Recent Analysts’ Ratings Updates for Estee Lauder Companies (EL)

A number of research firms have changed their ratings and price targets for Estee Lauder Companies (NYSE: EL):

• 2/10/2026 – Estee Lauder Companies was downgraded by analysts at HSBC Holdings plc from a “buy” rating to a “hold” rating. They now have a $106.00 price target on the stock.
• 2/9/2026 – Estee Lauder Companies had its price target lowered by analysts at TD Cowen from $130.00 to $115.00. They now have a “hold” rating on the stock.
• 2/9/2026 – Estee Lauder Companies had its price target lowered by analysts at Barclays PLC from $100.00 to $94.00. They now have an “equal weight” rating on the stock.
• 2/6/2026 – Estee Lauder Companies had its price target lowered by analysts at JPMorgan Chase & Co. from $131.00 to $121.00. They now have an “overweight” rating on the stock.
• 2/6/2026 – Estee Lauder Companies had its price target lowered by analysts at Wells Fargo & Company from $111.00 to $105.00. They now have an “equal weight” rating on the stock.
• 2/6/2026 – Estee Lauder Companies was upgraded by analysts at Citigroup Inc. from a “neutral” rating to a “buy” rating. They now have a $120.00 price target on the stock.
• 2/5/2026 – Estee Lauder Companies had its “market perform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $105.00 price target on the stock.
• 2/3/2026 – Estee Lauder Companies had its “outperform” rating reaffirmed by analysts at Royal Bank Of Canada. They now have a $113.00 price target on the stock.
• 1/30/2026 – Estee Lauder Companies had its “market perform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $105.00 price target on the stock.
• 1/29/2026 – Estee Lauder Companies had its price target raised by analysts at Deutsche Bank Aktiengesellschaft from $124.00 to $128.00. They now have a “buy” rating on the stock.
• 1/22/2026 – Estee Lauder Companies had its “sell (d)” rating reaffirmed by analysts at Weiss Ratings.
• 1/21/2026 – Estee Lauder Companies had its price target raised by analysts at TD Cowen from $115.00 to $130.00. They now have a “hold” rating on the stock.
• 1/17/2026 – Estee Lauder Companies was upgraded by analysts at Wall Street Zen from a “hold” rating to a “buy” rating.
• 1/16/2026 – Estee Lauder Companies had its price target raised by analysts at JPMorgan Chase & Co. from $116.00 to $131.00. They now have an “overweight” rating on the stock.
• 1/14/2026 – Estee Lauder Companies had its price target raised by analysts at Citigroup Inc. from $110.00 to $120.00. They now have a “neutral” rating on the stock.
• 1/14/2026 – Estee Lauder Companies had its price target raised by analysts at UBS Group AG from $105.00 to $119.00. They now have a “neutral” rating on the stock.
• 1/14/2026 – Estee Lauder Companies is now covered by analysts at Jefferies Financial Group Inc.. They set a “hold” rating and a $110.00 price target on the stock.
• 1/5/2026 – Estee Lauder Companies had its price target raised by analysts at Wells Fargo & Company from $95.00 to $111.00. They now have an “equal weight” rating on the stock.
• 1/5/2026 – Estee Lauder Companies was upgraded by analysts at Raymond James Financial, Inc. from a “market perform” rating to a “strong-buy” rating. They now have a $130.00 price target on the stock.
• 12/17/2025 – Estee Lauder Companies had its price target raised by analysts at Citigroup Inc. from $105.00 to $110.00. They now have a “neutral” rating on the stock.
• 12/16/2025 – Estee Lauder Companies was upgraded by analysts at Zacks Research from a “hold” rating to a “strong-buy” rating.
• 12/16/2025 – Estee Lauder Companies had its price target raised by analysts at Evercore Inc from $115.00 to $125.00. They now have an “outperform” rating on the stock.

Estee Lauder Companies Announces Dividend

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

Insider Activity

In related news, VP Meridith Webster sold 5,430 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total transaction of $476,971.20. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 13.05% of the stock is currently owned by insiders.

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.