EL
The Estée Lauder Companies Inc. NYSE Listed Nov 17, 1995$84.81
+2.85%
vs $82.46
Mkt Cap $30.7B
52w Low $66.22
33.5% of range
52w High $121.64
50d MA $81.70
200d MA $93.16
P/E (TTM)
-26.9x
EV/EBITDA
180.9x
P/B
7.9x
Debt/Equity
2.4x
ROE
-16.0%
P/FCF
45.6x
RSI (14)
42.40
ATR (14)
$3.09
Beta
1.25
50d MA
$81.70
200d MA
$93.16
Avg Volume
3.8M
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, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps; and hair care products that include shampoos, conditioners, styling products, treatment, finishing sprays, and hair color products, as well as sells ancillary products and services. The company offers its products under Estée Lauder, Aramis, Clinique, Lab Series, Origins, M·A·C, Bobbi Brown, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin, Smashbox, Le Labo, Editions de Parfums Frédéric Malle, GLAMGLOW, By Kilian, BECCA, Too Faced, Dr. Jart+, DECIEM, and The Ordinary brands. It also holds license arrangements for Tommy Hilfiger, Donna Karan New York, DKNY, Michael Kors, and Ermenegildo Zegna brands. The company sells its products through department stores, specialty-multi retailers, upscale perfumeries and pharmacies, and salons and spas; freestanding stores; its own and authorized retailer websites; third-party online malls; stores in airports; and in-flight and duty-free shops. The company was founded in 1946 and is headquartered in New York, New York.
767 Fifth Avenue · New York City, NY 10153 · US
| 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% | +2.6% | +1.9% | +4.6% | -1.6% | — |
| Feb 5, 2026 | BMO | 0.83 | 0.89 | +6.6% | 119.61 | -12.4% | -19.2% | +2.9% | -0.5% | +2.3% | +4.0% | — |
| Oct 30, 2025 | BMO | 0.18 | 0.32 | +82.1% | 97.36 | -2.8% | +0.3% | -0.9% | -3.6% | -0.4% | -1.9% | — |
| Aug 20, 2025 | BMO | 0.09 | 0.09 | +4.3% | 89.87 | -4.3% | -3.7% | +1.3% | +4.0% | -2.8% | +1.3% | — |
| May 1, 2025 | BMO | 0.31 | 0.65 | +107.9% | 59.96 | -1.4% | -1.8% | +0.8% | -2.8% | +1.4% | +1.2% | — |
| Feb 4, 2025 | BMO | 0.31 | 0.62 | +100.0% | 82.77 | -7.6% | -16.1% | -5.1% | -2.5% | +1.2% | +5.7% | — |
| Oct 31, 2024 | BMO | 0.09 | 0.14 | +57.8% | 87.15 | -24.4% | -20.9% | -3.4% | -0.2% | -0.9% | -3.9% | — |
| Aug 19, 2024 | BMO | 0.27 | 0.64 | +135.2% | 94.97 | +0.1% | -2.2% | -2.0% | +0.6% | -0.1% | +2.5% | — |
| May 1, 2024 | BMO | 0.49 | 0.97 | +98.0% | 146.71 | -4.3% | -13.2% | +5.9% | -1.5% | -2.2% | -0.5% | — |
| Feb 5, 2024 | BMO | 0.55 | 0.88 | +60.0% | 134.12 | +18.9% | +12.0% | -2.7% | -2.9% | -0.8% | +1.8% | — |
| Nov 1, 2023 | BMO | -0.20 | 0.11 | +155.0% | 128.87 | -15.2% | -18.9% | +9.4% | -3.0% | +1.5% | +2.5% | — |
| Aug 18, 2023 | BMO | 0.02 | 0.07 | +300.0% | 162.06 | -6.2% | -3.3% | -3.7% | -0.9% | +2.2% | -1.4% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 12 | Bernstein | Initiates | Mkt Perform | $82 | $88.02 | $87.84 | -0.2% | +1.9% | +0.4% | -2.7% | -5.8% | +2.8% |
| May 15 | Piper Sandler | Reiterates | Overweight | $95 | $80.83 | $80.50 | -0.4% | -0.7% | -0.3% | -4.8% | +2.7% | +0.9% |
| May 4 | Telsey Advisory Group | Reiterates | Market Perform | $90 | $79.30 | $78.67 | -0.8% | +2.6% | +1.9% | +4.6% | -1.6% | +1.1% |
| Apr 17 | JP Morgan | Maintains | Overweight → Overweight | — | $75.34 | $76.87 | +2.0% | +1.1% | +2.2% | -2.6% | +1.1% | -0.3% |
| Apr 15 | Citigroup | Maintains | Buy → Buy | — | $76.42 | $76.70 | +0.4% | +0.2% | -1.6% | +1.1% | +2.2% | -2.6% |
| Apr 14 | Barclays | Maintains | Equal Weight → Equal Weight | — | $74.55 | $74.97 | +0.6% | +2.5% | +0.2% | -1.6% | +1.1% | +2.2% |
| Apr 8 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $69.17 | $72.06 | +4.2% | +3.3% | +2.6% | -0.8% | +2.6% | +2.5% |
| Apr 7 | UBS | Maintains | Neutral → Neutral | — | $70.91 | $70.06 | -1.2% | -2.5% | +3.3% | +2.6% | -0.8% | +2.6% |
| Mar 30 | Deutsche Bank | Maintains | Buy → Buy | — | $67.23 | $67.72 | +0.7% | +1.1% | +5.6% | -1.5% | -2.2% | +2.6% |
| Mar 24 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $79.29 | $77.24 | -2.6% | -9.8% | +2.3% | -4.6% | -3.6% | +1.1% |
| Feb 9 | TD Cowen | Maintains | Hold → Hold | — | $99.47 | $99.33 | -0.1% | -0.5% | +2.3% | +4.0% | +1.0% | +1.7% |
| Feb 9 | Barclays | Maintains | Equal Weight → Equal Weight | — | $99.47 | $99.33 | -0.1% | -0.5% | +2.3% | +4.0% | +1.0% | +1.7% |
| Feb 6 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $96.66 | $97.73 | +1.1% | +2.9% | -0.5% | +2.3% | +4.0% | +1.0% |
| Feb 6 | Citigroup | Upgrade | Neutral → Buy | — | $96.66 | $97.73 | +1.1% | +2.9% | -0.5% | +2.3% | +4.0% | +1.0% |
| Feb 6 | JP Morgan | Maintains | Overweight → Overweight | — | $96.66 | $97.73 | +1.1% | +2.9% | -0.5% | +2.3% | +4.0% | +1.0% |
| Feb 6 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $96.66 | $97.73 | +1.1% | +2.9% | -0.5% | +2.3% | +4.0% | +1.0% |
| Feb 5 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $119.61 | $104.75 | -12.4% | -19.2% | +2.9% | -0.5% | +2.3% | +4.0% |
| Feb 3 | RBC Capital | Maintains | Outperform → Outperform | — | $118.76 | $119.31 | +0.5% | -2.1% | +2.9% | -19.2% | +2.9% | -0.5% |
| Jan 30 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $115.21 | $114.72 | -0.4% | +0.1% | +3.0% | -2.1% | +2.9% | -19.2% |
| Jan 29 | Deutsche Bank | Maintains | Buy → Buy | — | $114.62 | $115.67 | +0.9% | +0.5% | +0.1% | +3.0% | -2.1% | +2.9% |
| Jan 21 | TD Cowen | Maintains | Hold → Hold | — | $114.46 | $114.71 | +0.2% | +3.0% | +1.4% | -1.5% | -1.1% | +0.0% |
| Jan 16 | JP Morgan | Maintains | Overweight → Overweight | — | $115.65 | $114.89 | -0.7% | -0.5% | -0.5% | +3.0% | +1.4% | -1.5% |
| Jan 14 | UBS | Maintains | Neutral → Neutral | — | $115.37 | $115.87 | +0.4% | +1.3% | -1.1% | -0.5% | -0.5% | +3.0% |
| Jan 14 | Citigroup | Maintains | Neutral → Neutral | — | $115.37 | $115.87 | +0.4% | +1.3% | -1.1% | -0.5% | -0.5% | +3.0% |
| Jan 5 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $106.76 | $108.95 | +2.1% | +1.3% | +0.4% | -3.0% | +4.7% | +3.1% |
| Jan 5 | Raymond James | Upgrade | Market Perform → Strong Buy | — | $106.76 | $108.95 | +2.1% | +1.3% | +0.4% | -3.0% | +4.7% | +3.1% |
| Dec 17 | Citigroup | Maintains | Neutral → Neutral | — | $104.39 | $103.98 | -0.4% | +0.9% | +2.5% | +0.1% | +0.6% | -0.9% |
| Dec 16 | Evercore ISI | Maintains | Outperform → Outperform | — | $101.03 | $104.32 | +3.3% | +3.3% | +0.9% | +2.5% | +0.1% | +0.6% |
| Nov 25 | Rothschild & Co | Downgrade | Neutral → Sell | — | $93.39 | $91.72 | -1.8% | -1.6% | +1.9% | +0.4% | +0.7% | +5.2% |
| Nov 11 | Argus | Upgrade | Hold → Buy | — | $89.63 | $91.00 | +1.5% | +1.4% | +1.3% | -2.3% | -1.9% | -2.4% |
| Oct 31 | JP Morgan | Maintains | Overweight → Overweight | — | $97.61 | $97.13 | -0.5% | -0.9% | -3.6% | -0.4% | -1.9% | -3.6% |
| Oct 31 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $97.61 | $97.13 | -0.5% | -0.9% | -3.6% | -0.4% | -1.9% | -3.6% |
| Oct 31 | RBC Capital | Maintains | Outperform → Outperform | — | $97.61 | $97.13 | -0.5% | -0.9% | -3.6% | -0.4% | -1.9% | -3.6% |
| Oct 31 | Citigroup | Maintains | Neutral → Neutral | — | $97.61 | $97.13 | -0.5% | -0.9% | -3.6% | -0.4% | -1.9% | -3.6% |
| Oct 31 | Wells Fargo | Maintains | Equal Weight → Equal Weight | — | $97.61 | $97.13 | -0.5% | -0.9% | -3.6% | -0.4% | -1.9% | -3.6% |
| Oct 31 | UBS | Maintains | Neutral → Neutral | — | $97.61 | $97.13 | -0.5% | -0.9% | -3.6% | -0.4% | -1.9% | -3.6% |
| Oct 27 | Canaccord Genuity | Maintains | Hold → Hold | — | $102.16 | $102.64 | +0.5% | -1.7% | -1.7% | -1.4% | +0.3% | -0.9% |
| Oct 23 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $98.63 | $99.14 | +0.5% | +0.9% | +2.7% | -1.7% | -1.7% | -1.4% |
| Oct 13 | Goldman Sachs | Upgrade | Neutral → Buy | — | $87.65 | $92.50 | +5.5% | +5.8% | +2.4% | +0.3% | +1.6% | +4.1% |
| Oct 10 | JP Morgan | Maintains | Overweight → Overweight | — | $93.97 | $94.54 | +0.6% | -6.7% | +5.8% | +2.4% | +0.3% | +1.6% |
| Sep 15 | Evercore ISI | Maintains | Outperform → Outperform | — | $83.65 | $85.52 | +2.2% | +4.5% | +1.3% | -0.4% | -0.2% | -0.2% |
| Aug 21 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $86.57 | $85.17 | -1.6% | +1.3% | +4.0% | -2.8% | +1.3% | +3.1% |
| Aug 21 | RBC Capital | Maintains | Outperform → Outperform | — | $86.57 | $85.17 | -1.6% | +1.3% | +4.0% | -2.8% | +1.3% | +3.1% |
| Aug 21 | JP Morgan | Maintains | Overweight → Overweight | — | $86.57 | $85.17 | -1.6% | +1.3% | +4.0% | -2.8% | +1.3% | +3.1% |
| Aug 21 | Deutsche Bank | Maintains | Buy → Buy | — | $86.57 | $85.17 | -1.6% | +1.3% | +4.0% | -2.8% | +1.3% | +3.1% |
| Aug 20 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $89.87 | $86.00 | -4.3% | -3.7% | +1.3% | +4.0% | -2.8% | +1.3% |
| Aug 18 | Canaccord Genuity | Maintains | Hold → Hold | — | $90.97 | $91.00 | +0.0% | -0.3% | -1.0% | -3.7% | +1.3% | +4.0% |
| Aug 14 | Telsey Advisory Group | Maintains | Market Perform → Market Perform | — | $95.26 | $92.30 | -3.1% | -6.0% | +1.6% | -0.3% | -1.0% | -3.7% |
| Aug 14 | Deutsche Bank | Maintains | Buy → Buy | — | $95.26 | $92.30 | -3.1% | -6.0% | +1.6% | -0.3% | -1.0% | -3.7% |
| Jul 25 | JP Morgan | Upgrade | Neutral → Overweight | — | $86.77 | $89.71 | +3.4% | +4.2% | +2.3% | -1.2% | +2.5% | -0.3% |
No insider trades available.
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
Institutional (13F) — Top 20
All ↗
| # | Manager | Shares | Value | Chg | Period |
|---|---|---|---|---|---|
| 1 | Fmr Llc | 18,113,752 | $1.3B | Added | Mar 2026 |
| 2 | Vanguard Capital Management Llc | 16,072,739 | $1.2B | New | Mar 2026 |
| 3 | Bank Of America Corp /de/ | 13,843,765 | $994M | Added | Mar 2026 |
| 4 | Vanguard Portfolio Management Llc | 12,144,964 | $872M | New | Mar 2026 |
| 5 | Morgan Stanley | 7,121,240 | $746M | Reduced | Dec 2025 |
| 6 | Schroder Investment Management Group | 8,018,556 | $545M | Reduced | Mar 2026 |
| 7 | Bank Of New York Mellon Corp | 6,793,156 | $488M | Reduced | Mar 2026 |
| 8 | Independent Franchise Partners Llp | 6,628,540 | $476M | Reduced | Mar 2026 |
| 9 | Invesco Ltd. | 5,210,041 | $374M | Reduced | Mar 2026 |
| 10 | Capital World Investors | 4,073,296 | $292M | Reduced | Mar 2026 |
| 11 | Victory Capital Management Inc | 3,163,295 | $227M | Added | Mar 2026 |
| 12 | Franklin Resources Inc | 2,751,649 | $197M | Added | Mar 2026 |
| 13 | Northern Trust Corp | 2,447,646 | $176M | — | Mar 2026 |
| 14 | Amundi | 1,909,911 | $137M | New | Mar 2026 |
| 15 | Ubs Group Ag | 1,539,166 | $110M | Added | Mar 2026 |
| 16 | Ensign Peak Advisors, Inc | 1,496,654 | $107M | Reduced | Mar 2026 |
| 17 | Robeco Institutional Asset Management B.v. | 1,473,323 | $106M | Reduced | Mar 2026 |
| 18 | Jpmorgan Chase & Co | 1,403,573 | $95M | Reduced | Mar 2026 |
| 19 | Pictet Asset Management Holding Sa | 849,399 | $89M | Added | Dec 2025 |
| 20 | Alecta Tjanstepension Omsesidigt | 1,188,600 | $85M | Added | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$30.67B
Enterprise Value
$34.91B
P/E (TTM)
-26.92x
Forward P/E
38.21x
PEG Ratio
0.07x
P/B
7.90x
P/S
2.14x
P/FCF
45.58x
EV/EBITDA
180.86x
Shares Out
360.1M
Financials (TTM)
Revenue
$14.29B
Net Income
-$1.13B
EBITDA
$193.0M
Free Cash Flow
$670.0M
Op Cash Flow
$1.27B
EPS Basic
$-3.15
EPS Diluted
$-3.15
EPS Forward
$2.22
Gross Margin
73.9%
Op Margin
6.7%
Net Margin
-7.9%
Balance Sheet
Total Assets
$19.89B
Total Liab.
$16.03B
Total Equity
$3.87B
Cash
$2.92B
LT Debt
$7.29B
Book Value/Sh
$10.73
Debt/Equity
2.44x
Current Ratio
1.30
Quick Ratio
0.92
Returns & Growth
ROE
-16.0%
ROA
-3.3%
ROIC
6.4%
Rev Growth YoY
-8.5%
EPS Growth YoY
-389.0%
Price Returns
2W
+10.0%
1M
+16.0%
3M
-18.7%
6M
-5.4%
12M
+32.9%
Technicals
52W High
$121.64
52W Low
$66.22
50d MA
$81.70
200d MA
$93.16
RSI (14)
42.40
ATR (14)
$3.09
Beta
1.25
Avg Volume
3.8M
Dividends
Div Rate
$1.72
Div Yield
2.2%
Frequency
4
Ex-Div Date
Feb 27, 2026
Analyst Price Targets
Consensus
$106.73
High
$140.00
Low
$70.00
Median
$110.00
Data updated apr 25, 2026 6:47am
· Source: financialmodelingprep.com