London & Capital Asset Management Ltd Cuts Stock Position in The Estee Lauder Companies Inc. $EL

London & Capital Asset Management Ltd decreased its position in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 56.2% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 43,833 shares of the company’s stock after selling 56,275 shares during the period. London & Capital Asset Management Ltd’s holdings in Estee Lauder Companies were worth $3,542,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of EL. Generali Asset Management SPA SGR lifted its position in shares of Estee Lauder Companies by 1.6% during the second quarter. Generali Asset Management SPA SGR now owns 7,361 shares of the company’s stock worth $595,000 after purchasing an additional 119 shares in the last quarter. Joel Isaacson & Co. LLC grew its holdings in shares of Estee Lauder Companies by 0.4% in the second quarter. Joel Isaacson & Co. LLC now owns 28,826 shares of the company’s stock valued at $2,329,000 after purchasing an additional 120 shares in the last quarter. LRI Investments LLC increased its stake in Estee Lauder Companies by 2.6% during the 2nd quarter. LRI Investments LLC now owns 5,007 shares of the company’s stock worth $405,000 after buying an additional 126 shares during the period. Legacy Wealth Asset Management LLC lifted its holdings in Estee Lauder Companies by 2.2% during the 2nd quarter. Legacy Wealth Asset Management LLC now owns 5,950 shares of the company’s stock worth $481,000 after buying an additional 129 shares in the last quarter. Finally, Signaturefd LLC boosted its position in Estee Lauder Companies by 9.3% in the 2nd quarter. Signaturefd LLC now owns 1,815 shares of the company’s stock valued at $147,000 after buying an additional 154 shares during the period. 55.15% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have recently weighed in on EL. Canaccord Genuity Group upped their price objective on Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a research report on Monday, October 27th. Royal Bank Of Canada upped their price target on Estee Lauder Companies from $107.00 to $113.00 and gave the stock an “outperform” rating in a report on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Wednesday, October 8th. Wells Fargo & Company boosted their price objective on Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a research report on Friday, October 31st. Finally, The Goldman Sachs Group upgraded shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and upped their target price for the stock from $76.00 to $115.00 in a research note on Monday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and a consensus price target of $94.43.

Insider Buying and Selling at Estee Lauder Companies

In other news, Director Barry S. Sternlicht sold 3,972 shares of Estee Lauder Companies stock in a transaction dated Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total transaction of $364,748.76. Following the sale, the director owned 34,812 shares in the company, valued at approximately $3,196,785.96. The trade was a 10.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, VP Meridith Webster sold 5,430 shares of the business’s stock in a transaction dated Tuesday, November 18th. The shares were sold at an average price of $87.84, for a total value of $476,971.20. The SEC filing for this sale provides additional information. 13.05% of the stock is owned by company insiders.

Estee Lauder Companies Trading Down 2.2%

NYSE:EL opened at $102.78 on Tuesday. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $105.78. The stock has a market cap of $37.04 billion, a P/E ratio of -39.84, a P/E/G ratio of 1.35 and a beta of 1.18. The company has a debt-to-equity ratio of 1.88, a quick ratio of 0.92 and a current ratio of 1.32. The stock has a 50-day simple moving average of $93.94 and a 200-day simple moving average of $87.47.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.15 by $0.17. The firm had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. Estee Lauder Companies had a positive return on equity of 14.92% and a negative net margin of 6.44%.The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.14 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Friday, November 28th will be given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend is Friday, November 28th. Estee Lauder Companies’s dividend payout ratio (DPR) is -54.26%.

Estee Lauder Companies 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.