Wall Street analysts forecast that Estee Lauder (EL - Free Report) will report quarterly earnings of $0.52 per share in its upcoming release, pointing to a year-over-year increase of 62.5%. It is anticipated that revenues will amount to $3.65 billion, exhibiting an increase of 4.8% compared to the year-ago quarter.
The consensus EPS estimate for the quarter has undergone an upward revision of 0.1% in the past 30 days, bringing it to its present level. This represents how the covering analysts, as a whole, have reassessed their initial estimates during this timeframe.
Prior to a company's earnings announcement, it is crucial to consider revisions to earnings estimates. This serves as a significant indicator for predicting potential investor actions regarding the stock. Empirical research has consistently demonstrated a robust correlation between trends in earnings estimate revision and the short-term price performance of a stock.
While investors typically use consensus earnings and revenue estimates as indicators of quarterly business performance, exploring analysts' projections for specific key metrics can offer valuable insights.
With that in mind, let's delve into the average projections of some Estee Lauder metrics that are commonly tracked and projected by analysts on Wall Street.
Analysts forecast 'Net Sales- Skin Care' to reach $1.68 billion. The estimate indicates a change of +6.8% from the prior-year quarter.
It is projected by analysts that the 'Net Sales- Makeup' will reach $1.06 billion. The estimate indicates a year-over-year change of +2.5%.
The average prediction of analysts places 'Net Sales- Other' at $28.13 million. The estimate suggests a change of +12.5% year over year.
The consensus among analysts is that 'Net Sales- Hair Care' will reach $132.29 million. The estimate indicates a year-over-year change of +2.6%.
The combined assessment of analysts suggests that 'Net Sales- Fragrance' will likely reach $764.10 million. The estimate suggests a change of +6% year over year.
The collective assessment of analysts points to an estimated 'Net Sales- The Americas' of $1.22 billion. The estimate indicates a year-over-year change of +3.8%.
Analysts' assessment points toward 'Net Sales- Asia/Pacific' reaching $933.85 million. The estimate indicates a year-over-year change of +7%.
According to the collective judgment of analysts, 'Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets' should come in at $914.30 million. The estimate points to a change of +1.5% from the year-ago quarter.
Analysts predict that the 'Net Sales- Mainland China' will reach $586.19 million. The estimate suggests a change of +10.2% year over year.
The consensus estimate for 'Operating Income (Loss)- Skin Care' stands at $213.27 million. Compared to the present estimate, the company reported $187.00 million in the same quarter last year.
Analysts expect 'Operating Income (Loss)- Other' to come in at $34.99 million. The estimate is in contrast to the year-ago figure of $9.00 million.
Based on the collective assessment of analysts, 'Operating Income (Loss)- Fragrance' should arrive at $77.15 million. Compared to the current estimate, the company reported $86.00 million in the same quarter of the previous year.
View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have experienced a change of +14.8% in the past month compared to the -0.2% move of the Zacks S&P 500 composite. With a Zacks Rank #3 (Hold), EL is expected to mirror the overall market performance in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
Key Takeaways EL's Q1 revenues are projected to rise 4.8% to $3.65 billion, with EPS expected to surge 62.5% to 52 cents.Skin care and fragrance strength, China demand and digital expansion may support Estee Lauder's Q1 sales.EL's Beauty Reimagined strategy and cost-saving initiatives could boost efficiency despite tariff pressures. The Estee Lauder Companies Inc. (EL - Free Report) is likely to register growth in both top and bottom lines when it reports first-quarter fiscal 2027 earnings on Nov. 2, 2026. The Zacks Consensus Estimate for fiscal first-quarter revenues is pegged at $3.65 billion, indicating 4.8% growth from the same period last year.
The consensus mark for earnings has risen a penny over the past 30 days to 52 cents per share, implying a 62.5% increase from the 32 cents reported in the year-ago quarter.
In the last reported quarter, the leading manufacturers and marketers of skin care, makeup, fragrance and hair care products company’s earnings beat the Zacks Consensus Estimate by 21.9%. Estee Lauder delivered a trailing four-quarter average earnings surprise of 41.4%.
Factors Likely to Impact EL’s Q1 ResultsThe Estée Lauder Companies’ first-quarter performance is likely to have benefited from continued momentum in its Skin Care and Fragrance businesses, supported by strong brand appeal and an accelerated innovation pipeline. In Skin Care, established brands such as La Mer, Estée Lauder and The Ordinary are expected to have remained key growth drivers, benefiting from sustained demand for hero products and new launches. Innovations across Clinique, The Ordinary and Estée Lauder, particularly in advanced skin care and emerging ingredient trends, may have helped attract consumers. Meanwhile, Fragrance is likely to have maintained its growth momentum, supported by luxury brands such as Le Labo, TOM FORD, KILIAN PARIS and Jo Malone London. New fragrance launches and continued demand for popular collections are expected to have strengthened the company's sales performance.
Beyond product innovation, Estée Lauder's expanding digital presence and improving performance across key markets are likely to have supported first-quarter results. The company's efforts to strengthen its presence on online platforms, including Amazon, TikTok Shop and China's Douyin, may have helped reach new consumers and boost brand visibility. Mainland China is expected to have remained an important growth market, supported by strong demand for prestige beauty products, locally relevant innovation and effective marketing initiatives. Improving travel retail trends across Hainan, Korea and Hong Kong may also have provided a tailwind, aided by better consumer traffic and engaging retail activations. The recovery in North America, supported by M·A·C's expanded presence at Sephora and increased consumer-facing investments, is likely to have contributed to sales growth.
On the profitability front, Estée Lauder's ongoing Beauty Reimagined strategy and Profit Recovery and Growth Plan are expected to have supported first-quarter earnings. The company's efforts to streamline operations, simplify processes and optimize procurement may have helped improve cost efficiency and protect margins. The implementation of its One ELC operating model, alongside improvements in digital capabilities and the use of AI-enabled marketing tools, may have further enhanced productivity and execution. These initiatives are expected to have allowed the company to direct more resources toward brand building, innovation and consumer engagement while maintaining better control over operating expenses. Together, these factors are likely to have supported earnings growth during the quarter.
Despite these positives, certain challenges may have weighed on Estée Lauder's first-quarter performance. Weakness in parts of its Makeup and Hair Care portfolios remains a concern, particularly as Bobbi Brown and Too Faced have witnessed soft retail demand, while Aveda continues to encounter challenges in the salon channel and has been exiting underperforming stores. Inflationary pressures and incremental tariff-related costs could have constrained margin gains despite ongoing efficiency initiatives.
Earnings Whispers for EL StockOur proven model conclusively predicts an earnings beat for Estee Lauder this time. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the odds of an earnings beat, which is exactly the case here.
Estee Lauder carries a Zacks Rank #2 and has an Earnings ESP of +3.75%. You can uncover the best stocks to buy or sell before they are reported with our Earnings ESP Filter.
EL’s Price Performance & ValuationThe recent market movements show that Estee Lauder’s shares have gained 41.2% over the past six months compared with the industry's 43.3% growth.
Image Source: Zacks Investment Research
From the valuation standpoint, EL trades at a forward 12-month P/E multiple of 30.87X, exceeding the industry average of 26.19X. Its valuation appears relatively expensive.
Image Source: Zacks Investment Research
Other Stocks With the Favorable CombinationHere are a few other companies worth considering, as our model shows that these, too, have the right combination of elements to beat on earnings this reporting cycle.
Helen of Troy (HELE - Free Report) currently has an Earnings ESP of +20.62% and a Zacks Rank of 1. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Helen of Troy’s upcoming quarterly revenues is pegged at $502.4 million. The figure indicates a 2% decrease from the prior-year quarter. The Zacks Consensus Estimate for Helen of Troy’s quarterly earnings per share is pegged at $1.94, suggesting a 13.5% rise from the year-ago period figure. HELE delivered a trailing four-quarter earnings surprise of 207.7%, on average.
Ulta Beauty, Inc. (ULTA - Free Report) currently has an Earnings ESP of +2.37% and a Zacks Rank of 2. The consensus estimate for the quarterly revenues is pegged at $2.99 billion, which indicates an increase of 4.5% from the figure reported in the prior-year quarter.
The Zacks Consensus Estimate for Ulta Beauty’s upcoming quarter’s EPS is pegged at $5.60, which implies a 9% increase year over year. ULTA delivered a trailing four-quarter earnings surprise of roughly 7.6%, on average.
Church & Dwight Co. (CHD - Free Report) currently has an Earnings ESP of +0.06% and a Zacks Rank of 3. The company is likely to register bottom-line growth and a decline in its top line when it reports third-quarter 2026 figures.
The Zacks Consensus Estimate for Church & Dwight’s quarterly revenues is pegged at $1.58 billion, indicating a decrease of 0.2% from the figure reported in the prior-year quarter. The consensus estimate for CHD’s quarterly earnings of 90 cents per share implies a rise of 11.1% from the year-ago quarter’s level. CHD has a trailing four-quarter earnings surprise of 3.9%, on average.
The market expects Estee Lauder (EL - Free Report) to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2026. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.
The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on November 2. On the other hand, if they miss, the stock may move lower.
While the sustainability of the immediate price change and future earnings expectations will mostly depend on management's discussion of business conditions on the earnings call, it's worth handicapping the probability of a positive EPS surprise.
Zacks Consensus EstimateThis beauty products company is expected to post quarterly earnings of $0.52 per share in its upcoming report, which represents a year-over-year change of +62.5%.
Revenues are expected to be $3.65 billion, up 4.8% from the year-ago quarter.
Estimate Revisions TrendThe consensus EPS estimate for the quarter has been revised 0.08% higher over the last 30 days to the current level. This is essentially a reflection of how the covering analysts have collectively reassessed their initial estimates over this period.
Investors should keep in mind that the direction of estimate revisions by each of the covering analysts may not always get reflected in the aggregate change.
Price, Consensus and EPS Surprise
Earnings WhisperEstimate revisions ahead of a company's earnings release offer clues to the business conditions for the period whose results are coming out. Our proprietary surprise prediction model -- the Zacks Earnings ESP (Expected Surprise Prediction) -- has this insight at its core.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a more recent version of the Zacks Consensus EPS estimate. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Thus, a positive or negative Earnings ESP reading theoretically indicates the likely deviation of the actual earnings from the consensus estimate. However, the model's predictive power is significant for positive ESP readings only.
A positive Earnings ESP is a strong predictor of an earnings beat, particularly when combined with a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold). Our research shows that stocks with this combination produce a positive surprise nearly 70% of the time, and a solid Zacks Rank actually increases the predictive power of Earnings ESP.
Please note that a negative Earnings ESP reading is not indicative of an earnings miss. Our research shows that it is difficult to predict an earnings beat with any degree of confidence for stocks with negative Earnings ESP readings and/or Zacks Rank of 4 (Sell) or 5 (Strong Sell).
How Have the Numbers Shaped Up for Estee Lauder?For Estee Lauder, the Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have recently become bullish on the company's earnings prospects. This has resulted in an Earnings ESP of +3.75%.
On the other hand, the stock currently carries a Zacks Rank of #2.
So, this combination indicates that Estee Lauder will most likely beat the consensus EPS estimate.
Does Earnings Surprise History Hold Any Clue?While calculating estimates for a company's future earnings, analysts often consider to what extent it has been able to match past consensus estimates. So, it's worth taking a look at the surprise history for gauging its influence on the upcoming number.
For the last reported quarter, it was expected that Estee Lauder would post earnings of $0.32 per share when it actually produced earnings of $0.39, delivering a surprise of +21.88%.
Over the last four quarters, the company has beaten consensus EPS estimates four times.
Bottom LineAn earnings beat or miss may not be the sole basis for a stock moving higher or lower. Many stocks end up losing ground despite an earnings beat due to other factors that disappoint investors. Similarly, unforeseen catalysts help a number of stocks gain despite an earnings miss.
That said, betting on stocks that are expected to beat earnings expectations does increase the odds of success. This is why it's worth checking a company's Earnings ESP and Zacks Rank ahead of its quarterly release. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Estee Lauder appears a compelling earnings-beat candidate. However, investors should pay attention to other factors too for betting on this stock or staying away from it ahead of its earnings release.
Stay on top of upcoming earnings announcements with the Zacks Earnings Calendar.
Estée Lauder Companies (EL +0.88%) peaked at about $134 billion in early 2022. Today it's worth around $39 billion, and the cosmetic and beauty stock has rallied this year because CEO Stéphane de La Faverie's turnaround is working. Here's the catch for anyone expecting a round trip: Everything Estée Lauder is doing is designed to make it a tighter, more profitable company, not a bigger one. Reclaiming $100 billion would mean nearly tripling the stock, and the plan on the table doesn't aim for that.
EL Estée Lauder Companies$108.67+$0.95 (+0.88%)
NYSE · As of 4:00 PM ET 10/23/26
What the $134 billion was actually made of The 2022 peak was mostly a China story. Chinese travelers buying La Mer in duty-free shops in Hainan and Seoul drove the growth, and investors paid up for it. That channel collapsed, inventory piled up, and the stock lost roughly three-quarters of its value. The old high was a snapshot of one channel at its most crowded moment, not a measure of the brand portfolio.
De La Faverie isn't abandoning that market. On Nov. 4, the company will host a capital markets event in Shanghai, pitching China as the "blueprint" for its global playbook, and it reaffirmed its travel retail commitment at the Cannes duty-free show in September, per Moodie Davitt.
Image source: Getty Images.
Beauty Reimagined is a margin plan, not a growth plan The Beauty Reimagined strategy prioritizes procurement, supply chain, outsourcing, a flatter organization, and a return to a "solid double-digit" operating margin. Growth shows up as "expanding consumer coverage," which in practice means Clinique on Amazon, Bobbi Brown out of department stores and onto social media, and an emphasis on fragrance houses like Le Labo and Tom Ford. Those are smart moves. They recapture lost share, which is different from opening new markets.
The clearest tell came when merger talks with beauty giant Puig fell apart. De La Faverie called any transformational deal that distracts from the plan a "nonstarter" and said the company will stick to minority stakes and single-brand purchases, per Women's Wear Daily. Meanwhile, the stock already trades at a higher forward earnings multiple than L'Oréal, which is bigger and steadier and never needed a rescue. Investors are paying for the recovery before it's finished. Estée Lauder is a reasonable holding for someone who wants a cleaner, more profitable beauty company growing in the low-to-mid-single digits. That's what de La Faverie is building. Just don't buy it for the old highs. The $134 billion company depended on a channel it now treats with caution, and the plan is organized around not repeating that.
I'd own it for the margin story and expect the market cap to follow earnings, not nostalgia.
Agustín Escobar te lleva a través de los titulares del mercado de esta semana. ======== Schwab Network ======== Empowering every investor and trader, every market day.
Arvest Investments Inc. bought a new stake in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 6,698 shares of the company’s stock, valued at approximately $621,000.
Other hedge funds and other institutional investors have also bought and sold shares of the company. Bank of America Corp DE boosted its position in Estee Lauder Companies by 950.9% in the 1st quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock valued at $993,567,000 after buying an additional 12,526,471 shares during the period. Ninety One UK Ltd purchased a new stake in shares of Estee Lauder Companies in the 3rd quarter worth approximately $134,551,000. KBC Group NV lifted its position in shares of Estee Lauder Companies by 910.3% in the 1st quarter. KBC Group NV now owns 707,692 shares of the company’s stock worth $50,792,000 after purchasing an additional 637,641 shares during the period. Amundi lifted its holdings in Estee Lauder Companies by 33.8% during the first quarter. Amundi now owns 1,909,911 shares of the company’s stock worth $137,074,000 after buying an additional 482,185 shares during the period. Finally, Assenagon Asset Management S.A. boosted its position in Estee Lauder Companies by 1,629.2% during the 2nd quarter. Assenagon Asset Management S.A. now owns 412,570 shares of the company’s stock valued at $32,572,000 after acquiring an additional 388,711 shares in the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.
Estee Lauder Companies Trading Down 2.4% NYSE:EL opened at $103.56 on Thursday. The company has a market capitalization of $37.47 billion, a P/E ratio of 42.28, a PEG ratio of 1.23 and a beta of 1.27. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.79. The Estee Lauder Companies Inc. has a 12 month low of $66.22 and a 12 month high of $121.64. The firm has a fifty day simple moving average of $97.93 and a 200-day simple moving average of $87.65.
Estee Lauder Companies (NYSE:EL – Get Free Report) last released its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. The firm’s revenue was up 6.3% on a year-over-year basis. During the same period in the prior year, the firm earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, equities research analysts anticipate that The Estee Lauder Companies Inc. will post 3.31 earnings per share for the current year. Estee Lauder Companies Dividend Announcement The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Monday, August 31st. Estee Lauder Companies’s payout ratio is presently 285.71%.
Analysts Set New Price Targets A number of research analysts have recently issued reports on EL shares. Wall Street Zen downgraded Estee Lauder Companies from a “buy” rating to a “hold” rating in a report on Saturday, September 26th. Jefferies Financial Group boosted their price target on Estee Lauder Companies from $100.00 to $120.00 and gave the stock a “hold” rating in a research report on Monday. Canaccord Genuity Group upped their price objective on Estee Lauder Companies from $85.00 to $90.00 and gave the stock a “hold” rating in a research note on Thursday, August 20th. TD Cowen raised their price objective on Estee Lauder Companies from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Thursday, August 20th. Finally, China Intl Cap raised Estee Lauder Companies to a “strong-buy” rating in a research report on Sunday, August 30th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Estee Lauder Companies presently has an average rating of “Hold” and an average target price of $106.33.
View Our Latest Report on EL
Insider Buying and Selling at Estee Lauder Companies In other Estee Lauder Companies news, Director Paul J. Fribourg sold 58,000 shares of Estee Lauder Companies stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the completion of the transaction, the director owned 417,300 shares in the company, valued at approximately $40,966,341. This trade represents a 12.20% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Charlene Barshefsky sold 3,775 shares of the company’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the completion of the sale, the director owned 50,971 shares in the company, valued at $5,036,954.22. The trade was a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 75,105 shares of company stock worth $7,423,185. Company insiders own 11.54% of the company’s stock.
Estee Lauder Companies Company Profile (Free Report)
The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.
Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.
The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.
Further Reading Five stocks we like better than Estee Lauder Companies GM Beat and Added a $20 Billion Buyback—Why Did the Stock Fall? Intercepting Growth: Karman Secures $218M Lockheed Martin Deal Tech Stocks Took a Hit—These 2 Pharma Stocks Are Near New Highs Chip Stocks Have Pulled Back—Here’s How 3 Semiconductor ETFs Stack Up for Investors
Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced that it will webcast presentations from its Capital Markets Experience: China Ecosystem Immersion in Shanghai, China, on Wednesday, November 4, 2026. The event will feature presentations from Stéphane de La Faverie, President and Chief Executive Officer, and Akhil Shrivastava, Executive Vice President and Chief Financial Officer, as well as members of the Company's Executive Leadership Team and local leaders.
[url="]The EstÃe Lauder Companies Inc[/url]. (NYSE: EL) today announced that it will webcast presentations from its Capital Markets Experience: China Ecosystem
Cordatus Wealth Management LLC acquired a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 4,751 shares of the company’s stock, valued at approximately $441,000.
A number of other institutional investors and hedge funds have also modified their holdings of EL. Trust Co. of Vermont acquired a new position in shares of Estee Lauder Companies in the 2nd quarter valued at $28,000. Kozak & Associates Inc. bought a new position in shares of Estee Lauder Companies during the 2nd quarter worth about $30,000. IFP Advisors Inc boosted its position in shares of Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock valued at $33,000 after acquiring an additional 108 shares in the last quarter. Meeder Asset Management Inc. boosted its position in shares of Estee Lauder Companies by 1,732.5% during the 1st quarter. Meeder Asset Management Inc. now owns 733 shares of the company’s stock valued at $53,000 after acquiring an additional 693 shares in the last quarter. Finally, MBM Wealth Consultants LLC acquired a new stake in shares of Estee Lauder Companies during the 1st quarter valued at about $94,000. 55.15% of the stock is currently owned by institutional investors.
Estee Lauder Companies Stock Up 1.3% EL opened at $105.85 on Tuesday. The firm’s 50-day simple moving average is $97.25 and its 200-day simple moving average is $87.15. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.90 and a current ratio of 1.22. The Estee Lauder Companies Inc. has a twelve month low of $66.22 and a twelve month high of $121.64. The firm has a market cap of $38.30 billion, a price-to-earnings ratio of 216.02, a PEG ratio of 1.21 and a beta of 1.27.
Estee Lauder Companies (NYSE:EL – Get Free Report) last announced its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The business had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.55 billion. During the same quarter last year, the company posted $0.09 EPS. The firm’s revenue for the quarter was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities research analysts anticipate that The Estee Lauder Companies Inc. will post 3.31 EPS for the current fiscal year. Estee Lauder Companies Announces Dividend The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s payout ratio is presently 285.71%.
Analyst Ratings Changes A number of research firms recently weighed in on EL. Wells Fargo & Company lowered their target price on shares of Estee Lauder Companies from $104.00 to $95.00 and set an “equal weight” rating on the stock in a research note on Monday, October 5th. China Intl Cap upgraded shares of Estee Lauder Companies to a “strong-buy” rating in a research note on Sunday, August 30th. JPMorgan Chase & Co. lifted their price objective on Estee Lauder Companies from $112.00 to $115.00 and gave the company an “overweight” rating in a report on Monday. B. Riley Financial reaffirmed a “neutral” rating and set a $100.00 price objective (up from $85.00) on shares of Estee Lauder Companies in a report on Thursday, August 20th. Finally, Citigroup upped their price objective on Estee Lauder Companies from $110.00 to $115.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and a consensus price target of $106.33.
View Our Latest Analysis on EL
Insider Transactions at Estee Lauder Companies In related news, VP Rashida La Lande sold 7,766 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $103.32, for a total transaction of $802,383.12. Following the sale, the vice president directly owned 14,357 shares in the company, valued at $1,483,365.24. This represents a 35.10% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Paul Fribourg sold 58,000 shares of the firm’s stock in a transaction on Monday, September 14th. The shares were sold at an average price of $98.17, for a total value of $5,693,860.00. Following the sale, the director directly owned 417,300 shares of the company’s stock, valued at $40,966,341. This represents a 12.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 75,105 shares of company stock valued at $7,423,185 in the last three months. 11.54% of the stock is owned by corporate insiders.
Estee Lauder Companies Company Profile (Free Report)
The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.
Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.
The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.
See Also Five stocks we like better than Estee Lauder Companies Tesla’s Roadster Reveal Hints at 2 Much Bigger Moves The AI Sell-Off Continues—These 3 Stocks Keep Raising Guidance Anyway Mr. Wonderful’s Test for AI Data Center Stocks: Power, Permits, and Tenants Alcoa Beat Earnings, But Can It Escape the Aluminum Bears?
Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
The EstÃe Lauder Companies Inc. (NYSE: EL) today announced that Krista Lee Berger has joined the company as Senior Vice President, Global Marketing, Clinique.T
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) will release its fiscal 2027 first quarter results on Monday, November 2, 2026. On that date, at 8:30 a.m. (ET), the Company will provide a live webcast of its conference call and presentation discussing the results, future prospects and recent corporate developments. Stéphane de La Faverie, President and CEO, and Akhil Shrivastava, EVP and CFO, will host the call. Those wishing to access the webcast can visit http://www.elco.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced that Krista Lee Berger has joined the company as Senior Vice President, Global Marketing, Clinique.
Clinique is one of the most trusted, iconic brands in the world providing dermatologist guided solutions that are allergy tested, 100% fragrance free. In this role, Krista will lead Clinique’s new global marketing strategies while accelerating breakthrough innovation and putting the brand in culture through modernized communications that strengthen Clinique’s relevance with a new generation of consumers around the world. She will report to Michelle Freyre, Global President, Dermatological Brands.
“Krista is an inspiring leader who is globally recognized for transforming iconic brands into culturally relevant businesses, bringing decades of marketing experience, strong commercial acumen, creative energy and a deep respect for brand equity,” said Michelle Freyre. “I am excited to welcome Krista to The Estée Lauder Companies and look forward to working with her and the Clinique team to build on the brand’s strong heritage and unlock its future growth.”
Krista was most recently Senior Vice President and Global Head of Barbie & Dolls at Mattel, where she led brand strategy, product innovation, licensing, partnerships, retail and entertainment, aligning teams across more than 100 markets behind a unified brand and commercial strategy. At Mattel, Krista played a pivotal role in shaping the global brand strategy for Barbie The Movie, helping drive the buzz and cultural relevance that made it a global cultural phenomenon.
Earlier in her career, she led the turnaround of American Girl, reconnecting the iconic brand to its core purpose while modernizing its narrative and strengthening its commercial fundamentals across pricing, distribution and talent. Krista has received several industry honors, including Ad Age’s “Marketer of the Year” and “40 Under 40,” as well as recognition from TIME’s “Best Inventions 2025” for “Barbie You Create.”
Regarded for her highly collaborative leadership style and strong focus on execution, Krista has built and led global teams, partnering across regions to deliver modern, locally relevant campaigns and deepen consumer engagement. She will work closely with Clinique Regional and Affiliate partners around the world to shape its next chapter of growth.
About The Estée Lauder Companies
The Estée Lauder Companies Inc. is one of the world’s leading manufacturers, marketers, and sellers of quality skin care, makeup, fragrance, and hair care products, and is a steward of luxury and prestige brands globally. The company’s products are sold in approximately 150 countries and territories under brand names including: Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, La Mer, Bobbi Brown Cosmetics, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, KILIAN PARIS, Too Faced, Dr.Jart+, the DECIEM family of brands, including The Ordinary, NIOD, Avestan and Loopha, and Balmain Beauty.
If you are looking for a stock that has a solid history of beating earnings estimates and is in a good position to maintain the trend in its next quarterly report, you should consider Estee Lauder (EL - Free Report) . This company, which is in the Zacks Cosmetics industry, shows potential for another earnings beat.
This beauty products company has an established record of topping earnings estimates, especially when looking at the previous two reports. The company boasts an average surprise for the past two quarters of 29.88%.
For the most recent quarter, Estee Lauder was expected to post earnings of $0.32 per share, but it reported $0.39 per share instead, representing a surprise of 21.88%. For the previous quarter, the consensus estimate was $0.66 per share, while it actually produced $0.91 per share, a surprise of 37.88%.
Price and EPS Surprise
With this earnings history in mind, recent estimates have been moving higher for Estee Lauder. In fact, the Zacks Earnings ESP (Expected Surprise Prediction) for the company is positive, which is a great sign of an earnings beat, especially when you combine this metric with its nice Zacks Rank.
Our research shows that stocks with the combination of a positive Earnings ESP and a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. In other words, if you have 10 stocks with this combination, the number of stocks that beat the consensus estimate could be as high as seven.
The Zacks Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate for the quarter; the Most Accurate Estimate is a version of the Zacks Consensus whose definition is related to change. The idea here is that analysts revising their estimates right before an earnings release have the latest information, which could potentially be more accurate than what they and others contributing to the consensus had predicted earlier.
Estee Lauder currently has an Earnings ESP of +0.64%, which suggests that analysts have recently become bullish on the company's earnings prospects. This positive Earnings ESP when combined with the stock's Zacks Rank #3 (Hold) indicates that another beat is possibly around the corner. We expect the company's next earnings report to be released on November 2, 2026.
With the Earnings ESP metric, it's important to note that a negative value reduces its predictive power; however, a negative Earnings ESP does not indicate an earnings miss.
Many companies end up beating the consensus EPS estimate, though this is not the only reason why their shares gain. Additionally, some stocks may remain stable even if they end up missing the consensus estimate.
Because of this, it's really important to check a company's Earnings ESP ahead of its quarterly release to increase the odds of success. Make sure to utilize our Earnings ESP Filter to uncover the best stocks to buy or sell before they've reported.
Banque Pictet & Cie SA decreased its holdings in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 15.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 58,734 shares of the company’s stock after selling 10,330 shares during the period. Banque Pictet & Cie SA’s holdings in Estee Lauder Companies were worth $5,449,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also modified their holdings of EL. Bank of America Corp DE raised its stake in shares of Estee Lauder Companies by 950.9% in the first quarter. Bank of America Corp DE now owns 13,843,765 shares of the company’s stock valued at $993,567,000 after acquiring an additional 12,526,471 shares in the last quarter. Amundi boosted its holdings in Estee Lauder Companies by 33.8% in the first quarter. Amundi now owns 1,909,911 shares of the company’s stock valued at $137,074,000 after purchasing an additional 482,185 shares during the period. Ninety One UK Ltd purchased a new position in Estee Lauder Companies in the third quarter valued at $134,551,000. Tidal Investments LLC boosted its holdings in Estee Lauder Companies by 24.9% in the second quarter. Tidal Investments LLC now owns 1,137,758 shares of the company’s stock valued at $89,826,000 after purchasing an additional 226,888 shares during the period. Finally, Dimensional Fund Advisors LP grew its stake in Estee Lauder Companies by 44.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 1,192,531 shares of the company’s stock worth $85,559,000 after purchasing an additional 365,651 shares in the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.
Analyst Upgrades and Downgrades Several equities research analysts have weighed in on EL shares. Weiss Ratings upgraded Estee Lauder Companies from a “sell (d)” rating to a “sell (d+)” rating in a report on Friday, August 21st. UBS Group increased their price target on Estee Lauder Companies from $86.00 to $106.00 and gave the company a “neutral” rating in a research report on Thursday, August 20th. The Goldman Sachs Group lifted their price objective on Estee Lauder Companies from $100.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Wall Street Zen cut Estee Lauder Companies from a “buy” rating to a “hold” rating in a research note on Saturday, September 26th. Finally, JPMorgan Chase & Co. boosted their price objective on Estee Lauder Companies from $94.00 to $112.00 and gave the stock an “overweight” rating in a research report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $105.24.
View Our Latest Analysis on EL Insider Buying and Selling at Estee Lauder Companies In other Estee Lauder Companies news, Director Paul Fribourg sold 58,000 shares of the firm’s stock in a transaction on Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the sale, the director directly owned 417,300 shares in the company, valued at $40,966,341. This trade represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Charlene Barshefsky sold 3,775 shares of Estee Lauder Companies stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the sale, the director directly owned 50,971 shares of the company’s stock, valued at $5,036,954.22. This trade represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 75,105 shares of company stock worth $7,423,185 over the last ninety days. Corporate insiders own 11.54% of the company’s stock.
Estee Lauder Companies Trading Down 2.5% Shares of NYSE:EL opened at $104.53 on Friday. The Estee Lauder Companies Inc. has a 52 week low of $66.22 and a 52 week high of $121.64. The company’s 50 day moving average is $96.88 and its two-hundred day moving average is $86.78. The company has a market cap of $37.82 billion, a PE ratio of 213.33, a P/E/G ratio of 1.21 and a beta of 1.27. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.79.
Estee Lauder Companies (NYSE:EL – Get Free Report) last released its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.32 by $0.07. The business had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.55 billion. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The company’s revenue for the quarter was up 6.3% on a year-over-year basis. During the same period in the previous year, the company earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities analysts predict that The Estee Lauder Companies Inc. will post 3.31 earnings per share for the current fiscal year.
Estee Lauder Companies Dividend Announcement The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.3%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is 285.71%.
(Free Report)
The Estée Lauder Companies Inc (NYSE: EL) is a global beauty company that develops, markets and sells prestige skincare, makeup, fragrance and hair care products. Its portfolio includes brands such as Estée Lauder, Clinique, La Mer, MAC, Bobbi Brown, Jo Malone London, Aveda, The Ordinary and Tom Ford Beauty.
The company’s products are distributed through department stores, specialty retailers, freestanding stores, e-commerce platforms, travel retail outlets and other channels. Estée Lauder serves consumers in numerous markets across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region.
Estée Lauder was founded in 1946 by Estée Lauder and her husband, Joseph Lauder, beginning with a small collection of skincare products.
See Also Five stocks we like better than Estee Lauder Companies Rocket Lab’s Neutron Delay Leaves Wall Street Bullish But Raises the Stakes for 2027 ManpowerGroup Stock Sinks on Q3 Results, But Fundamentals Stay Solid Does the AI Selloff Put Alphabet’s Breakout in Doubt? Bank Earnings Are Mixed—These 2 ETFs Offer Very Different Paths to a Recovery Want to see what other hedge funds are holding EL? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for The Estee Lauder Companies Inc. (NYSE:EL – Free Report).
Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
Agustín Escobar te lleva a través de los titulares del mercado de esta semana. ======== Schwab Network ======== Empowering every investor and trader, every market day.
NEW YORK & MUMBAI, India--(BUSINESS WIRE)--The Estée Lauder Companies, in partnership with Nykaa and Startup India, an initiative of the Department for Promotion of Industry and Internal Trade (DPIIT) within India's Ministry of Commerce and Industry, announced the winners of BEAUTY&YOU India 2026, the country's leading beauty entrepreneurship program. For five years, BEAUTY&YOU India has discovered, supported, and accelerated India's next generation of beauty entrepreneurs. Since launch.
MUMBAI, India & NEW YORK--(BUSINESS WIRE)--Reliance Foundation and The Estée Lauder Companies Charitable Foundation, the philanthropic arm of The Estée Lauder Companies, have announced the launch of a multi-year partnership that aims to empower one million girls and young women across India. The program is designed for girls and young women from 14 to 20 years of age, across both rural and urban communities, with a focus on building life skills and confidence. It will begin in the Indian states.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? The Zacks Style Scores is a unique set of guidelines that rates stocks based on three popular investing types, and were developed as complementary indicators for the Zacks Rank. This combination helps investors choose securities with the highest chances of beating the market over the next 30 days.
Each stock is assigned a rating of A, B, C, D, or F based on their value, growth, and momentum characteristics. Just like in school, an A is better than a B, a B is better than a C, and so on -- that means the better the score, the better chance the stock will outperform.
The Style Scores are broken down into four categories:
Value ScoreFinding good stocks at good prices, and discovering which companies are trading under their true value, are what value investors like to focus on. So, the Value Style Score takes into account ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to highlight the most attractive and discounted stocks.
Growth ScoreWhile good value is important, growth investors are more focused on a company's financial strength and health, and its future outlook. The Growth Style Score takes projected and historic earnings, sales, and cash flow into account to uncover stocks that will see long-term, sustainable growth.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.86% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
A stock with a #4 (Sell) or #5 (Strong Sell) rating, for instance, even one with Scores of A and B, will still have a declining earnings forecast, and a greater chance its share price will fall too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Estee Lauder (EL - Free Report) New York-based The Estee Lauder Companies Inc. is one of the world's leading manufacturers and marketers of skin care, makeup, fragrance and hair care products. The company’s products are sold through department stores, mass retailers, company-owned retail stores, hair salons and travel-related establishments.
EL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. EL has a Momentum Style Score of B, and shares are up 1.9% over the past four weeks.
12 analysts revised their earnings estimate higher in the last 60 days for fiscal 2027, while the Zacks Consensus Estimate has increased $0.13 to $3.31 per share. EL also boasts an average earnings surprise of +41.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, EL should be on investors' short list.
Key Takeaways Innovation accounted for 23% of EL's fiscal 2026 sales, supporting growth across beauty categories.EL expects innovation's sales contribution to rise 200-250 basis points in fiscal 2027, led by skin care.EL's new launches across key beauty categories aim to attract consumers and strengthen brand demand. The Estee Lauder Companies Inc. (EL - Free Report) is sharpening its focus on product innovation to strengthen consumer engagement and drive growth across prestige beauty categories. Under its Beauty Reimagined strategy, the company is launching new products faster, focusing on changing beauty trends and improving popular products to meet consumer needs. Innovation accounted for 23% of fiscal 2026 sales, highlighting its growing role in the company's efforts to attract consumers, strengthen brand appeal and support sales growth.
Innovation supported growth across key categories in fiscal 2026. In skin care, La Mer benefited from offerings such as The NEW Rejuvenating Eye Cream, alongside established franchises, while Estee Lauder gained from innovations and existing products across Advanced Night Repair and Revitalizing Supreme+. Makeup innovation included M·A·C's Skinfinish Colourstruck Blush and TOM FORD's Architecture Radiance Hydrating Foundation. Fragrance also benefited from new offerings across Le Labo, TOM FORD and KILIAN PARIS, reinforcing the role of product development in supporting brand momentum.
Looking ahead, Estee Lauder expects innovation's contribution to sales to increase 200-250 basis points in fiscal 2027, led by skin care. Clinique and The Ordinary have introduced PDRN-based innovations, while the Estee Lauder brand has unveiled offerings focused on longevity and nighttime skin care. Clinique has also introduced a sensitive-skin franchise, while M·A·C has expanded its Signature lip franchise. New fragrance offerings from Balmain Beauty, KILIAN PARIS, Jo Malone London and TOM FORD further strengthen the pipeline.
This broader focus on innovation could help Estee Lauder attract new consumers, strengthen demand for its brands and support sales growth across categories. However, sustained growth will depend on how well these new products resonate with consumers and drive repeat purchases.
Estee Lauder’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 14.1% in the past three months against the broader Consumer Staples sector and the industry’s decline of 3.8% and 2.8%, respectively. EL has also outperformed the S&P 500 index’s growth of 3.3% during the same period.
EL Stock's Past Three Months Performance
Image Source: Zacks Investment Research
Is Estee Lauder a Value Play Stock?EL currently trades at a forward 12-month P/E ratio of 27.1 compared with the industry average of 23.28. This valuation places the stock at a premium relative to peers, indicating broader market expectations around its business stability and ability to navigate current cost and demand dynamics.
EL P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to Considere.l.f. Beauty, Inc. (ELF - Free Report) provides cosmetics and skin care products worldwide and currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for e.l.f. Beauty’s current fiscal-year sales and earnings calls for growth of 20.3% and 16.6%, respectively, from the year-ago reported numbers. ELF delivered a trailing four-quarter earnings surprise of 61.5%, on average.
Dollar Tree Inc. (DLTR - Free Report) is an operator of discount variety stores offering a broad assortment of everyday consumables and discretionary merchandise. The company currently carries a Zacks Rank #2 (Buy). DLTR delivered a trailing four-quarter earnings surprise of 12.2%, on average.
The Zacks Consensus Estimate for Dollar Tree’s current fiscal-year sales and earnings indicates growth of 6.6% and 36.4%, respectively, from the year-ago reported numbers.
Target Corporation (TGT - Free Report) operates as a general merchandise retailer in the United States. It currently carries a Zacks Rank of 2. TGT delivered a trailing four-quarter average earnings surprise of 10.5%.
The Zacks Consensus Estimate for Target’s current fiscal-year sales and earnings indicates growth of 5.1% and 37.8%, respectively, from the year-ago actuals.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced the appointment of Gaétane Baudry as Senior Vice President/Global General Manager, Bobbi Brown, effective October 8, 2026. Based in New York, she will report to Lisa Sequino, Global President, Makeup Brands. In this role, Gaétane will lead Bobbi Brown's global strategy and continued evolution, strengthening the brand's distinctive equity, advancing innovation and creativity, and deepening consumer engagement a.
The first trading week of October kicked off Monday, Oct. 5, with a wave of analyst ratings and price target updates. September is the final month of the third quarter, and many stock analysts like to reposition ahead of Q3 results, which will begin trickling out over the upcoming weeks. But one thing that stood out amongst the new calls was a trio of upgrades to some of the market’s shakiest stocks. These companies haven’t just been beaten down; the market has left them behind due to seemingly fatal fundamental flaws.
For online sportsbook DraftKings Inc. NASDAQ: DKNG, its prediction markets are taking market share and forcing the company to cannibalize its own client base. Motorcycle manufacturer Harley-Davidson Inc. NYSE: HOG is a declining business that’s losing young buyers and has no plan to win them back. And Estee Lauder Companies Inc. NYSE: EL is handcuffed by stagnating sales in China. But a handful of analysts are bucking these bear cases with upgrades and higher price targets. With all three companies reporting Q3 earnings in the first week of November, we won’t have to wait long to see whether these contrarians called it right.
Get Estee Lauder Companies alerts:
DraftKings: Bank of America Says Sell-Off Has Gone Too FarDraftKings Today
$19.03 -0.72 (-3.67%)
As of 11:06 AM Eastern
This is a fair market value price provided by Massive. Learn more.
$18.52▼
$36.98$33.95
Most stocks in the gambling industry have been hit hard by prediction markets, but DraftKings might be the poster child. The amount of money wagered on Kalshi and Polymarket has grown exponentially since the summer of 2025, and most of it is used for sports betting. (And yes, it's betting, not trading.) Bank of America analyst Shaun Kelley believes the damage from prediction markets has been overstated and upgraded DKNG shares from Neutral to Buy.
This upgrade included no price target change, which is an important caveat. The target is still $27, representing upside of more than 45%, but it doesn’t change the company's material outlook. Kelley doesn’t believe the business improved, just that the value proposition changed with overstated prediction market fears. The stock decline did most of the work. Still, DraftKings Q2 2026 results showed 600,000 customers have used its own Predictions market, and CEO Jason Robins believes this could be a $10 billion opportunity for the company. Investors should watch sportsbook handle growth, Predictions revenue, and full-year earnings guidance when the company reports Q3 2026 results on Nov. 5.
Look, there’s no sugarcoating this ugly chart. DKNG shares are down more than 40% year-to-date (YTD), and more than 60% from the all-time high made in March 2021. The 200-day moving average has been a tough resistance level to break. The recent technical performance is even more alarming as the stock gave up the 50-day moving average before plunging back to prices not seen since April 2023. If there’s one technical signal bullish investors can lean on, it's the Relative Strength Index (RSI), which is getting extremely oversold.
Harley-Davidson: Citigroup Buys the TurnaroundHarley-Davidson Today
HOG
Harley-Davidson
$26.02 -0.92 (-3.40%)
As of 11:06 AM Eastern
This is a fair market value price provided by Massive. Learn more.
$17.09▼
$28.862.88%
15.99
$28.20
Harley-Davidson received a pair of upgrades from Citigroup and Evercore on Oct. 5, but the Citigroup call is the more interesting of the two.
Citigroup analyst James Hardiman has been one of the company’s biggest believers, raising his price target to $31 in May before upgrading from Neutral to Buy on Oct. 5 with a new target of $33.
Part of the optimism stems from CEO Artie Starrs’s new Back to the Bricks program, which reemphasizes core brands and focuses on dealer profitability.
The company also announced two new lower-priced models aimed at younger buyers and raised full-year 2026 sales guidance during its Q2 2026 conference call. The Q3 call on Nov. 3 could provide hints on demand for these new models and whether dealership economics are improving.
HOG shares appear to be already turning the corner, with a gain of more than 30% YTD driven by institutional and insider buying. In addition to the guidance boost and Citigroup upgrade, the stock is also trading above its 50-day and 200-day moving averages, and the RSI has quickly reversed into bullish territory. This rally is gaining momentum quickly behind fundamental and technical strength.
Estee Lauder: Barclays Sees China Inflection PointEstee Lauder Companies Today
EL
Estee Lauder Companies
$93.73 +0.37 (+0.39%)
As of 11:06 AM Eastern
This is a fair market value price provided by Massive. Learn more.
$66.22▼
$121.641.49%
191.31
$104.76
Barclays analyst Lauren Liebermann upgraded Estee Lauder from Equalweight to Overweight and raised its price target from $97 to $108.
The company’s fiscal Q4 2026 results helped drive the upgrade, as revenue, earnings, and margin outlook all came in above market expectations.
China has been one of the sticking points on the Estee Lauder bull case, as choppy monthly sales data has analysts taking different sides of the coin.
Bernstein has a price target of just $82 and has openly questioned the durability of the China rebound. The fiscal Q1 2027 report is due on Nov. 3, and sales growth figures in China and travel retail will break the tension on this call.
EL shares have been volatile in 2026. The stock is down more than 10% on the year, but up about 10% in the last three months and is producing some bullish technical signals. The April drawdown took EL below its 50-day and 200-day moving averages, with the former becoming a support area once the decline halted. A recent Golden Cross confirmed the uptrend, but an overbought signal on the Moving Average Convergence Divergence (MACD) indicator drove shares back toward the 50-day. Downward momentum on the MACD is now waning, and the technical setup is the best it's been in years.
Should You Invest $1,000 in Estee Lauder Companies Right Now?Before you consider Estee Lauder Companies, you'll want to hear this.
MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Estee Lauder Companies wasn't on the list.
While Estee Lauder Companies currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.
View The Five Stocks Here
Nuclear energy is entering a new growth cycle as rising power demand, expanding data centers, and renewed policy support bring the sector back into focus. After strong gains in recent years, the most impactful phase of nuclear investment may still be ahead. This report highlights seven nuclear energy stocks positioned across the value chain—combining near-term revenue with long-term upside as next-generation technologies scale. Click the link below to unlock the full list.
Get This Free Report
Continue following MarketBeat
Add MarketBeat as your preferred source on Google to see our latest stories in your feed.
Agustín Escobar te lleva a través de los titulares del mercado de esta semana. ======== Schwab Network ======== Empowering every investor and trader, every market day.
Agustín Escobar te lleva a través de los titulares del mercado de esta semana. ======== Schwab Network ======== Empowering every investor and trader, every market day.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies today announced a new five-year commitment to the Breast Cancer Research Foundation to establish the Global Research Initiative on Breast Cancer in Younger Women. This first-of-its-kind research coalition will address the alarming global rise in breast cancer diagnoses among younger women, building on more than three decades of partnership between The Estée Lauder Companies and the Breast Cancer Research Foundation. The $15 million commitmen.
The Estee Lauder Companies Inc. (NYSE:EL – Get Free Report) Director Paul Fribourg sold 58,000 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the transaction, the director owned 417,300 shares in the company, valued at approximately $40,966,341. This represents a 12.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link.
Estee Lauder Companies Price Performance Shares of EL stock opened at $95.61 on Thursday. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64. The company has a market cap of $34.59 billion, a P/E ratio of 195.12, a PEG ratio of 1.12 and a beta of 1.28. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. The stock’s 50-day moving average is $91.11 and its 200 day moving average is $85.40.
Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The firm had revenue of $3.64 billion for the quarter, compared to the consensus estimate of $3.55 billion. During the same quarter in the previous year, the firm earned $0.09 EPS. The company’s quarterly revenue was up 6.3% compared to the same quarter last year. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Research analysts predict that The Estee Lauder Companies Inc. will post 3.3 earnings per share for the current fiscal year.
Estee Lauder Companies Announces Dividend The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s dividend payout ratio (DPR) is currently 285.71%. Analyst Upgrades and Downgrades A number of research analysts have issued reports on EL shares. TD Cowen upped their price target on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the company a “hold” rating in a research note on Thursday, August 20th. Jefferies Financial Group lifted their price objective on shares of Estee Lauder Companies from $88.00 to $100.00 and gave the stock a “hold” rating in a research note on Thursday, August 20th. Morgan Stanley upped their target price on Estee Lauder Companies from $90.00 to $102.00 and gave the company an “equal weight” rating in a research report on Thursday, August 20th. Sanford C. Bernstein began coverage on Estee Lauder Companies in a research report on Friday, June 12th. They set a “market perform” rating and a $82.00 price target for the company. Finally, Citigroup boosted their price target on Estee Lauder Companies from $110.00 to $115.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, twelve have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and a consensus price target of $104.67.
Read Our Latest Research Report on EL
Institutional Trading of Estee Lauder Companies A number of hedge funds and other institutional investors have recently made changes to their positions in the business. REAP Financial Group LLC purchased a new stake in Estee Lauder Companies in the fourth quarter valued at $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna acquired a new position in shares of Estee Lauder Companies in the 4th quarter valued at about $27,000. Trust Co. of Vermont acquired a new position in shares of Estee Lauder Companies in the 2nd quarter valued at about $28,000. Kozak & Associates Inc. purchased a new stake in shares of Estee Lauder Companies in the second quarter worth about $30,000. Finally, IFP Advisors Inc boosted its stake in shares of Estee Lauder Companies by 35.2% in the second quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after buying an additional 108 shares during the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.
(Get Free Report)
The Estée Lauder Companies Inc is a global beauty company that develops, manufactures and markets prestige skincare, makeup, fragrance and hair-care products. Its portfolio includes Estée Lauder, Clinique, M·A·C, Bobbi Brown Cosmetics, La Mer, Jo Malone London, Aveda, Tom Ford Beauty and The Ordinary, among other brands.
Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a broad international beauty business. Its products are sold through department and specialty stores, freestanding stores, e-commerce platforms, travel retail locations and other distribution channels.
Estée Lauder Companies serves consumers in markets around the world, including North America, Europe, Asia-Pacific, Latin America and the Middle East and Africa.
Featured Articles Five stocks we like better than Estee Lauder Companies 3 Luxury Consumer Brands to Watch in a Beaten-Down Sector Jackson’s Record Quarter Powers the Bull Case Holiday Shopping Is Almost Here—And Target May Be Ready to Win Big AI Panic Hit Tech Stocks—But NVIDIA’s Growth Engine Is Intact
Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
Key Takeaways EL will track brand recommendations, visibility and accuracy across major generative AI platforms.Profound's tools will optimize product pages, blogs, YouTube and other content for large language models.EL is expanding AI across media, personalization and conversational commerce to boost digital engagement. The Estee Lauder Companies Inc. (EL - Free Report) is strengthening its digital capabilities as artificial intelligence increasingly influences how consumers discover, compare and evaluate beauty products. The company has entered a global strategic partnership with AI marketing platform Profound to improve the visibility and accuracy of its brands across generative AI platforms and better understand how consumers engage with the portfolio through AI-powered discovery.
The collaboration will give Estee Lauder a portfolio-wide view of how its brands appear across major generative AI platforms, including ChatGPT and Gemini. The company will use these insights to understand when its brands are recommended, identify visibility or accuracy gaps and improve how product information is surfaced. Estee Lauder becomes the first prestige beauty company to deploy Profound’s capabilities globally across its full portfolio and implement Generative Engine Optimization, or GEO, at scale.
Profound’s agentic tools will help optimize product pages, blogs, YouTube channels and other digital content. The focus is on making product information, ingredients, claims and benefits easier for large language models to understand and surface to consumers. Integrating AI visibility insights into EL’s One Operating Ecosystem is designed to strengthen its ability to respond to changing consumer-discovery patterns.
This initiative fits well with Estee Lauder’s growing digital exposure. Online sales reached 34% of reported sales in fiscal 2026, up three percentage points year over year. The company has also been expanding AI-enabled capabilities across media, personalization and conversational commerce, reinforcing the broader shift toward digital consumer engagement.
The Profound partnership supports Estee Lauder’s broader digital push as AI increasingly influences beauty discovery. Improving brand visibility across AI platforms could help Estee Lauder reach consumers earlier in the purchase journey and strengthen engagement across digital channels.
Estee Lauder’s Zacks Rank & Share Price PerformanceShares of this Zacks Rank #3 (Hold) company have gained 14.1% in the past month compared with the broader Consumer Staples sector and the industry’s growth of 1.5% and 13.2%, respectively. EL has also outperformed the S&P 500 index’s decline of 1.3% during the same period.
EL Stock's Past Month Performance
Image Source: Zacks Investment Research
Is Estee Lauder a Value Play Stock?EL currently trades at a forward 12-month P/E ratio of 27.97 compared with the industry average of 22.15. This valuation places the stock at a premium relative to peers, indicating broader market expectations around its business stability and ability to navigate current cost and demand dynamics.
EL P/E Ratio (Forward 12 Months)
Image Source: Zacks Investment Research
Stocks to ConsiderThe Chefs' Warehouse, Inc. (CHEF - Free Report) distributes specialty food and center-of-the-plate products in the United States, the Middle East and Canada. At present, CHEF flaunts a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.
The consensus estimate for Chefs' Warehouse’s current fiscal-year sales and earnings implies growth of 10.6% and 33.7%, respectively, from the year-ago reported figures. Chefs' Warehouse delivered a trailing four-quarter earnings surprise of 30.4%, on average.
The Vita Coco Company, Inc. (COCO - Free Report) develops, manufactures, markets and distributes coconut water products under the Vita Coco brand name in the United States, Canada, Europe, the Middle East, Africa and the Asia Pacific. COCO currently carries a Zacks Rank #2 (Buy). Vita Coco delivered a trailing four-quarter earnings surprise of 21.9%, on average.
The Zacks Consensus Estimate for Vita Coco’s current fiscal-year sales and earnings indicates growth of 31.6% and 63.9%, respectively, from the year-ago reported numbers.
Darling Ingredients Inc. (DAR - Free Report) develops, produces and sells sustainable natural ingredients from edible and inedible bio-nutrients in North America, Europe, China, South America and internationally. At present, Darling Ingredients holds a Zacks Rank of 2. DAR delivered a trailing four-quarter earnings surprise of 38.9%, on average.
The consensus estimate for Darling Ingredients’ current fiscal-year sales and earnings implies growth of 11.5% and 926.5%, respectively, from the year-ago figures.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
Featuring daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, the research service can help you become a smarter, more self-assured investor.
Zacks Premium includes access to the Zacks Style Scores as well.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreFor value investors, it's all about finding good stocks at good prices, and discovering which companies are trading under their true value before the broader market catches on. The Value Style Score utilizes ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and a host of other multiples to help pick out the most attractive and discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum traders and investors live by the saying "the trend is your friend." This investing style is all about taking advantage of upward or downward trends in a stock's price or earnings outlook. Employing factors like one-week price change and the monthly percentage change in earnings estimates, the Momentum Style Score can indicate favorable times to build a position in high-momentum stocks.
VGM ScoreWhat if you like to use all three types of investing? The VGM Score is a combination of all Style Scores, making it one of the most comprehensive indicators to use with the Zacks Rank. It rates each stock on their combined weighted styles, which helps narrow down the companies with the most attractive value, best growth forecast, and most promising momentum.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
Investors can count on the Zacks Rank's success, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988, more than double the S&P 500's performance. But the model rates a large number of stocks, and there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
With more than 800 top-rated stocks to choose from, it can certainly feel overwhelming to pick the ones that are right for you and your investing journey.
That's where the Style Scores come in.
To have the best chance of big returns, you'll want to always consider stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B, which will give you the highest probability of success. If you're looking at stocks with a #3 (Hold) rank, it's important they have Scores of A or B as well to ensure as much upside potential as possible.
The direction of a stock's earnings estimate revisions should always be a key factor when choosing which stocks to buy, since the Scores were created to work together with the Zacks Rank.
Here's an example: a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one with Style Scores of A and B, still has a downward-trending earnings outlook, and a bigger chance its share price will decrease too.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Estee Lauder (EL - Free Report) New York-based The Estee Lauder Companies Inc. is one of the world's leading manufacturers and marketers of skin care, makeup, fragrance and hair care products. The company’s products are sold through department stores, mass retailers, company-owned retail stores, hair salons and travel-related establishments.
EL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. EL has a Momentum Style Score of A, and shares are up 14.2% over the past four weeks.
For fiscal 2027, 11 analysts revised their earnings estimate upwards in the last 60 days, and the Zacks Consensus Estimate has increased $0.13 to $3.30 per share. EL boasts an average earnings surprise of +41.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, EL should be on investors' short list.
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced a global strategic partnership with Profound, the category-defining AI marketing platform, advancing its ambition to be prestige beauty's leader in AI-native discovery. The partnership will provide the company with visibility into how its full portfolio of brands is represented across leading generative AI platforms, as well as opportunities to optimize that representation. This partnership establishes the com.
The Estée Lauder Companies Inc. (EL) Barclays 19th Annual Global Consumer Staples Conference September 9, 2026 10:30 AM EDT
Company Participants
Stephane de la Faverie - CEO, President & Director
Akhil Shrivastava - Executive VP & CFO
Conference Call Participants
Lauren Lieberman - Barclays Bank PLC, Research Division
Presentation
Lauren Lieberman
Barclays Bank PLC, Research Division
Next up this morning, we are pleased to welcome back Estee Lauder's President and CEO, Stephane de la Faverie; and Executive Vice President and CFO, Akhil Shrivastava. Stephane is going to first take you through a short presentation, and then we'll do Q&A, and Stephane and Akhil will both join me for that. Thank you.
Stephane de la Faverie
CEO, President & Director
Okay. Good morning, and thank you very much, Lauren. Akhil and I are very grateful to Barclays for hosting us again like 12 months after and to be back on stage and having the opportunity to share some of the updates as we are kicking off our fiscal '27 fiscal year. Many of you know The Estee Lauder Companies, hopefully, maybe some of you are new to the story. So I'll just take a few minutes to highlight a little bit where we are in our turnaround and the momentum that we are seeing. I need to do -- remind me to just do that. So the team remind me, I have to say that kindly note that the information on this slide regarding forward-looking statements and non-GAAP disclosure, which applies to this presentation as well as Q&A with Lauren. So I have to say it. It's not the most glamorous things to do, but now it's done.
Okay. So it's been really an exciting and busy 12 months since we were on stage here like last year. And last year, when we were
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced expanded leadership roles for two members of its Executive Team. Brian Franz has been appointed Chief Technology & Transformation Officer, expanding his responsibilities to include leading the company's enterprise-wide transformation. Amber English has been named President, Digital & Online, The Americas and Global Amazon Lead, assuming new enterprise-wide responsibility for The Estée Lauder Companies'.
NEOS Investment Management LLC boosted its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 14.0% during the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 40,191 shares of the company’s stock after buying an additional 4,932 shares during the period. NEOS Investment Management LLC’s holdings in Estee Lauder Companies were worth $3,173,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. REAP Financial Group LLC purchased a new stake in Estee Lauder Companies in the fourth quarter valued at approximately $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new stake in shares of Estee Lauder Companies in the 4th quarter valued at $27,000. DV Equities LLC acquired a new position in Estee Lauder Companies during the 4th quarter worth about $36,000. Trust Co. of Vermont purchased a new position in Estee Lauder Companies during the 2nd quarter valued at about $28,000. Finally, Kozak & Associates Inc. acquired a new position in Estee Lauder Companies in the 2nd quarter valued at about $30,000. 55.15% of the stock is owned by institutional investors and hedge funds.
Insider Activity In related news, VP Rashida La Lande sold 7,766 shares of the company’s stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the sale, the vice president directly owned 14,357 shares of the company’s stock, valued at $1,483,365.24. This represents a 35.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 13.05% of the company’s stock.
Analysts Set New Price Targets Several research firms have recently commented on EL. Piper Sandler raised their price objective on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the company an “overweight” rating in a research note on Thursday, August 20th. Morgan Stanley boosted their price target on shares of Estee Lauder Companies from $90.00 to $102.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 20th. The Goldman Sachs Group increased their price objective on Estee Lauder Companies from $100.00 to $112.00 and gave the company a “buy” rating in a research note on Thursday, August 20th. Wells Fargo & Company boosted their target price on Estee Lauder Companies from $85.00 to $104.00 and gave the stock an “equal weight” rating in a research note on Thursday, August 20th. Finally, UBS Group increased their price target on Estee Lauder Companies from $86.00 to $106.00 and gave the company a “neutral” rating in a research report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $104.67. Read Our Latest Research Report on Estee Lauder Companies
Estee Lauder Companies Stock Down 0.0% Estee Lauder Companies stock opened at $103.81 on Tuesday. The stock has a market cap of $37.56 billion, a PE ratio of 211.86, a P/E/G ratio of 1.20 and a beta of 1.28. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. The stock’s fifty day moving average is $89.04 and its two-hundred day moving average is $86.16. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64.
Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.07. The business had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.55 billion. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The business’s quarterly revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the company earned $0.09 EPS. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, sell-side analysts expect that The Estee Lauder Companies Inc. will post 3.3 EPS for the current fiscal year.
Estee Lauder Companies Announces Dividend The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.3%. The ex-dividend date is Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is currently 285.71%.
(Free Report)
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.
Read More Five stocks we like better than Estee Lauder Companies 3 Under-the-Radar Defense Stocks With Record Backlogs This Korea ETF Has Soared, But the Rally May Not Be Over Why Guidewire’s Post-Earnings Plunge May Not Last Ride-Share Reckoning: Tesla Drives Into Uber’s Lane
Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation. We would handle any matter on a contingent fee basis, whereby you would not be responsible for out-of-pocket payment of our legal fees or expenses.
Shareholders should contact the firm immediately as there may be limited time to enforce your rights.
, /PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating whether certain officers and directors of The Estee Lauder Companies, Inc. (NYSE: EL) breached their fiduciary duties to shareholders.
If you currently own Estee Lauder stock and are a long-term shareholder, you may be able to seek corporate governance reforms, the return of funds back to the company, a court-approved financial incentive award, or other relief and benefits. Please click here to learn more about your legal rights and options or contact Daniel Sadeh or Zachary Halper at (212) 763-0060 or [email protected] or [email protected].
Why Your Participation Matters:
Shareholder involvement can help improve a company's policies, practices, and oversight mechanisms to create a more transparent, accountable, and effectively managed organization, which can enhance shareholder value.
Halper Sadeh LLC represents investors all over the world who have fallen victim to securities fraud and corporate misconduct. Our attorneys have been instrumental in implementing corporate reforms and recovering millions of dollars on behalf of defrauded investors.
Attorney Advertising. Prior results do not guarantee a similar outcome.
Contact Information:
Halper Sadeh LLC
One World Trade Center
85th Floor
New York, NY 10007
Daniel Sadeh, Esq.
Zachary Halper, Esq.
(212) 763-0060
[email protected]
[email protected]
https://www.halpersadeh.com
NEW YORK--(BUSINESS WIRE)--Stéphane de La Faverie, President and Chief Executive Officer, and Akhil Shrivastava, Executive Vice President, Chief Financial Officer, of The Estée Lauder Companies Inc. (NYSE: EL) will speak at the Barclays Annual Global Consumer Conference in Boston on Wednesday, September 9, 2026, at 10:30 a.m. ET. Interested parties can access the live webcast of the fireside chat on Wednesday, September 9th from 10:30 a.m. – 11:05 a.m. ET at http://www.elcompanies.com/investors.
The EstÃe Lauder Companies Inc. (NYSE: EL) today announced several brand leadership appointments following the upcoming retirement of Sandra Main, Global Brand
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced several brand leadership appointments following the upcoming retirement of Sandra Main, Global Brand President, La Mer and Skin Care Brands. Justin Boxford will assume the newly established role of Global President, Luxury Beauty Brands, expanding his portfolio to include La Mer alongside Estée Lauder, AERIN, Darphin Paris and Lab Series. Justin brings extensive experience with La Mer, having led the brand fro.
For new and old investors, taking full advantage of the stock market and investing with confidence are common goals. Zacks Premium provides lots of different ways to do both.
The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.
Zacks Premium also includes the Zacks Style Scores.
What are the Zacks Style Scores? Developed alongside the Zacks Rank, the Zacks Style Scores are a group of complementary indicators that help investors pick stocks with the best chances of beating the market over the next 30 days.
Based on their value, growth, and momentum characteristics, each stock is assigned a rating of A, B, C, D, or F. The better the score, the better chance the stock will outperform; an A is better than a B, a B is better than a C, and so on.
The Style Scores are broken down into four categories:
Value ScoreValue investors love finding good stocks at good prices, especially before the broader market catches on to a stock's true value. Utilizing ratios like P/E, PEG, Price/Sales, Price/Cash Flow, and many other multiples, the Value Style Score identifies the most attractive and most discounted stocks.
Growth ScoreGrowth investors, on the other hand, are more concerned with a company's financial strength and health, and its future outlook. The Growth Style Score examines things like projected and historic earnings, sales, and cash flow to find stocks that will experience sustainable growth over time.
Momentum ScoreMomentum trading is all about taking advantage of upward or downward trends in a stock's price or earnings outlook, and these investors live by the saying "the trend is your friend." The Momentum Style Score can pinpoint good times to build a position in a stock, using factors like one-week price change and the monthly percentage change in earnings estimates.
VGM ScoreIf you want a combination of all three Style Scores, then the VGM Score will be your friend. It rates each stock on their combined weighted styles, helping you find the companies with the most attractive value, best growth forecast, and most promising momentum. It's also one of the best indicators to use with the Zacks Rank.
How Style Scores Work with the Zacks Rank The Zacks Rank, which is a proprietary stock-rating model, employs earnings estimate revisions, or changes to a company's earnings expectations, to make building a winning portfolio easier.
It's highly successful, with #1 (Strong Buy) stocks producing an unmatched +23.8% average annual return since 1988. That's more than double the S&P 500. But because of the large number of stocks we rate, there are over 200 companies with a Strong Buy rank, plus another 600 with a #2 (Buy) rank, on any given day.
But it can feel overwhelming to pick the right stocks for you and your investing goals with over 800 top-rated stocks to choose from.
That's where the Style Scores come in.
To maximize your returns, you want to buy stocks with the highest probability of success. This means picking stocks with a Zacks Rank #1 or #2 that also have Style Scores of A or B. If you find yourself looking at stocks with a #3 (Hold) rank, make sure they have Scores of A or B as well to ensure as much upside potential as possible.
Since the Scores were created to work together with the Zacks Rank, the direction of a stock's earnings estimate revisions should be a key factor when choosing which stocks to buy.
For instance, a stock with a #4 (Sell) or #5 (Strong Sell) rating, even one that boasts Scores of A and B, still has a downward-trending earnings forecast, and a much greater likelihood its share price will decline as well.
Thus, the more stocks you own with a #1 or #2 Rank and Scores of A or B, the better.
Stock to Watch: Estee Lauder (EL - Free Report) New York-based The Estee Lauder Companies Inc. is one of the world's leading manufacturers and marketers of skin care, makeup, fragrance and hair care products. The company’s products are sold through department stores, mass retailers, company-owned retail stores, hair salons and travel-related establishments.
EL is a #3 (Hold) on the Zacks Rank, with a VGM Score of B.
Momentum investors should take note of this Consumer Staples stock. EL has a Momentum Style Score of A, and shares are up 23.2% over the past four weeks.
10 analysts revised their earnings estimate upwards in the last 60 days for fiscal 2027. The Zacks Consensus Estimate has increased $0.12 to $3.30 per share. EL boasts an average earnings surprise of +41.4%.
With a solid Zacks Rank and top-tier Momentum and VGM Style Scores, EL should be on investors' short list.
Shares of beauty giant The Estee Lauder Companies (EL -1.90%) rallied 11.8% this week through Thursday, according to data from S&P Global Market Intelligence.
Estee Lauder reported fiscal fourth quarter earnings this week that blew past analyst estimates. Furthermore, the company gave optimistic guidance for the fiscal year ahead.
Estee Lauder's stock has been punished thoroughly in recent years, down about 70% over the past five years, even after this week's move. However, the long grind of Estee Lauder's turnaround plan appears to be gaining traction.
Today's Change
(
-1.90
%) $
-1.86
Current Price
$
96.15
Estee's beautiful quarter In the fourth quarter, revenue increased 6.5% to $3.63 billion, with adjusted (non-GAAP) earnings per share up 333% off a low base to $0.39. Both figures handily beat analyst expectations. Furthermore, both top-line growth and profit margins accelerated relative to recent quarters.
Estee Lauder appears to be executing well on its "Profit, Recovery, and Growth Plan" (PRGP), under which the company is cutting costs aggressively to fund customer-facing investments. Management noted that the company had achieved $1.2 billion in cost cuts to date, which was at the high end of the previous guidance range. That enabled a 1.5-percentage-point improvement in gross margins, despite inflation and tariffs. With the savings, management noted it had increased "customer-facing investments" by 7% in the prior 12 months.
For the year ahead, management expects growth and margin expansion to continue. While the company guided only to an organic revenue growth range of 3% to 5%, management also forecast adjusted operating margins for the upcoming year to land between 12.7% and 13.5%, up from the prior forecast, leading to adjusted EPS between $3.10 and $3.55, which would amount to between 24% and 34% EPS growth.
Image source: Getty Images.
A good start, but the next year is priced in No doubt, this week's earnings report was a good sign for Estee Lauder shareholders. However, as stated above, the stock is still down 70% over the past five years, and it will take considerably more growth for the company to regain those levels. Even with the better-than-expected guidance, Estee Lauder's stock still trades at nearly 30 times the midpoint of forward guidance.
Therefore, it seems like the market is already anticipating even greater earnings growth for the luxury stock beyond the upcoming year. Given that Estee Lauder's top-line growth is still only in the mid-single digits, the stock seems more like a "hold" than a "buy" at this level.
Key Takeaways Este Lauder guides for 3%-5% organic sales growth and a 12.7%-13.5% adjusted operating margin.Early innovation, travel retail shipments and a lower prior-year base should lift first-half growth.North America and Makeup are key fiscal 2027 priorities, alongside tighter M&A and deleveraging. The Estée Lauder Companies Inc. (EL - Free Report) used its fiscal 2026 fourth-quarter call to frame fiscal 2027 around broader growth and higher profitability after restructuring approvals were completed.
Fiscal 2027 guidance pairs 3% to 5% organic sales growth with a higher adjusted operating margin range of 12.7% to 13.5%, with North America, Makeup and early-year innovation in focus.
EL Raises the Margin Bar for Fiscal 2027Executive vice president and CFO Akhil Shrivastava said the higher margin outlook reflects fiscal 2026 strength, optimization of non-consumer-facing expenses and modest gross margin expansion. The prior preliminary range was 12.5% to 13.0%.
Fourth-quarter adjusted earnings were 39 cents per share, above the Zacks Consensus Estimate of 32 cents for a 21.90% surprise. Revenues were $3.627 billion, up 6%, and exceeded the consensus by 2.20%.
A Deutsche Bank analyst asked what changed since May. CFO Shrivastava said SG&A opportunities emerged after PRGP approvals were completed, while the full run-rate benefit of savings will extend into fiscal 2028.
Estée Lauder Front-Loads the Growth PlanCFO Shrivastava said organic sales growth should be stronger in the first half than the second, reflecting more early innovation, improving travel retail shipments and a lower prior-year shipment base.
President and CEO Stéphane de La Faverie said fiscal 2027 growth should be more diversified across categories, geographies and channels. He expects continued Fragrance and Skin Care growth and a return to growth in Makeup.
CEO De La Faverie said innovation should rise 200 to 250 basis points as a percentage of sales in fiscal 2027, led by Skin Care, while One ELC supports faster execution.
EL Defends Travel Retail DisciplineA Barclays analyst questioned how much the outlook depends on travel retail shipment timing. CEO De La Faverie said inventories are in a good position and EL is shipping to demand.
CEO De La Faverie added that global travel retail returned to positive retail growth in June and July, with Hainan posting double-digit growth in the fourth quarter. Travel retail represented approximately 15% of fiscal 2026 sales.
A Wells Fargo analyst asked how EL manages mainland China and Asia travel retail together. CEO De La Faverie described coordinated leadership and launch planning, including alignment around major shopping events.
Estée Lauder Pushes North America and MakeupCEO De La Faverie said North America is a fiscal 2027 focus after returning to organic growth in the fourth quarter. He described the improvement as retail-driven and highlighted continued U.S. volume-share gains.
An Oppenheimer analyst asked about confidence in a Makeup recovery. CFO Shrivastava said Makeup is EL's second-largest category and should improve in both sales trends and profitability.
CEO De La Faverie tied that recovery to specialty-multi distribution, social commerce, faster innovation and pruning lower-productivity doors. He highlighted M·A·C's U.S. channel expansion and new lip innovation.
EL Keeps M&A Narrow and Cash Priorities ClearCEO De La Faverie said EL will not pursue transformational deals for the foreseeable future. Core growth remains the focus, while minority investments and single-brand transactions can still fit the portfolio strategy.
On capital allocation, CFO Shrivastava told a Raymond James analyst that deleveraging remains the priority after funding capital expenditures and the dividend. Fiscal 2027 operating cash flow is expected at $1.3 billion to $1.4 billion.
CFO Shrivastava said higher restructuring payments and working capital needs will weigh on operating cash flow, while capital expenditures should be approximately 4% of sales. Most PRGP cash payments are expected to be behind EL after fiscal 2027.
Estée Lauder Enters Fiscal 2027 LeanerCEO De La Faverie said Beauty Reimagined and One ELC are intended to convert a leaner cost base into faster execution, more innovation and stronger sales leverage. He emphasized core business growth over large-scale M&A.
CFO Shrivastava's message centered on completing the PRGP savings ramp, reinvesting in growth and improving profitability across categories and regions.
EL's Zacks Rank and Style ScoresEL currently carries a Zacks Rank #3 (Hold), with a Value Score of D, Growth Score of B, Momentum Score of B and VGM Score of B. You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Under the Zacks framework, B grades are favorable, while D is comparatively weaker.
The mix points to stronger growth and momentum characteristics than value characteristics, but the Zacks Rank is not in the #1 or #2 tier that Style Scores are designed to complement most effectively. The Zacks Rank can change as earnings estimates are revised after the just-reported results.
Estee Lauder Companies Inc (NYSE:EL) on Wednesday reported better-than-expected fourth-quarter financial results and issued its FY27 sales guidance with its midpoint above estimates.
Adjusted earnings were 39 cents per share, beating the analyst estimate of 32 cents. The Middle East conflict reduced adjusted earnings by 5 cents per share. However, tariff refunds provided a 7-cent benefit.
Sales rose 6% year over year to $3.63 billion, beating the $3.54 billion analyst estimate. Organic net sales increased 5%.
For fiscal 2027, Estée Lauder expects adjusted earnings of $3.10 to $3.35 per share, compared with the $3.18 analyst estimate. The company affirmed its organic net sales growth outlook of 3% to 5%. It expects stronger growth in the first half, helped by earlier product launches, higher travel retail shipments and easier comparisons.
Estée Lauder projects fiscal 2027 sales of $15.50 billion to $15.80 billion, compared with the $15.56 billion analyst estimate.
Latest Private Market Opportunities
Join 400,000+ Investors
“I am incredibly proud of our team for delivering fiscal 2026 results ahead of the expectations we had to start the year. We reignited growth with organic sales rising 3%, driven by the breadth of growth across brands, and achieved significant operating margin expansion,” said Stéphane de La Faverie, President and CEO. “We ended the year on a high note, as organic sales growth accelerated to 5% for our fourth consecutive quarter of growth and stronger profitability. We are delivering on all aspects of Beauty Reimagined. Our One ELC operating model is increasingly enabling the entire organization to move at speed and with discipline.”
Estee Lauder shares fell 0.5% to trade at $97.57 on Thursday.
These analysts made changes to their price targets on Estee Lauder following earnings announcement.
RBC Capital analyst Nik Modi maintained the stock with an Outperform rating and raised the price target from $111 to $120. B. Riley Securities analyst Anna Glaessgen reiterated the stock with a Neutral and raised the price target from $85 to $100. TD Cowen analyst Oliver Chen maintained the stock with a Hold and boosted the price target from $90 to $100. Wells Fargo analyst Christopher Carey maintained the stock with an Equal-Weight rating and raised the price target from $85 to $104. Piper Sandler analyst Anna Andreeva maintained the stock with an Overweight rating and raised the price target from $95 to $115. Considering buying EL stock? Here’s what analysts think:
Photo via Shutterstock
Market News and Data brought to you by Benzinga APIs
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.
The Estee Lauder Companies Inc. (NYSE:EL – Get Free Report) was the recipient of some unusual options trading activity on Wednesday. Traders purchased 7,138 call options on the company. This is an increase of approximately 46% compared to the average daily volume of 4,904 call options.
Analyst Upgrades and Downgrades EL has been the topic of a number of analyst reports. Canaccord Genuity Group increased their target price on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a research report on Monday, May 4th. TD Cowen lifted their price target on shares of Estee Lauder Companies from $85.00 to $90.00 and gave the company a “hold” rating in a research report on Tuesday, July 21st. Sanford C. Bernstein assumed coverage on Estee Lauder Companies in a research report on Friday, June 12th. They set a “market perform” rating and a $82.00 price target on the stock. Telsey Advisory Group lowered their price objective on Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a research note on Monday, May 4th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $111.00 price objective on shares of Estee Lauder Companies in a report on Monday. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $96.84.
Check Out Our Latest Stock Analysis on Estee Lauder Companies
Estee Lauder Companies Price Performance EL stock opened at $98.10 on Thursday. The company’s 50-day moving average price is $84.40 and its two-hundred day moving average price is $86.67. The firm has a market cap of $35.49 billion, a P/E ratio of -140.15, a P/E/G ratio of 0.66 and a beta of 1.25. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71. Estee Lauder Companies has a 12 month low of $66.22 and a 12 month high of $121.64. Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The company had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. During the same quarter in the prior year, the firm posted $0.09 EPS. The firm’s quarterly revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, analysts anticipate that Estee Lauder Companies will post 2.41 earnings per share for the current fiscal year.
Estee Lauder Companies Announces Dividend The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date is Monday, August 31st. Estee Lauder Companies’s payout ratio is currently -200.00%.
Key Estee Lauder Companies News Here are the key news stories impacting Estee Lauder Companies this week:
Positive Sentiment: Fiscal fourth-quarter adjusted earnings were $0.39 per share, above the $0.32 analyst consensus and up sharply from $0.09 a year earlier. Revenue rose approximately 6% year over year to $3.64 billion, exceeding expectations of $3.55 billion. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Year over Year Positive Sentiment: Management affirmed fiscal 2027 organic sales-growth guidance of 3% to 5% and raised its adjusted operating-margin outlook to 12.7%–13.5%, signaling stronger profitability. Fiscal 2027 revenue is projected at $15.5 billion–$15.8 billion, while adjusted EPS guidance of $3.10–$3.35 brackets the $3.18 consensus estimate. Estee Lauder Forecasts Annual Profit Above Estimates on Strong China Demand Positive Sentiment: Growth was broad-based across regions, with particular investor focus on resilient China demand, premium fragrances and improving Skin Care performance. CEO Stéphane de la Faverie said the company has “great momentum” and is expanding margins. Estée Lauder CEO Says Growth Is Back Positive Sentiment: The restructuring program is reportedly outperforming expectations, with benefits at the high end of the prior target range and an estimated net workforce reduction of roughly 10,000 positions. Investors view the cost savings as supportive of the margin recovery. Institutional Investors Weigh In On Estee Lauder Companies Large investors have recently modified their holdings of the business. REAP Financial Group LLC acquired a new position in shares of Estee Lauder Companies during the 4th quarter worth $27,000. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna bought a new stake in shares of Estee Lauder Companies during the 4th quarter worth $27,000. N.E.W. Advisory Services LLC boosted its stake in Estee Lauder Companies by 39.1% in the fourth quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock valued at $34,000 after buying an additional 91 shares in the last quarter. DV Equities LLC acquired a new stake in Estee Lauder Companies in the fourth quarter valued at about $36,000. Finally, Trust Co. of Vermont bought a new position in Estee Lauder Companies in the second quarter valued at about $28,000. Institutional investors and hedge funds own 55.15% of the company’s stock.
(Get Free Report)
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.
See Also Five stocks we like better than Estee Lauder Companies Bloom Energy’s AI Surge Meets a Valuation Reality Check Target Is Winning Shoppers Back—Can the Rally Reach $180? IonQ’s Space Contract Points to a New Frontier for Quantum Investors Is Apple’s AI Strategy Smarter Than Skeptics Think? Receive News & Ratings for Estee Lauder Companies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Estee Lauder Companies and related companies with MarketBeat.com's FREE daily email newsletter.
Shares of Estée Lauder (EL +16.30%) leaped on Wednesday after the skincare, makeup, and fragrance purveyor highlighted the progress of its turnaround strategy.
Image source: Getty Images.
Accelerating growth Estée Lauder's net sales grew 6% year over year to $3.6 billion in its fiscal 2026 fourth quarter, which ended on June 30.
The gains were broad-based. The cosmetics supplier saw growth in all its major geographic regions, including key markets in China, Japan, Korea, Western Europe, and the U.S.
Estée Lauder is also expanding its presence on e-commerce sites and social media platforms, such as TikTok.
"We ended the year on a high note, as organic sales growth accelerated to 5% for our fourth consecutive quarter of growth and stronger profitability," CEO Stéphane de La Faverie said.
Today's Change
(
16.30
%) $
13.74
Current Price
$
98.01
Estée Lauder's profit recovery plan is bearing fruit. The company's restructuring efforts helped to boost its full-year gross margin and adjusted operating margin by 1.5 and 3.2 percentage points, respectively, in fiscal 2026.
All told, Estée Lauder's fourth-quarter adjusted earnings per share checked in at $0.39, up from $0.09 in the year-ago period. That topped Wall Street's estimates, which called for per-share profits of $0.32.
Profit margins should continue to improve Looking ahead to fiscal 2027, Estée Lauder projects full-year organic net sales growth of 3% to 5%.
Management also raised its adjusted operating margin target range to 12.7%-13.5%, up from a prior forecast of 12.5%-13%.
Joe Tenebruso has no position in any of the stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy.
Key Takeaways EL's Q4 sales rose 6% to $3.63B, while adjusted EPS climbed to 39 cents from 9 cents. Skin Care and Fragrance sales rose 9% and 10%, respectively, while Hair Care declined 1%. EL expects fiscal 2027 organic sales growth of 3-5% and adjusted EPS of $3.10-$3.35. The Estee Lauder Companies Inc. (EL - Free Report) reported fourth-quarter fiscal 2026 results, wherein both top and bottom lines beat the Zacks Consensus Estimate and increased year over year.
Adjusted earnings of 39 cents per share beat the Zacks Consensus Estimate of 32 cents in the fiscal fourth quarter. The bottom line increased from 9 cents in the year-ago quarter.
The company's quarterly net sales of $3,627 million beat the Zacks Consensus Estimate of $3,551 million. The top line increased 6% year over year. Organic net sales increased 5% to reach $3,590 million.
EL's Category-Wise Q4 Revenue ResultsSkin Care sales increased 9% year over year to $1,853 million, with organic sales up 7%. Fragrance sales rose 10% to $618 million, with organic sales also up 10%.
Makeup sales increased 3% to $1,010 million, while organic sales rose 2%. Hair Care sales slipped 1% to $140 million, with the same decline organically.
Other sales fell 5% to $19 million. Among the four core categories, Skin Care, Makeup and Fragrance grew, while Hair Care declined.
EL's Q4 Regional Revenue ResultsThe Americas generated net sales of $995 million, up 6% on a reported basis and 5% organically. Asia/Pacific net sales climbed 7% to $970 million and rose 9% organically. Mainland China sales advanced 12% to $824 million, with organic growth of 7%. EUKEM sales increased 3% to $851 million and rose 1% organically.
EL’s Q4 Margin Breakdown: Key InsightsAdjusted gross profit increased 12% year over year to $2,750 million. Adjusted gross margin reached 75.5%, up from 72% in the prior-year quarter.
Adjusted operating income rose 95% to $267 million from $137 million.
EL’s Financial Health SnapshotThe company exited the quarter with cash and cash equivalents of $3,498 million, long-term debt of $6,803 million and total equity of $3,806 million. The net cash flow provided for operating activities for the 12 months ended June 30, 2026, was $1,773 million. Capital expenditures during this time amounted to $457 million.
EL’s Restructuring Program of PRGPThe company recognized $0.3 billion of restructuring charges in the fiscal fourth quarter and $0.8 billion for fiscal 2026, bringing cumulative Profit Recovery and Growth Plan (“PRGP”) restructuring charges to $1.4 billion. Approvals for restructuring initiatives were concluded as of June 30, 2026. Consumer-facing investments increased 7% in the fiscal fourth quarter and full year.
Once fully implemented, the restructuring program is expected to deliver about $1.2 billion in annual gross benefits. Estee Lauder also expects a final net reduction of roughly 10,000 positions, while total restructuring and other charges are projected to finish slightly above the high end of the previously announced $1.5-$1.7 billion range. The program is still expected to be substantially completed in fiscal 2027.
What to Expect From EL in Fiscal 2027?For fiscal 2027, EL expects organic net sales growth guidance of 3-5% and adjusted operating margin outlook of 12.7-13.5%.
Adjusted earnings are projected at $3.10-$3.35 per share, representing growth of 24-34%. The company expects continued growth in Fragrance and Skin Care and a return to growth in Makeup.
This Zacks Rank #3 (Hold) stock has gained 10.7% in the past three months compared with the industry’s growth of 18%.
Image Source: Zacks Investment Research
Stocks to ConsiderFive Below, Inc. (FIVE - Free Report) operates as a specialty value retailer in the United States and currently holds a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
The Zacks Consensus Estimate for Five Below’s current fiscal-year sales and earnings calls for growth of 15.1% and 36.1%, respectively, from the year-ago reported numbers. FIVE delivered a trailing four-quarter earnings surprise of 70.1%, on average.
Dollar Tree Inc. (DLTR - Free Report) is an operator of discount variety stores offering a broad assortment of everyday consumables and discretionary merchandise. The company currently carries a Zacks Rank of 2. DLTR delivered a trailing four-quarter earnings surprise of 32.1%, on average.
The Zacks Consensus Estimate for Dollar Tree’s current fiscal-year sales and EPS indicates growth of 6.5% and 21.7%, respectively, from the year-ago reported numbers.
Dollar General Corporation (DG - Free Report) is one of the largest discount retailers in the United States, selling low-priced merchandise, typically $10 or less. The company currently has a Zacks Rank of 2. DG delivered a trailing four-quarter earnings surprise of 21%, on average.
The Zacks Consensus Estimate for Dollar General’s current fiscal-year sales and EPS is expected to rise 3.9% and 7.6%, respectively, from the year-ago reported figures.
For the quarter ended June 2026, Estee Lauder (EL - Free Report) reported revenue of $3.63 billion, up 6.3% over the same period last year. EPS came in at $0.39, compared to $0.09 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $3.55 billion, representing a surprise of +2.15%. The company delivered an EPS surprise of +21.88%, with the consensus EPS estimate being $0.32.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Estee Lauder performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Net Sales- The Americas: $995 million versus $952.94 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.Net Sales- Mainland China: $824 million versus the five-analyst average estimate of $780.77 million.Net Sales- Asia/Pacific: $970 million compared to the $947.45 million average estimate based on five analysts.Net Sales- Europe, the United Kingdom and Ireland and Emerging Markets: $851 million versus the five-analyst average estimate of $847.94 million.Net Sales- Skin Care: $1.85 billion versus the three-analyst average estimate of $1.79 billion. The reported number represents a year-over-year change of +8.7%.Net Sales- Makeup: $1.01 billion versus $992.99 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.9% change.Net Sales- Other: $19 million versus $21.28 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -5% change.Net Sales- Hair Care: $140 million versus $146.75 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -0.7% change.Net Sales- Fragrance: $618 million versus the three-analyst average estimate of $564.7 million. The reported number represents a year-over-year change of +10.4%.Operating Income (Loss)- Skin Care: $331 million versus the two-analyst average estimate of $180.93 million.Operating Income (Loss)- Makeup: $-70 million versus the two-analyst average estimate of $23.18 million.Operating Income (Loss)- Other: $19 million versus $30.74 million estimated by two analysts on average.View all Key Company Metrics for Estee Lauder here>>>
Shares of Estee Lauder have returned +2.3% over the past month versus the Zacks S&P 500 composite's +3.3% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
Estee Lauder Companies Inc (NYSE:EL, XETRA:ELAA) shares jumped more than 15% on Wednesday after the beauty group posted fourth-quarter results that beat Wall Street estimates and raised its profit margin outlook for fiscal 2027.
The company reported revenue of $3.6 billion for its fiscal fourth quarter, up 6% year-over-year and ahead of analyst estimates of $3.54 billion. Adjusted earnings per share came in at $0.39, double the year-ago figure, while adjusted operating income rose 95% to $267 million.
Organic net sales climbed 5% in the quarter to $3.6 billion, and gross margin reached 75.5%.
By category, skin care revenue rose 9% to $1.9 billion and fragrance grew 10% to $618 million. Makeup revenue increased 3% to $1 billion, while hair care slipped 1% to $140 million.
For fiscal 2027, Estée Lauder guided adjusted EPS of $3.10 to $3.35, above the consensus estimate of $3.18. The company reaffirmed its organic net sales growth outlook of 3% to 5% and raised its adjusted operating margin guidance to a range of 12.7% to 13.5%, up from a prior forecast of 12.5% to 13%.
According to Jefferies, management expects makeup to return to growth in fiscal 2027 after trailing estimates in the fourth quarter, while skin care and fragrance came in above expectations. The bank noted that travel retail trends are improving heading into the new fiscal year and that the company does not expect the Middle East conflict to materially affect fiscal 2027 results.
No Investment Advice
Proactive Investors is a publisher of financial news and information. No content in this record, or published on the Proactive Investors website (the "Site"), constitutes a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable or advisable for any specific person. No content is tailored to any specific person's needs, objectives, or financial situation.
Proactive Investors is not a registered investment adviser or broker-dealer and does not provide personalized investment advice. Nothing in this record constitutes investment advice or a recommendation to buy, hold, or sell any security. None of the information providers or their affiliates will advise you personally concerning the nature, potential, advisability, value, or suitability of any particular security, portfolio, transaction, or investment strategy. Any decision to buy, sell, or hold a security should be made only after consulting an appropriately qualified, licensed financial adviser and reading all relevant offering documentation.
This record, and any record we publish by or on behalf of our clients, should not be construed as an offer or solicitation to buy or sell any product or security. Our content is independent financial journalism, produced in a neutral, objective style with full source attribution.
In accordance with the Federal Trade Commission's guidelines on material connections, Proactive Investors discloses the following: we may receive cash or, in some cases, equity compensation from companies whose news is distributed through our platform. This compensation is for news distribution and media services, not for editorial content or coverage decisions. Where Proactive Investors has a commercial relationship with a company covered in this record, that relationship is disclosed within the article. Any such relationship does not determine, influence, or shape the editorial content produced. Where we receive equity compensation, such securities are held independently by a third-party broker and sold at the broker's discretion.
The Site may contain opinions from time to time regarding securities mentioned in other products, including company-related products, and those opinions may differ from those obtained through another Proactive Investors product. Opinions and commentary reflect the views of the named author at the time of writing and are subject to change without notice.
Price and other data is supplied by sources believed to be reliable. Any calculations are made using such data. Neither the data nor the calculations are guaranteed by those sources, by Proactive Investors, by the information providers, or by any other person or entity, and may not be complete or accurate.
From time to time, reference may be made in our marketing materials to previously published articles or opinions. Such references may be selective, may reference only a portion of an article, and are likely not to be current. As markets change continuously, previously published information and data may not be current and should not be relied upon.
The Estée Lauder Companies Inc. delivered a strong Q4, signaling progress in its turnaround with mid single-digit organic sales growth and expanding margins. EL's FY revenue reached $15.05B (+5%), beating expectations, with Skin Care and Fragrance segments leading growth, despite ongoing headwinds in Hair Care and Makeup. Management guides for continued improvement: 3–5% organic growth and 13.5% adj. op. margin by FY 2027, suggesting structural gains from brand and cost initiatives.
