Estee Lauder Maintains Dividend Amid Earnings Struggles, Analysts Predict Downside

Estee Lauder (EL) maintains its quarterly dividend at $0.35 per share, a forward yield of 1.58%. Analysts predict an average price target of $86.00, suggesting a slight downside from current levels. GuruFocus estimates suggest a significant upside potential based on GF Value calculations, with a projected one-year GF Value of $140.82, implying a 58.66% upside from the current price.

Estee Lauder (EL) has maintained its quarterly dividend at $0.35 per share, offering a forward yield of 1.58%. Despite encountering challenges such as subdued travel retail and broader economic pressures, the company has shown resilience by continuing to deliver returns to its shareholders [1].

Wall Street analysts have a mixed outlook on Estee Lauder's future prospects. The average price target among analysts stands at $86.00, with a range from $58.00 to $110.00. This average target suggests a slight downside of 3.10% from the current trading price of $88.76. Deutsche Bank Aktiengesellschaft has raised its price target to $98.00, indicating a potential upside of 10.24% from the current stock price [2].

GuruFocus estimates suggest a significant upside potential based on GF Value calculations. The projected one-year GF Value for Estee Lauder is $140.82, implying a 58.66% upside from the current price of $88.755. The GF Value is a composite analysis of the stock's historical trading multiples, its past growth trajectory, and future performance projections [1].

Institutional investors have shown increased interest in Estee Lauder, with ownership by institutional investors now at 55.15% of the company's stock. Asset Dedication LLC, TD Private Client Wealth LLC, Annis Gardner Whiting Capital Advisors LLC, Golden State Wealth Management LLC, and Elevation Point Wealth Partners LLC have significantly increased their stakes in Estee Lauder during the second quarter [2].

Estee Lauder, which manufactures and sells skin care, makeup, fragrance, and hair care products worldwide, continues to operate in a competitive market. The company's ability to maintain its dividend and attract institutional investors underscores its resilience and potential for future growth.

References:
[1] https://www.gurufocus.com/news/3075352/estee-lauder-el-declares-steady-dividend-amid-earnings-struggles
[2] https://www.marketbeat.com/instant-alerts/estee-lauder-companies-nyseel-price-target-raised-to-9800-at-deutsche-bank-aktiengesellschaft-2025-08-14/