The Estee Lauder Companies Inc. $EL Shares Bought by HighTower Advisors LLC

HighTower Advisors LLC lifted its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 554.1% in the 4th quarter, HoldingsChannel.com reports. The fund owned 242,042 shares of the company’s stock after acquiring an additional 205,040 shares during the quarter. HighTower Advisors LLC’s holdings in Estee Lauder Companies were worth $25,347,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of the stock. North Dakota State Investment Board acquired a new stake in shares of Estee Lauder Companies during the fourth quarter worth $2,728,000. Barr E S & Co. lifted its holdings in shares of Estee Lauder Companies by 4.4% during the fourth quarter. Barr E S & Co. now owns 125,476 shares of the company’s stock valued at $13,140,000 after purchasing an additional 5,339 shares during the last quarter. Canada Post Corp Registered Pension Plan boosted its position in shares of Estee Lauder Companies by 46.5% in the 4th quarter. Canada Post Corp Registered Pension Plan now owns 6,178 shares of the company’s stock valued at $647,000 after purchasing an additional 1,960 shares during the period. AlphaCore Capital LLC purchased a new position in Estee Lauder Companies in the 4th quarter worth about $229,000. Finally, Northwestern Mutual Investment Management Company LLC increased its stake in Estee Lauder Companies by 5.2% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 7,856 shares of the company’s stock worth $823,000 after purchasing an additional 391 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Trading Up 11.7%

Shares of NYSE EL opened at $88.15 on Friday. The Estee Lauder Companies Inc. has a one year low of $62.57 and a one year high of $121.64. The firm has a market capitalization of $31.89 billion, a PE ratio of -125.93, a PEG ratio of 0.81 and a beta of 1.22. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71. The business has a 50-day moving average price of $77.91 and a two-hundred day moving average price of $94.87.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Friday, May 1st. The company reported $0.91 earnings per share for the quarter, beating analysts’ consensus estimates of $0.66 by $0.25. The company had revenue of $3.71 billion for the quarter, compared to the consensus estimate of $3.69 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm’s quarterly revenue was up 4.6% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.65 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, analysts predict that The Estee Lauder Companies Inc. will post 2.41 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a $0.35 dividend. The ex-dividend date is Friday, May 29th. This represents a $1.40 dividend on an annualized basis and a yield of 1.6%. Estee Lauder Companies’s dividend payout ratio is presently -200.00%.

Wall Street Analyst Weigh In

A number of research firms have commented on EL. Citigroup upped their price objective on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a research note on Friday. UBS Group lifted their target price on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock a “neutral” rating in a research report on Monday, May 4th. JPMorgan Chase & Co. boosted their price target on shares of Estee Lauder Companies from $98.00 to $99.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Zacks Research upgraded shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, May 12th. Finally, Wells Fargo & Company lifted their price objective on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Monday, May 4th. Two investment analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have given a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $101.63.

More Estee Lauder Companies News

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

• Positive Sentiment: Estée Lauder ended merger discussions with Puig, which the market is treating as a relief event because it eliminates uncertainty around a complex transaction and lets the company focus on its own recovery plan.
• Positive Sentiment: Citigroup raised its price target on EL to $110 from $92 and reiterated a buy rating, reinforcing optimism that the stock can still move higher from current levels.
• Neutral Sentiment: Investors are also watching the company ahead of the Morgan Stanley Luxury Conference, where management commentary could shape sentiment on valuation and the pace of the turnaround.
• Neutral Sentiment: Recent articles note that the stock’s jump may also reflect short covering after prior weakness tied to merger speculation and uneven prestige beauty demand.
• Negative Sentiment: The failed Puig deal means Estée Lauder will not gain the scale benefits that a combination could have provided, and it removes the possibility of a transformative premium-beauty merger.

Estee Lauder Companies 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.