Estée Lauder Companies (NYSE:EL) Price Target Cut to $70.00 by Analysts at B. Riley

Estée Lauder Companies (NYSE:EL) had its price objective reduced by B. Riley from $95.00 to $70.00 in a research note issued to investors on Monday,Benzinga reports. They currently have a neutral rating on the stock. B. Riley also issued estimates for Estée Lauder Companies’ Q2 2025 earnings at $0.32 EPS, Q3 2025 earnings at $0.70 EPS, Q4 2025 earnings at $0.41 EPS, FY2025 earnings at $1.57 EPS and FY2026 earnings at $2.63 EPS.

EL has been the subject of a number of other research reports. UBS Group lowered their target price on Estée Lauder Companies from $115.00 to $104.00 and set a “neutral” rating for the company in a research note on Tuesday, August 20th. Barclays dropped their price objective on Estée Lauder Companies from $136.00 to $117.00 and set an “equal weight” rating for the company in a research note on Friday, July 19th. Morgan Stanley cut their target price on shares of Estée Lauder Companies from $100.00 to $85.00 and set an “equal weight” rating on the stock in a report on Friday, November 1st. The Goldman Sachs Group lowered their price target on shares of Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating for the company in a report on Friday, November 1st. Finally, Telsey Advisory Group reissued a “market perform” rating and issued a $105.00 price target on shares of Estée Lauder Companies in a report on Thursday, October 31st. Nineteen equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $100.90.

Estée Lauder Companies Stock Performance

NYSE EL opened at $66.31 on Monday. Estée Lauder Companies has a 52-week low of $62.88 and a 52-week high of $159.75. The company has a fifty day moving average of $88.41 and a 200-day moving average of $104.59. The company has a market capitalization of $23.79 billion, a P/E ratio of 118.41, a P/E/G ratio of 2.36 and a beta of 1.05. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.90 and a current ratio of 1.32.

Estée Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Thursday, October 31st. The company reported $0.14 EPS for the quarter, topping the consensus estimate of $0.09 by $0.05. Estée Lauder Companies had a net margin of 1.31% and a return on equity of 17.31%. The firm had revenue of $3.36 billion for the quarter, compared to the consensus estimate of $3.37 billion. During the same period last year, the firm posted $0.11 earnings per share. The business’s revenue was down 4.5% compared to the same quarter last year. As a group, equities research analysts predict that Estée Lauder Companies will post 2 EPS for the current fiscal year.

Estée Lauder Companies Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 16th. Stockholders of record on Friday, November 29th will be paid a $0.35 dividend. The ex-dividend date is Friday, November 29th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 2.11%. Estée Lauder Companies’s dividend payout ratio is currently 471.43%.

Insider Transactions at Estée Lauder Companies

In other Estée Lauder Companies news, CEO Fabrizio Freda sold 10,969 shares of the firm’s stock in a transaction dated Friday, November 1st. The shares were sold at an average price of $67.76, for a total transaction of $743,259.44. Following the completion of the sale, the chief executive officer now directly owns 295,838 shares in the company, valued at approximately $20,045,982.88. This trade represents a 0.00 % decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. In other news, Director Charlene Barshefsky sold 3,437 shares of the company’s stock in a transaction on Tuesday, August 27th. The stock was sold at an average price of $91.93, for a total transaction of $315,963.41. Following the transaction, the director now directly owns 49,800 shares of the company’s stock, valued at $4,578,114. This represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, CEO Fabrizio Freda sold 10,969 shares of Estée Lauder Companies stock in a transaction dated Friday, November 1st. The stock was sold at an average price of $67.76, for a total value of $743,259.44. Following the completion of the sale, the chief executive officer now owns 295,838 shares of the company’s stock, valued at $20,045,982.88. The trade was a 0.00 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 18,296 shares of company stock valued at $1,423,366 in the last quarter. 12.78% of the stock is owned by insiders.

Institutional Trading of Estée Lauder Companies

Large investors have recently made changes to their positions in the stock. Marshall Wace LLP increased its position in Estée Lauder Companies by 3,065.6% during the second quarter. Marshall Wace LLP now owns 1,983,083 shares of the company’s stock valued at $211,000,000 after acquiring an additional 1,920,439 shares during the last quarter. Vanguard Group Inc. grew its stake in shares of Estée Lauder Companies by 6.4% during the 1st quarter. Vanguard Group Inc. now owns 20,686,550 shares of the company’s stock valued at $3,188,832,000 after purchasing an additional 1,250,555 shares during the period. Van ECK Associates Corp increased its position in shares of Estée Lauder Companies by 36.4% during the 3rd quarter. Van ECK Associates Corp now owns 4,041,911 shares of the company’s stock valued at $402,938,000 after purchasing an additional 1,078,926 shares during the last quarter. Independent Franchise Partners LLP lifted its stake in shares of Estée Lauder Companies by 44.4% in the 2nd quarter. Independent Franchise Partners LLP now owns 3,466,048 shares of the company’s stock worth $368,788,000 after purchasing an additional 1,066,320 shares during the period. Finally, Swedbank AB purchased a new position in shares of Estée Lauder Companies in the first quarter worth approximately $82,664,000. 55.15% of the stock is currently owned by institutional investors.

Estée Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.