The Estee Lauder Companies Inc. (EL) To Go Ex-Dividend on February 27th

The Estee Lauder Companies Inc. (NYSE:EL) announced a quarterly dividend on Thursday, February 5th. Shareholders of record on Friday, February 27th will be given a dividend of 0.35 per share on Monday, March 16th. This represents a c) annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, February 27th.

Estee Lauder Companies has raised its dividend payment by an average of 0.0%annually over the last three years. Estee Lauder Companies has a dividend payout ratio of 63.6% indicating that its dividend is sufficiently covered by earnings. Analysts expect Estee Lauder Companies to earn $2.30 per share next year, which means the company should continue to be able to cover its $1.40 annual dividend with an expected future payout ratio of 60.9%.

Estee Lauder Companies Stock Performance

NYSE:EL opened at $99.59 on Friday. The firm’s 50-day moving average is $109.17 and its 200-day moving average is $97.40. The company has a market cap of $35.89 billion, a price-to-earnings ratio of -199.18, a PEG ratio of 1.15 and a beta of 1.14. The company has a debt-to-equity ratio of 1.82, a quick ratio of 0.92 and a current ratio of 1.36. Estee Lauder Companies has a 52-week low of $48.37 and a 52-week high of $121.64.

Estee Lauder Companies (NYSE:EL) last released its earnings results on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, topping analysts’ consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The business had revenue of $4.23 billion for the quarter, compared to the consensus estimate of $4.22 billion. During the same period last year, the business earned $0.62 earnings per share. The firm’s revenue for the quarter was up 5.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Equities research analysts anticipate that Estee Lauder Companies will post 1.36 earnings per share for the current year.

Key Stories Impacting Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Q2 results beat expectations (EPS $0.89 vs. $0.84) and management raised full‑year sales/earnings guidance, supported by stronger China sales and progress on the “Beauty Reimagined” turnaround — a core reason buyers are returning. Business Wire: Fiscal Q2 Results
• Positive Sentiment: Major brokers showed support: Citigroup upgraded EL to “buy” with a $120 PT and Bank of America reiterated a Buy with re‑rating potential, signaling conviction among some institutional analysts that fundamentals and margin upside remain attractive. Benzinga: Citigroup Upgrade
• Positive Sentiment: Company announced a quarterly dividend (record Feb 27; pay Mar 16), which supports income investors and can help stabilize shares amid the volatility.
• Neutral Sentiment: Several analysts trimmed price targets but left constructive ratings: JPMorgan cut its PT to $121 while staying “overweight” and Wells Fargo lowered its PT to $105 with an “equal weight” call — suggesting cautious optimism but reduced upside assumptions. Benzinga: PT Changes
• Neutral Sentiment: Telsey Advisory Group reaffirmed “market perform” with a $105 target, reflecting mixed analyst views on short‑term growth versus longer‑term restructuring benefits. Benzinga: Telsey Reaffirmation
• Negative Sentiment: Management warned tariffs will shave roughly $100M off full‑year profitability (mostly in H2), pressuring margins and prompting talk of potential pricing actions — a clear near‑term headwind. CNBC: Tariff Headwinds
• Negative Sentiment: Despite the beat, the company’s cautious guidance and restructuring costs led to a heavy sell‑off (shares fell sharply earlier on the outlook and restructuring impact), showing how sensitive EL is to near‑term profit expectations. Investopedia: What Dragged Shares Lower
• Negative Sentiment: Coverage and commentary questioning EL’s valuation and the pace of the turnaround have amplified volatility — several headlines ask whether to trim positions after the drop, keeping sentiment fragile in the near term. Forbes: Should You Cut Your Position?

Estee Lauder Companies Company Profile

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.