Estée Lauder Companies (NYSE:EL) Updates Q3 2025 Earnings Guidance

Estée Lauder Companies (NYSE:EL) updated its third quarter 2025 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 0.200-0.300 for the period, compared to the consensus estimate of 0.640. The company issued revenue guidance of $3.5 billion-$3.5 billion, compared to the consensus revenue estimate of $3.7 billion. Estée Lauder Companies also updated its Q3 guidance to $0.20 to $0.30 EPS.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on EL. Morgan Stanley lowered their target price on shares of Estée Lauder Companies from $85.00 to $81.00 and set an “equal weight” rating on the stock in a research note on Thursday. The Goldman Sachs Group lowered their price objective on Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating on the stock in a research note on Friday, November 1st. Royal Bank of Canada restated an “outperform” rating and set a $100.00 target price on shares of Estée Lauder Companies in a research report on Friday, January 31st. Citigroup cut Estée Lauder Companies from a “buy” rating to a “neutral” rating and lowered their price target for the company from $105.00 to $80.00 in a research report on Thursday, October 31st. Finally, Wells Fargo & Company lifted their price objective on Estée Lauder Companies from $74.00 to $80.00 and gave the company an “equal weight” rating in a report on Thursday, January 30th. Twenty research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. According to data from MarketBeat, Estée Lauder Companies currently has an average rating of “Hold” and a consensus target price of $90.05.

Estée Lauder Companies Stock Performance

Estée Lauder Companies stock opened at $65.79 on Thursday. Estée Lauder Companies has a 1 year low of $62.29 and a 1 year high of $159.54. The company’s 50-day moving average is $77.05 and its two-hundred day moving average is $83.39. The company has a current ratio of 1.32, a quick ratio of 0.90 and a debt-to-equity ratio of 1.44. The company has a market cap of $23.62 billion, a PE ratio of 117.49, a PEG ratio of 5.89 and a beta of 1.03.

Estée Lauder Companies (NYSE:EL) last announced its quarterly earnings data on Tuesday, February 4th. The company reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.32 by $0.30. Estée Lauder Companies had a net margin of 1.31% and a return on equity of 17.31%. The business had revenue of $4 billion for the quarter, compared to analyst estimates of $3.98 billion. During the same period in the prior year, the business posted $0.88 earnings per share. Estée Lauder Companies’s revenue was down 6.4% compared to the same quarter last year. Equities analysts anticipate that Estée Lauder Companies will post 1.5 earnings per share for the current year.

Estée Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Friday, February 28th will be issued a $0.35 dividend. The ex-dividend date of this dividend is Friday, February 28th. This represents a $1.40 dividend on an annualized basis and a yield of 2.13%. Estée Lauder Companies’s dividend payout ratio is presently 250.00%.

Insiders Place Their Bets

In other news, Director Paul J. Fribourg bought 77,500 shares of the business’s stock in a transaction on Friday, November 15th. The shares were purchased at an average price of $64.01 per share, for a total transaction of $4,960,775.00. Following the purchase, the director now owns 234,500 shares of the company’s stock, valued at approximately $15,010,345. The trade was a 49.36 % increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Company insiders own 12.78% of the company’s stock.

Estée Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.