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ELELConsumer Defensive · Household & Personal Products

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

Last close, 14 Oct 2026
$102
+1.87% on the day

The 30 Wall Street analysts covering The Estée Lauder Companies, Inc. hold a median 12-month price target of $108 — +6.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 14 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$36.1B
Ticker Nerd rank
88 / 100
Median analyst target
$108
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
+7.6%
1M
+3.4%
YTD
−2.0%
1Y
+8.5%
From 52W high
−14.2%
From 52W low
+52.2%
$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 14 Oct 2026
88 / 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
93
Accruals
91
Growth
90
Issuance
79
Momentum
74
Quality
74
Value
40
Volatility
27
Size
6

Revisions (93): Analysts have, on balance, been raising their forecasts.

Volatility (27): 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 quant trader with fourteen 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 $127Median $108Low $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 $108High $127

The green dot is the last close — the median target sits +6.3% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 10 moved their price target up and 1 moved it down.

DateFirmActionRatingTarget
5 Oct 2026BarclaysUpgradeOverweight$97 → $108
5 Oct 2026Wells FargoMaintainsEqual-Weight$104 → $95
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—
20 Aug 2026JefferiesMaintainsHold—
20 Aug 2026JefferiesMaintainsHold$88 → $100
20 Aug 2026JP MorganMaintainsOverweight—
20 Aug 2026JP MorganMaintainsOverweight$94 → $112
20 Aug 2026Morgan StanleyMaintainsEqual-Weight—
20 Aug 2026Morgan StanleyMaintainsEqual-Weight$90 → $102
20 Aug 2026Piper SandlerMaintainsOverweight$95 → $115
20 Aug 2026Piper SandlerMaintainsOverweight—

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.

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.

Free, every Monday. Unsubscribe any time.

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 14 Oct 2026, The Estée Lauder Companies, Inc. returned +8.5% against +17.5% 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 movingNext fiscal year
EPS revision, 90 days
+4.3%
Analysts raising
1
Analysts cutting
1
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
199.5×

Cheaper than 3% of US stocks

Price / sales
2.4×

Cheaper than 47% of US stocks

Price / book
9.5×

Cheaper than 9% of US stocks

EV / EBITDA
17.0×

Cheaper than 19% of US stocks

Growth & margins
Revenue growth (YoY)
6.3%

Higher than 42% of US stocks

Earnings growth (YoY)
6.3%

Higher than 43% of US stocks

Gross margin
75.5%

Higher than 88% of US stocks

Operating margin
7.0%

Higher than 59% of US stocks

Net margin
1.2%

Higher than 50% of US stocks

Returns & dividend
Return on equity
4.7%

Higher than 53% of US stocks

Return on assets
5.2%

Higher than 78% of US stocks

Dividend yield
1.4%

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 $36.1B and an enterprise value of $41.8B.

  • 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.

  • Shares outstanding: 361.8M.

  • Trailing P/E: 199.5×; forward P/E: 25.4× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 1.40%, paying out 280% 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 15 Oct 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.$36.1B
88
KVUEKenvue, Inc.$34.6B
67
KMBKimberly-Clark Corp.$33.0B
63
CHDChurch & Dwight Co., Inc.$24.3B
76
CLColgate-Palmolive Co.$74.8B
93
CLXThe Clorox Co.$10.4B
29
ELFe.l.f. Beauty, Inc.$6.4B
41

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

Reliance Foundation and The Estée Lauder Companies Charitable Foundation Launch Multi-Year Partnership That Aims to Empower One Million Girls and Young Women in India

Business Wire · 14 Oct 2026positive

Reliance Foundation and The Estée Lauder Companies Charitable Foundation launched a multi-year partnership aimed at empowering one million girls and young women across India. The program will serve ages 14 to 20 in rural and urban communities, focusing on life skills and confidence.

Why it matters — The partnership highlights a philanthropic initiative by EL's charitable foundation focused on supporting girls and young women in India.

Here's Why Estee Lauder (EL) is a Strong Momentum Stock

Zacks Investment Research · 13 Oct 2026positive

Zacks Investment Research highlights its Style Scores as a tool for investors to identify stocks rated highly for a particular investing style, and presents Estée Lauder (EL) as a strong momentum stock.

Why it matters — EL watchers may note that the article frames the company positively through Zacks’ momentum-oriented stock-rating approach.

Can Estee Lauder's Innovation Push Unlock the Next Growth Wave?

Zacks Investment Research · 9 Oct 2026positive

Estée Lauder is focusing on product innovation to drive growth, with new launches across skincare, makeup, and fragrance intended to strengthen brand appeal.

Why it matters — EL watchers may track whether the company’s innovation efforts support growth and brand appeal across its product categories.

70 Million Luxury Shoppers Vanished, and 5 US Stocks Are in the Blast Radius

24/7 Wall Street · 8 Oct 2026negative

The article says the global luxury market has lost tens of millions of shoppers in recent years, with ongoing effects on five U.S. stocks, including companies facing different prospects in the reset.

Why it matters — Estée Lauder watchers may care because the article describes continued pressure across the luxury market, though the excerpt does not specify the company's particular exposure or outlook.

Gaétane Baudry Appointed Senior Vice President/Global General Manager, Bobbi Brown

Business Wire · 8 Oct 2026neutral

The Estée Lauder Companies announced that Gaétane Baudry will become Senior Vice President/Global General Manager of Bobbi Brown, effective October 8, 2026. Based in New York, she will report to Lisa Sequino and lead the brand’s global strategy and continued evolution.

Why it matters — The appointment concerns leadership of Bobbi Brown, including its global strategy, innovation, creativity, and consumer engagement.

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 $108, with estimates ranging from $70 to $127. 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. 88 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank EL?

As at 14 Oct 2026, The Estée Lauder Companies, Inc. ranks 88 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 (93 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 +6.3% from the last close, and Ticker Nerd's factor model ranks The Estée Lauder Companies, Inc. 88 out of 100 as at 14 Oct 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 $127 over the next 12 months.

How has EL stock performed over the past year?

The Estée Lauder Companies, Inc. returned +8.5% over the 12 months to 14 Oct 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 (Business Wire, 14 Oct 2026): "Reliance Foundation and The Estée Lauder Companies Charitable Foundation Launch Multi-Year Partnership That Aims to Empower One Million Girls and Young Women in India". Reliance Foundation and The Estée Lauder Companies Charitable Foundation launched a multi-year partnership aimed at empowering one million girls and young women across India. The program will serve ages 14 to 20 in rural and urban communities, focusing on life skills and confidence.

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