Estée Lauder shares jump after Q3 results beat expectations and company raises full-year outlook

The Estée Lauder Companies Inc. (EL) is up 6.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The move higher appears tied to a fiscal Q3 earnings beat, alongside a raised full-year profit outlook and an updated restructuring plan that points to larger cost savings. Investors also may be responding to signs of improving profitability as the company pushes ahead with its multi-year transformation program.

Details:

Fiscal 2026 third-quarter net sales were $3.712 billion, up from $3.550 billion in the prior-year period.

Adjusted diluted EPS was $0.91 (versus $0.65 a year earlier), while reported diluted EPS was $0.24.

The company raised its fiscal 2026 full-year outlook, including adjusted operating margin of 10.7% to 11.0% and full-year EPS of $2.35 to $2.45.

As part of its Profit Recovery and Growth Plan, the company increased its expected net reduction in positions to 9,000–10,000 (from 5,800–7,000) and raised expected annual gross benefits to $1.0–$1.2 billion before taxes.

Sources:

The Estée Lauder Companies, The Associated Press

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$EL Insider Trading Activity

$EL insiders have traded $EL stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.

Here’s a breakdown of recent trading of $EL stock by insiders over the last 6 months:

2015 ELF TRUST LAL sold 5,670,000 shares for an estimated $508,599,000
H. LAUDER 2012 MARITAL TRUST TWO EVELYN sold 2,845,283 shares for an estimated $255,221,885
A. LAUDER 2013 REVOCABLE TRUST LEONARD sold 2,786,040 shares for an estimated $249,907,788
JANE LAUDER sold 17,840 shares for an estimated $1,683,739
MERIDITH WEBSTER (Exec VP GlobalComm/PubAffairs) sold 5,430 shares for an estimated $476,971
BARRY S STERNLICHT sold 3,972 shares for an estimated $364,748
LANDE RASHIDA LA (Exec VP & General Counsel) sold 1,604 shares for an estimated $151,497

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.

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$EL Hedge Fund Activity

We have seen 419 institutional investors add shares of $EL stock to their portfolio, and 381 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 7,356,755 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $770,399,383
FMR LLC added 5,398,198 shares (+49.3%) to their portfolio in Q4 2025, for an estimated $565,299,294
SCHRODER INVESTMENT MANAGEMENT GROUP added 5,286,875 shares (+185.3%) to their portfolio in Q4 2025, for an estimated $553,641,550
CAPITAL WORLD INVESTORS removed 4,391,022 shares (-36.2%) from their portfolio in Q4 2025, for an estimated $459,827,823
J. STERN & CO. LLP added 4,001,300 shares (+4281.3%) to their portfolio in Q4 2025, for an estimated $419,016,136
M&T BANK CORP added 2,650,915 shares (+16270.3%) to their portfolio in Q4 2025, for an estimated $277,603,818
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 2,124,298 shares (+5803.9%) to their portfolio in Q4 2025, for an estimated $222,456,486

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

$EL Analyst Ratings

Wall Street analysts have issued reports on $EL in the last several months. We have seen 1 firms issue buy ratings on the stock, and 1 firms issue sell ratings.

Here are some recent analyst ratings:

Evercore ISI Group issued a "Outperform" rating on 12/16/2025
Rothschild & Co issued a "Sell" rating on 11/25/2025

To track analyst ratings and price targets for $EL, check out Quiver Quantitative's $EL forecast page.

$EL Price Targets

Multiple analysts have issued price targets for $EL recently. We have seen 14 analysts offer price targets for $EL in the last 6 months, with a median target of $105.0.

Here are some recent targets:

Andrea Teixeira from JP Morgan set a target price of $98.0 on 04/17/2026
Filippo Falorni from Citigroup set a target price of $92.0 on 04/15/2026
Lauren Lieberman from Barclays set a target price of $72.0 on 04/14/2026
Christopher Carey from Wells Fargo set a target price of $75.0 on 04/08/2026
Peter Grom from UBS set a target price of $75.0 on 04/07/2026
Steve Powers from Deutsche Bank set a target price of $108.0 on 03/30/2026
Oliver Chen from TD Cowen set a target price of $115.0 on 02/09/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.