The Estée Lauder Companies Inc.
98.77USD
-2.9200 (-2.87%)
Consensus EPS on the street’s adjusted basis, not the filed GAAP figure — which is why the actuals here can differ from the income statement.
| Period | Consensus EPS | 90 days ago | Revisions up (30d) | Revisions down (30d) |
|---|---|---|---|---|
| Current quarter | $0.51▲ | $0.47 | 11 | 4 |
| Next quarter | $1.21▲ | $1.18 | 11 | 4 |
| Current year | $3.32▲ | $3.19 | 21 | 4 |
| Next year | $3.91▲ | $3.87 | 12 | 4 |
Beat in 4 of the last 4
| Quarter | Estimate | Actual | Surprise |
|---|---|---|---|
| 2026-06-30 | $0.32 | $0.39 | +0.07 (+22.1%) |
| 2026-03-31 | $0.65 | $0.91 | +0.26 (+40.2%) |
| 2025-12-31 | $0.83 | $0.89 | +0.06 (+6.6%) |
| 2025-09-30 | $0.18 | $0.32 | +0.14 (+81.9%) |
581 ratings from 37 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Barclays | Maintained | Equal-Weight | $80 $97 | Aug 21, 2026 |
| Jefferies | Maintained | Hold | $88 $100 | Aug 20, 2026 |
| Canaccord Genuity | Maintained | Hold | $85 $90 | Aug 20, 2026 |
| Telsey Advisory Group | Maintained | Market Perform | $90 $108 | Aug 20, 2026 |
| Citigroup | Maintained | Buy | $110 $115 | Aug 20, 2026 |
| Goldman Sachs | Maintained | Buy | $100 $112 | Aug 20, 2026 |
| JP Morgan | Maintained | Overweight | $94 $112 | Aug 20, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $90 $102 | Aug 20, 2026 |
| UBS | Maintained | Neutral | $86 $106 | Aug 20, 2026 |
| Piper Sandler | Maintained | Overweight | $95 $115 | Aug 20, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $85 $104 | Aug 20, 2026 |
| TD Cowen | Maintained | Hold | $90 $100 | Aug 20, 2026 |
| RBC Capital | Maintained | Outperform | $111 $120 | Aug 20, 2026 |
| B. Riley Securities | Reiterated | Neutral | $85 $100 | Aug 20, 2026 |
| RBC Capital | Reiterated | Outperform | $111 | Aug 17, 2026 |
| Jefferies | Maintained | Hold | $80 $88 | Jul 28, 2026 |
| TD Cowen | Maintained | Hold | $85 $90 | Jul 21, 2026 |
| Barclays | Maintained | Equal-Weight | $75 $80 | Jul 21, 2026 |
| JP Morgan | Maintained | Overweight | $99 $94 | Jul 16, 2026 |
| UBS | Maintained | Neutral | $85 $86 | Jul 16, 2026 |
| Bernstein | Initiated | Market Perform | $82 | Jun 11, 2026 |
| Citigroup | Maintained | Buy | $92 $110 | May 22, 2026 |
| Barclays | Maintained | Equal-Weight | $72 $75 | May 5, 2026 |
| JP Morgan | Maintained | Overweight | $98 $99 | May 4, 2026 |
| UBS | Maintained | Neutral | $75 $85 | May 4, 2026 |
79 filings from 29 insiders · 3 buy / 2 sell over 6m
Officers and directors of EL, from the last two years of filings. Grants, gifts and option exercises are shown but not colour-coded — they are compensation, not a view on the price.
| Insider | Action | Shares | Price | Value | Date |
|---|---|---|---|---|---|
| La Lande RashidaOfficer, Exec VP & General Counsel | Sell | 7.8k | $103.32 | $802k | Aug 28, 2026 |
| Lammers Hendrik ReneOfficer, EVP & CR&IO | GrantStock Option (Right to Buy) | 28.8k | — | — | Aug 27, 2026 |
| Lammers Hendrik ReneOfficer, EVP & CR&IO | GrantRestricted Stock Units (Share Payout) | 9.4k | — | — | Aug 27, 2026 |
| Lammers Hendrik ReneOfficer, EVP & CR&IO | GrantRestricted Stock Units (Share Payout) | 7.9k | — | — | Aug 27, 2026 |
| Bowes MichaelOfficer, Exec VP & CPO | GrantStock Option (Right to Buy) | 17.8k | — | — | Aug 27, 2026 |
| Bowes MichaelOfficer, Exec VP & CPO | GrantRestricted Stock Units (Share Payout) | 4.9k | — | — | Aug 27, 2026 |
| de la Faverie StephaneOfficer, President and CEO | GrantStock Option (Right to Buy) | 137.2k | — | — | Aug 27, 2026 |
| de la Faverie StephaneOfficer, President and CEO | GrantRestricted Stock Units (Share Payout) | 37.7k | — | — | Aug 27, 2026 |
| Hertzmark Hudis JaneOfficer, Exec VP & CBO | GrantStock Option (Right to Buy) | 61.2k | — | — | Aug 27, 2026 |
| Hertzmark Hudis JaneOfficer, Exec VP & CBO | GrantRestricted Stock Units (Share Payout) | 16.8k | — | — | Aug 27, 2026 |
| Webster MeridithOfficer, Exec VP GlobalComm/PubAffairs | GrantStock Option (Right to Buy) | 19.2k | — | — | Aug 27, 2026 |
| Webster MeridithOfficer, Exec VP GlobalComm/PubAffairs | GrantRestricted Stock Units (Share Payout) | 5.3k | — | — | Aug 27, 2026 |
| La Lande RashidaOfficer, Exec VP & General Counsel | GrantStock Option (Right to Buy) | 37.1k | — | — | Aug 27, 2026 |
| La Lande RashidaOfficer, Exec VP & General Counsel | GrantRestricted Stock Units (Share Payout) | 10.2k | — | — | Aug 27, 2026 |
| La Lande RashidaOfficer, Exec VP & General Counsel | ExerciseRestricted Stock Units (Share Payout) | 14.4k | — | — | Aug 27, 2026 |
| La Lande RashidaOfficer, Exec VP & General Counsel | Tax | 6.6k | $106.06 | $699k | Aug 27, 2026 |
| La Lande RashidaOfficer, Exec VP & General Counsel | Exercise | 14.4k | — | — | Aug 27, 2026 |
| Canevari RobertoOfficer, Exec VP & CVCO | GrantStock Option (Right to Buy) | 32.3k | — | — | Aug 27, 2026 |
| Canevari RobertoOfficer, Exec VP & CVCO | GrantRestricted Stock Units (Share Payout) | 8.9k | — | — | Aug 27, 2026 |
| Shrivastava AkhilOfficer, Exec VP & CFO | GrantStock Option (Right to Buy) | 37.1k | — | — | Aug 27, 2026 |
No analyst notes on EL yet.
Analyst Ratings
27 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 5 | 8 | 15 | 1 | 0 | Buy2.41 |
| 1 mo ago | 5 | 8 | 15 | 1 | 0 | Buy2.41 |
| 2 mo ago | 6 | 7 | 14 | 1 | 0 | Buy2.36 |
| 3 mo ago | 6 | 7 | 14 | 1 | 0 | Buy2.36 |