What is Telsey Advisory Group’s Forecast for EL Q2 Earnings?

The Estee Lauder Companies Inc. (NYSE:EL) – Equities research analysts at Telsey Advisory Group cut their Q2 2026 earnings per share (EPS) estimates for Estee Lauder Companies in a research note issued on Friday, October 31st. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $0.77 per share for the quarter, down from their previous estimate of $0.82. Telsey Advisory Group has a “Market Perform” rating and a $105.00 price target on the stock. The consensus estimate for Estee Lauder Companies’ current full-year earnings is $1.36 per share. Telsey Advisory Group also issued estimates for Estee Lauder Companies’ Q3 2026 earnings at $0.74 EPS, Q4 2026 earnings at $0.29 EPS, FY2026 earnings at $2.12 EPS, Q1 2027 earnings at $0.60 EPS, Q2 2027 earnings at $0.78 EPS, Q3 2027 earnings at $0.68 EPS and FY2027 earnings at $2.71 EPS.

Several other equities analysts also recently weighed in on EL. Wells Fargo & Company lifted their target price on shares of Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a research note on Friday. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. JPMorgan Chase & Co. lifted their price objective on shares of Estee Lauder Companies from $114.00 to $116.00 and gave the company an “overweight” rating in a research note on Friday. The Goldman Sachs Group raised shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and boosted their target price for the company from $76.00 to $115.00 in a report on Monday, October 13th. Finally, Citigroup raised their price target on Estee Lauder Companies from $95.00 to $105.00 and gave the stock a “neutral” rating in a report on Friday. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Hold” and an average price target of $95.16.

Estee Lauder Companies Trading Down 0.8%

Shares of Estee Lauder Companies stock opened at $96.82 on Monday. The stock has a market capitalization of $34.84 billion, a P/E ratio of -30.83, a P/E/G ratio of 1.77 and a beta of 1.16. Estee Lauder Companies has a 52-week low of $48.37 and a 52-week high of $104.53. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30. The stock’s 50-day simple moving average is $91.68 and its 200 day simple moving average is $81.54.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.15 by $0.17. The firm had revenue of $3.48 billion for the quarter, compared to analyst estimates of $3.38 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The business’s revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.14 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

Hedge Funds Weigh In On Estee Lauder Companies

A number of large investors have recently modified their holdings of EL. Quent Capital LLC purchased a new position in shares of Estee Lauder Companies during the third quarter worth approximately $33,000. Asset Dedication LLC boosted its stake in shares of Estee Lauder Companies by 258.7% in the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company’s stock valued at $32,000 after purchasing an additional 282 shares in the last quarter. TD Private Client Wealth LLC grew its holdings in shares of Estee Lauder Companies by 246.4% during the 2nd quarter. TD Private Client Wealth LLC now owns 478 shares of the company’s stock valued at $39,000 after purchasing an additional 340 shares during the last quarter. Annis Gardner Whiting Capital Advisors LLC raised its position in Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company’s stock worth $33,000 after purchasing an additional 461 shares during the period. Finally, Golden State Wealth Management LLC raised its position in Estee Lauder Companies by 69.5% in the 2nd quarter. Golden State Wealth Management LLC now owns 512 shares of the company’s stock worth $41,000 after purchasing an additional 210 shares during the period. 55.15% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Estee Lauder Companies

In other news, VP Lande Rashida La sold 6,417 shares of the company’s stock in a transaction on Thursday, August 28th. The shares were sold at an average price of $91.88, for a total value of $589,593.96. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Lynn Forester sold 3,702 shares of Estee Lauder Companies stock in a transaction on Friday, August 29th. The shares were sold at an average price of $91.65, for a total value of $339,288.30. Following the sale, the director directly owned 15,479 shares of the company’s stock, valued at $1,418,650.35. This represents a 19.30% decrease in their position. The disclosure for this sale is available in the SEC filing. Corporate insiders own 13.05% of the company’s stock.

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, November 28th. Estee Lauder Companies’s payout ratio is -44.59%.

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.