Telsey Advisory Group Comments on EL FY2025 Earnings

The Estée Lauder Companies Inc. (NYSE:EL - Free Report) - Research analysts at Telsey Advisory Group upped their FY2025 earnings per share (EPS) estimates for shares of Estée Lauder Companies in a report issued on Friday, May 2nd. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $1.55 per share for the year, up from their previous estimate of $1.36. Telsey Advisory Group currently has a "Market Perform" rating and a $76.00 price target on the stock. The consensus estimate for Estée Lauder Companies' current full-year earnings is $1.36 per share. Telsey Advisory Group also issued estimates for Estée Lauder Companies' Q1 2026 earnings at $0.43 EPS, Q2 2026 earnings at $0.63 EPS, Q3 2026 earnings at $0.59 EPS, Q4 2026 earnings at $0.59 EPS and FY2026 earnings at $2.24 EPS.

A number of other equities research analysts have also commented on EL. Piper Sandler reissued an "overweight" rating and set a $75.00 price objective (down previously from $92.00) on shares of Estée Lauder Companies in a report on Friday. JPMorgan Chase & Co. lowered their price target on shares of Estée Lauder Companies from $72.00 to $61.00 and set a "neutral" rating for the company in a report on Friday, April 11th. Canaccord Genuity Group reduced their price objective on Estée Lauder Companies from $70.00 to $62.00 and set a "hold" rating on the stock in a report on Tuesday, April 29th. Barclays dropped their price target on shares of Estée Lauder Companies from $71.00 to $64.00 and set an "equal weight" rating for the company in a research note on Thursday, February 6th. Finally, DA Davidson reissued a "buy" rating and issued a $81.00 target price on shares of Estée Lauder Companies in a research note on Tuesday, February 25th. Nineteen equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Hold" and an average target price of $75.20.

Estée Lauder Companies Stock Performance

Shares of NYSE EL traded up $0.85 during trading hours on Monday, reaching $58.55. The stock had a trading volume of 3,542,789 shares, compared to its average volume of 4,056,309. Estée Lauder Companies has a twelve month low of $48.37 and a twelve month high of $139.34. The company has a debt-to-equity ratio of 1.75, a current ratio of 1.37 and a quick ratio of 0.97. The business's fifty day moving average is $62.18 and its two-hundred day moving average is $70.31. The company has a market cap of $21.02 billion, a price-to-earnings ratio of -30.03, a PEG ratio of 6.09 and a beta of 1.12.

Estée Lauder Companies (NYSE:EL - Get Free Report) last announced its earnings results on Thursday, May 1st. The company reported $0.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.29 by $0.36. The firm had revenue of $2.66 billion during the quarter, compared to analysts' expectations of $3.51 billion. Estée Lauder Companies had a positive return on equity of 16.82% and a negative net margin of 4.61%. The company's revenue was down 9.9% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.97 earnings per share.

Institutional Investors Weigh In On Estée Lauder Companies

A number of institutional investors have recently added to or reduced their stakes in the business. Ameliora Wealth Management Ltd. bought a new stake in shares of Estée Lauder Companies in the fourth quarter worth $29,000. Deseret Mutual Benefit Administrators lifted its holdings in Estée Lauder Companies by 68.7% during the 4th quarter. Deseret Mutual Benefit Administrators now owns 388 shares of the company's stock worth $29,000 after buying an additional 158 shares during the period. Golden State Wealth Management LLC bought a new stake in shares of Estée Lauder Companies in the 4th quarter valued at about $30,000. Eagle Bay Advisors LLC increased its stake in shares of Estée Lauder Companies by 297.0% in the fourth quarter. Eagle Bay Advisors LLC now owns 401 shares of the company's stock valued at $30,000 after buying an additional 300 shares during the period. Finally, MassMutual Private Wealth & Trust FSB raised its position in shares of Estée Lauder Companies by 42.1% during the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 476 shares of the company's stock worth $36,000 after acquiring an additional 141 shares during the last quarter. 55.15% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CFO Akhil Shrivastava acquired 700 shares of the business's stock in a transaction that occurred on Wednesday, February 5th. The shares were bought at an average price of $65.79 per share, with a total value of $46,053.00. Following the acquisition, the chief financial officer now directly owns 2,381 shares in the company, valued at $156,645.99. The trade was a 41.64 % increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this hyperlink. Also, Director Paul J. Fribourg bought 43,000 shares of the stock in a transaction on Wednesday, February 5th. The stock was purchased at an average cost of $66.35 per share, with a total value of $2,853,050.00. Following the acquisition, the director now owns 430,800 shares in the company, valued at approximately $28,583,580. This represents a 11.09 % increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders own 12.78% of the company's stock.

Estée Lauder Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 16th. Shareholders of record on Friday, May 30th will be given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 2.39%. The ex-dividend date of this dividend is Friday, May 30th. Estée Lauder Companies's dividend payout ratio is presently -57.85%.

About Estée Lauder Companies

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.