TD Cowen analyst Oliver Chen has maintained a Hold rating on Estee Lauder Cos while raising the price target to $90 from $85. The adjustment reflects a revised outlook on the company's stock performance. Separately, Barclays analyst Lauren Lieberman has maintained an Equal-Weight rating on Estee Lauder Cos with a price target of $80, up from $75.

Rating and Target Details

The research notes update the valuation for Estee Lauder Cos, which trades on the NYSE under the ticker EL. The new price target of $90 from TD Cowen represents an increase from the previous target of $85, while Barclays raised its target to $80 from $75.

The Estée Lauder Companies Inc. has appointed Madeleine Boyd as Senior Vice President, Global Brand Communications, effective July 20, 2026. Boyd will establish and lead a newly integrated Global Brand Communications team to strengthen how the company’s brands connect with consumers. This strategic move aims to anchor the company’s diverse portfolio with a cohesive enterprise communications strategy while accelerating consumer-first storytelling to drive earned media and brand desirability.

In her new role, Boyd will focus on enhancing creator engagement to help brands gain attention where culture is being shaped. She brings extensive experience spanning brand strategy, communications, consumer engagement, and cultural insights across the beauty, luxury, and lifestyle sectors. Most recently, she served as Global Senior Vice President, Beauty & Wellness at Together Group, where she led the division across 15 agencies and consultancies, driving strategy and growth.

Prior to her tenure at Together Group, Boyd spent nearly seven years at Karla Otto, a leading luxury communications agency, holding senior leadership roles including Senior Vice President, Global Beauty & Wellness. Earlier in her career, she held roles in brand marketing, digital content, and editorial at MECCA and Vogue Australia. Throughout her career, she has partnered with influential beauty and luxury brands to navigate evolving consumer behaviors and cultural trends.

Meridith Webster, Chief Communications & Public Affairs Officer at The Estée Lauder Companies, highlighted the strategic value of the appointment. "Madeleine brings a powerful combination of strategic communications expertise, cultural fluency, and a deep understanding of today’s beauty consumer," Webster said. She added that Boyd will lead a best-in-class organization that elevates storytelling and strengthens collaboration across the portfolio.

Key Career Highlights

The Estée Lauder Companies Inc. is a leading manufacturer and marketer of quality skin care, makeup, fragrance, and hair care products. Its products are sold in approximately 150 countries and territories under brand names including Estée Lauder, Clinique, M·A·C, La Mer, and TOM FORD.