Fideuram Intesa Sanpaolo Private Banking S.P.A. Sells 31,525 Shares of The Estee Lauder Companies Inc. $EL

Fideuram Intesa Sanpaolo Private Banking S.P.A. decreased its holdings in The Estee Lauder Companies Inc. (NYSE:EL) by 17.0% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 154,096 shares of the company’s stock after selling 31,525 shares during the period. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in Estee Lauder Companies were worth $11,059,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Covenant Asset Management LLC bought a new stake in shares of Estee Lauder Companies in the 4th quarter worth approximately $3,634,000. Aberdeen Group plc raised its stake in Estee Lauder Companies by 13.4% in 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. Eurizon Capital SGR S.p.A. purchased a new stake in Estee Lauder Companies in the fourth quarter worth about $14,619,000. Cacti Asset Management LLC boosted its position in Estee Lauder Companies by 115.3% during the 4th quarter. Cacti Asset Management LLC now owns 110,167 shares of the company’s stock valued at $11,755,000 after acquiring an additional 59,000 shares in the last quarter. Finally, WT Asset Management Ltd boosted its position in Estee Lauder Companies by 60.6% during the 4th quarter. WT Asset Management Ltd now owns 53,000 shares of the company’s stock valued at $5,550,000 after acquiring an additional 20,000 shares in the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Estee Lauder Companies Stock Performance

Shares of NYSE EL opened at $83.84 on Friday. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. The company has a market cap of $30.33 billion, a P/E ratio of -119.77, a P/E/G ratio of 0.64 and a beta of 1.27. The Estee Lauder Companies Inc. has a 52-week low of $66.22 and a 52-week high of $121.64. The firm’s fifty day moving average is $83.14 and its two-hundred day moving average is $92.95.

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 the consensus estimate of $0.66 by $0.25. The business had revenue of $3.71 billion during the quarter, compared to analysts’ expectations of $3.69 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.65 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, analysts anticipate that The Estee Lauder Companies Inc. will post 2.41 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 29th were issued a $0.35 dividend. The ex-dividend date was Friday, May 29th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.7%. Estee Lauder Companies’s payout ratio is -200.00%.

Analyst Ratings Changes

Several equities research analysts recently weighed in on EL shares. Sanford C. Bernstein initiated coverage on Estee Lauder Companies in a research note on Friday, June 12th. They issued a “market perform” rating and a $82.00 price target on the stock. Wells Fargo & Company raised their price target on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the company an “equal weight” rating in a research report on Monday, May 4th. Telsey Advisory Group decreased their target price on Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating for the company in a research report on Monday, May 4th. Citigroup increased their price target on Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Finally, JPMorgan Chase & Co. raised their price objective on shares of Estee Lauder Companies from $98.00 to $99.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, nine have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, Estee Lauder Companies has a consensus rating of “Moderate Buy” and an average price target of $99.90.

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.