Goldman Sachs Sticks to Their Buy Rating for The Estée Lauder Companies (EL)

Goldman Sachs analyst Bonnie Herzog reiterated a Buy rating on The Estée Lauder Companies on February 6 and set a price target of $130.00. The company’s shares closed last Friday at $99.47.

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According to TipRanks, Herzog is a 4-star analyst with an average return of 6.5% and a 60.10% success rate. Herzog covers the Consumer Defensive sector, focusing on stocks such as Altria Group, Constellation Brands, and Monster Beverage.

The Estée Lauder Companies has an analyst consensus of Moderate Buy, with a price target consensus of $112.45, which is a 13.05% upside from current levels. In a report released on February 6, RBC Capital also reiterated a Buy rating on the stock with a $113.00 price target.

Based on The Estée Lauder Companies’ latest earnings release for the quarter ending December 31, the company reported a quarterly revenue of $4.24 billion and a net profit of $162 million. In comparison, last year the company earned a revenue of $4 billion and had a GAAP net loss of $590 million

Based on the recent corporate insider activity of 30 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of EL in relation to earlier this year. Most recently, in December 2025, Jane Lauder, a Director at EL sold 17,840.00 shares for a total of $1,683,739.20.