Estée Lauder Companies (EL) – Investment Analysts’ Weekly Ratings Updates

Several brokerages have updated their recommendations and price targets on shares of Estée Lauder Companies (NYSE: EL) in the last few weeks:

• 2/25/2025 – Estée Lauder Companies had its “buy” rating reaffirmed by analysts at DA Davidson. They now have a $81.00 price target on the stock.
• 2/6/2025 – Estée Lauder Companies had its price target lowered by analysts at Morgan Stanley from $85.00 to $81.00. They now have an “equal weight” rating on the stock.
• 2/6/2025 – Estée Lauder Companies had its price target lowered by analysts at Barclays PLC from $71.00 to $64.00. They now have an “equal weight” rating on the stock.
• 2/5/2025 – Estée Lauder Companies had its price target lowered by analysts at Stifel Nicolaus from $81.00 to $77.00. They now have a “hold” rating on the stock.
• 2/5/2025 – Estée Lauder Companies had its price target lowered by analysts at Canaccord Genuity Group Inc. from $76.00 to $70.00. They now have a “hold” rating on the stock.
• 2/5/2025 – Estée Lauder Companies had its “buy” rating reaffirmed by analysts at DA Davidson. They now have a $81.00 price target on the stock.
• 2/4/2025 – Estée Lauder Companies had its “market perform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $76.00 price target on the stock.
• 1/31/2025 – Estée Lauder Companies had its “outperform” rating reaffirmed by analysts at Royal Bank of Canada. They now have a $100.00 price target on the stock.
• 1/30/2025 – Estée Lauder Companies had its price target raised by analysts at Wells Fargo & Company from $74.00 to $80.00. They now have an “equal weight” rating on the stock.
• 1/29/2025 – Estée Lauder Companies had its price target raised by analysts at Piper Sandler from $91.00 to $98.00. They now have an “overweight” rating on the stock.
• 1/28/2025 – Estée Lauder Companies had its “market perform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $76.00 price target on the stock.
• 1/22/2025 – Estée Lauder Companies had its price target lowered by analysts at Deutsche Bank Aktiengesellschaft from $80.00 to $78.00. They now have a “hold” rating on the stock.
• 1/22/2025 – Estée Lauder Companies had its “buy” rating reaffirmed by analysts at DA Davidson. They now have a $81.00 price target on the stock.
• 1/17/2025 – Estée Lauder Companies had its price target raised by analysts at Barclays PLC from $63.00 to $71.00. They now have an “equal weight” rating on the stock.
• 1/16/2025 – Estée Lauder Companies had its price target raised by analysts at UBS Group AG from $74.00 to $80.00. They now have a “neutral” rating on the stock.
• 1/16/2025 – Estée Lauder Companies had its price target raised by analysts at JPMorgan Chase & Co. from $74.00 to $79.00. They now have a “neutral” rating on the stock.
• 1/7/2025 – Estée Lauder Companies had its price target raised by analysts at Wells Fargo & Company from $72.00 to $74.00. They now have an “equal weight” rating on the stock.
• 1/6/2025 – Estée Lauder Companies had its price target raised by analysts at Piper Sandler from $89.00 to $91.00. They now have an “overweight” rating on the stock.
• 12/27/2024 – Estée Lauder Companies is now covered by analysts at CICC Research. They set a “market perform” rating and a $82.00 price target on the stock.

Estée Lauder Companies Stock Performance

NYSE:EL traded down $0.41 during trading hours on Tuesday, reaching $74.69. The stock had a trading volume of 3,316,035 shares, compared to its average volume of 4,335,927. The Estée Lauder Companies Inc. has a 12-month low of $62.29 and a 12-month high of $159.54. The stock has a 50 day simple moving average of $74.74 and a 200 day simple moving average of $80.77. The stock has a market cap of $26.81 billion, a P/E ratio of -38.30, a price-to-earnings-growth ratio of 6.09 and a beta of 1.03. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.97 and a current ratio of 1.37.

Estée Lauder Companies (NYSE:EL) last posted its earnings results on Tuesday, February 4th. The company reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.30. Estée Lauder Companies had a negative net margin of 4.61% and a positive return on equity of 16.82%. The firm had revenue of $4 billion during the quarter, compared to the consensus estimate of $3.98 billion. During the same quarter last year, the company earned $0.88 earnings per share. The company’s revenue was down 6.4% on a year-over-year basis. On average, research analysts forecast that The Estée Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estée Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.87%. The ex-dividend date is Friday, February 28th. Estée Lauder Companies’s payout ratio is presently -71.79%.

Insider Activity

In other news, CFO Akhil Shrivastava purchased 700 shares of the firm’s stock in a transaction dated Wednesday, February 5th. The shares were purchased at an average price of $65.79 per share, with a total value of $46,053.00. Following the completion of the acquisition, the chief financial officer now owns 2,381 shares in the company, valued at $156,645.99. This trade represents a 41.64 % increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Paul J. Fribourg acquired 43,000 shares of the company’s stock in a transaction that occurred on Wednesday, February 5th. The shares were acquired at an average cost of $66.35 per share, with a total value of $2,853,050.00. Following the purchase, the director now directly owns 430,800 shares of the company’s stock, valued at $28,583,580. This trade represents a 11.09 % increase in their position. The disclosure for this purchase can be found here. Company insiders own 12.78% of the company’s stock.

Institutional Trading of Estée Lauder Companies

Several institutional investors and hedge funds have recently made changes to their positions in the stock. Ameliora Wealth Management Ltd. purchased a new stake in Estée Lauder Companies during the fourth quarter valued at about $29,000. Deseret Mutual Benefit Administrators raised its holdings in shares of Estée Lauder Companies by 68.7% during the 4th quarter. Deseret Mutual Benefit Administrators now owns 388 shares of the company’s stock valued at $29,000 after buying an additional 158 shares in the last quarter. Eagle Bay Advisors LLC lifted its position in Estée Lauder Companies by 297.0% in the 4th quarter. Eagle Bay Advisors LLC now owns 401 shares of the company’s stock worth $30,000 after buying an additional 300 shares during the last quarter. Golden State Wealth Management LLC bought a new stake in Estée Lauder Companies in the 4th quarter worth approximately $30,000. Finally, Ashton Thomas Securities LLC purchased a new stake in Estée Lauder Companies in the third quarter worth approximately $31,000. Hedge funds and other institutional investors own 55.15% of the company’s stock.

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.