37,200 Shares in The Estee Lauder Companies Inc. $EL Purchased by Union Bancaire Privee UBP SA

Key Points

• Union Bancaire Privee UBP SA acquired 37,200 shares of The Estee Lauder Companies Inc., worth approximately $3,006,000, during the second quarter.
• Several institutional investors have increased their stakes in Estee Lauder, with Invesco Ltd. raising its position by 21.9% during the first quarter, now holding shares valued at $440,998,000.
• Analysts have been bullish on the stock, with UBS Group raising the price target to $93.00 and Royal Bank of Canada to $107.00, indicating a range of ratings from "neutral" to "outperform".

Union Bancaire Privee UBP SA acquired a new position in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 37,200 shares of the company's stock, valued at approximately $3,006,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Invesco Ltd. raised its stake in Estee Lauder Companies by 21.9% in the 1st quarter. Invesco Ltd. now owns 6,681,785 shares of the company's stock valued at $440,998,000 after purchasing an additional 1,200,537 shares during the last quarter. American Century Companies Inc. grew its holdings in shares of Estee Lauder Companies by 34.9% during the first quarter. American Century Companies Inc. now owns 4,511,115 shares of the company's stock worth $297,734,000 after buying an additional 1,167,508 shares in the last quarter. Nuveen LLC acquired a new stake in shares of Estee Lauder Companies in the first quarter valued at about $35,607,000. Price T Rowe Associates Inc. MD lifted its stake in shares of Estee Lauder Companies by 133.5% in the first quarter. Price T Rowe Associates Inc. MD now owns 781,341 shares of the company's stock worth $51,570,000 after buying an additional 446,662 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its position in Estee Lauder Companies by 371.0% during the first quarter. Jones Financial Companies Lllp now owns 552,247 shares of the company's stock worth $36,448,000 after acquiring an additional 434,988 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company's stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the company. UBS Group increased their price target on Estee Lauder Companies from $62.00 to $93.00 and gave the company a "neutral" rating in a report on Thursday, July 17th. Royal Bank Of Canada raised their price target on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the stock an "outperform" rating in a report on Thursday, August 21st. Deutsche Bank Aktiengesellschaft raised their target price on Estee Lauder Companies from $98.00 to $100.00 and gave the stock a "buy" rating in a research note on Thursday, August 21st. Barclays upped their price target on Estee Lauder Companies from $63.00 to $84.00 and gave the company an "equal weight" rating in a research note on Tuesday, July 15th. Finally, Bank of America initiated coverage on Estee Lauder Companies in a research report on Thursday, July 10th. They set a "buy" rating and a $110.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock presently has an average rating of "Hold" and an average target price of $88.55.

Insider Activity

In other news, Director Lynn Forester sold 3,702 shares of the business's stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the completion of the sale, the director owned 15,479 shares in the company, valued at approximately $1,418,650.35. The trade was a 19.30% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total transaction of $589,593.96. The disclosure for this sale can be found here. Corporate insiders own 13.05% of the company's stock.

Estee Lauder Companies Trading Up 2.9%

EL opened at $89.17 on Tuesday. The business has a fifty day moving average price of $89.56 and a 200 day moving average price of $75.65. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 0.92. The Estee Lauder Companies Inc. has a 12 month low of $48.37 and a 12 month high of $103.44. The stock has a market capitalization of $32.09 billion, a price-to-earnings ratio of -28.40, a PEG ratio of 2.48 and a beta of 1.15.

Estee Lauder Companies (NYSE:EL - Get Free Report) last released its earnings results on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, topping analysts' consensus estimates of $0.07 by $0.02. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The firm had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.36 billion. During the same period in the prior year, the firm earned $0.64 earnings per share. The business's quarterly revenue was down 11.9% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Sell-side analysts expect that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Tuesday, September 2nd. Estee Lauder Companies's dividend payout ratio is currently -44.59%.

Estee Lauder Companies Company Profile

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.

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