Estee Lauder Companies (NYSE:EL) Given New $90.00 Price Target at Wells Fargo & Company

Estee Lauder Companies (NYSE:EL) had its target price lowered by Wells Fargo & Company from $105.00 to $90.00 in a research note issued to investors on Tuesday,Benzinga reports. The brokerage currently has an equal weight rating on the stock.

A number of other equities analysts have also weighed in on EL. JPMorgan Chase & Co. cut their price target on shares of Estee Lauder Companies from $131.00 to $121.00 and set an “overweight” rating for the company in a report on Friday, February 6th. Rothschild & Co Redburn cut Estee Lauder Companies from a “neutral” rating to a “sell” rating and dropped their target price for the stock from $83.00 to $70.00 in a research report on Tuesday, November 25th. UBS Group increased their target price on Estee Lauder Companies from $105.00 to $119.00 and gave the stock a “neutral” rating in a research note on Wednesday, January 14th. Royal Bank Of Canada reissued an “outperform” rating and issued a $113.00 price target on shares of Estee Lauder Companies in a report on Tuesday, February 3rd. Finally, Jefferies Financial Group began coverage on Estee Lauder Companies in a report on Wednesday, January 14th. They set a “hold” rating and a $110.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average target price of $103.71.

Estee Lauder Companies Price Performance

Shares of NYSE EL opened at $71.14 on Tuesday. The stock’s 50-day moving average is $104.49 and its two-hundred day moving average is $99.34. The company has a debt-to-equity ratio of 1.82, a current ratio of 1.36 and a quick ratio of 1.00. Estee Lauder Companies has a 1-year low of $48.37 and a 1-year high of $121.64. The company has a market cap of $25.73 billion, a price-to-earnings ratio of -142.28, a price-to-earnings-growth ratio of 0.89 and a beta of 1.11.

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

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend was Friday, February 27th. Estee Lauder Companies’s payout ratio is presently -280.00%.

Institutional Investors Weigh In On Estee Lauder Companies

Hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. raised its position in shares of Estee Lauder Companies by 3.9% in the 4th quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock worth $2,927,224,000 after buying an additional 1,043,746 shares during the period. State Street Corp grew its position in Estee Lauder Companies by 4.2% during the fourth quarter. State Street Corp now owns 11,585,782 shares of the company’s stock valued at $1,213,263,000 after acquiring an additional 467,195 shares during the period. Schroder Investment Management Group increased its stake in Estee Lauder Companies by 185.3% during the fourth quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock worth $861,596,000 after acquiring an additional 5,286,875 shares during the last quarter. Independent Franchise Partners LLP increased its stake in Estee Lauder Companies by 1.1% during the fourth quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock worth $820,717,000 after acquiring an additional 83,857 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in shares of Estee Lauder Companies by 13.7% in the 2nd quarter. Invesco Ltd. now owns 7,596,379 shares of the company’s stock worth $613,787,000 after purchasing an additional 914,594 shares during the period. 55.15% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Estee Lauder Companies

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

• Positive Sentiment: Strategic upside — a combination would create a ~ $40bn prestige-beauty group with deeper scale in fragrances and prestige brands, potentially strengthening EL’s position vs. peers. Estée Lauder nears deal to combine with Jean Paul Gaultier owner Puig
• Positive Sentiment: Complementary brand mix — Puig brings fragrance-focused, high-margin labels (e.g., Carolina Herrera, Charlotte Tilbury) that could accelerate portfolio rebalancing if integrated successfully. Estee Lauder’s bet on Puig is bold fragrance play in a volatile world
• Neutral Sentiment: Company statement — EL and Puig confirmed talks but said no agreement has been reached; any deal remains uncertain and subject to negotiation. The Estée Lauder Companies’ Statement on Potential Transaction with Puig
• Neutral Sentiment: Market signal — Puig shares jumped on the news while EL shares fell, reflecting a classic bidder/target dynamic where target upside is priced faster than buyer synergies. Puig stock soars after Estée Lauder confirms takeover talks
• Negative Sentiment: “Acquirer discount” and execution risk — investors are pricing concerns about a costly deal premium, added leverage, dilution and management distraction from EL’s ongoing turnaround and cost initiatives. Estée Lauder slides as Puig merger talks spark “acquirer discount” worries
• Negative Sentiment: Analyst/target pressure — Wells Fargo trimmed its price target to $90 and moved to equal weight, signaling lower near-term analyst support and adding selling pressure. Wells Fargo lowers EL price target

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.