Estée Lauder Companies’ (EL) Market Perform Rating Reiterated at Telsey Advisory Group

Telsey Advisory Group restated their market perform rating on shares of Estée Lauder Companies (NYSE:EL) in a research note released on Tuesday,Benzinga reports. The firm currently has a $76.00 target price on the stock. Telsey Advisory Group also issued estimates for Estée Lauder Companies’ Q4 2025 earnings at $0.29 EPS, FY2025 earnings at $1.36 EPS, Q1 2026 earnings at $0.45 EPS, Q2 2026 earnings at $0.64 EPS, Q3 2026 earnings at $0.52 EPS and FY2026 earnings at $2.19 EPS.

A number of other brokerages have also weighed in on EL. Citigroup lowered Estée Lauder Companies from a “buy” rating to a “neutral” rating and lowered their price objective for the company from $105.00 to $80.00 in a research note on Thursday, October 31st. DA Davidson reissued a “buy” rating and set a $81.00 price target on shares of Estée Lauder Companies in a research report on Wednesday, January 22nd. Piper Sandler upped their price target on shares of Estée Lauder Companies from $91.00 to $98.00 and gave the company an “overweight” rating in a report on Wednesday, January 29th. The Goldman Sachs Group decreased their price objective on shares of Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating for the company in a report on Friday, November 1st. Finally, Royal Bank of Canada restated an “outperform” rating and issued a $100.00 target price on shares of Estée Lauder Companies in a research note on Friday, January 31st. Twenty analysts have rated the stock with a hold rating and four have issued a buy rating to the company’s stock. According to data from MarketBeat.com, Estée Lauder Companies currently has an average rating of “Hold” and an average price target of $86.00.

Estée Lauder Companies Trading Down 2.4 %

NYSE EL opened at $64.34 on Tuesday. The stock has a market cap of $23.10 billion, a P/E ratio of 114.89, a PEG ratio of 5.89 and a beta of 1.03. The company’s fifty day simple moving average is $77.05 and its 200-day simple moving average is $83.39. The company has a current ratio of 1.32, a quick ratio of 0.90 and a debt-to-equity ratio of 1.44. Estée Lauder Companies has a 52 week low of $62.29 and a 52 week high of $159.54.

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

Estée Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be given a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 2.18%. The ex-dividend date is Friday, February 28th. Estée Lauder Companies’s dividend payout ratio (DPR) is -71.79%.

Insider Buying and Selling at Estée Lauder Companies

In other Estée Lauder Companies news, Director Paul J. Fribourg purchased 75,500 shares of the stock in a transaction dated Monday, November 18th. The shares were bought at an average cost of $64.93 per share, with a total value of $4,902,215.00. Following the completion of the acquisition, the director now owns 310,000 shares of the company’s stock, valued at approximately $20,128,300. This trade represents a 32.20 % increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 12.78% of the stock is owned by company insiders.

Hedge Funds Weigh In On Estée Lauder Companies

Large investors have recently bought and sold shares of the stock. Ameliora Wealth Management Ltd. bought a new position in shares of Estée Lauder Companies in the fourth quarter valued at approximately $29,000. Deseret Mutual Benefit Administrators raised its holdings in Estée Lauder Companies by 68.7% during the fourth quarter. Deseret Mutual Benefit Administrators now owns 388 shares of the company’s stock worth $29,000 after purchasing an additional 158 shares in the last quarter. Eagle Bay Advisors LLC lifted its position in Estée Lauder Companies by 297.0% in the fourth quarter. Eagle Bay Advisors LLC now owns 401 shares of the company’s stock worth $30,000 after purchasing an additional 300 shares during the period. Golden State Wealth Management LLC bought a new position in Estée Lauder Companies during the 4th quarter valued at $30,000. Finally, Ashton Thomas Securities LLC acquired a new position in shares of Estée Lauder Companies during the 3rd quarter valued at $31,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

About Estée Lauder Companies

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