Estee Lauder Companies (NYSE:EL) Upgraded at Wall Street Zen

10 Nov 2026, 06:25 by Mitch Edgeman · The Markets Daily

Wall Street Zen upgraded shares of Estee Lauder Companies (NYSE:EL – Free Report) from a hold rating to a buy rating in a research report sent to investors on Saturday,Wall Street Zen reports.

Several other equities research analysts have also issued reports on EL. CICC Research upgraded shares of Estee Lauder Companies from a “neutral” rating to an “outperform” rating and lifted their price target for the company from $65.00 to $122.00 in a research note on Monday, August 31st. Sanford C. Bernstein increased their price objective on shares of Estee Lauder Companies from $82.00 to $106.00 and gave the stock a “market perform” rating in a research note on Thursday, August 20th. Citigroup raised their price objective on Estee Lauder Companies from $115.00 to $121.00 and gave the company a “buy” rating in a report on Tuesday, November 3rd. Argus raised their price objective on Estee Lauder Companies from $100.00 to $125.00 and gave the company a “buy” rating in a report on Friday, August 28th. Finally, Barclays lifted their target price on Estee Lauder Companies from $108.00 to $126.00 and gave the company an “overweight” rating in a research report on Wednesday, November 4th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Estee Lauder Companies currently has an average rating of “Moderate Buy” and an average target price of $110.31.

View Our Latest Analysis on EL

Estee Lauder Companies Trading Up 2.8%

NYSE:EL opened at $113.16 on Friday. Estee Lauder Companies has a twelve month low of $66.22 and a twelve month high of $121.64. The company has a quick ratio of 0.90, a current ratio of 1.25 and a debt-to-equity ratio of 1.67. The business has a 50 day moving average price of $100.93 and a two-hundred day moving average price of $91.71. The company has a market cap of $40.94 billion, a P/E ratio of 38.50, a price-to-earnings-growth ratio of 1.51 and a beta of 1.23.

Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its quarterly earnings results on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, topping the consensus estimate of $0.51 by $0.21. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The company had revenue of $3.72 billion during the quarter, compared to analysts’ expectations of $3.65 billion. During the same period last year, the business earned $0.32 EPS. The business’s quarterly revenue was up 6.7% on a year-over-year basis. As a group, analysts expect that Estee Lauder Companies will post 3.43 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be issued a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Monday, November 30th. Estee Lauder Companies’s payout ratio is presently 140.00%.

Insider Activity

In other Estee Lauder Companies news, Director Paul Fribourg sold 70,000 shares of the company’s stock in a transaction on Friday, November 6th. The shares were sold at an average price of $110.21, for a total transaction of $7,714,700.00. Following the sale, the director directly owned 326,328 shares of the company’s stock, valued at approximately $35,964,608.88. This represents a 17.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Barry Sternlicht sold 4,697 shares of the stock in a transaction on Friday, November 6th. The shares were sold at an average price of $108.63, for a total transaction of $510,235.11. Following the completion of the sale, the director owned 34,812 shares of the company’s stock, valued at approximately $3,781,627.56. This represents a 11.89% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 170,774 shares of company stock valued at $17,996,564 in the last ninety days. Corporate insiders own 11.54% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

Hedge funds and other institutional investors have recently bought and sold shares of the business. Trust Co. of Vermont bought a new stake in Estee Lauder Companies in the second quarter valued at approximately $28,000. Kozak & Associates Inc. bought a new position in shares of Estee Lauder Companies during the 2nd quarter worth approximately $30,000. IFP Advisors Inc boosted its stake in shares of Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after acquiring an additional 108 shares during the period. Meeder Asset Management Inc. increased its holdings in shares of Estee Lauder Companies by 1,732.5% during the 1st quarter. Meeder Asset Management Inc. now owns 733 shares of the company’s stock worth $53,000 after acquiring an additional 693 shares during the last quarter. Finally, EverSource Wealth Advisors LLC increased its holdings in shares of Estee Lauder Companies by 37.8% during the 1st quarter. EverSource Wealth Advisors LLC now owns 1,349 shares of the company’s stock worth $97,000 after acquiring an additional 370 shares during the last quarter. Institutional investors own 55.15% of the company’s stock.

About Estee Lauder Companies

(Get Free Report)

The Estée Lauder Companies Inc is a global prestige beauty company founded in 1946 by Estée and Joseph Lauder. Based in New York City, it develops, markets and sells beauty products under a portfolio of brands, including Estée Lauder, Clinique, M·A·C, La Mer, Aveda and Jo Malone London.

The company’s products span skin care, makeup, fragrance and hair care. It reaches consumers through department stores, specialty retailers, its own stores and websites, and other online and travel-retail channels.