JPMorgan Chase & Co. Cuts Estee Lauder Companies (NYSE:EL) Price Target to $121.00

Estee Lauder Companies (NYSE:EL) had its price objective lowered by JPMorgan Chase & Co. from $131.00 to $121.00 in a report published on Friday,Benzinga reports. The brokerage currently has an overweight rating on the stock.

EL has been the topic of a number of other research reports. Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Thursday, January 22nd. Telsey Advisory Group reiterated a “market perform” rating and set a $105.00 price target on shares of Estee Lauder Companies in a report on Thursday. TD Cowen boosted their price target on Estee Lauder Companies from $115.00 to $130.00 and gave the company a “hold” rating in a research note on Wednesday, January 21st. Evercore upped their price objective on shares of Estee Lauder Companies from $115.00 to $125.00 and gave the stock an “outperform” rating in a report on Tuesday, December 16th. Finally, Citigroup raised Estee Lauder Companies from a “neutral” rating to a “buy” rating and set a $120.00 price objective on the stock in a report on Friday. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, nine have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, Estee Lauder Companies currently has an average rating of “Moderate Buy” and a consensus price target of $103.27.

Estee Lauder Companies Stock Up 3.0%

Estee Lauder Companies stock opened at $99.59 on Friday. Estee Lauder Companies has a twelve month low of $48.37 and a twelve month high of $121.64. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36. The firm has a market cap of $35.89 billion, a PE ratio of -199.18, a P/E/G ratio of 1.15 and a beta of 1.14. The firm’s 50 day moving average price is $109.17 and its two-hundred day moving average price is $97.51.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Thursday, February 5th. The company reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The company had revenue of $4.23 billion during the quarter, compared to analyst estimates of $4.22 billion. During the same quarter last year, the business posted $0.62 EPS. The company’s revenue for the quarter was up 5.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. On average, research analysts predict that Estee Lauder Companies will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be issued a $0.35 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $1.40 dividend on an annualized basis and a yield of 1.4%. Estee Lauder Companies’s dividend payout ratio is -280.00%.

Insider Buying and Selling at Estee Lauder Companies

In related news, VP Meridith Webster sold 5,430 shares of the stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $87.84, for a total value of $476,971.20. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total value of $364,748.76. Following the sale, the director directly owned 34,812 shares in the company, valued at approximately $3,196,785.96. This trade represents a 10.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 13.05% of the company’s stock.

Institutional Trading of Estee Lauder Companies

Hedge funds have recently modified their holdings of the company. Asset Dedication LLC raised its stake in shares of Estee Lauder Companies by 258.7% in the second quarter. Asset Dedication LLC now owns 391 shares of the company’s stock valued at $32,000 after purchasing an additional 282 shares in the last quarter. Flagship Harbor Advisors LLC acquired a new stake in Estee Lauder Companies during the fourth quarter worth $32,000. Quent Capital LLC bought a new stake in Estee Lauder Companies in the 3rd quarter valued at $33,000. Hantz Financial Services Inc. raised its stake in shares of Estee Lauder Companies by 80.6% in the 3rd quarter. Hantz Financial Services Inc. now owns 372 shares of the company’s stock valued at $33,000 after buying an additional 166 shares in the last quarter. Finally, N.E.W. Advisory Services LLC lifted its holdings in shares of Estee Lauder Companies by 39.1% during the 4th quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock worth $34,000 after acquiring an additional 91 shares during the period. Institutional investors own 55.15% of the company’s stock.

More Estee Lauder Companies News

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

• Positive Sentiment: Q2 results beat expectations (EPS $0.89 vs. $0.84) and management raised full‑year sales/earnings guidance, supported by stronger China sales and progress on the “Beauty Reimagined” turnaround — a core reason buyers are returning. Business Wire: Fiscal Q2 Results
• Positive Sentiment: Major brokers showed support: Citigroup upgraded EL to “buy” with a $120 PT and Bank of America reiterated a Buy with re‑rating potential, signaling conviction among some institutional analysts that fundamentals and margin upside remain attractive. Benzinga: Citigroup Upgrade
• Positive Sentiment: Company announced a quarterly dividend (record Feb 27; pay Mar 16), which supports income investors and can help stabilize shares amid the volatility.
• Neutral Sentiment: Several analysts trimmed price targets but left constructive ratings: JPMorgan cut its PT to $121 while staying “overweight” and Wells Fargo lowered its PT to $105 with an “equal weight” call — suggesting cautious optimism but reduced upside assumptions. Benzinga: PT Changes
• Neutral Sentiment: Telsey Advisory Group reaffirmed “market perform” with a $105 target, reflecting mixed analyst views on short‑term growth versus longer‑term restructuring benefits. Benzinga: Telsey Reaffirmation
• Negative Sentiment: Management warned tariffs will shave roughly $100M off full‑year profitability (mostly in H2), pressuring margins and prompting talk of potential pricing actions — a clear near‑term headwind. CNBC: Tariff Headwinds
• Negative Sentiment: Despite the beat, the company’s cautious guidance and restructuring costs led to a heavy sell‑off (shares fell sharply earlier on the outlook and restructuring impact), showing how sensitive EL is to near‑term profit expectations. Investopedia: What Dragged Shares Lower
• Negative Sentiment: Coverage and commentary questioning EL’s valuation and the pace of the turnaround have amplified volatility — several headlines ask whether to trim positions after the drop, keeping sentiment fragile in the near term. Forbes: Should You Cut Your Position?

About Estee Lauder Companies

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.