Barclays Issues Pessimistic Forecast for Estee Lauder Companies (NYSE:EL) Stock Price

Posted by ABMN Staff on Feb 11th, 2026

Estee Lauder Companies (NYSE:EL – Get Free Report) had its price target lowered by stock analysts at Barclays from $100.00 to $94.00 in a research note issued to investors on Monday,Benzinga reports. The firm presently has an “equal weight” rating on the stock. Barclays‘s price objective suggests a potential downside of 7.43% from the stock’s current price.

Several other equities research analysts have also weighed in on EL. UBS Group lifted their price objective on Estee Lauder Companies from $105.00 to $119.00 and gave the stock a “neutral” rating in a report on Wednesday, January 14th. Royal Bank Of Canada reiterated an “outperform” rating and set a $113.00 target price on shares of Estee Lauder Companies in a research report on Tuesday, February 3rd. Jefferies Financial Group initiated coverage on shares of Estee Lauder Companies in a research report on Wednesday, January 14th. They issued a “hold” rating and a $110.00 price target on the stock. Raymond James Financial raised shares of Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 price objective for the company in a report on Monday, January 5th. Finally, Evercore lifted their price objective on shares of Estee Lauder Companies from $115.00 to $125.00 and gave the company an “outperform” rating in a research note on Tuesday, December 16th. Two analysts have rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $103.36.

Read Our Latest Report on Estee Lauder Companies

Estee Lauder Companies Stock Up 2.6%

Estee Lauder Companies stock opened at $101.55 on Monday. The firm has a 50 day moving average price of $109.30 and a 200-day moving average price of $97.68. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82. Estee Lauder Companies has a twelve month low of $48.37 and a twelve month high of $121.64. The company has a market capitalization of $36.59 billion, a P/E ratio of -203.10, a P/E/G ratio of 1.12 and a beta of 1.14.

Estee Lauder Companies (NYSE:EL – Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.89 EPS for the quarter, beating the consensus estimate of $0.84 by $0.05. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The business had revenue of $4.23 billion for the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter in the prior year, the business earned $0.62 earnings per share. Estee Lauder Companies’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. As a group, equities analysts predict that Estee Lauder Companies will post 1.36 EPS for the current year.

Insider Buying and Selling at Estee Lauder Companies

In related news, VP Meridith Webster sold 5,430 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Insiders own 13.05% of the company’s stock.

Institutional Trading of Estee Lauder Companies

A number of large investors have recently modified their holdings of EL. Cibc World Market Inc. increased its position in shares of Estee Lauder Companies by 34.2% in the fourth quarter. Cibc World Market Inc. now owns 4,488 shares of the company’s stock worth $470,000 after purchasing an additional 1,143 shares during the last quarter. TD Asset Management Inc grew its stake in Estee Lauder Companies by 2.0% in the 4th quarter. TD Asset Management Inc now owns 85,419 shares of the company’s stock worth $8,945,000 after buying an additional 1,672 shares in the last quarter. REAP Financial Group LLC bought a new position in shares of Estee Lauder Companies in the 4th quarter worth $27,000. CIBC Asset Management Inc raised its position in shares of Estee Lauder Companies by 76.6% during the 4th quarter. CIBC Asset Management Inc now owns 57,264 shares of the company’s stock valued at $5,997,000 after buying an additional 24,835 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its holdings in shares of Estee Lauder Companies by 22.7% during the 4th quarter. Bank of New York Mellon Corp now owns 7,497,179 shares of the company’s stock worth $785,105,000 after acquiring an additional 1,384,678 shares during the last quarter. Institutional investors own 55.15% of the company’s stock.

Key Stories Impacting Estee Lauder Companies

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

Positive Sentiment: Citigroup upgraded EL, providing a near-term tailwind from a positive analyst note. Estee Lauder Companies (NYSE:EL) Upgraded at Citigroup
Positive Sentiment: Sector rotation into consumer staples/defensive names is lifting interest in EL as investors shift to value; EL was highlighted among consumer staples names to watch. 5 Consumer Staples Giants to Buy Amid the Sector’s Strong Momentum
Neutral Sentiment: Analysts remain conflicted on EL’s outlook (mixed views across firms), creating short‑term volatility as investors weigh differing forecasts. Analysts Conflicted on These Consumer Goods Names: The Estée Lauder Companies (EL)
Neutral Sentiment: TD Cowen trimmed its price target to $115 but left a “hold” call—still implying some upside, so this is mixed for sentiment. TD Cowen lowers EL price target to $115
Negative Sentiment: Estee Lauder filed a lawsuit against Walmart, alleging the online marketplace sold counterfeit premium brands—this raises legal/brand-risk concerns and could pressure sentiment. Estee Lauder sues Walmart alleging ‘despicable’ sale of counterfeit beauty products
Negative Sentiment: Unusually large put-option activity was recorded (about a 41% increase vs. typical volume), which suggests some traders are positioning for downside or hedging exposure.
Negative Sentiment: HSBC downgraded EL from Buy to Hold with a $106 target, removing a source of upside momentum. HSBC downgrades EL to Hold
Negative Sentiment: Barclays cut its price target to $94 (equal weight), and JPMorgan and Wells Fargo also trimmed targets recently—multiple downward revisions are weighing on analyst-driven support. Barclays cuts EL target to $94 JPMorgan cuts EL price target to $121 Wells Fargo cuts EL price target to $105

About Estee Lauder Companies

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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.