EL icon

Estee Lauder

57.26 USD
+1.32
2.36%
At close Apr 23, 4:00 PM EDT
Pre-market
57.26
+0.00
0.00%
1 day
2.36%
5 days
6.51%
1 month
-15.11%
3 months
-28.52%
6 months
-34.78%
Year to date
-22.60%
1 year
-61.57%
5 years
-64.82%
10 years
-30.55%
 

About: Estee Lauder is a leader in the global prestige beauty market, participating across skin care (51% of fiscal 2024 sales), makeup (29%), fragrance (16%), and hair care (4%) categories, with top-selling brands such as Estee Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 30% of revenue from the Americas, 39% from Europe, the Middle East and Africa (including travel retail), and 31% from Asia-Pacific. Estee Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.

Employees: 62,000

0
Funds holding %
of 7,419 funds
0
Analysts bullish %
of 12 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

17% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]

6.09% more ownership

Funds ownership: 84.19% [Q3] → 90.29% (+6.09%) [Q4]

9% less funds holding

Funds holding: 896 [Q3] → 816 (-80) [Q4]

12% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.21B

19% less capital invested

Capital invested by funds: $19.5B [Q3] → $15.8B (-$3.72B) [Q4]

27% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 332

32% less first-time investments, than exits

New positions opened: 141 | Existing positions closed: 206

Research analyst outlook

12 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$55
4%
downside
Avg. target
$73
27%
upside
High target
$100
75%
upside

12 analyst ratings

positive
25%
neutral
75%
negative
0%
Telsey Advisory Group
Dana Telsey
26% 1-year accuracy
47 / 181 met price target
33%upside
$76
Market Perform
Maintained
24 Apr 2025
UBS
Peter Grom
46% 1-year accuracy
12 / 26 met price target
5%upside
$60
Neutral
Maintained
17 Apr 2025
Wells Fargo
Christopher Carey
0% 1-year accuracy
0 / 2 met price target
5%upside
$60
Equal-Weight
Maintained
16 Apr 2025
Citigroup
Filippo Falorni
37% 1-year accuracy
7 / 19 met price target
4%downside
$55
Neutral
Maintained
14 Apr 2025
JP Morgan
Andrea Teixeira
44% 1-year accuracy
28 / 64 met price target
7%upside
$61
Neutral
Maintained
11 Apr 2025

Financial journalist opinion

Based on 12 articles about EL published over the past 30 days

Neutral
Business Wire
1 day ago
Brian Franz Appointed Chief Technology, Data & Analytics Officer of The Estée Lauder Companies
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced the appointment of Brian Franz as Chief Technology, Data & Analytics Officer, effective April 21, 2025. Mr. Franz will report to President and Chief Executive Officer Stéphane de La Faverie and will join the company's Executive Team. “As we drive our bold Beauty Reimagined vision, Brian's deep expertise and fresh perspectives will be pivotal in executing the biggest technology and operational transformatio.
Brian Franz Appointed Chief Technology, Data & Analytics Officer of The Estée Lauder Companies
Positive
Zacks Investment Research
5 days ago
Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
Estee Lauder (EL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Will Estee Lauder (EL) Beat Estimates Again in Its Next Earnings Report?
Positive
Zacks Investment Research
5 days ago
Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
Finding stocks expected to beat quarterly earnings estimates becomes an easier task with our Zacks Earnings ESP.
Why Investors Need to Take Advantage of These 2 Consumer Staples Stocks Now
Positive
Zacks Investment Research
6 days ago
Top Beauty and Cosmetics Stocks to Boost Your Portfolio
Leading beauty and cosmetics stocks like EL, COTY and ULTA are thriving on innovation, technological advancements and sustainability.
Top Beauty and Cosmetics Stocks to Boost Your Portfolio
Neutral
Seeking Alpha
1 week ago
The Estee Lauder Companies: Significant Pain Has Changed The Picture
The Estée Lauder Companies Inc.'s stock has seen an 82.8% share price drop due to declining revenue, profits, and cash flows, especially in Asian markets. Poor consumer sentiment in China and South Korea, intense competition, and bad strategic decisions like the TOM FORD acquisition have hurt the company. Despite an attractive EL share price, significant structural and economic challenges persist, prompting a "hold" rating until stability is observed.
The Estee Lauder Companies: Significant Pain Has Changed The Picture
Positive
Seeking Alpha
1 week ago
Estée Lauder: Caught In A Perfect Storm, Why I'm Buying
Estée Lauder shares have plummeted 85% from their 2022 high due to management missteps, growth challenges in China and tariff-related fears. Despite Estée Lauder's current challenges, I have opened a position in EL stock, as I believe that the market is currently underestimating the company's potential. The company's solid gross profitability and manageable debt levels suggest a turnaround is possible, making EL shares an attractive long-term investment at their current valuation.
Estée Lauder: Caught In A Perfect Storm, Why I'm Buying
Positive
Zacks Investment Research
1 week ago
4 Cosmetic Stocks to Keep an Eye On Despite Market Challenges
Despite ongoing macroeconomic challenges, companies like EL, COTY, HELE and EWCZ remain well-positioned, backed by digital innovation and strategic brand initiatives.
4 Cosmetic Stocks to Keep an Eye On Despite Market Challenges
Neutral
GlobeNewsWire
1 week ago
Kuehn Law Encourages Investors of The Estee Lauder Companies, Inc. to Contact Law Firm
NEW YORK, April 10, 2025 (GLOBE NEWSWIRE) -- Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of The Estee Lauder Companies, Inc. (NYSE: EL) breached their fiduciary duties to shareholders.
Kuehn Law Encourages Investors of The Estee Lauder Companies, Inc. to Contact Law Firm
Positive
Zacks Investment Research
1 week ago
Estee Lauder (EL) Surges 12.2%: Is This an Indication of Further Gains?
Estee Lauder (EL) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.
Estee Lauder (EL) Surges 12.2%: Is This an Indication of Further Gains?
Positive
Seeking Alpha
2 weeks ago
Bloomberg April Watch List Shows 6 Ideal "Safer" Dividend Buys
Bloomberg Intelligence analysts identified 50 watchable firms for 2025, focusing on catalysts like leadership changes, acquisitions, and new products, with emphasis on AI and electric vehicles. Sixteen of the 35 dividend-paying companies are deemed "safer" with free cash flow yields exceeding dividend yields, including HSBC, China Hongqiao, and ITV. Analysts forecast net gains between 30.99% to 70.82% for top dividend focus companies by April 2026, with Broadcom and Subsea 7 leading projections.
Bloomberg April Watch List Shows 6 Ideal "Safer" Dividend Buys
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