Estée Lauder Companies (NYSE:EL) Updates Q3 Earnings Guidance

Estée Lauder Companies (NYSE:EL) updated its third quarter earnings guidance on Tuesday. The company provided earnings per share guidance of $0.20 to $0.30 for the period, compared to the consensus earnings per share estimate of $0.63. The company issued revenue guidance of -12 to -10% yr/yr or $3.467 billion to $3.546 billion, compared to the consensus revenue estimate of $3.67 billion. Estée Lauder Companies also updated its Q3 2025 guidance to 0.200-0.300 EPS.

Estée Lauder Companies Stock Down 0.6 %

Shares of EL stock traded down $0.40 on Thursday, reaching $65.54. 3,734,921 shares of the company were exchanged, compared to its average volume of 4,253,668. The company has a market cap of $23.53 billion, a price-to-earnings ratio of 116.94, a PEG ratio of 5.89 and a beta of 1.03. The company has a 50-day moving average of $77.05 and a 200-day moving average of $83.39. The company has a debt-to-equity ratio of 1.44, a current ratio of 1.32 and a quick ratio of 0.90. Estée Lauder Companies has a one year low of $62.29 and a one year 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, beating the consensus estimate of $0.32 by $0.30. The business had revenue of $4 billion for the quarter, compared to analysts’ expectations of $3.98 billion. Estée Lauder Companies had a net margin of 1.31% and a return on equity of 17.31%. The firm’s revenue for the quarter was down 6.4% compared to the same quarter last year. During the same quarter last year, the firm earned $0.88 EPS. Analysts anticipate that Estée Lauder Companies will post 1.5 earnings per share for the current year.

Estée Lauder Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be paid a $0.35 dividend. The ex-dividend date of this dividend is Friday, February 28th. This represents a $1.40 annualized dividend and a yield of 2.14%. Estée Lauder Companies’s dividend payout ratio (DPR) is 250.00%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on the stock. UBS Group raised their price target on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the stock a “neutral” rating in a research note on Thursday, January 16th. Telsey Advisory Group reissued a “market perform” rating and issued a $76.00 price target on shares of Estée Lauder Companies in a report on Tuesday. Stifel Nicolaus dropped their price objective on shares of Estée Lauder Companies from $81.00 to $77.00 and set a “hold” rating for the company in a report on Wednesday. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Estée Lauder Companies from $80.00 to $78.00 and set a “hold” rating on the stock in a research report on Wednesday, January 22nd. Finally, Citigroup cut shares of Estée Lauder Companies from a “buy” rating to a “neutral” rating and decreased their target price for the stock from $105.00 to $80.00 in a research report on Thursday, October 31st. Twenty equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $90.05.

Insider Buying and Selling

In other news, Director Paul J. Fribourg purchased 75,500 shares of the business’s stock in a transaction dated Monday, November 18th. The shares were purchased at an average price of $64.93 per share, for a total transaction of $4,902,215.00. Following the completion of the acquisition, the director now directly owns 310,000 shares in the company, valued at $20,128,300. This represents a 32.20 % increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 12.78% of the stock is owned by insiders.

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.