Fideuram Intesa Sanpaolo Private Banking S.P.A. Takes Position in The Estee Lauder Companies Inc. $EL

Fideuram Intesa Sanpaolo Private Banking S.P.A. bought a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 185,621 shares of the company’s stock, valued at approximately $19,438,000.

Other large investors have also recently added to or reduced their stakes in the company. Aberdeen Group plc boosted its holdings in Estee Lauder Companies by 13.4% during the fourth quarter. Aberdeen Group plc now owns 201,255 shares of the company’s stock worth $21,075,000 after buying an additional 23,717 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in Estee Lauder Companies by 539.7% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company’s stock worth $20,245,000 after buying an additional 193,833 shares in the last quarter. Azzad Asset Management Inc. ADV boosted its holdings 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 buying an additional 9,559 shares in the last quarter. Strs Ohio boosted its holdings in Estee Lauder Companies by 53.0% during the third quarter. Strs Ohio now owns 190,589 shares of the company’s stock worth $16,795,000 after buying an additional 66,003 shares in the last quarter. Finally, HighTower Advisors LLC boosted its holdings in Estee Lauder Companies by 44.5% during the third quarter. HighTower Advisors LLC now owns 37,002 shares of the company’s stock worth $3,261,000 after buying an additional 11,398 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

EL has been the subject of a number of recent analyst reports. Barclays raised their price objective on shares of Estee Lauder Companies from $72.00 to $75.00 and gave the stock an “equal weight” rating in a research note on Tuesday, May 5th. Royal Bank Of Canada reissued an “outperform” rating and set a $113.00 target price on shares of Estee Lauder Companies in a research note on Tuesday, February 3rd. HSBC downgraded shares of Estee Lauder Companies from a “buy” rating to a “hold” rating and set a $106.00 target price on the stock. in a research note on Tuesday, February 10th. Telsey Advisory Group cut their target price on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a research note on Monday, May 4th. Finally, Canaccord Genuity Group boosted their target price on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a “hold” rating in a research note on Monday, May 4th. Two research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $100.68.

Estee Lauder Companies Price Performance

NYSE EL opened at $76.11 on Wednesday. The stock has a market capitalization of $27.54 billion, a PE ratio of -108.73, a price-to-earnings-growth ratio of 0.82 and a beta of 1.22. The company has a 50 day moving average price of $78.57 and a two-hundred day moving average price of $95.19. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71. The Estee Lauder Companies Inc. has a 12-month low of $62.57 and a 12-month high of $121.64.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Friday, May 1st. The company reported $0.91 earnings per share for the quarter, beating analysts’ consensus estimates of $0.66 by $0.25. The business had revenue of $3.71 billion for the quarter, compared to the consensus estimate of $3.69 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. Estee Lauder Companies’s revenue for the quarter was up 4.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.65 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, equities analysts predict that The Estee Lauder Companies Inc. will post 2.41 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be issued a dividend of $0.35 per share. The ex-dividend date is Friday, May 29th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.8%. Estee Lauder Companies’s dividend payout ratio (DPR) is currently -200.00%.

Estee Lauder Companies 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.