13 Best Consumer Staples Dividend Stocks to Invest In Now

10. The Estée Lauder Companies Inc. (NYSE:EL)

Number of Hedge Fund Holders: 45

Dividend Yield as of January 7: 1.33%

On January 5, Wells Fargo raised its price target on The Estée Lauder Companies Inc. (NYSE:EL) to $111 from $95 and kept an Equal Weight rating on the shares. The update reflects changes to the firm’s models across Beverage, Food, and Home and Personal Care as assumptions are pushed into 2026.

That same day, Raymond James took a more bullish view. The firm double upgraded Estée Lauder to Strong Buy from Market Perform, set a $130 price target, and added the stock to its Analyst Current Favorites list. Analysts described Estée Lauder as a top pick for 2026, noting that the turnaround is moving from a narrative phase into execution. In their view, FY25 marked the earnings low point. Improving US market share and better category growth in China are expected to support steadier and faster sales and profit growth.

On December 4, the company’s CEO outlined the broader strategy. The focus is on expanding market share and lifting sales by developing new brands, reaching younger consumers worldwide, and tailoring products to local preferences across cultures.

Speaking at the Reuters NEXT conference in New York, Chief Executive Officer Stéphane de La Faverie said the company sees the rising global middle class as a key growth driver through 2030. That group sits at the center of the company’s long-term plans.

Estée Lauder, still in the middle of a turnaround, is also working to rebalance growth by leaning more into the Americas and emerging markets. That shift is not meant to come at the expense of China, even as Chinese consumers have pulled back spending in recent years, he added.

The Estée Lauder Companies Inc. (NYSE:EL) manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide.