TD Cowen Lowers Estee Lauder Companies (NYSE:EL) Price Target to $115.00

Posted by ABMN Staff on Feb 11th, 2026

Estee Lauder Companies (NYSE:EL – Get Free Report) had its price target lowered by research analysts at TD Cowen from $130.00 to $115.00 in a report issued on Monday,Benzinga reports. The firm currently has a “hold” rating on the stock. TD Cowen’s price target points to a potential upside of 13.24% from the company’s current price.

Other research analysts have also issued research reports about the company. Evercore boosted their target price on Estee Lauder Companies from $115.00 to $125.00 and gave the company an “outperform” rating in a report on Tuesday, December 16th. UBS Group lifted their price objective on shares of Estee Lauder Companies from $105.00 to $119.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Telsey Advisory Group restated a “market perform” rating and set a $105.00 price objective on shares of Estee Lauder Companies in a research report on Thursday, February 5th. JPMorgan Chase & Co. reduced their target price on shares of Estee Lauder Companies from $131.00 to $121.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Finally, Argus upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 price target on the stock in a research note on Tuesday, November 11th. Two investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have issued a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $103.36.

Read Our Latest Stock Report on Estee Lauder Companies

Estee Lauder Companies Stock Up 2.6%

Shares of NYSE:EL opened at $101.55 on Monday. Estee Lauder Companies has a 1-year low of $48.37 and a 1-year high of $121.64. The company has a debt-to-equity ratio of 1.82, a current ratio of 1.36 and a quick ratio of 1.00. The stock has a market cap 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. The firm has a fifty day moving average price of $109.30 and a 200 day moving average price of $97.68.

Estee Lauder Companies (NYSE:EL – Get Free Report) last announced its earnings results on Thursday, February 5th. The company reported $0.89 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 business had revenue of $4.23 billion during the quarter, compared to analysts’ expectations of $4.22 billion. During the same period in the prior year, the company earned $0.62 earnings per share. The business’s revenue was up 5.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Sell-side analysts predict that Estee Lauder Companies will post 1.36 EPS for the current year.

Insider Activity at Estee Lauder Companies

In related news, VP Meridith Webster sold 5,430 shares of the company’s stock in a transaction that occurred on 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 legal filing with the SEC, which is available at this link. 13.05% of the stock is owned by company insiders.

Institutional Trading of Estee Lauder Companies

Several large investors have recently modified their holdings of EL. Cibc World Market Inc. increased its stake in shares of Estee Lauder Companies by 34.2% during the 4th 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 in the last quarter. TD Asset Management Inc increased its position in Estee Lauder Companies by 2.0% during the fourth 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 purchased a new position in Estee Lauder Companies during the fourth quarter worth $27,000. CIBC Asset Management Inc raised its holdings in shares of Estee Lauder Companies by 76.6% in the fourth quarter. CIBC Asset Management Inc now owns 57,264 shares of the company’s stock worth $5,997,000 after acquiring an additional 24,835 shares during the last quarter. Finally, Bank of New York Mellon Corp lifted its position in shares of Estee Lauder Companies by 22.7% in the fourth quarter. Bank of New York Mellon Corp now owns 7,497,179 shares of the company’s stock valued at $785,105,000 after acquiring an additional 1,384,678 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

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.