Estee Lauder Companies (NYSE:EL) Price Target Raised to $119.00 at UBS Group

Estee Lauder Companies (NYSE:EL) had its target price lifted by UBS Group from $105.00 to $119.00 in a research note released on Wednesday morning,Benzinga reports. They currently have a neutral rating on the stock.

A number of other brokerages also recently weighed in on EL. Wells Fargo & Company lifted their target price on Estee Lauder Companies from $95.00 to $111.00 and gave the stock an “equal weight” rating in a report on Monday, January 5th. Wall Street Zen lowered shares of Estee Lauder Companies from a “buy” rating to a “hold” rating in a research note on Saturday, November 22nd. Rothschild Redb downgraded shares of Estee Lauder Companies from a “hold” rating to a “strong sell” rating in a research report on Tuesday, November 25th. The Goldman Sachs Group upgraded shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and raised their price target for the stock from $76.00 to $115.00 in a report on Monday, October 13th. Finally, Citigroup upped their price objective on shares of Estee Lauder Companies from $105.00 to $110.00 and gave the company a “neutral” rating in a report on Wednesday, December 17th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $99.82.

Estee Lauder Companies Trading Up 1.3%

EL opened at $116.82 on Wednesday. Estee Lauder Companies has a twelve month low of $48.37 and a twelve month high of $119.43. The company has a fifty day moving average of $100.87 and a 200-day moving average of $94.25. The stock has a market cap of $42.10 billion, a PE ratio of -45.28, a price-to-earnings-growth ratio of 1.36 and a beta of 1.15. The company has a quick ratio of 0.92, a current ratio of 1.32 and a debt-to-equity ratio of 1.88.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Thursday, October 30th. The company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.15 by $0.17. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The business had revenue of $3.48 billion for the quarter, compared to analysts’ expectations of $3.38 billion. During the same quarter in the prior year, the firm posted $0.14 earnings per share. The business’s quarterly revenue was up 3.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. On average, sell-side analysts predict that Estee Lauder Companies will post 1.36 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, December 15th. Stockholders of record on Friday, November 28th were given a dividend of $0.35 per share. The ex-dividend date of this dividend was Friday, November 28th. This represents a $1.40 annualized dividend and a dividend yield of 1.2%. Estee Lauder Companies’s payout ratio is presently -54.26%.

Insider Transactions at Estee Lauder Companies

In other news, VP Meridith Webster sold 5,430 shares of the stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Barry S. Sternlicht sold 3,972 shares of the firm’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total value of $364,748.76. Following the completion of the transaction, the director owned 34,812 shares in the company, valued at $3,196,785.96. This represents a 10.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 13.05% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

Several large investors have recently bought and sold shares of the stock. Gladstone Institutional Advisory LLC grew its stake in shares of Estee Lauder Companies by 4.2% in the 3rd quarter. Gladstone Institutional Advisory LLC now owns 2,629 shares of the company’s stock worth $232,000 after acquiring an additional 107 shares in the last quarter. Generali Asset Management SPA SGR boosted its holdings in Estee Lauder Companies by 1.6% during the second quarter. Generali Asset Management SPA SGR now owns 7,361 shares of the company’s stock worth $595,000 after purchasing an additional 119 shares during the last quarter. Joel Isaacson & Co. LLC grew its position in Estee Lauder Companies by 0.4% in the 2nd quarter. Joel Isaacson & Co. LLC now owns 28,826 shares of the company’s stock worth $2,329,000 after purchasing an additional 120 shares in the last quarter. Personal CFO Solutions LLC increased its stake in Estee Lauder Companies by 3.4% in the 3rd quarter. Personal CFO Solutions LLC now owns 3,660 shares of the company’s stock valued at $323,000 after buying an additional 122 shares during the last quarter. Finally, LRI Investments LLC increased its stake in Estee Lauder Companies by 2.6% in the 2nd quarter. LRI Investments LLC now owns 5,007 shares of the company’s stock valued at $405,000 after buying an additional 126 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors.

More Estee Lauder Companies News

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

• Positive Sentiment: Citi raised its price target to $120 (maintained “neutral”), signaling incremental analyst optimism and giving room for further upside versus prior targets. Benzinga: Citi raises PT
• Positive Sentiment: UBS bumped its target to $119 (also “neutral”), reinforcing the view that consensus estimates and valuation are being revised upward after recent results and momentum. Benzinga: UBS raises PT
• Positive Sentiment: Zacks highlights that EL has climbed ~21.9% over the past three months, indicating strong momentum relative to peers and the market — a technical/positioning tailwind for the stock. Zacks: 21.9% rise in 3 months
• Positive Sentiment: Coverage note: Yahoo highlights potential brand catalysts (analyst upgrades and a new ambassador) that could help the turnaround narrative and sustain retail momentum. Yahoo: Analyst upgrades & ambassador reset
• Neutral Sentiment: A comparative piece from AmericanBankingNews reviews EL versus a smaller name (PTNM); largely informational and unlikely to move EL materially on its own. American Banking News: Comparative survey
• Negative Sentiment: Jefferies initiated coverage with a “hold” and a $110 price target, implying downside versus current levels and adding a cautious voice that may temper the rally. Benzinga: Jefferies initiates coverage
• Negative Sentiment: Yahoo published a cautionary take asking whether EL is pricing in too much optimism after a ~54% one‑year rally — a reminder risk exists if growth or margin beats slow. Yahoo: Is EL pricing in too much optimism?

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.