Zacks Research Equities Analysts Boost Earnings Estimates for The Estée Lauder Companies Inc. (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) – Stock analysts at Zacks Research lifted their Q2 2025 earnings per share estimates for shares of Estée Lauder Companies in a research note issued on Wednesday, May 22nd. Zacks Research analyst A. Mohta now forecasts that the company will earn $1.15 per share for the quarter, up from their prior estimate of $1.03. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Estée Lauder Companies’ FY2025 earnings at $4.05 EPS, Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $1.44 EPS and FY2026 earnings at $5.36 EPS.

Several other research firms also recently issued reports on EL. Deutsche Bank Aktiengesellschaft reduced their price target on Estée Lauder Companies from $160.00 to $159.00 in a research note on Wednesday, May 1st. DA Davidson reaffirmed a “buy” rating and set a $191.00 price target on shares of Estée Lauder Companies in a research report on Monday, April 22nd. Bank of America raised shares of Estée Lauder Companies from a “neutral” rating to a “buy” rating and boosted their price objective for the company from $160.00 to $170.00 in a report on Thursday, March 28th. Telsey Advisory Group reaffirmed a “market perform” rating and set a $155.00 target price on shares of Estée Lauder Companies in a report on Wednesday, May 1st. Finally, Wells Fargo & Company boosted their price target on Estée Lauder Companies from $155.00 to $175.00 and gave the company an “overweight” rating in a research note on Tuesday, February 6th. Sixteen research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, Estée Lauder Companies has a consensus rating of “Hold” and a consensus target price of $160.92.

Estée Lauder Companies Price Performance

Estée Lauder Companies stock opened at $126.17 on Thursday. The company has a market capitalization of $45.24 billion, a price-to-earnings ratio of 70.88, a PEG ratio of 3.63 and a beta of 1.07. The company has a current ratio of 1.58, a quick ratio of 1.15 and a debt-to-equity ratio of 1.26. Estée Lauder Companies has a 12 month low of $102.22 and a 12 month high of $204.41. The stock’s 50 day moving average is $141.05 and its 200-day moving average is $138.45.

Estée Lauder Companies (NYSE:EL) last announced its earnings results on Wednesday, May 1st. The company reported $0.97 EPS for the quarter, topping the consensus estimate of $0.48 by $0.49. The business had revenue of $3.94 billion during the quarter, compared to the consensus estimate of $3.92 billion. Estée Lauder Companies had a net margin of 4.18% and a return on equity of 13.08%. Estée Lauder Companies’s revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.47 EPS.

Estée Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 17th. Stockholders of record on Friday, May 31st will be paid a dividend of $0.66 per share. This represents a $2.64 dividend on an annualized basis and a dividend yield of 2.09%. The ex-dividend date of this dividend is Friday, May 31st. Estée Lauder Companies’s payout ratio is 148.31%.

Insider Activity

In other news, insider Peter Jueptner sold 12,786 shares of the firm’s stock in a transaction on Wednesday, May 22nd. The shares were sold at an average price of $130.62, for a total transaction of $1,670,107.32. Following the completion of the transaction, the insider now owns 5,578 shares of the company’s stock, valued at $728,598.36. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. In other Estée Lauder Companies news, insider Peter Jueptner sold 12,786 shares of the firm’s stock in a transaction that occurred on Wednesday, May 22nd. The shares were sold at an average price of $130.62, for a total transaction of $1,670,107.32. Following the completion of the transaction, the insider now owns 5,578 shares in the company, valued at approximately $728,598.36. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Tracey Thomas Travis sold 14,493 shares of the company’s stock in a transaction on Wednesday, May 15th. The shares were sold at an average price of $135.73, for a total transaction of $1,967,134.89. Following the sale, the chief financial officer now directly owns 47,248 shares in the company, valued at approximately $6,412,971.04. The disclosure for this sale can be found here. Insiders own 12.77% of the company’s stock.

Institutional Trading of Estée Lauder Companies

Hedge funds have recently modified their holdings of the stock. Riverview Trust Co bought a new position in Estée Lauder Companies during the first quarter worth $26,000. Rakuten Securities Inc. acquired a new position in shares of Estée Lauder Companies during the fourth quarter valued at about $26,000. Hexagon Capital Partners LLC boosted its position in shares of Estée Lauder Companies by 103.1% during the 1st quarter. Hexagon Capital Partners LLC now owns 195 shares of the company’s stock worth $30,000 after purchasing an additional 99 shares in the last quarter. Crewe Advisors LLC acquired a new stake in shares of Estée Lauder Companies in the 1st quarter valued at about $35,000. Finally, Chilton Capital Management LLC increased its position in Estée Lauder Companies by 163.0% in the 1st quarter. Chilton Capital Management LLC now owns 263 shares of the company’s stock valued at $41,000 after buying an additional 163 shares in the last quarter. Institutional investors own 55.15% of the company’s stock.

Estée Lauder Companies Company Profile

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