Jefferies cuts target for L'Oreal stock to EUR 361
Published on 10/05/2026 at 13:10 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Jefferies cut its L'Oreal target from EUR 377.00 to EUR 361.00 and retained a Hold rating in a note dated September 27, 2026, as reported by Wallstreet Online. L'Oreal stock was trading at EUR 374.58 at Lang & Schwarz on October 5, 2026, up 0.14 percent versus EUR 374.05.
Jefferies trims target to EUR 361
The revised target sits 3.76 percent below the Lang & Schwarz price, calculated from EUR 361.00 against EUR 374.58. Jefferies kept its Hold rating while identifying the Professional Products division as an important growth driver for the second half of 2026.
The report linked the target reduction to higher capital costs. It also described North America as the strongest regional business, while Europe was developing better than expected and China was stabilizing.
Organic growth beats the market
L'Oreal reported 6.50 percent organic sales growth in the first half of 2026, compared with estimated market growth of 4.50 percent, according to Investing.com on September 8, 2026. The same conference material said operating margin rose 20 basis points even as advertising and promotional spending increased by EUR 700.0 million year over year.
That comparison gives the stock a split signal: operating momentum exceeded the broader beauty market, but the valuation still depends on growth continuing through a tougher comparison base. HSBC expected 5.80 percent organic growth in the third quarter, versus 5.50 percent consensus, while Deutsche Bank kept a Sell view and a EUR 340.00 target in September, according to MarketScreener on September 23, 2026.
Third-quarter date is October 22
L'Oreal's investor-relations calendar sets the third-quarter revenue publication for October 22, 2026, after the market close. The date is listed on the company's investor-relations page, which also identifies Euronext Paris as the listing venue and FR0000120321 as the ISIN.
For investors, the next report will test whether the 6.50 percent first-half organic growth rate can remain ahead of the 5.50 percent consensus view for the third quarter. The EUR 361.00 Jefferies target and EUR 340.00 Deutsche Bank target show how widely analyst expectations differ.
Stock remains above the revised target
L'Oreal was trading at EUR 374.58 at Lang & Schwarz on October 5, 2026 at 1:05 p.m. CEST, up 0.14 percent versus the Lang & Schwarz prior close of EUR 374.05 on October 2, 2026. The further course of trading is shown by the continuously updated real-time quote of L'Oreal stock.
L'Oreal stock facts
- Company: L'Oreal S.A.
- ISIN: FR0000120321
- Ticker: OR.PA
- Primary exchange: Euronext Paris
- Price Lang & Schwarz (as of October 5, 2026, 1:05 p.m. CEST): EUR 374.58
- Change versus prior close: plus 0.14 percent
- Prior close Lang & Schwarz (October 2, 2026): EUR 374.05
- Market capitalization: EUR 198.6 billion (as of October 5, 2026)
- 52-week range: EUR 340.00-405.40 (as of October 5, 2026)
- Sector / Industry: Consumer Staples / Personal Products
