Sax Wealth Advisors LLC Makes New Investment in The Estee Lauder Companies Inc. $EL

Sax Wealth Advisors LLC acquired a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) in the third quarter, HoldingsChannel reports. The fund acquired 5,291 shares of the company’s stock, valued at approximately $491,000.

Other large investors have also made changes to their positions in the company. Trust Co. of Vermont acquired a new position in Estee Lauder Companies in the second quarter valued at $28,000. Kozak & Associates Inc. purchased a new stake in Estee Lauder Companies during the second quarter valued at about $30,000. IFP Advisors Inc grew its position in Estee Lauder Companies by 35.2% during the second quarter. IFP Advisors Inc now owns 415 shares of the company’s stock valued at $33,000 after acquiring an additional 108 shares during the period. Meeder Asset Management Inc. increased its stake in Estee Lauder Companies by 1,732.5% during the first quarter. Meeder Asset Management Inc. now owns 733 shares of the company’s stock worth $53,000 after acquiring an additional 693 shares during the last quarter. Finally, MBM Wealth Consultants LLC acquired a new stake in Estee Lauder Companies during the first quarter worth about $94,000. 55.15% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Estee Lauder Companies

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

• Positive Sentiment: Morgan Stanley raised its price target on Estée Lauder from $102 to $112 while maintaining an “equal weight” rating. The revised target implies modest additional upside and supports the recent strength in EL, but the unchanged rating suggests limited conviction in significant outperformance.
• Positive Sentiment: Analysts are expecting strong earnings growth. An earnings preview projects double-digit year-over-year EPS growth for the company’s upcoming fiscal first-quarter report, creating a potential catalyst if results and guidance exceed expectations. The Estée Lauder Companies Earnings Preview: What to Expect
• Neutral Sentiment: Estée Lauder announced the 2026 winners of its BEAUTY&YOU India program with Nykaa and Startup India. The initiative supports emerging Indian beauty brands and entrepreneurs, potentially strengthening the company’s innovation pipeline and presence in a major growth market, though it is not an immediate financial catalyst. BEAUTY&YOU India 2026 Winners Announcement
• Neutral Sentiment: The Estée Lauder Companies Charitable Foundation and Reliance Foundation launched a multiyear program intended to empower one million girls and young women in India. The partnership may enhance corporate reputation and local relationships, but it is primarily philanthropic rather than directly earnings-related. Reliance Foundation Partnership Announcement

Insider Activity

In related news, Director Charlene Barshefsky sold 3,775 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total transaction of $373,045.50. Following the sale, the director directly owned 50,971 shares in the company, valued at approximately $5,036,954.22. This trade represents a 6.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Paul Fribourg sold 58,000 shares of the firm’s stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $98.17, for a total value of $5,693,860.00. Following the sale, the director owned 417,300 shares in the company, valued at approximately $40,966,341. The trade was a 12.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 75,105 shares of company stock worth $7,423,185. 11.54% of the stock is currently owned by corporate insiders.

Estee Lauder Companies Stock Up 5.5%

Shares of Estee Lauder Companies stock opened at $107.14 on Friday. The company has a fifty day moving average price of $96.55 and a 200 day moving average price of $86.65. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.79. The Estee Lauder Companies Inc. has a twelve month low of $66.22 and a twelve month high of $121.64. The stock has a market cap of $38.77 billion, a price-to-earnings ratio of 40.47, a price-to-earnings-growth ratio of 1.18 and a beta of 1.27.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%. The firm had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.55 billion. During the same period in the prior year, the firm earned $0.09 EPS. The firm’s quarterly revenue was up 6.3% compared to the same quarter last year. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities research analysts forecast that The Estee Lauder Companies Inc. will post 3.31 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were given a $0.35 dividend. The ex-dividend date of this dividend was Monday, August 31st. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. Estee Lauder Companies’s dividend payout ratio is presently 285.71%.

Analyst Upgrades and Downgrades

EL has been the topic of a number of research reports. Canaccord Genuity Group raised their price objective on Estee Lauder Companies from $85.00 to $90.00 and gave the stock a “hold” rating in a report on Thursday, August 20th. Jefferies Financial Group lifted their price objective on Estee Lauder Companies from $88.00 to $100.00 and gave the company a “hold” rating in a research note on Thursday, August 20th. The Goldman Sachs Group boosted their target price on Estee Lauder Companies from $100.00 to $112.00 and gave the stock a “buy” rating in a report on Thursday, August 20th. Barclays raised shares of Estee Lauder Companies from an “equal weight” rating to an “overweight” rating and increased their target price for the stock from $97.00 to $108.00 in a research report on Monday, October 5th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $111.00 target price on shares of Estee Lauder Companies in a research report on Monday, August 17th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus target price of $105.24.

Estee Lauder Companies Profile

The Estée Lauder Companies Inc (NYSE: EL) is a global beauty company that develops, markets and sells prestige skincare, makeup, fragrance and hair care products. Its portfolio includes brands such as Estée Lauder, Clinique, La Mer, MAC, Bobbi Brown, Jo Malone London, Aveda, The Ordinary and Tom Ford Beauty.

The company’s products are distributed through department stores, specialty retailers, freestanding stores, e-commerce platforms, travel retail outlets and other channels. Estée Lauder serves consumers in numerous markets across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region.

Estée Lauder was founded in 1946 by Estée Lauder and her husband, Joseph Lauder, beginning with a small collection of skincare products.