Estee Lauder Companies (NYSE:EL) Price Target Cut to $115.00 by Analysts at TD Cowen

Estee Lauder Companies (NYSE:EL) had its target price cut by TD Cowen from $130.00 to $115.00 in a research report report published on Monday morning,Benzinga reports. They currently have a hold rating on the stock.

EL has been the topic of a number of other research reports. Evercore boosted their target price on shares of Estee Lauder Companies from $115.00 to $125.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 16th. UBS Group raised their price target on shares of Estee Lauder Companies from $105.00 to $119.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 14th. Canaccord Genuity Group upped their price objective on shares of Estee Lauder Companies from $85.00 to $100.00 and gave the company a “hold” rating in a research report on Monday, October 27th. Wall Street Zen upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating in a research note on Saturday, January 17th. Finally, Rothschild & Co Redburn lowered Estee Lauder Companies from a “neutral” rating to a “sell” rating and lowered their price target for the company from $83.00 to $70.00 in a research note on Tuesday, November 25th. 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 given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Estee Lauder Companies has an average rating of “Moderate Buy” and a consensus target price of $103.05.

Estee Lauder Companies Trading Down 0.5%

Shares of NYSE:EL opened at $99.00 on Monday. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36. The stock’s 50-day moving average is $109.26 and its 200-day moving average is $97.60. The company has a market cap of $35.68 billion, a P/E ratio of -198.00, a P/E/G ratio of 1.15 and a beta of 1.14. Estee Lauder Companies has a 52-week low of $48.37 and a 52-week high of $121.64.

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

Estee Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. The ex-dividend date of this dividend is Friday, February 27th. Estee Lauder Companies’s payout ratio is presently -280.00%.

Insider Activity

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 legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 13.05% of the company’s stock.

Institutional Trading of Estee Lauder Companies

Hedge funds have recently modified their holdings of the company. Federated Hermes Inc. lifted its stake in shares of Estee Lauder Companies by 556.8% during the second quarter. Federated Hermes Inc. now owns 1,554,088 shares of the company’s stock valued at $125,570,000 after acquiring an additional 1,317,473 shares during the period. Drive Wealth Management LLC acquired a new position in Estee Lauder Companies during the 2nd quarter valued at about $337,000. Concurrent Investment Advisors LLC acquired a new position in Estee Lauder Companies during the 2nd quarter valued at about $331,000. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Estee Lauder Companies by 539.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company’s stock valued at $20,245,000 after purchasing an additional 193,833 shares during the last quarter. Finally, Waverton Investment Management Ltd grew its position in shares of Estee Lauder Companies by 50.1% during the 2nd quarter. Waverton Investment Management Ltd now owns 151,575 shares of the company’s stock worth $12,247,000 after buying an additional 50,625 shares during the period. Institutional investors and hedge funds own 55.15% of the company’s stock.

More Estee Lauder Companies News

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

Estee Lauder Companies Company Profile

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.