Sax Wealth Advisors LLC Makes New Investment in The Estee Lauder Companies Inc. $EL

Sax Wealth Advisors LLC bought a new stake in The Estee Lauder Companies Inc. (NYSE:EL) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 5,291 shares of the company’s stock, valued at approximately $491,000.

Several other large investors also recently bought and sold shares of EL. IFP Advisors Inc raised its stake in shares of Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after buying an additional 108 shares during the last quarter. Kestra Advisory Services LLC grew its stake in Estee Lauder Companies by 3.1% in the 1st quarter. Kestra Advisory Services LLC now owns 4,520 shares of the company’s stock valued at $324,000 after acquiring an additional 134 shares during the last quarter. QRG Capital Management Inc. increased its holdings in Estee Lauder Companies by 3.0% during the 2nd quarter. QRG Capital Management Inc. now owns 4,569 shares of the company’s stock valued at $361,000 after acquiring an additional 135 shares in the last quarter. Contravisory Investment Management Inc. increased its holdings in Estee Lauder Companies by 1.4% during the 1st quarter. Contravisory Investment Management Inc. now owns 11,691 shares of the company’s stock valued at $839,000 after acquiring an additional 158 shares in the last quarter. Finally, State of Michigan Retirement System increased its holdings in Estee Lauder Companies by 0.3% during the 1st quarter. State of Michigan Retirement System now owns 64,538 shares of the company’s stock valued at $4,632,000 after acquiring an additional 200 shares in the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.

More Estee Lauder Companies News

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

• Positive Sentiment: Morgan Stanley raised its price target on Estée Lauder from $102 to $112 while maintaining an “equal weight” rating. The revised target implies modest additional upside and supports the recent strength in EL, but the unchanged rating suggests limited conviction in significant outperformance.
• Positive Sentiment: Analysts are expecting strong earnings growth. An earnings preview projects double-digit year-over-year EPS growth for the company’s upcoming fiscal first-quarter report, creating a potential catalyst if results and guidance exceed expectations. The Estée Lauder Companies Earnings Preview: What to Expect
• Neutral Sentiment: Estée Lauder announced the 2026 winners of its BEAUTY&YOU India program with Nykaa and Startup India. The initiative supports emerging Indian beauty brands and entrepreneurs, potentially strengthening the company’s innovation pipeline and presence in a major growth market, though it is not an immediate financial catalyst. BEAUTY&YOU India 2026 Winners Announcement
• Neutral Sentiment: The Estée Lauder Companies Charitable Foundation and Reliance Foundation launched a multiyear program intended to empower one million girls and young women in India. The partnership may enhance corporate reputation and local relationships, but it is primarily philanthropic rather than directly earnings-related. Reliance Foundation Partnership Announcement

Estee Lauder Companies Stock Up 5.5%

Shares of NYSE EL opened at $107.14 on Friday. The firm has a market cap of $38.77 billion, a P/E ratio of 40.47, a price-to-earnings-growth ratio of 1.18 and a beta of 1.27. The company has a debt-to-equity ratio of 1.79, a quick ratio of 0.90 and a current ratio of 1.22. The Estee Lauder Companies Inc. has a 1 year low of $66.22 and a 1 year high of $121.64. The firm’s 50 day moving average price is $96.55 and its 200 day moving average price is $86.65.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share for the quarter, beating the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. The company had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. During the same period in the previous year, the firm posted $0.09 EPS. Estee Lauder Companies’s revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. As a group, sell-side analysts anticipate that The Estee Lauder Companies Inc. will post 3.31 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.3%. The ex-dividend date was Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is presently 285.71%.

Insider Buying and Selling

In other Estee Lauder Companies news, Director Charlene Barshefsky sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the sale, the director directly owned 50,971 shares of the company’s stock, valued at approximately $5,036,954.22. This trade represents a 6.90% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Paul Fribourg sold 58,000 shares of the firm’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the completion of the sale, the director directly owned 417,300 shares in the company, valued at approximately $40,966,341. The trade was a 12.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 75,105 shares of company stock worth $7,423,185. 11.54% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on EL. B. Riley Financial reaffirmed a “neutral” rating and issued a $100.00 price target (up from $85.00) on shares of Estee Lauder Companies in a report on Thursday, August 20th. UBS Group raised their price objective on shares of Estee Lauder Companies from $86.00 to $106.00 and gave the stock a “neutral” rating in a research note on Thursday, August 20th. Weiss Ratings raised shares of Estee Lauder Companies from a “sell (d)” rating to a “sell (d+)” rating in a research note on Friday, August 21st. The Goldman Sachs Group lifted their price objective on Estee Lauder Companies from $100.00 to $112.00 and gave the stock a “buy” rating in a research report on Thursday, August 20th. Finally, Wall Street Zen lowered Estee Lauder Companies from a “buy” rating to a “hold” rating in a research note on Saturday, September 26th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $105.24.

Estee Lauder Companies Profile

The Estée Lauder Companies Inc (NYSE: EL) is a global beauty company that develops, markets and sells prestige skincare, makeup, fragrance and hair care products. Its portfolio includes brands such as Estée Lauder, Clinique, La Mer, MAC, Bobbi Brown, Jo Malone London, Aveda, The Ordinary and Tom Ford Beauty.

The company’s products are distributed through department stores, specialty retailers, freestanding stores, e-commerce platforms, travel retail outlets and other channels. Estée Lauder serves consumers in numerous markets across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region.

Estée Lauder was founded in 1946 by Estée Lauder and her husband, Joseph Lauder, beginning with a small collection of skincare products.