What is Telsey Advisory Group’s Estimate for EL Q3 Earnings?

The Estée Lauder Companies Inc. (NYSE:EL) – Stock analysts at Telsey Advisory Group reduced their Q3 2025 earnings per share (EPS) estimates for shares of Estée Lauder Companies in a research report issued on Wednesday, February 5th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $0.30 per share for the quarter, down from their prior forecast of $0.56. 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.

A number of other equities analysts have also recently weighed in on EL. Morgan Stanley decreased their price objective on shares of Estée Lauder Companies from $85.00 to $81.00 and set an “equal weight” rating for the company in a research report on Thursday. Piper Sandler upped their price objective on shares of Estée Lauder Companies from $91.00 to $98.00 and gave the company an “overweight” rating in a research report on Wednesday, January 29th. Canaccord Genuity Group decreased their price objective on shares of Estée Lauder Companies from $76.00 to $70.00 and set a “hold” rating for the company in a research report on Wednesday. CICC Research started coverage on shares of Estée Lauder Companies in a research note on Friday, December 27th. They issued a “market perform” rating and a $82.00 target price on the stock. Finally, Stifel Nicolaus cut their target price on shares of Estée Lauder Companies from $81.00 to $77.00 and set a “hold” rating on the stock in a research note on Wednesday. Twenty investment analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. Based on data from MarketBeat.com, Estée Lauder Companies presently has an average rating of “Hold” and a consensus price target of $86.00.

Estée Lauder Companies Stock Down 2.4 %

Shares of Estée Lauder Companies stock opened at $64.34 on Friday. The company has a current ratio of 1.32, a quick ratio of 0.90 and a debt-to-equity ratio of 1.44. The company has a fifty day moving average price of $77.05 and a 200 day moving average price of $83.39. The stock has a market cap of $23.10 billion, a price-to-earnings ratio of 114.89, a price-to-earnings-growth ratio of 5.89 and a beta of 1.03. Estée Lauder Companies has a twelve month low of $62.29 and a twelve month high of $159.54.

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

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Centre Asset Management LLC acquired a new position in Estée Lauder Companies in the 4th quarter valued at $8,585,000. Franklin Resources Inc. grew its stake in Estée Lauder Companies by 47.5% in the 3rd quarter. Franklin Resources Inc. now owns 141,804 shares of the company’s stock valued at $13,392,000 after buying an additional 45,687 shares during the last quarter. Harrell Investment Partners LLC grew its stake in Estée Lauder Companies by 52.1% in the 4th quarter. Harrell Investment Partners LLC now owns 10,285 shares of the company’s stock valued at $771,000 after buying an additional 3,524 shares during the last quarter. Massachusetts Financial Services Co. MA grew its stake in Estée Lauder Companies by 79.4% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 5,723,746 shares of the company’s stock valued at $570,600,000 after buying an additional 2,533,006 shares during the last quarter. Finally, Paloma Partners Management Co grew its stake in Estée Lauder Companies by 729.4% in the 3rd quarter. Paloma Partners Management Co now owns 47,500 shares of the company’s stock valued at $4,735,000 after buying an additional 41,773 shares during the last quarter. Institutional investors own 55.15% of the company’s stock.

Insiders Place Their Bets

In related news, Director Paul J. Fribourg bought 75,500 shares of the business’s 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 transaction, the director now directly 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Insiders own 12.78% of the company’s stock.

Estée Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be given a $0.35 dividend. 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 2.18%. Estée Lauder Companies’s payout ratio is 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.