Ontario Teachers Pension Plan Board Has $898,000 Stock Position in The Estee Lauder Companies Inc. $EL

Ontario Teachers Pension Plan Board raised its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 73.5% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 11,120 shares of the company’s stock after purchasing an additional 4,711 shares during the period. Ontario Teachers Pension Plan Board’s holdings in Estee Lauder Companies were worth $898,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Invesco Ltd. lifted its holdings in Estee Lauder Companies by 21.9% in the first quarter. Invesco Ltd. now owns 6,681,785 shares of the company’s stock valued at $440,998,000 after buying an additional 1,200,537 shares during the period. American Century Companies Inc. raised its position in shares of Estee Lauder Companies by 34.9% during the 1st quarter. American Century Companies Inc. now owns 4,511,115 shares of the company’s stock valued at $297,734,000 after acquiring an additional 1,167,508 shares during the last quarter. Robeco Institutional Asset Management B.V. lifted its stake in shares of Estee Lauder Companies by 1,600.4% in the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,224,695 shares of the company’s stock valued at $98,955,000 after purchasing an additional 1,152,669 shares during the period. Bank of New York Mellon Corp boosted its position in shares of Estee Lauder Companies by 35.2% in the 2nd quarter. Bank of New York Mellon Corp now owns 4,175,394 shares of the company’s stock worth $337,372,000 after purchasing an additional 1,086,514 shares during the last quarter. Finally, Geode Capital Management LLC grew its stake in shares of Estee Lauder Companies by 17.8% during the second quarter. Geode Capital Management LLC now owns 5,912,792 shares of the company’s stock worth $475,710,000 after purchasing an additional 892,631 shares during the period. Institutional investors and hedge funds own 55.15% of the company’s stock.

Insider Activity

In other news, Director Lynn Forester sold 3,702 shares of the business’s stock in a transaction on Friday, August 29th. The shares were sold at an average price of $91.65, for a total value of $339,288.30. Following the sale, the director owned 15,479 shares of the company’s stock, valued at $1,418,650.35. The trade was a 19.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Barry S. Sternlicht sold 3,972 shares of the firm’s stock in a transaction on Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total transaction of $364,748.76. Following the completion of the transaction, the director directly owned 34,812 shares of the company’s stock, valued at approximately $3,196,785.96. This trade represents a 10.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 14,091 shares of company stock worth $1,293,631 over the last ninety days. Insiders own 13.05% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have weighed in on EL shares. Royal Bank Of Canada increased their target price on Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Wednesday, October 8th. Citigroup lifted their price objective on shares of Estee Lauder Companies from $95.00 to $105.00 and gave the stock a “neutral” rating in a research note on Friday, October 31st. JPMorgan Chase & Co. upped their target price on shares of Estee Lauder Companies from $114.00 to $116.00 and gave the company an “overweight” rating in a research note on Friday, October 31st. Finally, Telsey Advisory Group lifted their price target on shares of Estee Lauder Companies from $99.00 to $105.00 and gave the stock a “market perform” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $95.65.

Estee Lauder Companies Price Performance

EL stock opened at $86.18 on Tuesday. The stock has a 50-day moving average price of $91.58 and a two-hundred day moving average price of $84.06. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $104.53. The stock has a market cap of $31.05 billion, a PE ratio of -27.44, a price-to-earnings-growth ratio of 1.77 and a beta of 1.19. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, topping the consensus estimate of $0.15 by $0.17. The company had revenue of $3.48 billion during the quarter, compared to analysts’ expectations of $3.38 billion. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.Estee Lauder Companies’s revenue for the quarter was up 3.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.14 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Equities analysts forecast that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be issued a $0.35 dividend. The ex-dividend date is Friday, November 28th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.6%. Estee Lauder Companies’s dividend payout ratio (DPR) is -54.26%.

Estee Lauder Companies Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.