The Estee Lauder Companies Inc. $EL Shares Sold by AE Wealth Management LLC

AE Wealth Management LLC decreased its stake in The Estee Lauder Companies Inc. (NYSE:EL) by 52.6% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 39,010 shares of the company’s stock after selling 43,212 shares during the period. AE Wealth Management LLC’s holdings in Estee Lauder Companies were worth $3,438,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the company. Asset Dedication LLC raised its position in Estee Lauder Companies by 258.7% in the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company’s stock valued at $32,000 after purchasing an additional 282 shares during the last quarter. Quent Capital LLC purchased a new stake in Estee Lauder Companies in the 3rd quarter valued at approximately $33,000. Golden State Wealth Management LLC boosted its stake in shares of Estee Lauder Companies by 69.5% in the second quarter. Golden State Wealth Management LLC now owns 512 shares of the company’s stock valued at $41,000 after buying an additional 210 shares in the last quarter. Elevation Point Wealth Partners LLC acquired a new position in shares of Estee Lauder Companies during the 2nd quarter worth $42,000. Finally, Ameritas Advisory Services LLC purchased a new position in Estee Lauder Companies in the second quarter valued at about $44,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

Insider Buying and Selling at Estee Lauder Companies

In other Estee Lauder Companies news, VP Meridith Webster sold 5,430 shares of the stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction dated 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 sale, the director owned 34,812 shares in the company, valued at approximately $3,196,785.96. This represents a 10.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 13.05% of the stock is owned by company insiders.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the company. Telsey Advisory Group restated a “market perform” rating and issued a $105.00 price target on shares of Estee Lauder Companies in a research report on Friday. The Goldman Sachs Group raised Estee Lauder Companies from a “neutral” rating to a “buy” rating and lifted their price objective for the company from $76.00 to $115.00 in a research report on Monday, October 13th. Canaccord Genuity Group upped their price target on shares of Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a research report on Monday, October 27th. Argus raised Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 price objective on the stock in a research note on Tuesday, November 11th. Finally, Zacks Research upgraded shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, December 16th. Three research analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $103.00.

Key Estee Lauder Companies News

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Deutsche Bank raised its price target to $128 and kept a “buy” rating, implying roughly an 11% upside from current levels — a clear analyst vote of confidence that can support shares. Deutsche Bank raises PT to $128
• Positive Sentiment: Zacks argues EL’s upcoming Q2 is likely to show stronger retail trends and margin expansion, highlighting a setup for a possible beat if premium/retail improvements continue. Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
• Positive Sentiment: Another Zacks preview notes Wall Street expects earnings growth next week and outlines the factors that could drive an earnings beat — revenue momentum and improving margins are the key drivers to watch. Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: The company will webcast its fiscal Q2 results and host management commentary on Feb. 5 (8:30 a.m. ET). This is the primary near-term catalyst — results and management tone will likely drive intraday volatility. The Estée Lauder Companies to Webcast Discussion of Fiscal 2026 Second Quarter Results on February 5, 2026
• Neutral Sentiment: Zacks published a comparative piece (EL vs. ELF) that frames EL as a prestige turnaround with margin recovery potential vs. value/digital-first peers — useful context but not an immediate catalyst. EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
• Neutral Sentiment: Routine earnings-release scheduling coverage (confirming the Feb. release) — keeps the calendar clear for investor attention but adds no new data. Estee Lauder Companies (EL) to Release Quarterly Earnings on Thursday
• Negative Sentiment: Telsey Advisory Group reaffirmed a “market perform” rating with a $105 price target, implying ~9% downside vs. current levels — a cautionary signal that could cap upside if confirmations are weak. Telsey reaffirms market perform, $105 PT

Estee Lauder Companies Stock Up 0.1%

Shares of Estee Lauder Companies stock opened at $115.27 on Friday. The company has a quick ratio of 0.92, a current ratio of 1.32 and a debt-to-equity ratio of 1.88. The firm has a market cap of $41.54 billion, a P/E ratio of -44.68, a P/E/G ratio of 1.35 and a beta of 1.15. The Estee Lauder Companies Inc. has a fifty-two week low of $48.37 and a fifty-two week high of $120.27. The business has a 50-day moving average price of $107.48 and a 200 day moving average price of $96.66.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.32 EPS for the quarter, topping analysts’ consensus estimates of $0.15 by $0.17. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The firm had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter in the previous year, the company posted $0.14 earnings per share. The firm’s revenue was up 3.6% on a year-over-year basis. On average, sell-side analysts forecast that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Company Profile

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.