ELConsumer Defensive · Household & Personal ProductsThe 29 Wall Street analysts covering The Estée Lauder Companies, Inc. hold a median 12-month price target of $106 — +13.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 85 of 100 as at 19 Sept 2026 — inside the top quartile. Here, the model and the Street point the same way.
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.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Accruals (91): Reported profit is backed by cash, and the company is not expanding recklessly.
Volatility (31): The share price moves around a lot.
Size (7): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on EL, reported as data — targets and ratings, the market's view beside the model's.
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
The green dot is the last close — the median target sits +13.5% from it.
Of the 20 most recent actions, 16 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Aug 2026 | Barclays | Maintains | Equal-Weight | $80 → $97 |
| 20 Aug 2026 | B. Riley Securities | Reiterates | Neutral | $85 → $100 |
| 20 Aug 2026 | Canaccord Genuity | Maintains | Hold | $85 → $90 |
| 20 Aug 2026 | Citigroup | Maintains | Buy | $110 → $115 |
| 20 Aug 2026 | Goldman Sachs | Maintains | Buy | $100 → $112 |
| 20 Aug 2026 | Jefferies | Maintains | Hold | $88 → $100 |
| 20 Aug 2026 | JP Morgan | Maintains | Overweight | $94 → $112 |
| 20 Aug 2026 | Morgan Stanley | Maintains | Equal-Weight | $90 → $102 |
| 20 Aug 2026 | Piper Sandler | Maintains | Overweight | $95 → $115 |
| 20 Aug 2026 | RBC Capital | Maintains | Outperform | $111 → $120 |
| 20 Aug 2026 | TD Cowen | Maintains | Hold | $90 → $100 |
| 20 Aug 2026 | Telsey Advisory Group | Maintains | Market Perform | $90 → $108 |
| 20 Aug 2026 | UBS | Maintains | Neutral | $86 → $106 |
| 20 Aug 2026 | Wells Fargo | Maintains | Equal-Weight | $85 → $104 |
| 17 Aug 2026 | RBC Capital | Reiterates | Outperform | $111 |
| 17 Aug 2026 | RBC Capital | Reiterates | Outperform | — |
| 28 July 2026 | Jefferies | Maintains | Hold | $80 → $88 |
| 28 July 2026 | Jefferies | Maintains | Hold | — |
| 21 July 2026 | Barclays | Maintains | Equal-Weight | $75 → $80 |
| 21 July 2026 | Barclays | Maintains | Equal-Weight | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. EL appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 18 Sept 2026, The Estée Lauder Companies, Inc. returned +7.7% against +16.3% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 4% of US stocks
Cheaper than 49% of US stocks
Cheaper than 10% of US stocks
Cheaper than 20% of US stocks
Higher than 42% of US stocks
Higher than 43% of US stocks
Higher than 88% of US stocks
Higher than 59% of US stocks
Higher than 50% of US stocks
Higher than 53% of US stocks
Higher than 78% of US stocks
Higher than 34% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
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 $33.8B and an enterprise value of $39.6B.
Revenue in the twelve months to 30 June 2026: $15.0B. The latest quarter grew 6.3% 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.
Trailing P/E: 186.9×; forward P/E: 23.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 1.50%, paying out 280% of earnings.
The Estée Lauder Companies, Inc. employs 37,950 people — $397K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
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 →
Estee Lauder has entered into a partnership with Profound to enhance brand visibility and accuracy across generative AI platforms, as beauty discovery increasingly takes place on these services.
Why it matters — EL watchers would care because the move reflects how the company is adapting its brand presence to evolving AI-driven beauty discovery channels.
Zacks Investment Research highlighted Estee Lauder (EL) as a top momentum stock for the long term, using its Style Scores system that identifies top-rated stocks based on investing style. The piece presents EL favorably within this framework.
Why it matters — A favorable long-term momentum designation from Zacks could draw investor attention to EL's stock and reinforce positive sentiment among those tracking the company.
The Estée Lauder Companies announced a global strategic partnership with Profound, an AI marketing platform, to gain visibility into how its brand portfolio is represented across leading generative AI platforms and to optimize that representation, advancing its ambition to lead prestige beauty in AI-native discovery.
Why it matters — This move signals EL's commitment to strengthening its digital and AI-driven brand presence across emerging generative AI platforms, which could shape how consumers discover and perceive its brands going forward.
The Estée Lauder Companies presented at the Barclays 19th Annual Global Consumer Staples Conference, and Seeking Alpha published a transcript of the company's remarks at the event. The item reports on the presentation content as covered in the transcript.
Why it matters — A transcript of EL's conference presentation offers investors direct insight into the company's management commentary and strategic messaging at a major industry event.
The Estée Lauder Companies announced expanded executive roles for Brian Franz, who was appointed Chief Technology & Transformation Officer with added enterprise-wide transformation responsibilities, and Amber English, who was named President, Digital & Online, The Americas and Global Amazon Lead with new enterprise-wide responsibility.
Why it matters — An EL watcher would care because these leadership changes signal the company's focus on transformation and digital/e-commerce growth across the Americas and via Amazon.
The 29 Wall Street analysts covering The Estée Lauder Companies, Inc. have a median 12-month price target of $106, with estimates ranging from $70 to $127. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering The Estée Lauder Companies, Inc., 14 rate it a Buy, 14 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks The Estée Lauder Companies, Inc. 85 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, The Estée Lauder Companies, Inc. ranks 85 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 Accruals (91 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +13.5% from the last close, and Ticker Nerd's factor model ranks The Estée Lauder Companies, Inc. 85 out of 100 as at 19 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
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 $127 over the next 12 months.
The Estée Lauder Companies, Inc. returned +7.7% over the 12 months to 18 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
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 most recent item we track (Zacks Investment Research, 16 Sept 2026): "Can Estee Lauder's Profound Partnership Strengthen AI Visibility?". Estee Lauder has entered into a partnership with Profound to enhance brand visibility and accuracy across generative AI platforms, as beauty discovery increasingly takes place on these services.
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
