JP Morgan Raises EL Price Target to $115
Key Points
- JP Morgan kept an Overweight rating on The Estée Lauder Companies Inc. on October 19, 2026, and raised its price target from $112 to $115.
- JP Morgan's $115 price target implies 8.71% upside from The Estée Lauder Companies Inc.'s ($EL) current $105.79 share price.
- The company trades recently around $105.79, sitting near the middle of its 52-week range of $66.22 to $121.64 while preparing for its next earnings release on November 2, 2026.
- Wall Street currently maintains a consensus buy rating on the stock, with analyst targets averaging $108.20.
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JP Morgan kept its Overweight rating on The Estée Lauder Companies Inc. (NYSE: EL) and lifted its price target to $115 from $112 on October 19, 2026. The research note arrived as the beauty products maker prepares for its next quarterly financial update. Analysts across Wall Street continue to track the firm's path as shares trade below several recent target adjustments.
EL
The Estée Lauder Companies Inc.
JP Morgan vs. the S&P 500
Hypothetical returns from JP Morgan's disclosed trades, not real profit or advice. How we model this.
{Firm}'s Call on {Company}
On October 19, 2026, JP Morgan maintained an Overweight rating on Estée Lauder and moved its target up to $115 from $112. The update follows a series of recent adjustments from other research firms covering the beauty company. Wells Fargo maintained an Equal-Weight rating with a $95 target on October 5, 2026, after lowering it from $104. On that same day, Barclays upgraded the stock to Overweight and raised its target to $108 from $97. Morgan Stanley maintained an Equal-Weight rating on October 15, 2026, lifting its target to $112 from $102. Jefferies also maintained a Hold rating on October 19, 2026, while raising its target to $120 from $100.
Other Institutional Activity in {Company}
Large institutional investment managers have adjusted their positions in Estée Lauder recently. Eagle Capital Management LLC grew its holdings by 1,077,287 shares, ending with 9,010,180 shares worth about $953,096,829 in a report dated June 30, 2026. Bank Of New York Mellon Corporation reduced its position by 973,438 shares, finishing the period with 5,819,569 shares valued at approximately $615,594,001.
The Estée Lauder Companies Inc. Stock Up 4.1%
The stock recently traded around $105.79 as of October 19, 2026, closing nearly flat at $105.78 on the day of JP Morgan's update. That recent price sits about 10.0% above its 50-day moving average of $96.20 and 15.4% above its 200-day moving average of $91.70. Shares remain about 13.0% below their 52-week high of $121.64 and well above the 52-week low of $66.22.
$EL price target
The Estée Lauder Companies Inc. daily closes and this analyst's $115 target. Not advice.
Recent Earnings
The company reported trailing twelve months revenue of $15,048,999,936 alongside earnings of $0.50 per share. Profitability metrics show a net margin of 1.2% and a return on equity of 4.7%, while revenue grew 6.3% year-over-year. Investors look ahead to the next earnings report scheduled for November 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
6 target raises vs 2 cuts.
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EPS & revenue
EPS beat estimates by 36.2%. Revenue missed estimates by 2.3%.
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Profit surprise
EBITDA missed by 28 percent. Operating income missed by 38 percent.
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Pre-earnings setup
Expectations were about average.
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Analyst signal
6 target raises, 2 target cuts.
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Earnings quality
Gross margin down 3.9 points. Operating margin up 1.0 points. Positive free cash flow.
Earnings Call Summary
Estée Lauder returned to growth with a three percent organic sales increase in the quarter, with strong performance in Mainland China and fragrance. The company expanded operating margins by 300 basis points and beat earnings per share expectations by raising unit sales and executing cost cuts through their restructuring plan. Management emphasized that new product launches, expanded online channels like Amazon and TikTok Shop, and stronger consumer demand in China are driving momentum heading into the holiday season.
Guidance The company expects flat to three percent organic sales growth for the full year. Management said the first half should be stronger because of easier comparisons, but the second half will face tougher comparisons to last year. They are investing in consumer-facing items like stores and marketing while reducing other costs to improve profit margins over time.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
Estée Lauder pays an annual dividend yielding 1.31%, backed by a dividend payout ratio of 280.0%.
Insider Buying and Selling at The Estée Lauder Companies Inc.
Company insiders completed several stock sales ahead of the autumn research updates. General Counsel Rashida K La Lande sold 5,564 shares on August 21, 2026, at an average price of $99.55 for a total value of $553,896, and followed up by selling 7,766 shares on August 28, 2026, at $103.32 per share worth $802,383. Director Charlene Barshefsky sold 3,775 shares on September 9, 2026, at $98.82 per share totaling $373,046. Director Paul J Fribourg sold 103,000 shares on September 14, 2026, for a total value of $10,049,063.
Analysts Set New Price Targets
Analyst consensus leans toward a buy recommendation across 28 total opinions. The mean price target stands at $108.20, with targets ranging from a high of $127.00 to a low of $70.00.
About {Company}
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. Headquartered in New York, the firm reaches consumers across global markets through a large portfolio of beauty brands.
Bottom Line
JP Morgan's increased target places new focus on Estée Lauder as shares trade near the middle of their yearly range. Investors will watch the upcoming earnings release on November 2, 2026, for fresh details on profit margins and sales growth across key global markets.
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Source: JP Morgan's rating change on $EL (Oct 19, 2026). Written by software, not financial advice. How we make alerts