The Estee Lauder Companies Inc. $EL Holdings Increased by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP raised its position in The Estee Lauder Companies Inc. (NYSE:EL) by 8,235.0% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 130,192 shares of the company’s stock after purchasing an additional 128,630 shares during the period. Estee Lauder Companies accounts for 0.6% of Fulcrum Asset Management LLP’s investment portfolio, making the stock its 21st biggest position. Fulcrum Asset Management LLP’s holdings in Estee Lauder Companies were worth $12,286,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. IFP Advisors Inc increased its holdings in shares of Estee Lauder Companies by 35.2% in the second quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after purchasing an additional 108 shares during the period. Alps Advisors Inc. raised its position in shares of Estee Lauder Companies by 4.7% in the third quarter. Alps Advisors Inc. now owns 2,795 shares of the company’s stock worth $259,000 after buying an additional 125 shares in the last quarter. Kestra Advisory Services LLC raised its position in shares of Estee Lauder Companies by 3.1% in the first quarter. Kestra Advisory Services LLC now owns 4,520 shares of the company’s stock worth $324,000 after buying an additional 134 shares in the last quarter. QRG Capital Management Inc. boosted its stake in Estee Lauder Companies by 3.0% during the second quarter. QRG Capital Management Inc. now owns 4,569 shares of the company’s stock valued at $361,000 after buying an additional 135 shares during the period. Finally, Hartford Financial Management Inc. boosted its stake in Estee Lauder Companies by 1.3% during the third quarter. Hartford Financial Management Inc. now owns 10,787 shares of the company’s stock valued at $1,001,000 after buying an additional 140 shares during the period. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Estee Lauder Companies

In other news, Director Paul Fribourg sold 58,000 shares of the company’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 transaction, the director directly owned 417,300 shares in the company, valued at approximately $40,966,341. This represents a 12.20% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Charlene Barshefsky sold 3,775 shares of the company’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the completion of the sale, the director directly owned 50,971 shares of the company’s stock, valued at approximately $5,036,954.22. This represents a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 79,802 shares of company stock worth $7,933,420. 11.54% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities analysts recently commented on the company. Sanford C. Bernstein boosted their target price on Estee Lauder Companies from $82.00 to $106.00 and gave the stock a “market perform” rating in a research report on Thursday, August 20th. Canaccord Genuity Group raised their price target on Estee Lauder Companies from $90.00 to $109.00 and gave the company a “hold” rating in a report on Thursday, October 22nd. Telsey Advisory Group lifted their price target on Estee Lauder Companies from $90.00 to $108.00 and gave the company a “market perform” rating in a research report on Thursday, August 20th. Morgan Stanley boosted their price objective on Estee Lauder Companies from $112.00 to $118.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 3rd. Finally, HSBC boosted their price objective on Estee Lauder Companies from $87.00 to $95.00 and gave the stock a “hold” rating in a report on Thursday, August 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $110.31.

Key Stories Impacting Estee Lauder Companies

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

• Positive Sentiment: Estée Lauder unveiled its “Mastering Skin Longevity” scientific research platform at an expo in China. The initiative may help differentiate its skincare products and support future innovation, though no near-term revenue contribution was announced. Estée Lauder launches skin longevity research platform at China expo
• Positive Sentiment: The company’s fiscal 2030 roadmap targets stronger sales, higher margins, and double-digit earnings growth, supported by product innovation and operating efficiencies. Progress toward these goals could improve the long-term outlook, but delivery remains uncertain. EL’s Fiscal 2030 Roadmap Targets Stronger Growth & Higher Margins
• Negative Sentiment: Director Barry Sternlicht sold 4,697 shares, reducing his position by about 11.9%. Insider sales can weigh on sentiment, though the transaction alone does not establish a change in the company’s outlook. SEC filing for director share sale

Estee Lauder Companies Stock Performance

NYSE EL opened at $110.22 on Monday. The Estee Lauder Companies Inc. has a 52-week low of $66.22 and a 52-week high of $121.64. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.91 and a current ratio of 1.25. The company has a market capitalization of $39.93 billion, a P/E ratio of 110.22, a P/E/G ratio of 1.48 and a beta of 1.23. The company has a fifty day moving average of $100.73 and a 200-day moving average of $91.73.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Monday, November 2nd. The company reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.21. The company had revenue of $3.72 billion during the quarter, compared to analyst estimates of $3.65 billion. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The firm’s quarterly revenue was up 6.7% compared to the same quarter last year. During the same period in the previous year, the business earned $0.32 earnings per share. As a group, equities research analysts predict that The Estee Lauder Companies Inc. will post 3.43 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, December 15th. Shareholders of record on Monday, November 30th will be paid a dividend of $0.35 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $1.40 annualized dividend and a yield of 1.3%. Estee Lauder Companies’s payout ratio is 140.00%.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc is a global prestige beauty company founded in 1946 by Estée and Joseph Lauder. Based in New York City, it develops, markets and sells beauty products under a portfolio of brands, including Estée Lauder, Clinique, M·A·C, La Mer, Aveda and Jo Malone London.

The company’s products span skin care, makeup, fragrance and hair care. It reaches consumers through department stores, specialty retailers, its own stores and websites, and other online and travel-retail channels.

The Estée Lauder Companies serves customers in more than 150 countries and territories.