EL — The Estée Lauder Companies Inc.

EL

The Estée Lauder Companies Inc. NYSE

Consumer Defensive ·Household & Personal Products ·US · elcompanies.com

$81.33

Pre-mkt $81.80 +0.60%

Mkt Cap $29.4B

52w Low $56.66 38.0% of range 52w High $121.64

50d MA $83.94 200d MA $94.12

P/E (TTM) -25.2x

EV/EBITDA 184.5x

P/B 7.4x

Debt/Equity 2.4x

ROE -16.0%

P/FCF 43.4x

RSI (14) —

ATR (14) —

Beta 1.25

50d MA $83.94

200d MA $94.12

Avg Volume 4.9M

About

The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products; and makeup products, such as lipsticks, lip glosses, mascara…

Recent Earnings

Date	Time	Est	Rptd	Surp	Base	Gap%	D1%	D2%	D3%	D4%	D5%	Guide ▲★
May 1, 2026	BMO	0.66	0.91	+37.9%	76.71	+12.1%	+3.4%	—	—	—	—	—
Feb 5, 2026	BMO	0.83	0.89	+6.6%	119.61	-12.4%	-19.2%	-16.8%	-17.2%	-15.3%	-11.9%	—
Oct 30, 2025	BMO	0.18	0.32	+82.1%	97.36	-2.8%	+0.3%	-0.7%	-4.2%	-4.6%	-6.4%	—
Aug 20, 2025	BMO	0.09	0.09	+4.3%	89.87	-4.3%	-3.7%	-2.4%	+1.5%	-1.3%	-0.1%	—
May 1, 2025	BMO	0.31	0.65	+107.9%	59.96	-1.4%	-1.8%	-1.0%	-3.8%	-2.4%	-1.2%	—
Feb 4, 2025	BMO	0.31	0.62	+100.0%	82.77	-7.6%	-16.1%	-20.3%	-22.4%	-21.4%	-17.0%	—
Oct 31, 2024	BMO	0.09	0.14	+57.8%	87.15	-24.4%	-20.9%	-23.6%	-23.8%	-24.4%	-27.4%	—
Aug 19, 2024	BMO	0.27	0.64	+135.2%	94.97	+0.1%	-2.2%	-4.2%	-3.6%	-3.7%	-1.3%	—
May 1, 2024	BMO	0.49	0.97	+98.0%	146.71	-4.3%	-13.2%	-8.0%	-9.4%	-11.3%	-11.7%	—
Feb 5, 2024	BMO	0.55	0.88	+60.0%	134.12	+18.9%	+12.0%	+9.0%	+5.8%	+5.0%	+6.9%	—
Nov 1, 2023	BMO	-0.20	0.11	+155.0%	128.87	-15.2%	-18.9%	-11.2%	-13.9%	-12.6%	-10.4%	—
Aug 18, 2023	BMO	0.02	0.07	+300.0%	162.06	-6.2%	-3.3%	-6.9%	-7.7%	-5.7%	-7.0%	—

Recent Analyst Ratings

Date	Firm	Action	Grade	Target	Base	Open	Gap%	D1%	D2%	D3%	D4%	D5%
May 4	Telsey Advisory Group	Reiterates	Market Perform	$90	$79.30	$78.67	-0.8%	+2.6%	—	—	—	—
Apr 17	JP Morgan	Maintains	Overweight → Overweight	—	$75.34	$76.87	+2.0%	+1.1%	+3.3%	+0.7%	+1.8%	+1.4%
Apr 15	Citigroup	Maintains	Buy → Buy	—	$76.42	$76.70	+0.4%	+0.2%	-1.4%	-0.3%	+1.9%	-0.7%
Apr 14	Barclays	Maintains	Equal Weight → Equal Weight	—	$74.55	$74.97	+0.6%	+2.5%	+2.7%	+1.1%	+2.2%	+4.4%
Apr 8	Wells Fargo	Maintains	Equal Weight → Equal Weight	—	$69.17	$72.06	+4.2%	+3.3%	+6.0%	+5.1%	+7.8%	+10.5%
Apr 7	UBS	Maintains	Neutral → Neutral	—	$70.91	$70.06	-1.2%	-2.5%	+0.7%	+3.4%	+2.5%	+5.1%
Mar 30	Deutsche Bank	Maintains	Buy → Buy	—	$67.23	$67.72	+0.7%	+1.1%	+6.8%	+5.2%	+2.8%	+5.5%
Mar 24	Wells Fargo	Maintains	Equal Weight → Equal Weight	—	$79.29	$77.24	-2.6%	-9.8%	-7.8%	-12.0%	-15.2%	-14.3%
Feb 9	Barclays	Maintains	Equal Weight → Equal Weight	—	$99.47	$99.33	-0.1%	-0.5%	+1.8%	+6.0%	+7.0%	+8.8%
Feb 9	TD Cowen	Maintains	Hold → Hold	—	$99.47	$99.33	-0.1%	-0.5%	+1.8%	+6.0%	+7.0%	+8.8%
Feb 6	Wells Fargo	Maintains	Equal Weight → Equal Weight	—	$96.66	$97.73	+1.1%	+2.9%	+2.4%	+4.8%	+9.0%	+10.1%
Feb 6	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$96.66	$97.73	+1.1%	+2.9%	+2.4%	+4.8%	+9.0%	+10.1%
Feb 6	JP Morgan	Maintains	Overweight → Overweight	—	$96.66	$97.73	+1.1%	+2.9%	+2.4%	+4.8%	+9.0%	+10.1%
Feb 6	Citigroup	Upgrade	Neutral → Buy	—	$96.66	$97.73	+1.1%	+2.9%	+2.4%	+4.8%	+9.0%	+10.1%
Feb 5	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$119.61	$104.75	-12.4%	-19.2%	-16.8%	-17.2%	-15.3%	-11.9%
Feb 3	RBC Capital	Maintains	Outperform → Outperform	—	$118.76	$119.31	+0.5%	-2.1%	+0.7%	-18.6%	-16.2%	-16.6%
Jan 30	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$115.21	$114.72	-0.4%	+0.1%	+3.1%	+0.9%	+3.8%	-16.1%
Jan 29	Deutsche Bank	Maintains	Buy → Buy	—	$114.62	$115.67	+0.9%	+0.5%	+0.6%	+3.6%	+1.4%	+4.4%
Jan 21	TD Cowen	Maintains	Hold → Hold	—	$114.46	$114.71	+0.2%	+3.0%	+4.4%	+2.8%	+1.7%	+1.7%
Jan 16	JP Morgan	Maintains	Overweight → Overweight	—	$115.65	$114.89	-0.7%	-0.5%	-1.0%	+1.9%	+3.3%	+1.8%
Jan 14	Citigroup	Maintains	Neutral → Neutral	—	$115.37	$115.87	+0.4%	+1.3%	+0.2%	-0.3%	-0.8%	+2.2%
Jan 14	UBS	Maintains	Neutral → Neutral	—	$115.37	$115.87	+0.4%	+1.3%	+0.2%	-0.3%	-0.8%	+2.2%
Jan 5	Raymond James	Upgrade	Market Perform → Strong Buy	—	$106.76	$108.95	+2.1%	+1.3%	+1.7%	-1.4%	+3.3%	+6.5%
Jan 5	Wells Fargo	Maintains	Equal Weight → Equal Weight	—	$106.76	$108.95	+2.1%	+1.3%	+1.7%	-1.4%	+3.3%	+6.5%
Dec 17	Citigroup	Maintains	Neutral → Neutral	—	$104.39	$103.98	-0.4%	+0.9%	+3.4%	+3.5%	+4.1%	+3.1%
Dec 16	Evercore ISI	Maintains	Outperform → Outperform	—	$101.03	$104.32	+3.3%	+3.3%	+4.2%	+6.8%	+6.9%	+7.5%
Nov 25	Rothschild & Co	Downgrade	Neutral → Sell	—	$93.39	$91.72	-1.8%	-1.6%	+0.3%	+0.7%	+1.4%	+6.7%
Nov 11	Argus	Upgrade	Hold → Buy	—	$89.63	$91.00	+1.5%	+1.4%	+2.7%	+0.3%	-1.6%	-3.9%
Oct 31	JP Morgan	Maintains	Overweight → Overweight	—	$97.61	$97.13	-0.5%	-0.9%	-4.5%	-4.8%	-6.7%	-10.1%
Oct 31	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$97.61	$97.13	-0.5%	-0.9%	-4.5%	-4.8%	-6.7%	-10.1%
Oct 31	UBS	Maintains	Neutral → Neutral	—	$97.61	$97.13	-0.5%	-0.9%	-4.5%	-4.8%	-6.7%	-10.1%
Oct 31	RBC Capital	Maintains	Outperform → Outperform	—	$97.61	$97.13	-0.5%	-0.9%	-4.5%	-4.8%	-6.7%	-10.1%
Oct 31	Wells Fargo	Maintains	Equal Weight → Equal Weight	—	$97.61	$97.13	-0.5%	-0.9%	-4.5%	-4.8%	-6.7%	-10.1%
Oct 31	Citigroup	Maintains	Neutral → Neutral	—	$97.61	$97.13	-0.5%	-0.9%	-4.5%	-4.8%	-6.7%	-10.1%
Oct 27	Canaccord Genuity	Maintains	Hold → Hold	—	$102.16	$102.64	+0.5%	-1.7%	-3.3%	-4.7%	-4.5%	-5.4%
Oct 23	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$98.63	$99.14	+0.5%	+0.9%	+3.6%	+1.9%	+0.1%	-1.3%
Oct 13	Goldman Sachs	Upgrade	Neutral → Buy	—	$87.65	$92.50	+5.5%	+5.8%	+8.4%	+8.7%	+10.4%	+15.0%
Oct 10	JP Morgan	Maintains	Overweight → Overweight	—	$93.97	$94.54	+0.6%	-6.7%	-1.3%	+1.1%	+1.4%	+3.0%
Sep 15	Evercore ISI	Maintains	Outperform → Outperform	—	$83.65	$85.52	+2.2%	+4.5%	+5.8%	+5.4%	+5.2%	+5.0%
Aug 21	RBC Capital	Maintains	Outperform → Outperform	—	$86.57	$85.17	-1.6%	+1.3%	+5.4%	+2.4%	+3.8%	+7.0%
Aug 21	Deutsche Bank	Maintains	Buy → Buy	—	$86.57	$85.17	-1.6%	+1.3%	+5.4%	+2.4%	+3.8%	+7.0%
Aug 21	JP Morgan	Maintains	Overweight → Overweight	—	$86.57	$85.17	-1.6%	+1.3%	+5.4%	+2.4%	+3.8%	+7.0%
Aug 21	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$86.57	$85.17	-1.6%	+1.3%	+5.4%	+2.4%	+3.8%	+7.0%
Aug 20	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$89.87	$86.00	-4.3%	-3.7%	-2.4%	+1.5%	-1.3%	-0.1%
Aug 18	Canaccord Genuity	Maintains	Hold → Hold	—	$90.97	$91.00	+0.0%	-0.3%	-1.2%	-4.8%	-3.6%	+0.3%
Aug 14	Deutsche Bank	Maintains	Buy → Buy	—	$95.26	$92.30	-3.1%	-6.0%	-4.5%	-4.7%	-5.7%	-9.1%
Aug 14	Telsey Advisory Group	Maintains	Market Perform → Market Perform	—	$95.26	$92.30	-3.1%	-6.0%	-4.5%	-4.7%	-5.7%	-9.1%
Jul 25	JP Morgan	Upgrade	Neutral → Overweight	—	$86.77	$89.71	+3.4%	+4.2%	+6.6%	+5.3%	+7.9%	+7.6%
Jul 17	UBS	Maintains	Neutral → Neutral	—	$86.40	$86.40	+0.0%	+0.2%	+0.9%	-0.4%	+3.0%	+3.8%
Jul 15	Citigroup	Maintains	Neutral → Neutral	—	$89.59	$89.90	+0.3%	-3.9%	-3.6%	-3.4%	-2.7%	-4.0%

Recent Filings

8-K

Unknown — 8-K Filing

Estée Lauder is restructuring operations through 2027 to improve margins and fund growth investments, signaling management confidence in a turnaround but near-term earnings pressure as costs are absorbed.

Apr 1

8-K · 8.01 !! High

Unknown — 8-K 8.01: Material Event / Announcement

Estée Lauder's potential merger with Puig, a major beauty conglomerate, could create significant synergies and scale but carries execution risk and may face antitrust scrutiny given combined market dominance.

Mar 24

8-K

The Estee Lauder Companies Inc. Class A -- 8-K Filing

Estee Lauder reported Q2 FY2026 results for the period ending December 31, 2025, providing investors with updated financial performance and potentially revised full-year guidance expectations.

Feb 5

Data updated apr 25, 2026 6:47am · Source: massive.com