Blair William & Co. IL Boosts Stake in The Estee Lauder Companies Inc. $EL

Blair William & Co. IL lifted its holdings in The Estee Lauder Companies Inc. (NYSE:EL) by 10.6% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,817 shares of the company’s stock after buying an additional 1,905 shares during the quarter. Blair William & Co. IL’s holdings in Estee Lauder Companies were worth $1,601,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Invesco Ltd. raised its holdings in Estee Lauder Companies by 21.9% during the first quarter. Invesco Ltd. now owns 6,681,785 shares of the company’s stock worth $440,998,000 after purchasing an additional 1,200,537 shares during the last quarter. American Century Companies Inc. raised its holdings in shares of Estee Lauder Companies by 34.9% in the first quarter. American Century Companies Inc. now owns 4,511,115 shares of the company’s stock worth $297,734,000 after acquiring an additional 1,167,508 shares during the last quarter. Robeco Institutional Asset Management B.V. increased its stake in Estee Lauder Companies by 1,600.4% in the second quarter. Robeco Institutional Asset Management B.V. now owns 1,224,695 shares of the company’s stock valued at $98,955,000 after purchasing an additional 1,152,669 shares during the last quarter. Nuveen LLC acquired a new position in Estee Lauder Companies in the first quarter valued at $35,607,000. Finally, Price T Rowe Associates Inc. MD increased its stake in Estee Lauder Companies by 133.5% in the first quarter. Price T Rowe Associates Inc. MD now owns 781,341 shares of the company’s stock valued at $51,570,000 after purchasing an additional 446,662 shares during the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Estee Lauder Companies Price Performance

EL stock opened at $95.05 on Wednesday. The stock has a 50-day moving average price of $89.48 and a two-hundred day moving average price of $77.39. The Estee Lauder Companies Inc. has a 12-month low of $48.37 and a 12-month high of $96.50. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89. The company has a market cap of $34.21 billion, a PE ratio of -30.27, a price-to-earnings-growth ratio of 2.65 and a beta of 1.16.

Estee Lauder Companies (NYSE:EL) last issued its earnings results on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, topping the consensus estimate of $0.07 by $0.02. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The company had revenue of $3.41 billion during the quarter, compared to the consensus estimate of $3.36 billion. During the same quarter in the prior year, the business earned $0.64 earnings per share. The company’s revenue was down 11.9% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, research analysts predict that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were given a $0.35 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $1.40 annualized dividend and a dividend yield of 1.5%. Estee Lauder Companies’s dividend payout ratio is presently -44.59%.

Insider Activity

In other news, Director Lynn Forester sold 3,702 shares of the company’s stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $91.65, for a total value of $339,288.30. Following the completion of the sale, the director owned 15,479 shares of the company’s stock, valued at $1,418,650.35. This represents a 19.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, VP Lande Rashida La sold 6,417 shares of the company’s stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The disclosure for this sale can be found here. 13.05% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several research firms recently commented on EL. The Goldman Sachs Group upgraded Estee Lauder Companies from a “neutral” rating to a “buy” rating and upped their target price for the company from $76.00 to $115.00 in a research note on Monday. Citigroup upped their target price on Estee Lauder Companies from $60.00 to $99.00 and gave the company a “neutral” rating in a research note on Tuesday, July 15th. Evercore ISI upped their target price on Estee Lauder Companies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Monday, September 15th. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Wednesday, October 8th. Finally, HSBC upgraded Estee Lauder Companies from a “hold” rating to a “buy” rating and upped their target price for the company from $80.00 to $99.00 in a research note on Friday, June 27th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Estee Lauder Companies presently has an average rating of “Hold” and an average price target of $91.30.

Estee 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.