Piper Sandler Raises EL Price Target to $125
Key Points
- Piper Sandler maintained an Overweight rating on The Estée Lauder Companies Inc. (EL) on October 23, 2026, raising its target price to $125.00.
- Piper Sandler's $125 price target implies 15.92% upside from The Estée Lauder Companies Inc.'s ($EL) current $107.83 share price.
- The stock recently traded around $107.83, sitting roughly 13.7% below the new Piper Sandler target.
- Other Wall Street firms have adjusted views recently, with an upcoming earnings report scheduled for November 2, 2026.
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On October 23, 2026, Piper Sandler kept its Overweight rating on The Estée Lauder Companies Inc. (NYSE: EL) and lifted its price target from $115.00 to $125.00. According to the firm's research note, the updated target suggests room to run from where shares recently traded.
EL
The Estée Lauder Companies Inc.
Piper Sandler vs. the S&P 500
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Piper Sandler's Call on The Estée Lauder Companies Inc.
On October 23, 2026, Piper Sandler maintained its positive stance on the personal care company with an Overweight rating. The firm bumped its target up to $125.00 from $115.00. That new target sits above the stock's recent price, pointing to continued confidence from the analyst team.
Other Institutional Activity in The Estée Lauder Companies Inc.
Large investors adjusted their holdings in the stock leading up to the fall. Eagle Capital Management LLC grew its holdings by 1,077,287 shares, ending with 9,010,180 shares worth about $972,829,145.00. Meanwhile, Bank Of New York Mellon Corporation reduced its position by 973,438 shares, finishing with 5,819,569 shares valued at roughly $628,338,872.00.
The Estée Lauder Companies Inc. Stock Up 4.0%
The stock recently changed hands around $107.83, down about 0.1% from its closing price of $107.97 on October 23, 2026. Shares trade well above their 50-day moving average of $98.03 and 200-day moving average of $91.67. Even so, the price remains below its 52-week high of $121.64 while staying comfortably above its 52-week low of $66.22.
$EL price target
The Estée Lauder Companies Inc. daily closes and this analyst's $125 target. Not advice.
Recent Earnings
The company reported trailing twelve-month revenue of $15,049,000,936.00 and basic earnings per share of $0.50. The next earnings update is slated 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
The company pays an annual dividend rate of $1.40 per share, yielding 1.3% based on recent market levels.
Insider Buying and Selling at The Estée Lauder Companies Inc.
Company insiders completed several transactions prior to the update. 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 $553,896.00, and later sold 7,766 shares on August 28, 2026, at $103.32 each for $802,383.00. Director Charlene Barshefsky sold 3,775 shares on September 9, 2026, at $98.82 for a total value of $373,046.00. Director Paul J. Fribourg also sold 103,000 shares on September 14, 2026, valued at $10,049,063.00.
Analysts Set New Price Targets
Wall Street firms updated their views on the stock through October. On October 15, 2026, Morgan Stanley maintained an Equal-Weight rating and raised its target from $102.00 to $112.00. JP Morgan maintained an Overweight rating on October 19, 2026, lifting its target from $112.00 to $115.00. Jefferies maintained a Hold rating on October 19, 2026, while raising its target to $120.00 from $100.00. Canaccord Genuity maintained a Hold rating on October 22, 2026, and pushed its target from $90.00 to $109.00. Across the broader analyst community, the stock carries a consensus buy recommendation and a mean price target of $109.70.
About The Estée Lauder Companies Inc.
Headquartered in New York, The Estée Lauder Companies Inc. makes and markets beauty items globally, including skin care, makeup, fragrance, and hair care offerings.
Bottom Line
Investors will look toward the upcoming earnings release on November 2, 2026, for fresh financial details. Market watchers continue to track how closely shares track Piper Sandler's updated $125.00 price target.
Related Filing Alerts
Source: Piper Sandler's rating change on $EL (Oct 23, 2026). Written by software, not financial advice. How we make alerts