The Estée Lauder Companies Inc.
108.67USD
+0.9500 (+0.88%)
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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▲ | $0.48 | 2 | 1 |
| Next quarter | $1.21▲ | $1.17 | 3 | 0 |
| Current year | $3.33▲ | $3.18 | 3 | 2 |
| Next year | $3.93▲ | $3.83 | 2 | 2 |
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%) |
588 ratings from 37 firms
Ratings are attributed to the research firm, not to individual analysts. See every ticker.
| Firm | Action | Rating | Price Target | Date |
|---|---|---|---|---|
| Piper Sandler | Maintained | Overweight | $115 $125 | Oct 23, 2026 |
| Canaccord Genuity | Maintained | Hold | $90 $109 | Oct 22, 2026 |
| JP Morgan | Maintained | Overweight | $112 $115 | Oct 19, 2026 |
| Jefferies | Maintained | Hold | $100 $120 | Oct 19, 2026 |
| Morgan Stanley | Maintained | Equal-Weight | $102 $112 | Oct 15, 2026 |
| Wells Fargo | Maintained | Equal-Weight | $104 $95 | Oct 5, 2026 |
| Barclays | Upgraded from Equal-Weight | Overweight | $97 $108 | Oct 5, 2026 |
| 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 |
103 filings from 38 insiders · 4 buy / 4 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 |
|---|---|---|---|---|---|
| Nunez ArturoDirector | GrantStock Units (Share Payout) | 15.56 | $96.25 | $1k | Sep 15, 2026 |
| Strong DanaDirector | GrantStock Units (Share Payout) | 2.88 | $96.25 | $277 | Sep 15, 2026 |
| Hyman JenniferDirector | GrantStock Units (Share Payout) | 16.03 | $96.25 | $2k | Sep 15, 2026 |
| Tejada JenniferDirector | GrantStock Units (Share Payout) | 16.03 | $96.25 | $2k | Sep 15, 2026 |
| Long Annabelle YuDirector | GrantStock Units (Share Payout) | 2.88 | $96.25 | $277 | Sep 15, 2026 |
| Zinterhofer Eric LouisDirector | GrantStock Units (Cash Payout) | 8.41 | $96.25 | $809 | Sep 15, 2026 |
| Zinterhofer Eric LouisDirector | GrantStock Units (Share Payout) | 10.23 | $96.25 | $985 | Sep 15, 2026 |
| ZANNINO RICHARD FDirector | GrantindirectStock Units (Share Payout) | 38.9 | $96.25 | $4k | Sep 15, 2026 |
| ZANNINO RICHARD FDirector | GrantStock Units (Share Payout) | 10.89 | $96.25 | $1k | Sep 15, 2026 |
| BARSHEFSKY CHARLENEDirector | GrantStock Units (Share Payout) | 86.09 | $96.25 | $8k | Sep 15, 2026 |
| FRIBOURG PAUL JDirector | GrantStock Units (Cash Payout) | 152.95 | $96.25 | $15k | Sep 15, 2026 |
| FRIBOURG PAUL JDirector | GrantStock Units (Share Payout) | 52.85 | $96.25 | $5k | Sep 15, 2026 |
| STERNLICHT BARRY SDirector | GrantStock Units (Cash Payout) | 174.27 | $96.25 | $17k | Sep 15, 2026 |
| STERNLICHT BARRY SDirector | GrantStock Units (Share Payout) | 68.05 | $96.25 | $7k | Sep 15, 2026 |
| LAUDER JANEDirector; 10% owner | GrantStock Units (Share Payout) | 2.88 | $96.25 | $277 | Sep 15, 2026 |
| LAUDER GARY MDirector; 10% owner | GrantStock Units (Share Payout) | 16.1 | $96.25 | $2k | Sep 15, 2026 |
| Lauder William PDirector; 10% owner | GrantStock Units (Share Payout) | 2.88 | $96.25 | $277 | Sep 15, 2026 |
| FRIBOURG PAUL JDirector | Sellindirect | 16.1k | $98.79 | $1.59M | Sep 14, 2026 |
| FRIBOURG PAUL JDirector | Sellindirect | 27.1k | $98.35 | $2.66M | Sep 14, 2026 |
| FRIBOURG PAUL JDirector | Sellindirect | 14.8k | $97.17 | $1.44M | Sep 14, 2026 |
No analyst notes on EL yet.
Members whose judged calls on EL have played out most reliably.
No settled calls on EL yet. Nobody has filed a call with a deadline on it.
A member is listed once they have three judged calls on a name.
A call with a target is judged on whether the price reaches it by the deadline, counting each day's high (a buy) or low (a sell) from the day after the call was made. A call without one is judged on whether the price at the close on the deadline is higher (a buy) or lower (a sell) than the price the call was made at: the live price when it was saved, for a call made with Make a call, or the last close before the day it was filed, for a call made in a note. Not against the market or an index.
A percentage appears once five calls have reached their deadline. A target reached sooner is shown as played out early, and counts toward the percentage when its deadline passes, because a miss cannot be known before then.
A member’s prediction, judged on price history · not investment advice
Analyst Ratings
28 analysts covering
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Consensus |
|---|---|---|---|---|---|---|
| Current | 6 | 9 | 14 | 1 | 0 | Buy2.33 |
| 1 mo ago | 5 | 9 | 15 | 1 | 0 | Buy2.40 |
| 2 mo ago | 5 | 9 | 15 | 1 | 0 | Buy2.40 |
| 3 mo ago | 6 | 7 | 14 | 1 | 0 | Buy2.36 |