Estee Lauder Companies (NYSE:EL) Reaches New 52-Week High Following Analyst Upgrade

The Estee Lauder Companies Inc. (NYSE:EL)’s stock price reached a new 52-week high during trading on Monday after Wells Fargo & Company raised their price target on the stock from $95.00 to $111.00. Wells Fargo & Company currently has an equal weight rating on the stock. Estee Lauder Companies traded as high as $110.75 and last traded at $109.5920, with a volume of 35716 shares traded. The stock had previously closed at $106.76.

Several other equities research analysts have also weighed in on EL. Royal Bank Of Canada upped their price objective on Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Telsey Advisory Group upped their price target on Estee Lauder Companies from $99.00 to $105.00 and gave the company a “market perform” rating in a research report on Friday, October 31st. Evercore ISI lifted their price objective on Estee Lauder Companies from $115.00 to $125.00 and gave the company an “outperform” rating in a report on Tuesday, December 16th. Argus raised shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 target price on the stock in a report on Tuesday, November 11th. Finally, Canaccord Genuity Group increased their target price on shares of Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a research report on Monday, October 27th. Three investment analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $98.19.

Insider Buying and Selling at Estee Lauder Companies

In related news, VP Meridith Webster sold 5,430 shares of the company’s stock in a transaction dated Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Barry S. Sternlicht sold 3,972 shares of the stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total value of $364,748.76. Following the completion of the transaction, the director directly owned 34,812 shares in the company, valued at $3,196,785.96. The trade was a 10.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 13.05% of the stock is owned by company insiders.

More Estee Lauder Companies News

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Raymond James upgraded EL from “market perform” to a “strong-buy” and set a $130 price target (~19.7% upside versus current levels), a bullish analyst signal that can attract buying interest. Raymond James upgrades Estée Lauder Companies (EL)
• Positive Sentiment: Wells Fargo raised its price target on EL from $95 to $111 (rated “equal weight”), refreshing analyst valuation support and narrowing downside risk versus recent trading. Benzinga coverage of Wells Fargo price target raise
• Positive Sentiment: Zacks included EL on several favorable thematic lists — as a wide‑moat name and among stocks likely to beat upcoming earnings — which can help investor interest ahead of results. Top Wide-Moat Stocks to Buy for Steady Long-Term Returns
• Neutral Sentiment: Zacks pieces flag EL in broader consumer‑staples/earnings‑ESP screens (suggesting upside if estimates shift) but these are thematic calls rather than company‑specific catalysts. Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
• Negative Sentiment: Zacks notes mixed regional trends: North America shows stabilization (easing declines) but Asia demand remains uneven and travel‑retail volatility persists — factors that could constrain upside if Asia recovery stalls. EL’s North America Trends Improve but Asia Remains the Wild Card

Institutional Inflows and Outflows

A number of institutional investors have recently bought and sold shares of the stock. True Vision MN LLC acquired a new stake in shares of Estee Lauder Companies in the second quarter valued at approximately $552,000. Clarius Group LLC acquired a new stake in Estee Lauder Companies during the second quarter worth approximately $227,000. Federated Hermes Inc. increased its stake in Estee Lauder Companies by 556.8% during the 2nd quarter. Federated Hermes Inc. now owns 1,554,088 shares of the company’s stock worth $125,570,000 after acquiring an additional 1,317,473 shares during the period. Union Bancaire Privee UBP SA bought a new position in Estee Lauder Companies during the 2nd quarter worth $3,006,000. Finally, Drive Wealth Management LLC acquired a new position in Estee Lauder Companies in the 2nd quarter valued at $337,000. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies Trading Up 0.4%

The business has a 50-day moving average price of $98.77 and a two-hundred day moving average price of $92.93. The stock has a market capitalization of $39.13 billion, a P/E ratio of -42.09, a P/E/G ratio of 1.28 and a beta of 1.15. The company has a current ratio of 1.32, a quick ratio of 0.92 and a debt-to-equity ratio of 1.88.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, topping analysts’ consensus estimates of $0.15 by $0.17. The company had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.14 EPS. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. On average, analysts expect that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, December 15th. Investors of record on Friday, November 28th were issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date was Friday, November 28th. Estee Lauder Companies’s dividend payout ratio (DPR) is -54.26%.

Estee Lauder Companies Company Profile

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.