Estee Lauder Companies (NYSE:EL) Price Target Raised to $128.00

Estee Lauder Companies (NYSE:EL) had its target price hoisted by Deutsche Bank Aktiengesellschaft from $124.00 to $128.00 in a research note released on Thursday morning,Benzinga reports. The firm currently has a buy rating on the stock.

EL has been the topic of a number of other reports. The Goldman Sachs Group raised Estee Lauder Companies from a “neutral” rating to a “buy” rating and upped their price target for the stock from $76.00 to $115.00 in a research note on Monday, October 13th. Evercore ISI boosted 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. Canaccord Genuity Group upped their target price on Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a research report on Monday, October 27th. UBS Group lifted their price target 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. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Thursday, January 22nd. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and a consensus target price of $103.00.

Estee Lauder Companies Stock Up 0.1%

Estee Lauder Companies stock opened at $115.27 on Thursday. The company has a market capitalization of $41.54 billion, a PE ratio of -44.68, a PEG ratio of 1.35 and a beta of 1.15. Estee Lauder Companies has a 12-month low of $48.37 and a 12-month high of $120.27. The firm’s fifty day moving average is $107.48 and its 200 day moving average is $96.66. The company has a quick ratio of 0.92, a current ratio of 1.32 and a debt-to-equity ratio of 1.88.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, beating the consensus estimate of $0.15 by $0.17. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The firm had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the previous year, the firm posted $0.14 earnings per share. The business’s revenue was up 3.6% compared to the same quarter last year. As a group, sell-side analysts predict that Estee Lauder Companies will post 1.36 EPS for the current fiscal year.

Insider Transactions at Estee Lauder Companies

In related news, Director Barry S. Sternlicht sold 3,972 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total transaction of $364,748.76. Following the transaction, the director directly owned 34,812 shares in the company, valued at approximately $3,196,785.96. The trade was a 10.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, 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 transaction of $476,971.20. Additional details regarding this sale are available in the official SEC disclosure. 13.05% of the stock is owned by company insiders.

Institutional Trading of Estee Lauder Companies

Hedge funds have recently bought and sold shares of the business. Citizens Financial Group Inc. RI purchased a new stake in shares of Estee Lauder Companies during the 4th quarter valued at $202,000. New York State Teachers Retirement System boosted its stake in Estee Lauder Companies by 0.3% in the fourth quarter. New York State Teachers Retirement System now owns 172,190 shares of the company’s stock valued at $18,032,000 after acquiring an additional 452 shares during the last quarter. Jennison Associates LLC bought a new position in shares of Estee Lauder Companies during the 4th quarter valued at approximately $32,940,000. Joel Isaacson & Co. LLC grew its position in shares of Estee Lauder Companies by 54.7% during the 4th quarter. Joel Isaacson & Co. LLC now owns 39,569 shares of the company’s stock valued at $4,144,000 after acquiring an additional 13,993 shares during the period. Finally, Keybank National Association OH raised its holdings in shares of Estee Lauder Companies by 18.6% in the 4th quarter. Keybank National Association OH now owns 3,183 shares of the company’s stock worth $333,000 after purchasing an additional 499 shares during the period. 55.15% of the stock is currently owned by institutional investors.

Key Estee Lauder Companies News

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

• Positive Sentiment: Deutsche Bank raised its price target to $128 and kept a “buy” rating, implying roughly an 11% upside from current levels — a clear analyst vote of confidence that can support shares. Deutsche Bank raises PT to $128
• Positive Sentiment: Zacks argues EL’s upcoming Q2 is likely to show stronger retail trends and margin expansion, highlighting a setup for a possible beat if premium/retail improvements continue. Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
• Positive Sentiment: Another Zacks preview notes Wall Street expects earnings growth next week and outlines the factors that could drive an earnings beat — revenue momentum and improving margins are the key drivers to watch. Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: The company will webcast its fiscal Q2 results and host management commentary on Feb. 5 (8:30 a.m. ET). This is the primary near-term catalyst — results and management tone will likely drive intraday volatility. The Estée Lauder Companies to Webcast Discussion of Fiscal 2026 Second Quarter Results on February 5, 2026
• Neutral Sentiment: Zacks published a comparative piece (EL vs. ELF) that frames EL as a prestige turnaround with margin recovery potential vs. value/digital-first peers — useful context but not an immediate catalyst. EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
• Neutral Sentiment: Routine earnings-release scheduling coverage (confirming the Feb. release) — keeps the calendar clear for investor attention but adds no new data. Estee Lauder Companies (EL) to Release Quarterly Earnings on Thursday
• Negative Sentiment: Telsey Advisory Group reaffirmed a “market perform” rating with a $105 price target, implying ~9% downside vs. current levels — a cautionary signal that could cap upside if confirmations are weak. Telsey reaffirms market perform, $105 PT

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.