Equities Analysts Issue Forecasts for EL FY2025 Earnings

The Estée Lauder Companies Inc. (NYSE:EL) – Stock analysts at Telsey Advisory Group decreased their FY2025 earnings per share estimates for Estée Lauder Companies in a research note issued on Wednesday, February 5th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $1.36 per share for the year, down from their prior estimate of $1.41. Telsey Advisory Group currently has a “Market Perform” rating and a $76.00 target price on the stock. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $1.50 per share. Telsey Advisory Group also issued estimates for Estée Lauder Companies’ Q4 2025 earnings at $0.29 EPS, Q1 2026 earnings at $0.45 EPS, Q2 2026 earnings at $0.64 EPS, Q3 2026 earnings at $0.52 EPS and FY2026 earnings at $2.19 EPS.

Several other analysts have also recently commented on the company. Deutsche Bank Aktiengesellschaft dropped their price target on Estée Lauder Companies from $80.00 to $78.00 and set a “hold” rating for the company in a research report on Wednesday, January 22nd. CICC Research began coverage on Estée Lauder Companies in a research report on Friday, December 27th. They set a “market perform” rating and a $82.00 price objective for the company. The Goldman Sachs Group decreased their price objective on shares of Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating on the stock in a report on Friday, November 1st. JPMorgan Chase & Co. lifted their target price on shares of Estée Lauder Companies from $74.00 to $79.00 and gave the company a “neutral” rating in a report on Thursday, January 16th. Finally, Barclays raised their price target on Estée Lauder Companies from $63.00 to $71.00 and gave the stock an “equal weight” rating in a research report on Friday, January 17th. Twenty research analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. According to MarketBeat.com, Estée Lauder Companies has a consensus rating of “Hold” and a consensus target price of $90.55.

Estée Lauder Companies Stock Down 5.3 %

Shares of EL opened at $65.79 on Thursday. The stock’s 50 day moving average is $77.22 and its two-hundred day moving average is $83.52. Estée Lauder Companies has a 12 month low of $62.29 and a 12 month high of $159.54. The firm has a market cap of $23.62 billion, a P/E ratio of 117.49, a PEG ratio of 5.89 and a beta of 1.03. The company has a current ratio of 1.32, a quick ratio of 0.90 and a debt-to-equity ratio of 1.44.

Estée Lauder Companies (NYSE:EL) last issued its earnings results on Tuesday, February 4th. The company reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.32 by $0.30. The firm had revenue of $4 billion for the quarter, compared to analyst estimates of $3.98 billion. Estée Lauder Companies had a return on equity of 17.31% and a net margin of 1.31%. Estée Lauder Companies’s revenue for the quarter was down 6.4% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.88 earnings per share.

Hedge Funds Weigh In On Estée Lauder Companies

A number of hedge funds and other institutional investors have recently made changes to their positions in EL. Ameliora Wealth Management Ltd. purchased a new position in shares of Estée Lauder Companies in the 4th quarter valued at approximately $29,000. Deseret Mutual Benefit Administrators grew its position in Estée Lauder Companies by 68.7% in the 4th quarter. Deseret Mutual Benefit Administrators now owns 388 shares of the company’s stock valued at $29,000 after buying an additional 158 shares during the last quarter. Eagle Bay Advisors LLC increased its stake in Estée Lauder Companies by 297.0% in the 4th quarter. Eagle Bay Advisors LLC now owns 401 shares of the company’s stock valued at $30,000 after buying an additional 300 shares during the period. Golden State Wealth Management LLC purchased a new stake in shares of Estée Lauder Companies in the fourth quarter valued at about $30,000. Finally, Ashton Thomas Securities LLC acquired a new position in shares of Estée Lauder Companies during the third quarter worth about $31,000. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Insider Transactions at Estée Lauder Companies

In other news, Director Paul J. Fribourg acquired 75,500 shares of Estée Lauder Companies stock in a transaction on Monday, November 18th. The stock was bought at an average price of $64.93 per share, for a total transaction of $4,902,215.00. Following the completion of the purchase, the director now owns 310,000 shares in the company, valued at $20,128,300. This represents a 32.20 % increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this hyperlink. Insiders own 12.78% of the company’s stock.

Estée Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be issued a dividend of $0.35 per share. The ex-dividend date of this dividend is Friday, February 28th. This represents a $1.40 dividend on an annualized basis and a yield of 2.13%. Estée Lauder Companies’s payout ratio is currently 250.00%.

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, and powders, as well as compacts, brushes, and other makeup tools.