The Estée Lauder Companies Inc. (EL)
Consumer Defensive · end-of-day data as of Oct 16, 2026
The average 12-month analyst price target for EL is $105.16, 0.6% above the last close of $104.54 on Oct 16, 2026; targets range from $67.94 to $137.01. Rating consensus: Buy.
Snapshot
- P/E213.3x
- P/E vs sector+811.1%
- P/E vs own+32.4%
- Target upside+0.6%
- ConsensusBuy
- Market cap$37.88B
- FCF yield+3.5%
- Insiders-$11.78M
- Earnings in17d
- News1.00
Why it moved
The Estée Lauder Companies Inc. (EL) fell 2.5% on Oct 16, 2026.
The market (SPY) fell 1.1%; Consumer Defensive stocks rose 1.1%. Most of the move is specific to EL.
1 story on the day (30-day average 0.5).
Market = SPY. Sector = equal-weight average of the tracked companies in the same sector, net of the market.
Price and events
Last close $104.54 · +9.5% over 1y · E earnings · D dividend · S split · A analyst rating change
Technicals
- Trendsideways
- Sector▲ +2.6%
- MAs20▲ 50▲ 100▲ 200▲
- Above MAs4 of 4 above
- MA20×50Golden 1d ago
- RSI64
- Support-3.9%
- Resistance+0.3%
- Off 52w high-11.7%
- Off ATH-69.7%
- 52w range$104.54
- Bollingerupper half
- MACD1.25
- ATR+3.3%
- Volume1.0x
Analyst price targets
20 firms with a target in the last 12 months · last close $104.54 · as of Oct 16, 2026
Strong buy 7 · Buy 9 · Hold 15 · Sell 1 · Strong sell 0
Revenue and free cash flow
Q4 FY2026: Revenue +6.3% year over year, free cash flow 11.7% of revenue, operating margin 7.0%.
| Q4 FY2026 | Jun 30, 2026 | $3.63B | -0.32 | $425M | 75.5% | 7.0% | -3.2% |
| Q3 FY2026 | Mar 31, 2026 | $3.71B | 0.24 | $310M | 76.4% | 15.0% | 2.4% |
| Q2 FY2026 | Dec 31, 2025 | $4.23B | 0.44 | $1.02B | 76.5% | 14.4% | 3.8% |
| Q1 FY2026 | Sep 30, 2025 | $3.48B | 0.13 | -$436M | 73.4% | 7.4% | 1.4% |
| Q4 FY2025 | Jun 30, 2025 | $3.41B | -1.51 | $394M | 72.0% | 4.1% | -16.0% |
| Q3 FY2025 | Mar 31, 2025 | $3.55B | 0.44 | $162M | 75.0% | 8.6% | 4.5% |
| Q2 FY2025 | Dec 31, 2024 | $4B | -1.64 | $925M | 76.1% | -14.5% | -14.7% |
| Q1 FY2025 | Sep 30, 2024 | $3.36B | -0.43 | -$811M | 72.4% | -3.6% | -4.6% |
Peers
| 20D | ||||||||
|---|---|---|---|---|---|---|---|---|
| 1 |  | $159.35 | +1.4% | -3.3% | +0.6% | 24.1 | $370B | |
| 2 |  | $94.11 | +1.6% | -3.9% | +0.8% | 37.3 | $75.02B | |
| 3 | | $104.54 | -2.5% | -11.7% | +0.6% | 213.3 | $37.88B | |
| 4 |  | $63.63 | +1.5% | -14.8% | +11.7% | 34.4 | $37.58B | |
| 5 |  | $18.91 | +1.3% | -2.4% | -5.4% | 21.7 | $36.32B | |
| 6 |  | $105.57 | +1.4% | -8.6% | +11.1% | 18.0 | $35.11B | |
| 7 |  | $104.53 | +1.4% | -0.1% | -1.2% | 33.7 | $24.79B | |
| 8 |  | $87.09 | +1.0% | -29.8% | +13.3% | 18.1 | $10.53B |
Data as of Oct 16, 2026 close.
Latest news
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