EL

Estee Lauder Cos., Inc

Feb 05 • 12:19PM ET

91.18

-28.43 -23.77 %

Consumer Defensive • Household & Personal Products • USA • NYSE

Today, 8:40 AMEstée Lauder beats F2Q26 with 6% net sales growth and $0.89 adjusted EPS, raises full-year EPS midpoint to $2.15 but warns new tariffs will cut about $100M from profit mainly in H2, and launches a “Beauty Reimagined” restructuring with 5,800–7,000 job cuts, $1.2–$1.6B in charges and $0.8–$1.0B in annual savings; shares sink over 12% premarket after an earlier ~8% drop on the outlook.

Peers: PG COTY UL SBH CHD OMC

| Held by: VTI VOO VO MOAT IVV SPY XLP VTV RSP IWR

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Index	S&P 500	P/E	-	EPS (ttm)	-2.58	Insider Own	35.05%	Shs Outstand	234.82M	Perf Week	-20.86%
Market Cap	32.86B	Forward P/E	30.97	EPS next Y	2.94	Insider Trans	-8.25%	Shs Float	234.06M	Perf Month	-16.00%
Enterprise Value	40.06B	PEG	0.91	EPS next Q	0.73	Inst Own	62.37%	Short Float	4.06%	Perf Quarter	-1.83%
Income	-930.00M	P/S	2.28	EPS this Y	44.85%	Inst Trans	0.66%	Short Ratio	2.67	Perf Half Y	1.14%
Sales	14.42B	P/B	8.45	EPS next Y	34.59%	ROA	-4.58%	Short Interest	9.51M	Perf YTD	-12.93%
Book/sh	10.79	P/C	14.81	EPS next 5Y	34.06%	ROE	-20.73%	52W High	121.64 -25.04%	Perf Year	31.25%
Cash/sh	6.16	P/FCF	31.44	EPS past 3/5Y	- -	ROIC	-7.21%	52W Low	48.37 88.51%	Perf 3Y	-67.09%
Dividend Est.	1.49 (1.63%)	EV/EBITDA	20.55	Sales past 3/5Y	-6.96% 0.04%	Gross Margin	74.15%	Volatility	3.50% 3.11%	Perf 5Y	-61.47%
Dividend TTM	1.40 (1.54%)	EV/Sales	2.78	EPS Y/Y TTM	-554.84%	Oper. Margin	7.82%	ATR (14)	5.27	Perf 10Y	8.95%
Dividend Ex-Date	Nov 28, 2025	Quick Ratio	0.92	Sales Y/Y TTM	-6.36%	Profit Margin	-6.45%	RSI (14)	28.45	Recom	2.37
Dividend Gr. 3/5Y	-9.80% 4.23%	Current Ratio	1.32	EPS Q/Q	129.83%	SMA20	-20.48%	Beta	1.09	Target Price	111.62
Payout	-	Debt/Eq	2.42	Sales Q/Q	3.88%	SMA50	-15.54%	Rel Volume	5.63	Prev Close	119.61
Employees	57000	LT Debt/Eq	2.31	Earnings	Feb 05 BMO	SMA200	2.26%	Avg Volume	3.56M	Price	91.18
IPO	Nov 17, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	4.20% 0.09%	Trades		Volume	9,251,165	Change	-23.77%

Date	Action	Analyst	Rating Change	Price Target Change
Jan-14-26	Resumed	Jefferies	Hold	$110
Jan-05-26	Upgrade	Raymond James	Mkt Perform → Strong Buy	$130
Nov-25-25	Downgrade	Rothschild & Co Redburn	Neutral → Sell	$70
Nov-11-25	Upgrade	Argus	Hold → Buy
Oct-31-25	Reiterated	Telsey Advisory Group	Market Perform	$99 → $105
Oct-13-25	Upgrade	Goldman	Neutral → Buy	$115
Aug-14-25	Reiterated	Telsey Advisory Group	Market Perform	$66 → $99
Jul-25-25	Upgrade	JP Morgan	Neutral → Overweight	$101
Jul-10-25	Resumed	BofA Securities	Buy	$110
Jun-27-25	Upgrade	HSBC Securities	Hold → Buy
Jun-23-25	Upgrade	Deutsche Bank	Hold → Buy	$95
May-02-25	Reiterated	Telsey Advisory Group	Market Perform	$76 → $66
Nov-01-24	Reiterated	Telsey Advisory Group	Market Perform	$105 → $76
Nov-01-24	Downgrade	JP Morgan	Overweight → Neutral	$113 → $74
Oct-31-24	Downgrade	Wells Fargo	Overweight → Equal Weight	$105 → $72
Oct-31-24	Downgrade	Stifel	Buy → Hold	$125
Oct-31-24	Downgrade	Citigroup	Buy → Neutral	$105 → $80
Oct-16-24	Downgrade	HSBC Securities	Buy → Hold	$100
Sep-10-24	Initiated	B. Riley Securities	Neutral	$95
Aug-22-24	Upgrade	Piper Sandler	Neutral → Overweight	$95 → $114

Show Previous Ratings

Today 11:56AM	Why Estee Lauder (EL) Shares Are Getting Obliterated Today (StockStory) -23.77%
11:54AM	Stock Market Today: Nasdaq, Dow Slide But Trim Losses; Ralph Lauren, Estee Lauder Dive (Live Coverage) (Investor's Business Daily)
10:45AM	These Stocks Are Todays Movers: Alphabet, Qualcomm, Broadcom, AMD, Strategy, Hims, Estee Lauder, and More (Barrons.com)
10:43AM	Estee Lauder shares slide despite raised earnings outlook on tariff headwinds (Proactive)
10:24AM	Estee Lauder Stock Tanks. Restructuring Costs and Tariffs Take Bite Out of Earnings. (Barrons.com)
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09:30AM	Compared to Estimates, Estee Lauder (EL) Q2 Earnings: A Look at Key Metrics (Zacks)
09:28AM	Crypto stocks sink as bitcoin falls below $70K, Estée Lauder drops (Yahoo Finance Video)
08:40AM	Estee Lauder Stock Sinks. Restructuring Costs and Tariffs Take Bite Out of Earnings. (Barrons.com)
08:36AM	Estee Lauder Flags $100 Million Tariff Alarm (Benzinga)
07:11AM	Estee Lauder Lifts Outlook, Warns of Tariff Impact (The Wall Street Journal)
07:10AM	Estee Lauder (EL) Q2 Earnings and Revenues Top Estimates (Zacks)
06:53AM	Estée Lauder shares tumble as tariff concerns overshadow strong Q2 results (Investing.com)
06:26AM	Estee Lauder (NYSE:EL) Reports Q4 CY2025 In Line With Expectations But Stock Drops (StockStory)
06:10AM	Estee Lauder: Fiscal Q2 Earnings Snapshot (Associated Press Finance)
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06:00AM	The Estee Lauder Companies Reports Fiscal 2026 Second Quarter Results (Business Wire)
04:59AM	Amazon.com headlines earnings slate (MarketWatch)
04:18AM	Stock Market Today: Dow, S&P 500 and Nasdaq mixed as AI spending and disruption weigh on tech sector after Alphabet results; silver dives; bitcoin falls near 70k; Amazon.com earnings on tap. (MarketWatch)
Feb-04-26 10:00PM	Wall Street ticks lower before the bell and bitcoin slumps as markets sense broader risk (Associated Press Finance)
09:21AM	Estée Lauder Stock Outlook: Is Wall Street Bullish or Bearish? (Barchart)
Feb-03-26 10:13PM	Estee Lauder (EL) Reports Q4: Everything You Need To Know Ahead Of Earnings (StockStory)
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Jan-29-26 04:45PM	The Estee Lauder Companies to Webcast Discussion of Fiscal 2026 Second Quarter Results on February 5, 2026 (Business Wire)
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10:00AM	Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
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08:17AM	EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now? (Zacks)
Jan-28-26 09:14AM	Can Innovation Unlock Sustained Category Growth for Estee Lauder? (Zacks)
07:58AM	Is Estee Lauder (EL) a Resilient Stock? (Insider Monkey)
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Jan-22-26 09:40AM	Is The Estee Lauder Companies (EL) Outperforming Other Consumer Staples Stocks This Year? (Zacks)
Jan-20-26 11:25AM	Will Coty's Innovation Pipeline Reignite Top-Line Growth? (Zacks)
11:24AM	Estee Lauder sued by beauty tech startup for alleged theft (Reuters)
07:30AM	Secondary Market Inventory Solution Another Raises Over $2.5 Million in Seed Round (Sourcing Journal)
Jan-19-26 11:17AM	Is Estee Lauder's Skin Care Still a Structural Headwind? (Zacks)
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Jan-15-26 12:01AM	Estée Lauder Reformulates Double Wear (WWD)
Jan-14-26 09:05AM	Estee Lauder Stock Rises 21.9% in 3 Months: What Should Investors Do? (Zacks)
Jan-12-26 12:00PM	All You Need to Know About Estee Lauder (EL) Rating Upgrade to Strong Buy (Zacks)
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Jan-11-26 04:48PM	Wells Fargo Lifts Estee Lauder (EL) Target as Raymond James Names It a 2026 Top Pick (Insider Monkey)
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Jan-08-26 08:00AM	Este Lauder Announces Actress Daisy Edgar-Jones as Newest Global Brand Ambassador (Business Wire)
Jan-07-26 12:10PM	Why Estee Lauder (EL) Could Beat Earnings Estimates Again (Zacks)
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Dec-24-25 01:14PM	Analyst Report: The Estée Lauder Companies Inc. (Morningstar Research)
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The Estee Lauder Companies, Inc. engages in the manufacture of skin care, makeup, fragrance and hair care products. It sells products under Estee Lauder, Clinique, Origins, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. The company was founded by Estee Lauder and Joseph Lauder in 1946 and is headquartered in New York, NY.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
LAUDER JANE	Director	Nov 26 '25	Option Exercise	89.47	17,840	1,596,145	76,603	Dec 01 03:44 PM
LAUDER JANE	Director	Nov 26 '25	Sale	94.38	17,840	1,683,739	58,763	Dec 01 03:44 PM
La Lande Rashida	Exec VP & General Counsel	Nov 26 '25	Sale	94.45	1,604	151,498	0	Dec 01 03:44 PM
JANE LAUDER	Director	Nov 26 '25	Proposed Sale	94.38	17,840	1,683,707		Nov 26 04:03 PM
RASHIDA LA LANDE	Officer	Nov 26 '25	Proposed Sale	94.45	1,604	151,498		Nov 26 04:03 PM
Webster Meridith	Exec VP GlobalComm/PubAffairs	Nov 18 '25	Sale	87.84	5,430	476,971	0	Nov 19 12:37 PM
MERIDITH WEBSTER	Officer	Nov 18 '25	Proposed Sale	87.84	5,430	476,993		Nov 18 04:06 PM
STERNLICHT BARRY S	Director	Nov 11 '25	Option Exercise	84.35	3,972	335,038	38,784	Nov 12 11:49 AM
STERNLICHT BARRY S	Director	Nov 11 '25	Sale	91.83	3,972	364,749	34,812	Nov 12 11:49 AM
BARRY S. STERNLICHT	Director	Nov 11 '25	Proposed Sale	91.83	3,972	364,758		Nov 12 10:14 AM
Leonard A. Lauder 2013 Revocab	10% Owner	Nov 06 '25	Sale	89.70	2,786,040	249,907,788	0	Nov 07 09:35 PM
Evelyn H. Lauder 2012 Marital	10% Owner	Nov 06 '25	Sale	89.70	2,845,283	255,221,885	0	Nov 07 09:32 PM
LAL 2015 ELF Trust	10% Owner	Nov 06 '25	Sale	89.70	5,670,000	508,599,000	0	Nov 07 09:30 PM
FORESTER LYNN	Director	Aug 29 '25	Option Exercise	84.35	3,972	335,038	19,181	Sep 02 11:27 AM
FORESTER LYNN	Director	Aug 29 '25	Sale	91.65	3,702	339,288	15,479	Sep 02 11:27 AM
LYNN FORESTER	Director	Aug 29 '25	Proposed Sale	91.65	3,702	339,276		Aug 29 04:24 PM
La Lande Rashida	Executive VP & General Counsel	Aug 28 '25	Sale	91.88	6,417	589,594	0	Aug 28 04:38 PM
RASHIDA LA LANDE	Officer	Aug 28 '25	Proposed Sale	91.88	6,417	589,607		Aug 28 04:07 PM
ZANNINO RICHARD F	Director	Aug 25 '25	Option Exercise	84.35	3,972	335,038	12,159	Aug 26 12:09 PM
BARSHEFSKY CHARLENE	Director	Aug 22 '25	Option Exercise	84.35	3,972	335,038	53,772	Aug 25 02:27 PM
BARSHEFSKY CHARLENE	Director	Aug 22 '25	Sale	91.07	3,723	339,054	50,049	Aug 25 02:27 PM
LAUDER JANE	Director	Aug 21 '25	Option Exercise	77.35	15,699	1,214,318	74,462	Aug 25 02:19 PM
LAUDER JANE	Director	Aug 21 '25	Sale	88.23	15,699	1,385,123	58,763	Aug 25 02:19 PM
CHARLENE BARSHEFSKY 2012 FAMIL	Director	Aug 22 '25	Proposed Sale	91.07	3,723	339,065		Aug 22 04:11 PM
PETER JUEPTNER	Officer	Aug 22 '25	Proposed Sale	90.82	7,619	691,958		Aug 22 04:04 PM
PETER JUEPTNER	Officer	Aug 21 '25	Proposed Sale	87.85	7,619	669,301		Aug 21 04:54 PM
JANE LAUDER	Director	Aug 21 '25	Proposed Sale	88.23	15,699	1,385,060		Aug 21 04:07 PM
Michael O'Hare	Officer	May 02 '25	Proposed Sale	58.72	9,540	560,188		May 02 01:18 PM
FRIBOURG PAUL J	Director	Feb 07 '25	Buy	65.00	45,500	2,957,333	520,300	Feb 10 04:01 PM
FRIBOURG PAUL J	Director	Feb 06 '25	Buy	65.26	44,000	2,871,468	474,800	Feb 07 04:18 PM

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EL

Estee Lauder Cos., Inc

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