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EL The Estée Lauder Companies Inc.

USConsumer Defensive
$82.66+0.82%ClosedMarket Cap: $29.90B

As of 2026-07-10 16:00

Why EL matters now

The Estée Lauder Companies Inc. (EL) is a US stock in Consumer Defensive. The latest InvestLog snapshot shows $82.66 with +0.82% on the session and $29.90B in market capitalization; recent performance reads 1-month +11.39% and YTD -19.01%.

The latest financial table shown here is Q3 2026, with revenue of $3.71B, net income of $89.0M, and EPS of $0.24. Investors can compare that operating picture with valuation signals such as P/E unavailable and FCF yield 4.2%.

The latest indexable market news headline is "3 Beauty Stocks Poised to Benefit From Evolving Consumer Trends" from Zacks Investment Research.

Additional event context on this page matters because analyst consensus is Hold with a median target of $95.00; recent insider activity includes BARSHEFSKY CHARLENE filing A-Award; recent congressional disclosure data includes Michael McCaul Purchase. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

PEG

P/B

7.70

P/S

2.07

EV/EBITDA

27.46

DCF Value

$32.29

FCF Yield

4.2%

Div Yield

1.7%

Margins & Returns

Gross Margin

73.4%

Operating Margin

7.6%

Net Margin

-1.7%

ROE

-6.3%

ROA

-1.3%

ROIC

-11.2%

Financials

PeriodRevenueNet IncomeEPS
Q3 2026$3.71B$89.0M$0.24
Q2 2026$4.24B$162.0M$0.44
Q1 2026$3.48B$47.0M$0.13
Q4 2025$3.41B$-546.0M$-1.51

Analyst Ratings

Consensus

Hold

Target (Consensus)

$102.08

Target (Median)

$95.00

Target Range

$75.00 - $140.00

Strong Buy: 6Buy: 6Hold: 14Sell: 1Strong Sell: 0
CitigroupBuy
2026-05-22
BarclaysEqual Weight
2026-05-05
Wells FargoEqual Weight
2026-05-04
Canaccord GenuityHold
2026-05-04
Telsey Advisory GroupMarket Perform
2026-05-04

Trading Activity

Insider Trades

BARSHEFSKY CHARLENEdirector
Sell2026-06-16
FRIBOURG PAUL Jdirector
Sell2026-06-16
FRIBOURG PAUL Jdirector
Sell2026-06-16
Hyman Jenniferdirector
Sell2026-06-16
LAUDER GARY Mdirector, 10 percent owner:
Sell2026-06-16

Congress Trades

Michael McCaulBuy
2026-05-11

Company Info

Sector

Consumer Defensive

Industry

Household & Personal Products

Country

US

Exchange

Beta

1.25

The Estée Lauder Companies Inc. is a global entity dedicated to the development, marketing, and sale of a diverse range of premium beauty and personal care items worldwide. Its extensive product catalog encompasses numerous offerings across four primary categories. For skin care, it provides moisturizers, serums, cleansers, toners, body treatments, exfoliants, acne and oil control solutions, facial masks, specialized cleansing devices, and sun protection. In makeup, consumers can find lipsticks, glosses, mascaras, foundations, eyeshadows, nail polishes, powders, compacts, brushes, and various other cosmetic tools. The fragrance segment includes eau de parfum sprays, colognes, scented lotions, powders, creams, candles, and soaps. Lastly, its hair care selection features shampoos, conditioners, styling aids, treatments, finishing sprays, and hair color products. Beyond these, the company also offers ancillary products and services. Estée Lauder boasts an impressive portfolio of owned brands, such as Clinique, M·A·C, Aveda, La Mer, Jo Malone London, and The Ordinary, among many others. Furthermore, it operates under license agreements for notable fashion labels including Tommy Hilfiger and Michael Kors. These products are distributed globally through a broad network of retail channels, comprising high-end department stores, specialty multi-brand retailers, luxury perfumeries and pharmacies, salons and spas, exclusive freestanding stores, its own and authorized online platforms, major third-party e-commerce sites, airport retail locations, and in-flight and duty-free concessions. Established in 1946, the company maintains its corporate headquarters in New York, New York.