Analyst Consensus ?
ConsensusHold45 ratings
Bullish2044.4%
Neutral2146.7%
Bearish48.9%
FN2 Earnings Intelligence
The Estée Lauder Companies Inc. (EL) analyst consensus, price targets, and firm-level rating history from FN2 Research.
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Oct 28, 2026. Not an FN2 forecast.
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Piper Sandler | Overweight | Overweight | Maintain | Oct 23, 2026 |
| Canaccord Genuity | Hold | Hold | Maintain | Oct 22, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | Oct 19, 2026 |
| Jefferies | Hold | Hold | Maintain | Oct 19, 2026 |
| Morgan Stanley | Equal Weight | Equal Weight | Maintain | Oct 15, 2026 |
| Wells Fargo | Equal Weight | Equal Weight | Maintain | Oct 5, 2026 |
| Barclays | Overweight | Equal Weight | Upgrade | Oct 5, 2026 |
| UBS | Neutral | Neutral | Maintain | Aug 20, 2026 |
| Telsey Advisory Group | Market Perform | Market Perform | Maintain | Aug 20, 2026 |
| TD Cowen | Hold | Hold | Maintain | Aug 20, 2026 |
| RBC Capital | Outperform | Outperform | Maintain | Aug 20, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Aug 20, 2026 |
| Citigroup | Buy | Buy | Maintain | Aug 20, 2026 |
| B. Riley Securities | Neutral | Neutral | Maintain | Aug 20, 2026 |
| Deutsche Bank | Buy | Buy | Maintain | Mar 30, 2026 |
| Raymond James | Strong Buy | Market Perform | Upgrade | Jan 5, 2026 |
| Evercore ISI Group | Outperform | Outperform | Maintain | Dec 16, 2025 |
| Rothschild & Co | Sell | Neutral | Downgrade | Nov 25, 2025 |
| Argus Research | Buy | Hold | Upgrade | Nov 11, 2025 |
| HSBC | Buy | Hold | Upgrade | Jun 27, 2025 |
| Stifel | Hold | Hold | Maintain | Apr 10, 2025 |
| DA Davidson | Buy | Buy | Maintain | Feb 25, 2025 |
| B of A Securities | Neutral | Neutral | Maintain | Nov 1, 2024 |
| Oppenheimer | Perform | Perform | Maintain | Apr 15, 2024 |
| Berenberg | Hold | Buy | Downgrade | Nov 3, 2023 |
| Redburn Atlantic | Neutral | Sell | Upgrade | Sep 15, 2023 |
| Bernstein | Market Perform | Outperform | Downgrade | Aug 24, 2023 |
| Credit Suisse | Outperform | Outperform | Maintain | Feb 6, 2023 |
| Redburn Partners | Sell | Sell | Maintain | Dec 15, 2022 |
| Piper Jaffray | Neutral | Overweight | Downgrade | Oct 28, 2019 |
| Stifel Nicolaus | Buy | Buy | Maintain | Aug 20, 2019 |
| Bank of America | Buy | Buy | Maintain | Aug 20, 2019 |
| Macquarie | Outperform | Outperform | Maintain | May 2, 2019 |
| D.A. Davidson | Neutral | Buy | Downgrade | May 2, 2019 |
| BMO Capital | Market Perform | Market Perform | Maintain | May 2, 2019 |
| Atlantic Equities | Overweight | Overweight | Maintain | Sep 20, 2018 |
| B. Riley FBR | Neutral | Buy | Downgrade | May 5, 2018 |
| Argus | Hold | Buy | Downgrade | May 5, 2018 |
| KeyBanc | Overweight | Overweight | Maintain | Nov 2, 2017 |
| Societe Generale | Hold | Buy | Downgrade | May 5, 2017 |
| PiperJaffray | Overweight | Neutral | Upgrade | Mar 2, 2017 |
| CSLA | Underperform | Buy | Downgrade | Nov 3, 2016 |
| CLSA | Underperform | Buy | Downgrade | Nov 3, 2016 |
| B. Riley | Neutral | Neutral | Maintain | Nov 3, 2015 |
| FBR Capital | Outperform | Outperform | Maintain | Aug 21, 2015 |
Upside is calculated against the persisted current price $109.74. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| Scotiabank | Analyst unavailable | $125 | $107.99 | +13.9% | Oct 23, 2026 |
| Piper Sandler | Analyst unavailable | $125 | $107.72 | +13.9% | Oct 23, 2026 |
| Canaccord Genuity | Susan Anderson | $109 | $103.66 | -0.7% | Oct 22, 2026 |
| Goldman Sachs | Bonnie Herzog | $124 | $104.65 | +13.0% | Oct 19, 2026 |
| Jefferies | Analyst unavailable | $120 | $104.54 | +9.4% | Oct 19, 2026 |
| Bernstein | Cristian Rios | $114 | $106.99 | +3.9% | Oct 16, 2026 |
| Barclays | Lauren Lieberman | $108 | $91.97 | -1.6% | Oct 5, 2026 |
| Berenberg Bank | Fulvio Cazzol | $92 | $104.1 | -16.2% | Aug 25, 2026 |
| Telsey Advisory | Analyst unavailable | $108 | $97.72 | -1.6% | Aug 20, 2026 |
| Deutsche Bank | Analyst unavailable | $117 | $97.48 | +6.6% | Aug 20, 2026 |
| Jefferies | Sydney Wagner | $100 | $97.1 | -8.9% | Aug 20, 2026 |
| RBC Capital | Analyst unavailable | $120 | $96.86 | +9.4% | Aug 20, 2026 |
| Piper Sandler | Analyst unavailable | $115 | $98.01 | +4.8% | Aug 20, 2026 |
| Bernstein | Cristian Rios | $106 | $98.01 | -3.4% | Aug 20, 2026 |
| Canaccord Genuity | Susan Anderson | $90 | $98.01 | -18.0% | Aug 20, 2026 |
| Morgan Stanley | Dara Mohsenian | $102 | $98.01 | -7.0% | Aug 20, 2026 |
| Barclays | Analyst unavailable | $97 | $98.01 | -11.6% | Aug 20, 2026 |
| Wells Fargo | Analyst unavailable | $104 | $98.01 | -5.2% | Aug 20, 2026 |
| Goldman Sachs | Analyst unavailable | $112 | $98.01 | +2.1% | Aug 19, 2026 |
| Seaport Global | Analyst unavailable | $95 | $87.03 | -13.4% | Aug 14, 2026 |
| Jefferies | Analyst unavailable | $88 | $83.2 | -19.8% | Jul 28, 2026 |
| Cowen & Co. | Analyst unavailable | $90 | $82.12 | -18.0% | Jul 21, 2026 |
| Barclays | Analyst unavailable | $80 | $83.64 | -27.1% | Jul 21, 2026 |
| UBS | Peter Grom | $86 | $82.75 | -21.6% | Jul 16, 2026 |
| Goldman Sachs | Bonnie Herzog | $100 | $84.81 | -8.9% | Jun 22, 2026 |
| Bernstein | Cristian Rios | $82 | $88.02 | -25.3% | Jun 11, 2026 |
| Piper Sandler | Analyst unavailable | $95 | $80.83 | -13.4% | May 15, 2026 |
| Barclays | Analyst unavailable | $75 | $81.33 | -31.7% | May 5, 2026 |
| UBS | Peter Grom | $85 | $81.7 | -22.5% | May 4, 2026 |
| Telsey Advisory | Dana Telsey | $90 | $82.25 | -18.0% | May 4, 2026 |
| Morgan Stanley | Dara Mohsenian | $90 | $81.96 | -18.0% | May 4, 2026 |
| Wells Fargo | Analyst unavailable | $85 | $79.3 | -22.5% | May 4, 2026 |
| Barclays | Lauren Lieberman | $72 | $74.86 | -34.4% | Apr 14, 2026 |
| RBC Capital | Nik Modi | $111 | $73.29 | +1.2% | Apr 9, 2026 |
| Wells Fargo | Analyst unavailable | $75 | $71.44 | -31.7% | Apr 8, 2026 |
| HSBC | Erwan Rambourg | $106 | $99.01 | -3.4% | Feb 10, 2026 |
| Wells Fargo | Analyst unavailable | $105 | $96.66 | -4.3% | Feb 6, 2026 |
| UBS | Analyst unavailable | $107 | $96.66 | -2.5% | Feb 6, 2026 |
| Barclays | Lauren Lieberman | $94 | $96.66 | -14.3% | Feb 6, 2026 |
| Deutsche Bank | Steve Powers | $128 | $115.4 | +16.6% | Jan 29, 2026 |
| Argus Research | Analyst unavailable | $140 | $117.69 | +27.6% | Jan 26, 2026 |
| Barclays | Analyst unavailable | $100 | $114.22 | -8.9% | Jan 16, 2026 |
| UBS | Analyst unavailable | $119 | $115.37 | +8.4% | Jan 14, 2026 |
| Jefferies | Analyst unavailable | $110 | $115.37 | +0.2% | Jan 14, 2026 |
| Wells Fargo | Analyst unavailable | $111 | $107.58 | +1.2% | Jan 5, 2026 |
| Raymond James | Strong Buy | $130 | $106.76 | +18.5% | Jan 5, 2026 |
| Evercore ISI | Robert Ottenstein | $125 | $102.46 | +13.9% | Dec 16, 2025 |
| Redburn Partners | Chris Pitcher | $70 | $93.39 | -36.2% | Nov 25, 2025 |
| Barclays | Analyst unavailable | $91 | $96.69 | -17.1% | Nov 3, 2025 |
| RBC Capital | Nik Modi | $113 | $97.33 | +3.0% | Oct 31, 2025 |
| UBS | Peter Grom | $105 | $96.63 | -4.3% | Oct 31, 2025 |
| Canaccord Genuity | Analyst unavailable | $100 | $102.16 | -8.9% | Oct 27, 2025 |
| Goldman Sachs | Analyst unavailable | $115 | $87.65 | +4.8% | Oct 13, 2025 |
| Canaccord Genuity | Susan Anderson | $85 | $91.2 | -22.5% | Aug 18, 2025 |
| Berenberg Bank | Analyst unavailable | $60 | $66.08 | -45.3% | Mar 25, 2025 |
| Telsey Advisory | Dana Telsey | $76 | $66.58 | -30.7% | Nov 1, 2024 |
| Stifel Nicolaus | Mark Astrachan | $125 | $87.15 | +13.9% | Oct 31, 2024 |
| Deutsche Bank | Steve Powers | $98 | $89.26 | -10.7% | Oct 22, 2024 |
| HSBC | Erwan Rambourg | $100 | $90.93 | -8.9% | Oct 16, 2024 |
| Evercore ISI | Robert Ottenstein | $130 | $85.13 | +18.5% | Sep 10, 2024 |
| D.A. Davidson | Linda Bolton Weiser | $130 | $92.53 | +18.5% | Sep 3, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $114 | $93.99 | +3.9% | Aug 22, 2024 |
| Telsey Advisory | Dana Telsey | $105 | $92.85 | -4.3% | Aug 20, 2024 |
| UBS | Peter Grom | $104 | $92.85 | -5.2% | Aug 20, 2024 |
| Deutsche Bank | Steve Powers | $105 | $92.85 | -4.3% | Aug 20, 2024 |
| J.P. Morgan | Andrea Teixeira | $129 | $94.97 | +17.6% | Aug 19, 2024 |
| Bank of America Securities | Bryan Spillane | $100 | $95.14 | -8.9% | Aug 16, 2024 |
| RBC Capital | Nik Modi | $131 | $99.96 | +19.4% | Jul 24, 2024 |
| Barclays | Lauren Lieberman | $117 | $96.9 | +6.6% | Jul 19, 2024 |
| Barclays | Lauren Lieberman | $136 | $113.93 | +23.9% | Jun 14, 2024 |
| Morgan Stanley | Dara Mohsenian | $140 | $132.94 | +27.6% | May 3, 2024 |
| Raymond James | Olivia Tong | $155 | $132.51 | +41.2% | May 2, 2024 |
| Telsey Advisory | Dana Telsey | $142 | $127.37 | +29.4% | May 2, 2024 |
| Wells Fargo | Chris Carey | $175 | $138.21 | +59.5% | Apr 17, 2024 |
| D.A. Davidson | Linda Bolton Weiser | $191 | $138.8 | +74.1% | Apr 15, 2024 |
| Piper Sandler | Korinne Wolfmeyer | $158 | $145.43 | +44.0% | Apr 9, 2024 |
| RBC Capital | Nik Modi | $195 | $162.93 | +77.7% | Aug 16, 2023 |
| Telsey Advisory | Dana Telsey | $250 | $205.81 | +127.8% | May 8, 2023 |
| Canaccord Genuity | Susan Anderson | $228 | $222.91 | +107.8% | Nov 16, 2022 |
| Goldman Sachs | Jason English | $303 | $239.5 | +176.1% | Sep 20, 2022 |
| Morgan Stanley | Dara Mohsenian | $320 | $265.1 | +191.6% | Aug 22, 2022 |
| UBS | Peter Grom | $289 | $281.62 | +163.4% | Aug 19, 2022 |
| Telsey Advisory | Dana Telsey | $377 | $281.75 | +243.6% | Aug 18, 2022 |
| RBC Capital | Nik Modi | $322 | $249.12 | +193.4% | May 4, 2022 |
| Credit Suisse | Analyst unavailable | $320 | $246.14 | +191.6% | May 4, 2022 |
| Deutsche Bank | Analyst unavailable | $289 | $259.28 | +163.4% | Apr 27, 2022 |
| Piper Sandler | Analyst unavailable | $350 | $275.1 | +219.0% | Apr 19, 2022 |
| Barclays | Lauren Lieberman | $342 | $314.43 | +211.7% | Feb 7, 2022 |
| UBS | Peter Grom | $326 | $312.71 | +197.1% | Feb 4, 2022 |
| Bank of America Securities | Bryan Spillane | $330 | $312.71 | +200.7% | Feb 4, 2022 |
| Goldman Sachs | Jason English | $341 | $302.5 | +210.7% | Feb 3, 2022 |
| Jefferies | Stephanie Wissink | $360 | $302.5 | +228.1% | Feb 3, 2022 |
| Wells Fargo | Christopher Carey | $355 | $302.5 | +223.5% | Feb 3, 2022 |
| Piper Sandler | Korinne Wolfmeyer | $380 | $293.61 | +246.3% | Jan 25, 2022 |
| D.A. Davidson | Linda Bolton Weiser | $439 | $339.07 | +300.1% | Nov 3, 2021 |
| Raymond James | Olivia Tong | $390 | $337.32 | +255.4% | Nov 2, 2021 |
| Societe Generale | Victoria Nice | $335 | $324.8 | +205.3% | Jul 14, 2021 |
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