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The Estée Lauder Companies (EL)
NYSE:EL

The Estée Lauder Companies (EL) Price & Analysis

3,531 Followers

EL Stock Chart & Stats

$69.12
-$0.37(-0.50%)
At close: 4:00 PM EST
$69.12
-$0.37(-0.50%)

Bulls Say, Bears Say

Bulls Say
M&A OpportunityA potential merger with Puig could add faster-growing fragrance and prestige brands to Estée Lauder's portfolio, increasing exposure to high-margin categories and broader geographic diversification.
Operational TurnaroundExecution of the Beauty Reimagined plan is driving cost savings and a leaner operating model that supports operating margin expansion and stronger profitability.
Product Innovation And Channel ExpansionFaster product rollouts and expanded distribution on platforms like Amazon and TikTok Shop can boost sales momentum by increasing speed-to-market for new launches.
Bears Say
Deal Execution And Financing RiskCombining two large companies carries significant integration risk and likely financing needs that could increase leverage and result in shareholder dilution.
Travel Retail And Regional VolatilityDisruptions in travel retail and shifts in airport concessions create uncertainty for sales in key Asia and travel markets, making revenue more volatile.
Valuation And Limited UpsideCurrent valuation appears to already reflect a normalized recovery, which limits upside unless the company can sustainably re-accelerate sales growth beyond expectations.

The Estée Lauder Companies News

EL FAQ

What was The Estée Lauder Companies’s price range in the past 12 months?
The Estée Lauder Companies lowest stock price was $48.37 and its highest was $121.64 in the past 12 months.
    What is The Estée Lauder Companies’s market cap?
    The Estée Lauder Companies’s market cap is $25.00B.
      When is The Estée Lauder Companies’s upcoming earnings report date?
      The Estée Lauder Companies’s upcoming earnings report date is May 01, 2026 which is in 28 days.
        How were The Estée Lauder Companies’s earnings last quarter?
        The Estée Lauder Companies released its earnings results on Feb 05, 2026. The company reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.835 by $0.035.
          Is The Estée Lauder Companies overvalued?
          According to Wall Street analysts The Estée Lauder Companies’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
            Does The Estée Lauder Companies pay dividends?
            The Estée Lauder Companies pays a Quarterly dividend of $0.35 which represents an annual dividend yield of 1.3%. See more information on The Estée Lauder Companies dividends here
              What is The Estée Lauder Companies’s EPS estimate?
              The Estée Lauder Companies’s EPS estimate is 0.65.
                How many shares outstanding does The Estée Lauder Companies have?
                The Estée Lauder Companies has 247,219,700 shares outstanding.
                  What happened to The Estée Lauder Companies’s price movement after its last earnings report?
                  The Estée Lauder Companies reported an EPS of $0.87 in its last earnings report, beating expectations of $0.835. Following the earnings report the stock price went down -19.187%.
                    Which hedge fund is a major shareholder of The Estée Lauder Companies?
                    Currently, no hedge funds are holding shares in EL
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      The Estée Lauder Companies

                      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.

                      The Estée Lauder Companies (EL) Earnings & Revenues

                      EL Company Deck

                      EL Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Positive
                      The call presented multiple clear operational and financial improvements: revenue growth (4% organic), significant margin expansion, strong EPS and cash-flow gains, raised FY guidance, faster innovation cadence, and concrete brand- and channel-level wins (notably in China and online). Offsetting these positives are meaningful near-term costs and disruptions: a large restructuring charge (~$904M) and short-term migration costs related to the PRGP, travel-retail and Beijing/Shanghai online platform transitions, continued makeup category weakness, and regional softness in parts of Europe and Latin America. Management communicated confidence in the turnaround, emphasized PRGP benefits, and raised guidance while acknowledging the remaining execution work and transitory headwinds.View all EL earnings summaries

                      EL Net sales Breakdown

                      48.60%48.60%29.35%17.39%3.94%0.70%0.02%
                      48.60% Skin Care
                      29.35% Makeup
                      17.39% Fragrance
                      3.94% Hair Care
                      0.70% Other
                      0.02% Returns associated with restructuring and other activities
                      tipranks

                      EL Stock 12 Month Forecast

                      Average Price Target

                      $110.90
                      ▲(60.45% Upside)
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