What is Zacks Research’s Estimate for EL Q1 Earnings?

The Estee Lauder Companies Inc. (NYSE:EL) – Analysts at Zacks Research dropped their Q1 2026 earnings per share (EPS) estimates for Estee Lauder Companies in a report issued on Wednesday, September 10th. Zacks Research analyst Team now anticipates that the company will post earnings of $0.15 per share for the quarter, down from their previous forecast of $0.18. The consensus estimate for Estee Lauder Companies’ current full-year earnings is $1.36 per share. Zacks Research also issued estimates for Estee Lauder Companies’ Q2 2026 earnings at $0.73 EPS, Q3 2026 earnings at $0.72 EPS, Q4 2026 earnings at $0.38 EPS, FY2026 earnings at $1.97 EPS, Q1 2027 earnings at $0.32 EPS, Q2 2027 earnings at $0.92 EPS, Q3 2027 earnings at $0.87 EPS, Q4 2027 earnings at $0.49 EPS, FY2027 earnings at $2.60 EPS and FY2028 earnings at $3.84 EPS.

A number of other brokerages have also recently weighed in on EL. Royal Bank Of Canada increased their price target on Estee Lauder Companies from $90.00 to $107.00 and gave the stock an “outperform” rating in a research report on Thursday, August 21st. JPMorgan Chase & Co. dropped their price target on Estee Lauder Companies from $101.00 to $99.00 and set an “overweight” rating on the stock in a research report on Thursday, August 21st. Bank of America assumed coverage on Estee Lauder Companies in a research report on Thursday, July 10th. They set a “buy” rating and a $110.00 price target on the stock. Barclays increased their price target on Estee Lauder Companies from $63.00 to $84.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 15th. Finally, Deutsche Bank Aktiengesellschaft increased their price target on Estee Lauder Companies from $98.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, August 21st. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, Estee Lauder Companies presently has an average rating of “Hold” and a consensus target price of $87.80.

Estee Lauder Companies Stock Down 0.7%

Shares of Estee Lauder Companies stock opened at $86.83 on Thursday. The company has a quick ratio of 0.92, a current ratio of 1.30 and a debt-to-equity ratio of 1.89. The firm has a market cap of $31.25 billion, a P/E ratio of -27.65, a P/E/G ratio of 2.50 and a beta of 1.15. Estee Lauder Companies has a fifty-two week low of $48.37 and a fifty-two week high of $103.44. The business has a 50-day moving average price of $89.74 and a 200 day moving average price of $74.22.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, beating the consensus estimate of $0.07 by $0.02. The firm had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.36 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.Estee Lauder Companies’s quarterly revenue was down 11.9% on a year-over-year basis. During the same period in the previous year, the company earned $0.64 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd will be issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 1.6%. The ex-dividend date of this dividend is Tuesday, September 2nd. Estee Lauder Companies’s dividend payout ratio is -44.59%.

Insider Buying and Selling

In related news, VP Lande Rashida La sold 6,417 shares of the stock in a transaction that occurred on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lynn Forester sold 3,702 shares of the stock in a transaction that occurred on Friday, August 29th. The stock was sold at an average price of $91.65, for a total value of $339,288.30. Following the completion of the transaction, the director directly owned 15,479 shares of the company’s stock, valued at $1,418,650.35. This trade represents a 19.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 12.78% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

A number of institutional investors and hedge funds have recently added to or reduced their stakes in EL. Bank Pictet & Cie Europe AG boosted its stake in Estee Lauder Companies by 5.4% during the 4th quarter. Bank Pictet & Cie Europe AG now owns 91,200 shares of the company’s stock valued at $6,838,000 after purchasing an additional 4,690 shares in the last quarter. American Assets Inc. bought a new position in Estee Lauder Companies during the 4th quarter valued at $487,000. Captrust Financial Advisors boosted its stake in Estee Lauder Companies by 117.6% during the 4th quarter. Captrust Financial Advisors now owns 20,806 shares of the company’s stock valued at $1,560,000 after purchasing an additional 11,243 shares in the last quarter. Cetera Investment Advisers boosted its stake in Estee Lauder Companies by 14.1% during the 4th quarter. Cetera Investment Advisers now owns 27,926 shares of the company’s stock valued at $2,094,000 after purchasing an additional 3,449 shares in the last quarter. Finally, OMERS ADMINISTRATION Corp boosted its stake in Estee Lauder Companies by 20.2% during the 4th quarter. OMERS ADMINISTRATION Corp now owns 9,695 shares of the company’s stock valued at $727,000 after purchasing an additional 1,626 shares in the last quarter. 55.15% of the stock is owned by institutional investors.

About Estee Lauder Companies

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.