee Lauder Companies from $80.00 to $88.00 and gave the stock a “hold” rating in a report on Tuesday, July 28th. Canaccord Genuity Group raised their price objective on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Citigroup boosted their target price on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Finally, The Goldman Sachs Group assumed coverage on shares of Estee Lauder Companies in a research report on Monday, June 22nd. They set a “buy” rating and a $100.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average price target of $100.52.

Estee Lauder Companies Price Performance

NYSE EL traded down $0.65 during trading hours on Thursday, reaching $97.36. 2,519,419 shares of the company’s stock were exchanged, compared to its average volume of 3,944,321. The firm has a fifty day moving average of $84.40 and a 200-day moving average of $86.67. Estee Lauder Companies has a one year low of $66.22 and a one year high of $121.64. The stock has a market cap of $35.22 billion, a PE ratio of -139.09, a price-to-earnings-growth ratio of 0.66 and a beta of 1.25. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The business’s revenue for the quarter was up 6.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, equities research analysts predict that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.

Institutional Trading of Estee Lauder Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its stake in shares of Estee Lauder Companies by 3.9% in the 4th quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock valued at $2,927,224,000 after purchasing an additional 1,043,746 shares during the last quarter. Bank of America Corp DE raised its stake in shares of Estee Lauder Companies by 950.9% during the first quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock worth $993,567,000 after buying an additional 12,526,471 shares during the last quarter. State Street Corp raised its stake in shares of Estee Lauder Companies by 4.2% during the fourth quarter. State Street Corp now owns 11,585,782 shares of the company’s stock worth $1,213,263,000 after buying an additional 467,195 shares during the last quarter. Schroder Investment Management Group grew its holdings in Estee Lauder Companies by 185.3% during the 4th quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock worth $861,596,000 after acquiring an additional 5,286,875 shares during the period. Finally, Independent Franchise Partners LLP raised its position in shares of Estee Lauder Companies by 1.1% during the 4th quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock valued at $820,717,000 after acquiring an additional 83,857 shares during the last quarter. 55.15% of the stock is owned by institutional investors.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Fiscal Q4 revenue rose 6% year over year to approximately $3.64 billion, ahead of the $3.55 billion consensus estimate, while adjusted EPS of $0.39 exceeded expectations of $0.32 and increased substantially from $0.09 a year earlier. Growth was supported by Skin Care, Fragrance, China and broader geographic momentum. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Y/Y
• Positive Sentiment: Management affirmed fiscal 2027 organic sales growth of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%, signaling that the turnaround, cost controls and margin-recovery plan are gaining traction. The plan is expected to generate up to $1.2 billion in gross benefits by 2028, alongside supply-chain changes and significant workforce reductions. EL Q4 Earnings Call Signals Higher Margins and Broader Growth
• Positive Sentiment: Several analysts raised their price targets following the report: Piper Sandler increased its target to $115 and maintained an overweight rating, while UBS, Wells Fargo, TD Cowen and B. Riley also lifted targets. The revisions reinforce improving sentiment around Estée Lauder’s recovery. Estée Lauder Analysts Boost Their Forecasts After Better-Than-Expected Q2 Results
• Neutral Sentiment: Estée Lauder declared a quarterly dividend of $0.35 per share, implying an annualized yield of roughly 1.4%. The dividend supports shareholder returns but is unlikely to materially change the earnings-driven investment outlook.
• Negative Sentiment: After the rally, some investors view the valuation as demanding—approximately 25 times projected fiscal 2028 earnings for a company targeting mid-single-digit growth. UBS, Wells Fargo, TD Cowen and B. Riley retained neutral, equal-weight or hold ratings, limiting the potential for further upside.

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.