Rep. Jonathan L. Jackson Buys Shares of The Estee Lauder Companies Inc. (NYSE:EL)

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of The Estee Lauder Companies Inc. (NYSE:EL). In a filing disclosed on October 19th, the Representative disclosed that they had bought between $50,001 and $100,000 in Estee Lauder Companies stock on September 28th. The trade occurred in the Representative’s “MORGAN STANLEY TRUST ACCOUNT” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of Viasat (NASDAQ:VSAT) on 9/28/2026.
• Sold $50,001 – $100,000 in shares of Walmart (NASDAQ:WMT) on 9/28/2026.
• Purchased $15,001 – $50,000 in shares of Guardant Health (NASDAQ:GH) on 9/28/2026.
• Purchased $50,001 – $100,000 in shares of Datadog (NASDAQ:DDOG) on 9/28/2026.
• Sold $1,001 – $15,000 in shares of Tortoise Energy Infrastructure (NYSE:TYG) on 9/4/2026.
• Sold $1,001 – $15,000 in shares of Viasat (NASDAQ:VSAT) on 8/28/2026.

Estee Lauder Companies Stock Performance

Estee Lauder Companies stock opened at $103.56 on Thursday. The firm has a 50-day moving average of $97.93 and a 200-day moving average of $87.65. The firm has a market cap of $37.47 billion, a P/E ratio of 42.28, a P/E/G ratio of 1.23 and a beta of 1.27. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.79. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64.

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

Estee Lauder Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s dividend payout ratio is 285.71%.

Insider Activity at Estee Lauder Companies

In other Estee Lauder Companies news, Director Charlene Barshefsky sold 3,775 shares of the company’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $98.82, for a total value of $373,045.50. Following the sale, the director owned 50,971 shares in the company, valued at approximately $5,036,954.22. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Paul J. Fribourg sold 58,000 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the transaction, the director directly owned 417,300 shares of the company’s stock, valued at $40,966,341. This represents a 12.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 75,105 shares of company stock valued at $7,423,185 in the last three months. Company insiders own 11.54% of the company’s stock.

Hedge Funds Weigh In On Estee Lauder Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Trust Co. of Vermont bought a new stake in shares of Estee Lauder Companies during the 2nd quarter valued at $28,000. Kozak & Associates Inc. purchased a new stake in shares of Estee Lauder Companies in the 2nd quarter worth about $30,000. IFP Advisors Inc grew its position in shares of Estee Lauder Companies by 35.2% in 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 period. Meeder Asset Management Inc. increased its stake in shares of Estee Lauder Companies by 1,732.5% in the 1st quarter. Meeder Asset Management Inc. now owns 733 shares of the company’s stock worth $53,000 after acquiring an additional 693 shares in the last quarter. Finally, MBM Wealth Consultants LLC bought a new position in shares of Estee Lauder Companies in the 1st quarter worth about $94,000. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on the company. 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 research note on Thursday, August 20th. Wall Street Zen cut shares of Estee Lauder Companies from a “buy” rating to a “hold” rating in a report on Saturday, September 26th. Barclays upgraded shares of Estee Lauder Companies from an “equal weight” rating to an “overweight” rating and upped their price objective for the stock from $97.00 to $108.00 in a report on Monday, October 5th. Zacks Research lowered shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research note on Friday, July 10th. Finally, China Intl Cap upgraded shares of Estee Lauder Companies to a “strong-buy” rating in a research report on Sunday, August 30th. Two investment analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $106.33.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

About Estee Lauder Companies

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

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.