Estée Lauder stock gains 1.47 percent as Barclays raises target
Published on 10/05/2026 at 22:15 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Estée Lauder (ISIN US5184391044) stock was last at USD 93.32 on the NYSE on October 5, 2026 at 3:59 p.m. ET, up 1.47 percent. Barclays upgraded the shares from Equal Weight to Overweight and raised its price target from USD 97 to USD 108, according to MarketBeat on October 5, 2026.
Barclays raises the recovery case
The new USD 108 target stands 15.7 percent above the October 5 price. Barclays tied the upgrade to broader organic sales growth in fiscal fourth-quarter 2026 across regions and product categories, according to Investing.com on October 5, 2026.
The report said the quarter marked the first time since 2022 that every geography and category except Haircare posted organic sales growth. Mainland China sales rose 9 percent for the year, while Skin Care, Makeup and Fragrance each delivered growth in the region, according to Investing.com.
Quarterly beat sets the baseline
Estée Lauder reported adjusted EPS of USD 0.39 for fiscal fourth-quarter 2026, exceeding the USD 0.32 consensus by USD 0.07. Revenue reached USD 3.64 billion against USD 3.55 billion expected and increased 6.3 percent year over year, according to MarketBeat.
Management set fiscal 2027 adjusted EPS guidance at USD 3.10-3.35. The next test is scheduled for November 2, 2026, when the company is listed for its fiscal first-quarter 2027 earnings announcement in the earnings calendar.
Consensus remains below the new target
MarketBeat lists a Hold consensus from 24 analysts, comprising 2 Strong Buy ratings, 9 Buy ratings, 11 Hold ratings and 2 Sell ratings. Its average target of USD 105.19 is 12.7 percent above the October 5 price, according to MarketBeat.
Stock remains below its yearly high
Estée Lauder stock was last at USD 93.32 on the NYSE on October 5, 2026 at 3:59 p.m. ET. Its USD 66.22 to USD 121.64 52-week range places the latest price 23.3 percent below the high, while market capitalization stood at USD 33.8 billion and volume reached 2,183,801 shares.
Estée Lauder stock facts
- Company: The Estée Lauder Companies Inc.
- ISIN: US5184391044
- Ticker: EL
- Trading venue: NYSE
- Price (as of October 5, 2026, 3:59 p.m. ET): USD 93.32
- Market capitalization: USD 33.8 billion (as of October 5, 2026)
- 52-week range: USD 66.22-121.64 (as of October 5, 2026)
- Sector / Industry: Consumer Staples
Upcoming dates for Estée Lauder stock
- November 2, 2026: Fiscal first-quarter 2027 earnings announcement
