Zacks Research Weighs in on The Estée Lauder Companies Inc.’s Q2 2025 Earnings (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) – Investment analysts at Zacks Research boosted their Q2 2025 earnings estimates for shares of Estée Lauder Companies in a research report issued to clients and investors on Wednesday, May 22nd. Zacks Research analyst A. Mohta now expects that the company will post earnings of $1.15 per share for the quarter, up from their prior estimate of $1.03. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Estée Lauder Companies’ FY2025 earnings at $4.05 EPS, Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $1.44 EPS and FY2026 earnings at $5.36 EPS.

Estée Lauder Companies (NYSE:EL) last announced its quarterly earnings data on Wednesday, May 1st. The company reported $0.97 earnings per share for the quarter, beating analysts’ consensus estimates of $0.48 by $0.49. The firm had revenue of $3.94 billion during the quarter, compared to analysts’ expectations of $3.92 billion. Estée Lauder Companies had a net margin of 4.18% and a return on equity of 13.08%. The business’s quarterly revenue was up 5.0% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.47 earnings per share.

A number of other equities analysts also recently commented on the stock. Deutsche Bank Aktiengesellschaft cut their price objective on shares of Estée Lauder Companies from $160.00 to $159.00 in a research report on Wednesday, May 1st. Telsey Advisory Group reissued a “market perform” rating and issued a $155.00 price objective on shares of Estée Lauder Companies in a research note on Wednesday, May 1st. Canaccord Genuity Group decreased their price target on shares of Estée Lauder Companies from $140.00 to $131.00 and set a “hold” rating on the stock in a research note on Thursday, May 2nd. Morgan Stanley lowered shares of Estée Lauder Companies from an “overweight” rating to an “equal weight” rating and cut their price objective for the stock from $164.00 to $140.00 in a report on Friday, May 3rd. Finally, Barclays cut their price target on shares of Estée Lauder Companies from $150.00 to $140.00 and set an “equal weight” rating on the stock in a report on Friday, May 3rd. Sixteen analysts have rated the stock with a hold rating, eight have issued a buy rating and one has given a strong buy rating to the company. According to MarketBeat.com, Estée Lauder Companies has a consensus rating of “Hold” and an average target price of $160.92.

Estée Lauder Companies Stock Down 0.1 %

Shares of NYSE:EL opened at $126.06 on Thursday. The firm has a 50 day simple moving average of $140.57 and a 200-day simple moving average of $138.55. Estée Lauder Companies has a twelve month low of $102.22 and a twelve month high of $204.41. The company has a market capitalization of $45.20 billion, a PE ratio of 70.82, a P/E/G ratio of 3.58 and a beta of 1.07. The company has a current ratio of 1.58, a quick ratio of 1.15 and a debt-to-equity ratio of 1.26.

Estée Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, June 17th. Shareholders of record on Friday, May 31st will be issued a $0.66 dividend. The ex-dividend date of this dividend is Friday, May 31st. This represents a $2.64 dividend on an annualized basis and a yield of 2.09%. Estée Lauder Companies’s payout ratio is presently 148.32%.

Insiders Place Their Bets

In other news, insider Peter Jueptner sold 12,786 shares of the stock in a transaction dated Wednesday, May 22nd. The stock was sold at an average price of $130.62, for a total value of $1,670,107.32. Following the completion of the sale, the insider now owns 5,578 shares of the company’s stock, valued at $728,598.36. The sale was disclosed in a legal filing with the SEC, which is available at this link. In other news, CFO Tracey Thomas Travis sold 14,493 shares of the firm’s stock in a transaction that occurred on Wednesday, May 15th. The stock was sold at an average price of $135.73, for a total value of $1,967,134.89. Following the transaction, the chief financial officer now owns 47,248 shares in the company, valued at $6,412,971.04. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Peter Jueptner sold 12,786 shares of the firm’s stock in a transaction that occurred on Wednesday, May 22nd. The shares were sold at an average price of $130.62, for a total value of $1,670,107.32. Following the completion of the transaction, the insider now owns 5,578 shares in the company, valued at approximately $728,598.36. The disclosure for this sale can be found here. Insiders own 12.77% of the company’s stock.

Institutional Trading of Estée Lauder Companies

A number of institutional investors and hedge funds have recently modified their holdings of the business. Wetzel Investment Advisors Inc. boosted its holdings in shares of Estée Lauder Companies by 8.3% in the first quarter. Wetzel Investment Advisors Inc. now owns 885 shares of the company’s stock worth $128,000 after acquiring an additional 68 shares during the period. Tradewinds Capital Management LLC boosted its holdings in shares of Estée Lauder Companies by 34.1% in the first quarter. Tradewinds Capital Management LLC now owns 295 shares of the company’s stock worth $45,000 after acquiring an additional 75 shares during the period. Cullen Frost Bankers Inc. boosted its holdings in shares of Estée Lauder Companies by 0.5% in the fourth quarter. Cullen Frost Bankers Inc. now owns 16,682 shares of the company’s stock worth $2,440,000 after acquiring an additional 76 shares during the period. Haverford Trust Co boosted its holdings in shares of Estée Lauder Companies by 2.3% in the first quarter. Haverford Trust Co now owns 3,409 shares of the company’s stock worth $525,000 after acquiring an additional 78 shares during the period. Finally, Massmutual Trust Co. FSB ADV boosted its stake in Estée Lauder Companies by 25.6% during the first quarter. Massmutual Trust Co. FSB ADV now owns 402 shares of the company’s stock valued at $62,000 after buying an additional 82 shares during the period. 55.15% of the stock is owned by hedge funds and other institutional investors.

About Estée Lauder Companies

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, nail polishes, and powders, as well as compacts, brushes, and other makeup tools.