Victory Capital Management Inc. Has $203.78 Million Stock Holdings in The Estee Lauder Companies Inc. $EL

Victory Capital Management Inc. raised its position in The Estee Lauder Companies Inc. (NYSE:EL) by 3,181.4% in the third quarter, according to its most recent disclosure with the SEC. The firm owned 2,312,535 shares of the company’s stock after acquiring an additional 2,242,062 shares during the period. Victory Capital Management Inc. owned approximately 0.64% of Estee Lauder Companies worth $203,781,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Federated Hermes Inc. boosted its holdings in shares of Estee Lauder Companies by 556.8% during the 2nd quarter. Federated Hermes Inc. now owns 1,554,088 shares of the company’s stock valued at $125,570,000 after buying an additional 1,317,473 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its stake in shares of Estee Lauder Companies by 539.7% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company’s stock worth $20,245,000 after acquiring an additional 193,833 shares in the last quarter. Waverton Investment Management Ltd lifted its position in Estee Lauder Companies by 50.1% during the 2nd quarter. Waverton Investment Management Ltd now owns 151,575 shares of the company’s stock valued at $12,247,000 after acquiring an additional 50,625 shares during the period. Azzad Asset Management Inc. ADV boosted its stake in Estee Lauder Companies by 55.8% during the third quarter. Azzad Asset Management Inc. ADV now owns 26,682 shares of the company’s stock worth $2,351,000 after acquiring an additional 9,559 shares in the last quarter. Finally, Strs Ohio grew its holdings in Estee Lauder Companies by 53.0% in the third quarter. Strs Ohio now owns 190,589 shares of the company’s stock worth $16,795,000 after purchasing an additional 66,003 shares during the period. Institutional investors own 55.15% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently issued reports on EL. Telsey Advisory Group reiterated a “market perform” rating and set a $105.00 target price on shares of Estee Lauder Companies in a report on Thursday, February 5th. JPMorgan Chase & Co. lowered their price objective on Estee Lauder Companies from $131.00 to $121.00 and set an “overweight” rating for the company in a research note on Friday, February 6th. Rothschild & Co Redburn cut Estee Lauder Companies from a “neutral” rating to a “sell” rating and cut their target price for the stock from $83.00 to $70.00 in a research note on Tuesday, November 25th. Royal Bank Of Canada restated an “outperform” rating and set a $113.00 price target on shares of Estee Lauder Companies in a report on Tuesday, February 3rd. Finally, Weiss Ratings restated a “sell (d)” rating on shares of Estee Lauder Companies in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $104.43.

Estee Lauder Companies Stock Down 1.4%

EL opened at $98.74 on Wednesday. The firm’s 50 day simple moving average is $110.54 and its two-hundred day simple moving average is $99.54. The company has a market capitalization of $35.72 billion, a PE ratio of -197.48, a PEG ratio of 1.12 and a beta of 1.11. The Estee Lauder Companies Inc. has a 1-year low of $48.37 and a 1-year high of $121.64. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The firm had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $4.22 billion. During the same quarter in the previous year, the firm posted $0.62 EPS. The company’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. As a group, equities analysts forecast that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Friday, February 27th will be paid a $0.35 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. Estee Lauder Companies’s dividend payout ratio (DPR) is -280.00%.

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.