Estée Lauder Companies (NYSE:EL) Issues Q3 2025 Earnings Guidance

Estée Lauder Companies (NYSE:EL) updated its third quarter 2025 earnings guidance on Tuesday. The company provided EPS guidance of 0.200-0.300 for the period, compared to the consensus EPS estimate of 0.640. The company issued revenue guidance of $3.5 billion-$3.5 billion, compared to the consensus revenue estimate of $3.7 billion. Estée Lauder Companies also updated its Q3 guidance to $0.20 to $0.30 EPS.

Analyst Upgrades and Downgrades

Several analysts have issued reports on the company. Morgan Stanley dropped their target price on Estée Lauder Companies from $100.00 to $85.00 and set an “equal weight” rating on the stock in a research report on Friday, November 1st. The Goldman Sachs Group dropped their price target on Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating on the stock in a research note on Friday, November 1st. UBS Group boosted their price target on Estée Lauder Companies from $74.00 to $80.00 and gave the company a “neutral” rating in a report on Thursday, January 16th. Hsbc Global Res downgraded shares of Estée Lauder Companies from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 16th. Finally, Canaccord Genuity Group reduced their target price on Estée Lauder Companies from $76.00 to $70.00 and set a “hold” rating for the company in a research note on Wednesday. Twenty research analysts have rated the stock with a hold rating and four have issued a buy rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $92.73.

Estée Lauder Companies Stock Down 3.5 %

NYSE:EL traded down $2.45 during midday trading on Wednesday, reaching $67.02. The company had a trading volume of 1,365,359 shares, compared to its average volume of 3,802,014. Estée Lauder Companies has a 12-month low of $62.29 and a 12-month high of $159.54. The firm has a market capitalization of $24.06 billion, a price-to-earnings ratio of 119.58, a PEG ratio of 5.89 and a beta of 1.03. The company has a current ratio of 1.32, a quick ratio of 0.90 and a debt-to-equity ratio of 1.44. The stock’s fifty day simple moving average is $77.22 and its 200-day simple moving average is $83.52.

Estée Lauder Companies (NYSE:EL) last announced its earnings results on Tuesday, February 4th. The company reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.32 by $0.30. The firm had revenue of $4 billion during the quarter, compared to analysts’ expectations of $3.98 billion. Estée Lauder Companies had a return on equity of 17.31% and a net margin of 1.31%. The business’s revenue was down 6.4% on a year-over-year basis. During the same period in the prior year, the firm earned $0.88 EPS. On average, sell-side analysts anticipate that Estée Lauder Companies will post 1.5 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Paul J. Fribourg acquired 75,500 shares of the business’s stock in a transaction dated Monday, November 18th. The stock was acquired at an average price of $64.93 per share, with a total value of $4,902,215.00. Following the completion of the transaction, the director now directly owns 310,000 shares in the company, valued at approximately $20,128,300. This represents a 32.20 % increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. Insiders own 12.78% of the company’s stock.

Estée Lauder Companies Company Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.