The Estee Lauder Companies Inc. Declares Quarterly Dividend of $0.35 (NYSE:EL)

The Estee Lauder Companies Inc. (NYSE:EL) declared a quarterly dividend on Thursday, February 5th. Shareholders of record on Friday, February 27th will be given a dividend of 0.35 per share on Monday, March 16th. This represents a c) annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, February 27th.

Estee Lauder Companies has increased its dividend payment by an average of 0.0%per year over the last three years. Estee Lauder Companies has a dividend payout ratio of 63.6% indicating that its dividend is sufficiently covered by earnings. Equities research analysts expect Estee Lauder Companies to earn $2.30 per share next year, which means the company should continue to be able to cover its $1.40 annual dividend with an expected future payout ratio of 60.9%.

Estee Lauder Companies Stock Down 19.2%

Shares of EL stock traded down $23.00 during mid-day trading on Thursday, hitting $96.62. 18,406,692 shares of the stock traded hands, compared to its average volume of 4,134,573. Estee Lauder Companies has a 52-week low of $48.37 and a 52-week high of $121.64. The stock has a market cap of $34.82 billion, a P/E ratio of -37.45, a P/E/G ratio of 1.36 and a beta of 1.14. The company has a debt-to-equity ratio of 1.88, a current ratio of 1.32 and a quick ratio of 0.92. The stock’s fifty day moving average is $108.98 and its two-hundred day moving average is $97.31.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.84 by $0.05. 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 $4.23 billion for the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter in the previous year, the firm earned $0.62 EPS. The company’s quarterly revenue was up 5.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Equities analysts predict that Estee Lauder Companies will post 1.36 EPS for the current year.

Key Estee Lauder Companies News

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

• Positive Sentiment: Q2 results beat estimates — $0.89 EPS vs. $0.84 consensus and revenue of $4.23B roughly in line with expectations, showing year‑over‑year improvement. Company Press Release
• Positive Sentiment: Management raised its fiscal‑year sales and EPS guidance and highlighted improving China demand and momentum from its “Beauty Reimagined” turnaround. Reuters: Estee Lauder raises annual sales forecast
• Neutral Sentiment: Analyst activity was mixed — some firms (e.g., Telsey) kept neutral/market‑perform stances with mid‑range price targets, signaling no consensus upgrade despite the beat. TickerReport: Telsey Advisory Group rating
• Neutral Sentiment: Guidance was a range (FY26 EPS $2.03–2.23; revenue $14.8B–15.0B) that roughly straddled consensus — supportive but not definitive enough to satisfy high investor profit expectations. BusinessWire: Q2 Results
• Negative Sentiment: Company flagged about $100M of tariff‑related profit pressure for the full year, which directly subtracts from near‑term profitability and heightens investor concern about margin recovery. CNBC: Estée Lauder expects $100 million in tariff headwinds
• Negative Sentiment: Restructuring and related costs took a bite out of reported profits and management signaled near‑term capital return constraints, prompting investors to punish the stock despite restructuring’s longer‑term benefit. Barron’s: Restructuring and Tariffs Take Bite Out of Earnings
• Negative Sentiment: Market reaction and commentary framed the quarter as “not good enough” relative to lofty profit expectations — several outlets call the outlook cautious and question the company’s valuation premium. Investopedia: Estée Lauder Stock Tumbled 20%

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.