The Estée Lauder Companies Inc. to Post Q2 2025 Earnings of $1.07 Per Share, Zacks Research Forecasts (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) – Equities researchers at Zacks Research reduced their Q2 2025 EPS estimates for Estée Lauder Companies in a research note issued on Thursday, September 5th. Zacks Research analyst A. Mohta now anticipates that the company will earn $1.07 per share for the quarter, down from their previous forecast of $1.15. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $2.99 per share. Zacks Research also issued estimates for Estée Lauder Companies’ Q3 2025 earnings at $1.06 EPS and FY2027 earnings at $3.60 EPS.

EL has been the topic of a number of other reports. JPMorgan Chase & Co. cut their price target on shares of Estée Lauder Companies from $129.00 to $105.00 and set an “overweight” rating on the stock in a report on Tuesday, August 20th. The Goldman Sachs Group dropped their target price on shares of Estée Lauder Companies from $115.00 to $100.00 and set a “neutral” rating on the stock in a research note on Tuesday, August 20th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Estée Lauder Companies from $108.00 to $105.00 and set a “hold” rating for the company in a research note on Tuesday, August 20th. Bank of America downgraded Estée Lauder Companies from a “buy” rating to a “neutral” rating and dropped their price objective for the company from $140.00 to $100.00 in a research note on Friday, August 16th. Finally, Telsey Advisory Group reissued a “market perform” rating and set a $115.00 price objective on shares of Estée Lauder Companies in a report on Monday, August 19th. Fourteen investment analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $121.57.

Estée Lauder Companies Stock Down 2.0 %

EL stock opened at $85.14 on Monday. The stock has a market cap of $30.54 billion, a P/E ratio of 47.83, a P/E/G ratio of 1.46 and a beta of 1.00. The company has a current ratio of 1.39, a quick ratio of 1.01 and a debt-to-equity ratio of 1.37. The stock’s fifty day simple moving average is $95.93 and its two-hundred day simple moving average is $121.22. Estée Lauder Companies has a 1-year low of $83.54 and a 1-year high of $159.75.

Estée Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Monday, August 19th. The company reported $0.64 EPS for the quarter, beating the consensus estimate of $0.25 by $0.39. The firm had revenue of $3.87 billion during the quarter, compared to analyst estimates of $3.80 billion. Estée Lauder Companies had a net margin of 2.50% and a return on equity of 16.91%. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same quarter last year, the business posted $0.07 EPS.

Hedge Funds Weigh In On Estée Lauder Companies

Institutional investors have recently modified their holdings of the company. Prio Wealth Limited Partnership lifted its stake in Estée Lauder Companies by 6.5% in the second quarter. Prio Wealth Limited Partnership now owns 53,380 shares of the company’s stock worth $5,680,000 after purchasing an additional 3,268 shares during the last quarter. Sanctuary Advisors LLC purchased a new position in shares of Estée Lauder Companies in the second quarter worth about $3,868,000. Teachers Retirement System of The State of Kentucky lifted its stake in shares of Estée Lauder Companies by 17.4% in the 2nd quarter. Teachers Retirement System of The State of Kentucky now owns 182,255 shares of the company’s stock valued at $19,392,000 after acquiring an additional 26,947 shares during the last quarter. Cetera Investment Advisers boosted its holdings in Estée Lauder Companies by 24.5% during the 2nd quarter. Cetera Investment Advisers now owns 31,051 shares of the company’s stock valued at $3,304,000 after acquiring an additional 6,102 shares during the period. Finally, Kimelman & Baird LLC bought a new position in Estée Lauder Companies during the 2nd quarter worth approximately $32,000. 55.15% of the stock is currently owned by institutional investors.

Insider Activity at Estée Lauder Companies

In other news, Director Lynn Forester sold 3,890 shares of the business’s stock in a transaction dated Friday, August 23rd. The stock was sold at an average price of $93.61, for a total transaction of $364,142.90. Following the completion of the transaction, the director now owns 15,209 shares of the company’s stock, valued at $1,423,714.49. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. In other news, Director Lynn Forester sold 3,890 shares of the firm’s stock in a transaction on Friday, August 23rd. The shares were sold at an average price of $93.61, for a total transaction of $364,142.90. Following the sale, the director now owns 15,209 shares in the company, valued at approximately $1,423,714.49. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Charlene Barshefsky sold 3,437 shares of the company’s stock in a transaction on Tuesday, August 27th. The stock was sold at an average price of $91.93, for a total transaction of $315,963.41. Following the completion of the transaction, the director now owns 49,800 shares of the company’s stock, valued at $4,578,114. The disclosure for this sale can be found here. 12.77% of the stock is owned by corporate insiders.

Estée Lauder Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 16th. Investors of record on Friday, August 30th will be given a $0.66 dividend. The ex-dividend date of this dividend is Friday, August 30th. This represents a $2.64 dividend on an annualized basis and a dividend yield of 3.10%. Estée Lauder Companies’s dividend payout ratio (DPR) is presently 148.32%.

Estée Lauder Companies Company Profile

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.