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ELELConsumer Defensive · Household & Personal Products

EL Stock Forecast: The Estée Lauder Companies, Inc. Price Predictions for 2026-2027

Last close, 4 Nov 2026
$112
+6.37% on the day

The 30 Wall Street analysts covering The Estée Lauder Companies, Inc. hold a median 12-month price target of $115 — +2.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 91 of 100 as at 4 Nov 2026 — among the strongest tenth. Here, the model and the Street point the same way.

Market cap
$38.2B
Ticker Nerd rank
91/ 100
Median analyst target
$115
Analysts covering
30
Revenue$3.6B+6.3% y/y
Operating income$254.0M
Net income−$116.0M
Free cash flow$425.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+2.6%
1M
+21.9%
YTD
+8.2%
1Y
+22.4%
From 52W high
−5.3%
From 52W low
+67.9%
$67
$118
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

EL stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores The Estée Lauder Companies, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 4 Nov 2026
91/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Revisions
97
Growth
89
Accruals
89
Issuance
79
Quality
76
Momentum
71
Value
52
Volatility
28
Size
6

Revisions (97): Analysts have, on balance, been raising their forecasts.

Volatility (28): The share price moves around a lot.

Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

EL stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on EL, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$70$80$90$100$110$120$130Jan 26Apr 26Jul 26Oct 26ELHigh $129Median $115Low $70

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says30 analysts
15 Buy14 Hold1 Sell
Low $70Median $115High $129

The green dot is the last close — the median target sits +2.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 11 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
23 Oct 2026Piper SandlerMaintainsOverweight$115 → $125
22 Oct 2026Canaccord GenuityMaintainsHold$90 → $109
19 Oct 2026JefferiesMaintainsHold$100 → $120
19 Oct 2026JP MorganMaintainsOverweight$112 → $115
15 Oct 2026Morgan StanleyMaintainsEqual-Weight$102 → $112
15 Oct 2026Morgan StanleyMaintainsEqual-Weight—
5 Oct 2026BarclaysUpgradeOverweight—
5 Oct 2026BarclaysUpgradeOverweight$97 → $108
5 Oct 2026Wells FargoMaintainsEqual-Weight$104 → $95
5 Oct 2026Wells FargoMaintainsEqual-Weight—
21 Aug 2026BarclaysMaintainsEqual-Weight$80 → $97
21 Aug 2026BarclaysMaintainsEqual-Weight—
20 Aug 2026B. Riley SecuritiesReiteratesNeutral$85 → $100
20 Aug 2026B. Riley SecuritiesReiteratesNeutral—
20 Aug 2026Canaccord GenuityMaintainsHold$85 → $90
20 Aug 2026Canaccord GenuityMaintainsHold—
20 Aug 2026CitigroupMaintainsBuy—
20 Aug 2026CitigroupMaintainsBuy$110 → $115
20 Aug 2026Goldman SachsMaintainsBuy$100 → $112
20 Aug 2026Goldman SachsMaintainsBuy—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

EL appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

EL vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 4 Nov 2026, The Estée Lauder Companies, Inc. returned +22.4% against +14.8% for the S&P 500, dividends included.

EL vs S&P 500, last 12 monthsTotal return, rebased to 100
708090100110120130Jan 26Apr 26Jul 26Oct 26ELS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

EL analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingThis fiscal year
EPS revision, 90 days
+6.7%
Analysts raising
6
Analysts cutting
4
Fundamentals

The Estée Lauder Companies, Inc. (EL) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
105.4×

Cheaper than 7% of US stocks

Price / sales
2.5×

Cheaper than 45% of US stocks

Price / book
9.5×

Cheaper than 9% of US stocks

EV / EBITDA
16.8×

Cheaper than 19% of US stocks

Growth & margins
Revenue growth (YoY)
6.7%

Higher than 45% of US stocks

Earnings growth (YoY)
395.7%

Higher than 94% of US stocks

Gross margin
75.5%

Higher than 88% of US stocks

Operating margin
11.9%

Higher than 67% of US stocks

Net margin
2.4%

Higher than 53% of US stocks

Returns & dividend
Return on equity
9.3%

Higher than 61% of US stocks

Return on assets
5.9%

Higher than 81% of US stocks

Dividend yield
1.3%

Higher than 74% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

The Estée Lauder Companies, Inc. (EL) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • The Estée Lauder Companies, Inc. has a market value of $38.2B and an enterprise value of $44.3B.

  • Revenue in the twelve months to 30 June 2026: $15.0B. The latest quarter grew 6.7% year on year.

  • Net income over the same four quarters: $182.0M, a 1.2% net margin.

  • Diluted earnings per share, trailing twelve months: $0.49.

  • Free cash flow in the twelve months to 30 June 2026: $1.3B, after $457.0M of capital spending.

  • The Estée Lauder Companies, Inc. spent $70.0M on share buybacks and $508.0M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 361.8M.

  • Trailing P/E: 105.4×; forward P/E: 26.2× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.33%, paying out 140% of earnings.

  • The Estée Lauder Companies, Inc. employs 37,950 people — $397K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 5 Nov 2026

Data provided by Twelve Data

Peers

EL vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelHousehold & Personal Products
CompanyMarket capTKN rank
ELThe Estée Lauder Companies, Inc.$38.2B91
KVUEKenvue, Inc.$37.1B—
CHDChurch & Dwight Co., Inc.$26.6B71
KMBKimberly-Clark Corp.$66.8B61
CLColgate-Palmolive Co.$79.6B97
CLXThe Clorox Co.$12.1B44
ELFe.l.f. Beauty, Inc.$6.8B44

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own The Estée Lauder Companies, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest EL news & analysis

Estée Lauder Raises FY27 Outlook, Maps Path to 18.5% Margin by 2030

MarketBeat · 4 Nov 2026positive

At a Capital Markets Experience in Shanghai, Estée Lauder outlined a fiscal 2030 growth and margin plan and cited improving sales momentum, share gains in China, and greater use of AI, regionalized operations, and consumer-facing investment. The headline says the company raised its FY27 outlook and targets an 18.5% margin by 2030.

Why it matters — EL watchers may note the updated FY27 outlook and the company’s longer-term growth and margin ambitions, alongside the operating initiatives it cited.

The Estée Lauder Companies Announces Fiscal 2030 Ambition at Its Capital Markets Experience: China Ecosystem Immersion Event

Business Wire · 4 Nov 2026neutral

Estée Lauder announced its fiscal 2030 ambition at a Capital Markets Experience event in Shanghai. CEO Stéphane de La Faverie and CFO Akhil Shrivastava outlined targets tied to the Beauty Reimagined strategic vision and execution of One ELC.

Why it matters — The announced ambition and targets provide EL watchers with an update on the company’s long-term strategic direction.

Estee Lauder (EL) Is Up 0.52% in One Week: What You Should Know

Zacks Investment Research · 3 Nov 2026neutral

Zacks Investment Research notes that Estée Lauder (EL) is up 0.52% over one week and poses a question about its appeal to momentum investors.

Why it matters — EL watchers may note the reported one-week gain and the article’s focus on momentum investing.

Estée Lauder Q1 Earnings: The Market Is Right, In The Short-Term At Least

Seeking Alpha · 3 Nov 2026negative

Estée Lauder reported strong Q1 2027 earnings and an improved outlook, but its shares reacted negatively as investors weighed ongoing macroeconomic and industry concerns. The quarter also included positives for the company’s turnaround.

Why it matters — EL watchers may weigh the improved results and outlook against short-term concerns about the industry and broader economy.

FAQ

Frequently asked questions about EL stock

What is the EL stock price forecast for 2026-2027?

The 30 Wall Street analysts covering The Estée Lauder Companies, Inc. have a median 12-month price target of $115, with estimates ranging from $70 to $129. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is EL stock a buy right now?

Of the 30 analysts covering The Estée Lauder Companies, Inc., 15 rate it a Buy, 14 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Estée Lauder Companies, Inc. 91 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank EL?

As at 4 Nov 2026, The Estée Lauder Companies, Inc. ranks 91 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (97 of 100).

Will EL stock go up?

No one can know that. What the data says: the median 12-month target from 30 analysts implies +2.6% from the last close, and Ticker Nerd's factor model ranks The Estée Lauder Companies, Inc. 91 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the EL stock forecast for 2030?

No analyst covering The Estée Lauder Companies, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for EL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $70 to $129 over the next 12 months.

How has EL stock performed over the past year?

The Estée Lauder Companies, Inc. returned +22.4% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.

What does The Estée Lauder Companies, Inc. do?

The Estée Lauder Companies Inc. Class A Common Stock represents ownership in The Estée Lauder Companies Inc., a global beauty group focused on skin care, makeup, fragrance, and hair care.

What is the latest news on EL?

The most recent item we track (MarketBeat, 4 Nov 2026): "Estée Lauder Raises FY27 Outlook, Maps Path to 18.5% Margin by 2030". At a Capital Markets Experience in Shanghai, Estée Lauder outlined a fiscal 2030 growth and margin plan and cited improving sales momentum, share gains in China, and greater use of AI, regionalized operations, and consumer-facing investment. The headline says the company raised its FY27 outlook and targets an 18.5% margin by 2030.

Company

About The Estée Lauder Companies, Inc.

The Estée Lauder Companies Inc. Class A Common Stock represents ownership in The Estée Lauder Companies Inc., a global beauty group focused on skin care, makeup, fragrance, and hair care. The company markets a broad portfolio of prestige brands that serve consumers across mass and luxury beauty channels, including department stores, specialty retailers, travel retail, online platforms, and direct-to-consumer outlets. Its business also extends to product development, brand management, and international distribution, making it a key participant in the consumer staples and personal care markets. The Estée Lauder Companies Inc. is known for operating a multi-brand model that spans everyday essentials and premium beauty products, with a presence across the Americas, Europe, Asia-Pacific, and other major regions.

CEO Mr. Stephane de la Faverie · 37,950 employees · United States · https://www.elcompanies.com