Rep. Jonathan L. Jackson Buys Shares of The Estee Lauder Companies Inc. (NYSE:EL)

Key Points

• Rep. Jonathan L. Jackson purchased $50,001–$100,000 of Estée Lauder shares on September 28 through a Morgan Stanley trust account. He also bought shares of Guardant Health and Datadog while selling Viasat and Walmart.
• Estée Lauder exceeded quarterly expectations, reporting $0.39 in EPS versus the $0.32 consensus and $3.64 billion in revenue, up 6.3% year over year. The company also issued fiscal 2027 EPS guidance of $3.10–$3.35.
• Analyst sentiment remains mixed but has improved, with JPMorgan and Piper Sandler raising price targets to $115 while the consensus rating remains Hold at a $106.33 target. Meanwhile, company insiders sold approximately $7.4 million of stock over the past 90 days.

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of The Estee Lauder Companies Inc. NYSE: EL. In a filing disclosed on October 19th, the Representative disclosed that they had bought between $50,001 and $100,000 in Estee Lauder Companies stock on September 28th. The trade occurred in the Representative's "MORGAN STANLEY TRUST ACCOUNT" account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 - $100,000 in shares of Viasat NASDAQ: VSAT on 9/28/2026.
• Sold $50,001 - $100,000 in shares of Walmart NASDAQ: WMT on 9/28/2026.
• Purchased $15,001 - $50,000 in shares of Guardant Health NASDAQ: GH on 9/28/2026.
• Purchased $50,001 - $100,000 in shares of Datadog NASDAQ: DDOG on 9/28/2026.
• Sold $1,001 - $15,000 in shares of Tortoise Energy Infrastructure NYSE: TYG on 9/4/2026.
• Sold $1,001 - $15,000 in shares of Viasat NASDAQ: VSAT on 8/28/2026.

Estee Lauder Companies Price Performance

Shares of NYSE EL opened at $106.17 on Wednesday. The company has a market capitalization of $38.41 billion, a PE ratio of 216.67, a P/E/G ratio of 1.22 and a beta of 1.27. The company has a quick ratio of 0.90, a current ratio of 1.22 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 firm has a fifty day simple moving average of $97.62 and a 200 day simple moving average of $87.41.

Estee Lauder Companies (NYSE:EL - Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, beating analysts' consensus estimates of $0.32 by $0.07. The business had revenue of $3.64 billion for the quarter, compared to analysts' expectations of $3.55 billion. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The business's quarterly revenue was up 6.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. On average, sell-side analysts forecast that The Estee Lauder Companies Inc. will post 3.31 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Investors of record on Monday, August 31st were paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies's dividend payout ratio (DPR) is currently 285.71%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently modified their holdings of the stock. Bank of America Corp DE boosted its position in Estee Lauder Companies by 950.9% during the first quarter. Bank of America Corp DE now owns 13,843,765 shares of the company's stock worth $993,567,000 after purchasing an additional 12,526,471 shares during the period. Ninety One UK Ltd purchased a new position in shares of Estee Lauder Companies in the third quarter worth about $134,551,000. KBC Group NV increased its stake in shares of Estee Lauder Companies by 910.3% in the first quarter. KBC Group NV now owns 707,692 shares of the company's stock worth $50,792,000 after purchasing an additional 637,641 shares in the last quarter. Amundi raised its position in shares of Estee Lauder Companies by 33.8% in the first quarter. Amundi now owns 1,909,911 shares of the company's stock valued at $137,074,000 after purchasing an additional 482,185 shares during the period. Finally, Assenagon Asset Management S.A. raised its position in shares of Estee Lauder Companies by 1,629.2% in the second quarter. Assenagon Asset Management S.A. now owns 412,570 shares of the company's stock valued at $32,572,000 after purchasing an additional 388,711 shares during the period. 55.15% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Telsey Advisory Group raised their target price on Estee Lauder Companies from $90.00 to $108.00 and gave the stock a "market perform" rating in a research note on Thursday, August 20th. Wall Street Zen lowered Estee Lauder Companies from a "buy" rating to a "hold" rating in a research note on Saturday, September 26th. JPMorgan Chase & Co. boosted their price target on Estee Lauder Companies from $112.00 to $115.00 and gave the company an "overweight" rating in a research note on Monday. Piper Sandler raised their price objective on shares of Estee Lauder Companies from $95.00 to $115.00 and gave the stock an "overweight" rating in a research report on Thursday, August 20th. Finally, Weiss Ratings raised shares of Estee Lauder Companies from a "sell (d)" rating to a "sell (d+)" rating in a research report on Friday, August 21st. Two equities research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Estee Lauder Companies currently has an average rating of "Hold" and a consensus target price of $106.33.

Insider Buying and Selling

In other Estee Lauder Companies news, Director Paul J. Fribourg sold 58,000 shares of the firm's stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the completion of the transaction, the director owned 417,300 shares in the company, valued at $40,966,341. This trade represents a 12.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Charlene Barshefsky sold 3,775 shares of Estee Lauder Companies stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $98.82, for a total value of $373,045.50. Following the transaction, the director directly owned 50,971 shares of the company's stock, valued at $5,036,954.22. The trade was a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 75,105 shares of company stock valued at $7,423,185. Company insiders own 11.54% of the company's stock.

More Estee Lauder Companies News

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

• Positive Sentiment: J.P. Morgan raised its price target for EL from $112 to $115 and reaffirmed an “Overweight” rating, citing an improved outlook for the cosmetics company. The new target implies approximately 8% upside from the reference price. The Estée Lauder Companies Receives a Buy from J.P. Morgan
• Positive Sentiment: Jefferies increased its price target from $100 to $120 while maintaining a “Hold” rating. Although the rating is cautious, the higher valuation target suggests analysts see additional recovery potential in Estée Lauder’s business.
• Positive Sentiment: Options activity was unusually bullish: traders purchased 37,897 call contracts, roughly 833% above average daily call volume. This indicates increased speculative interest in a further rise in EL shares, though options activity can be volatile and short-lived.
• Positive Sentiment: Zacks said Estée Lauder has an impressive earnings-surprise history and currently possesses factors that could support another quarterly earnings beat. The company previously exceeded consensus EPS and revenue estimates, adding to investor optimism. Will Estee Lauder Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Estée Lauder will report fiscal 2027 first-quarter results on November 2, with management scheduled to discuss performance, its outlook and recent corporate developments. The event could produce a significant move depending on results and guidance. Estée Lauder Fiscal 2027 First-Quarter Results Webcast
• Neutral Sentiment: Cordatus Wealth Management disclosed a new 4,751-share position valued at approximately $441,000. The purchase signals some institutional interest but is too small to materially affect EL’s valuation.
• Neutral Sentiment: Krista Lee Berger was appointed Senior Vice President of Global Marketing for Clinique. The move could support brand innovation and growth, but its financial impact is not yet measurable. Estée Lauder Appoints Clinique Marketing Executive

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois' 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027. Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois' 1st Congressional District. He declared candidacy for the 2026 election. Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson's career experience includes working as an investment analyst and an entrepreneur.

About Estee Lauder Companies

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

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.