Estee Lauder Companies (NYSE:EL) Price Target Lowered to $94.00 at Barclays

Estee Lauder Companies (NYSE:EL) had its price target reduced by Barclays from $100.00 to $94.00 in a research report report published on Monday morning,Benzinga reports. They currently have an equal weight rating on the stock.

A number of other research firms also recently issued reports on EL. Zacks Research raised Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Evercore increased their price target on Estee Lauder Companies from $115.00 to $125.00 and gave the stock an “outperform” rating in a research note on Tuesday, December 16th. UBS Group boosted their price objective on Estee Lauder Companies from $105.00 to $119.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Jefferies Financial Group assumed coverage on shares of Estee Lauder Companies in a report on Wednesday, January 14th. They set a “hold” rating and a $110.00 price objective on the stock. Finally, Royal Bank Of Canada reiterated an “outperform” rating and set a $113.00 target price on shares of Estee Lauder Companies in a research report on Tuesday, February 3rd. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Estee Lauder Companies currently has a consensus rating of “Moderate Buy” and an average target price of $103.05.

Estee Lauder Companies Stock Performance

Shares of EL stock opened at $99.00 on Monday. The firm has a market cap of $35.68 billion, a price-to-earnings ratio of -198.00, a P/E/G ratio of 1.15 and a beta of 1.14. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36. Estee Lauder Companies has a 52 week low of $48.37 and a 52 week high of $121.64. The firm’s 50-day simple moving average is $109.26 and its two-hundred day simple moving average is $97.60.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The firm had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $4.22 billion. During the same period in the prior year, the firm earned $0.62 EPS. The company’s revenue was up 5.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, equities analysts forecast that Estee Lauder Companies will post 1.36 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date is Friday, February 27th. Estee Lauder Companies’s dividend payout ratio (DPR) is -280.00%.

Insider Buying and Selling

In related news, VP Meridith Webster sold 5,430 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The shares were sold at an average price of $87.84, for a total transaction of $476,971.20. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 13.05% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the company. Asset Dedication LLC raised its position in shares of Estee Lauder Companies by 258.7% in the second quarter. Asset Dedication LLC now owns 391 shares of the company’s stock worth $32,000 after buying an additional 282 shares in the last quarter. Flagship Harbor Advisors LLC bought a new position in Estee Lauder Companies in the 4th quarter worth about $32,000. Quent Capital LLC purchased a new stake in shares of Estee Lauder Companies in the 3rd quarter valued at about $33,000. Hantz Financial Services Inc. boosted its position in shares of Estee Lauder Companies by 80.6% during the 3rd quarter. Hantz Financial Services Inc. now owns 372 shares of the company’s stock valued at $33,000 after acquiring an additional 166 shares during the last quarter. Finally, N.E.W. Advisory Services LLC boosted its position in shares of Estee Lauder Companies by 39.1% during the 4th quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock valued at $34,000 after acquiring an additional 91 shares during the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Estee Lauder Companies News Summary

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

• Positive Sentiment: Citigroup upgraded EL, signaling a more constructive view from one large sell‑side firm; this can provide short‑term buying support. Article Title
• Positive Sentiment: The company is due to pay a $0.35 dividend, which supports yield‑seeking investors and can stabilize the share price amid analyst volatility. Article Title
• Neutral Sentiment: TD Cowen cut its price target from $130 to $115 but kept a “hold” rating — they still see upside vs. the current level, so this is mixed rather than outright bearish. Article Title
• Neutral Sentiment: Telsey Advisory Group reiterated a “Market Perform” / hold on EL, a neutral stance that maintains status quo rather than adding conviction. Article Title
• Negative Sentiment: Barclays lowered its target to $94 and moved to “equal weight,” signaling expected downside versus recent levels and contributing to selling pressure. Article Title
• Negative Sentiment: Wells Fargo cut its price target to $105 (and issued a hold), another downgrade in consensus targets that tends to weigh on momentum. Article Title
• Negative Sentiment: JPMorgan trimmed its price target to $121 — a less severe cut but still part of the broader trend of lower targets that can dent investor confidence. Article Title
• Negative Sentiment: Media commentary from Jim Cramer suggested EL “doesn’t have the horses,” a bearish soundbite that can amplify short‑term selling or hesitation among retail investors. Article Title

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.