Estee Lauder Companies Inc saw a price increase of 3.07%, reaching a 52-week high. This movement occurred despite the Nasdaq-100 declining by 0.19% and the S&P 500 gaining 0.10%.
The recent investigation by Halper Sadeh LLC into potential breaches of fiduciary duties by certain officers and directors has raised concerns about corporate governance. This scrutiny may lead to reforms that enhance transparency and accountability, potentially benefiting long-term shareholders.
As the investigation unfolds, it could impact investor confidence and corporate policies. The focus on shareholder rights may prompt changes that align management decisions more closely with shareholder interests, which could positively influence the company's future performance.
Wall Street analysts forecast EL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EL is 106.76 USD with a low forecast of 70.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
18 Analyst Rating
Wall Street analysts forecast EL stock price to fall over the next 12 months. According to Wall Street analysts, the average 1-year price target for EL is 106.76 USD with a low forecast of 70.00 USD and a high forecast of 130.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
8 Buy
9 Hold
1 Sell
Moderate Buy
Current: 114.620
Low
70.00
Averages
106.76
High
130.00
Current: 114.620
Low
70.00
Averages
106.76
High
130.00
Argus
NULL -> Buy
maintain
$105 -> $140
2026-01-26
New
Reason
Argus
Price Target
$105 -> $140
AI Analysis
2026-01-26
New
maintain
NULL -> Buy
Reason
Argus raised the firm's price target on Estee Lauder to $140 from $105 and keeps a Buy rating on the shares. The company has restored revenue growth and aims to achieve low double-digit-operating margins in the near term, the analyst tells investors in a research note. The firm further notes that in order to attract more customers, new management has increased innovation significantly and is entering such new channels as Amazon Premium Beauty, Sephora, and Ulta.
TD Cowen
Hold
maintain
$115 -> $130
2026-01-21
Reason
TD Cowen
Price Target
$115 -> $130
2026-01-21
maintain
Hold
Reason
TD Cowen raised the firm's price target on Estee Lauder to $130 from $115 and keeps a Hold rating on the shares. The firm adjusted targets in the beauty space as part of a Q4 preview. TD sees the most upside potential at Estee Lauder on improving China trends and sustained U.S. momentum. Beauty trends appear solid, which should drive revenue upside for all companies, the analyst tells investors in a research note.
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JPMorgan
NULL -> Overweight
maintain
$116 -> $131
2026-01-16
Reason
JPMorgan
Price Target
$116 -> $131
2026-01-16
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Estee Lauder to $131 from $116 and keeps an Overweight rating on the shares. The firm adjusted ratings and targets in the beverage, household and personal care products group as part of its Q4 earnings preview. JPMorgan believes the sector setup into earnings remains mixed, with the "most plain vanilla companies" and with those with the most exposure to the U.S. consumer likely to post "lackluster" sales. The stocks exposed to beauty and companies that focus on "differentiated and innovative premium products" should continue to outperform, the analyst tells investors in a research note.
Barclays
Equal Weight
maintain
$91 -> $100
2026-01-16
Reason
Barclays
Price Target
$91 -> $100
2026-01-16
maintain
Equal Weight
Reason
Barclays raised the firm's price target on Estee Lauder to $100 from $91 and keeps an Equal Weight rating on the shares. The firm adjusted targets in the consumer staples group as part of a Q4 earnings preview. Barclays attributes the recent "enthusiasm" in the stock to "a flight to safety" and remains concerned about company- and sector-level fundamentals. Potential oil and currency headwinds could materialize in 2026, the analyst tells investors in a research note.
About EL
The Estee Lauder Companies Inc. is a manufacturer, marketer and seller of skin care, makeup, fragrance and hair care products. Its product categories include skin care, makeup, fragrance, hair care and others. Its products are sold in approximately 150 countries and territories under a number of brand names, including Estee Lauder, Aramis, Clinique, Lab Series, Origins, M.A.C, Bobbi Brown Cosmetics, La Mer, Aveda, Jo Malone London, Bumble and bumble, Darphin Paris, TOM FORD, Smashbox, AERIN Beauty, Le Labo, Editions de Parfums Frederic Malle, GLAMGLOW, Kilian Paris, Too Faced, Dr.Jart+, and the DECIEM family of brands, including The Ordinary and NIOD. It is a licensee for fragrances, cosmetics and/or related products for AERIN, BALMAIN, and Dr. Andrew Weil. Its skin care products include moisturizers, serums, cleansers, toners, exfoliators, facial masks, body care, sun care products and others. Its makeup products include lipsticks, lip glosses, mascaras, foundations and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
