EL icon

Estee Lauder

65.17 USD
+1.50
2.36%
At close May 16, 4:00 PM EDT
After hours
64.70
-0.47
0.72%
1 day
2.36%
5 days
0.80%
1 month
23.76%
3 months
-9.72%
6 months
0.93%
Year to date
-11.91%
1 year
-52.86%
5 years
-63.44%
10 years
-26.91%
 

About: Estee Lauder is a leader in the global prestige beauty market, participating across skin care (51% of fiscal 2024 sales), makeup (29%), fragrance (16%), and hair care (4%) categories, with top-selling brands such as Estee Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 30% of revenue from the Americas, 39% from Europe, the Middle East and Africa (including travel retail), and 31% from Asia-Pacific. Estee Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.

Employees: 62,000

0
Funds holding %
of 7,425 funds
0
Analysts bullish %
of 11 analysts

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

17% more funds holding in top 10

Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]

6.09% more ownership

Funds ownership: 84.19% [Q3] → 90.29% (+6.09%) [Q4]

9% less funds holding

Funds holding: 897 [Q3] → 815 (-82) [Q4]

12% less call options, than puts

Call options by funds: $1.06B | Put options by funds: $1.21B

19% less capital invested

Capital invested by funds: $19.5B [Q3] → $15.8B (-$3.72B) [Q4]

27% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 332

33% less first-time investments, than exits

New positions opened: 139 | Existing positions closed: 206

Research analyst outlook

11 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target
$55
16%
downside
Avg. target
$67
3%
upside
High target
$90
38%
upside

11 analyst ratings

positive
27%
neutral
73%
negative
0%
UBS
Peter Grom
47% 1-year accuracy
14 / 30 met price target
5%downside
$62
Neutral
Maintained
2 May 2025
RBC Capital
Nik Modi
34% 1-year accuracy
16 / 47 met price target
38%upside
$90
Outperform
Maintained
2 May 2025
B. Riley Securities
Anna Glaessgen
38% 1-year accuracy
5 / 13 met price target
8%downside
$60
Neutral
Reiterated
2 May 2025
Piper Sandler
Korinne Wolfmeyer
34% 1-year accuracy
16 / 47 met price target
15%upside
$75
Overweight
Reiterated
2 May 2025
Telsey Advisory Group
Dana Telsey
49% 1-year accuracy
93 / 188 met price target
1%upside
$66
Market Perform
Maintained
2 May 2025

Financial journalist opinion

Based on 30 articles about EL published over the past 30 days

Positive
New York Post
6 hours ago
‘Big Short' investor Michael Burry doubles stake in Estee Lauder, betting on luxe rebound
Burry's firm now owns 200,000 shares of Estee valued at $13.2 million.
‘Big Short' investor Michael Burry doubles stake in Estee Lauder, betting on luxe rebound
Neutral
Reuters
7 hours ago
'Big Short' investor Michael Burry doubles stake in cosmetics maker Estee Lauder
Michael Burry's Scion Asset Management has doubled its stake in Estee Lauder , at a time when the beauty giant's new CEO is steering the company through a transformation to overcome weak demand in key markets such as North America and China.
'Big Short' investor Michael Burry doubles stake in cosmetics maker Estee Lauder
Negative
24/7 Wall Street
9 hours ago
The Big Shorts Michael Burry Is Uber-Bearish – Sells Out His Entire Portfolio Except One Stock
Dr.Michael Burry became known for predicting and profiting from the 2008 financial crisis.
The Big Shorts Michael Burry Is Uber-Bearish – Sells Out His Entire Portfolio Except One Stock
Neutral
Invezz
13 hours ago
Estee Lauder stock price analysis: rebound can't be ruled out
Estee Lauder stock price has been left behind in the past few years as the once-popular brand goes through its deepest slump in years. It has plunged from a high of $354 in January 2022 to $63, erasing billions of value and costing thousands of jobs.
Estee Lauder stock price analysis: rebound can't be ruled out
Neutral
Business Wire
2 days ago
Creative Visionary Nicola Formichetti Named Global Creative Director, M·A·C Cosmetics
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies (NYSE:EL) and M·A·C Cosmetics announced today the appointment of Nicola Formichetti as Global Creative Director, effective May 19, 2025. A celebrated creative director, designer, and cultural icon, Formichetti brings his visionary artistry, genre-defying creativity and consumer-first mindset to the helm of M·A·C's global creative strategy. He will report directly to Aïda Moudachirou-Rébois, M·A·C's Senior Vice President and Global General Ma.
Creative Visionary Nicola Formichetti Named Global Creative Director, M·A·C Cosmetics
Positive
Zacks Investment Research
3 days ago
Why Estee Lauder (EL) International Revenue Trends Deserve Your Attention
Evaluate Estee Lauder's (EL) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Why Estee Lauder (EL) International Revenue Trends Deserve Your Attention
Neutral
GlobeNewsWire
3 days ago
ESTEE LAUDER ALERT: Bragar Eagel & Squire, P.C. is Investigating The Estee Lauder Companies Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
NEW YORK, May 12, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against The Estee Lauder Companies Inc. (NYSE: EL) on behalf of long-term stockholders following a class action complaint that was filed against Estee Lauder on December 7, 2023 with a Class Period from February 3, 2022 to October 31, 2023.
ESTEE LAUDER ALERT: Bragar Eagel & Squire, P.C. is Investigating The Estee Lauder Companies Inc. on Behalf of Long-Term Stockholders and Encourages Investors to Contact the Firm
Positive
Seeking Alpha
1 week ago
Stock Picks From Seeking Alpha's April 2025 New Analysts
In April, Seeking Alpha welcomed 20 new analysts. This article introduces them and showcases some of their top picks. Top picks include Palantir, Arch Capital Group, and Utah Medical Products, emphasizing an under-recognized growth driver, discounted valuation, and a substantial margin of safety. Analysts also highlighted Sell recommendations on Estée Lauder and Intuitive Surgical, citing deteriorating consumer sentiment and little price upside.
Stock Picks From Seeking Alpha's April 2025 New Analysts
Negative
Benzinga
2 weeks ago
Estée Lauder's Beauty Gains Can't Offset Global Headwinds, Says Analyst
Telsey Advisory Group analyst Dana Telsey reiterated a Market Perform rating on the shares of Estée Lauder Companies Inc EL and lowered the price forecast from $76.00 to $66.00.
Estée Lauder's Beauty Gains Can't Offset Global Headwinds, Says Analyst
Neutral
Seeking Alpha
2 weeks ago
The Estée Lauder Companies Inc. (EL) Q3 2025 Earnings Call Transcript
The Estée Lauder Companies Inc. (NYSE:EL ) Q3 2025 Earnings Conference Call May 1, 2025 8:30 AM ET Company Participants Rainey Mancini - SVP, IR Stéphane de La Faverie - President and CEO Akhil Shrivastava - EVP and CFO Conference Call Participants Steve Powers - Deutsche Bank Bonnie Herzog - Goldman Sachs Lauren Lieberman - Barclays Filippo Falorni - Citi Peter Grom - UBS Dara Mohsenian - Morgan Stanley Bryan Spillane - Bank of America Operator Good day everyone and welcome to The Estée Lauder Companies' Fiscal 2025 Third Quarter Conference Call. Today's webcast is being recorded.
The Estée Lauder Companies Inc. (EL) Q3 2025 Earnings Call Transcript
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