AIA Group Ltd Purchases 15,707 Shares of The Estee Lauder Companies Inc. $EL

Key Points

• AIA Group Ltd increased its stake in The Estee Lauder Companies by 52.6%, buying 15,707 shares to own 45,578 shares valued at about $4.02 million in the latest 13F filing.
• Estee Lauder beat quarterly expectations with EPS $0.89 vs. $0.84 consensus and revenue of $4.23 billion (up 5.6% YoY), and set FY2026 guidance of $2.03–$2.23 EPS.
• Analyst sentiment is mixed—the consensus rating is a "Hold" with an average target of $104.43—while the stock opened at $85.64 and trades well below its 12‑month high of $121.64.

AIA Group Ltd boosted its position in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 52.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,578 shares of the company's stock after purchasing an additional 15,707 shares during the period. AIA Group Ltd's holdings in Estee Lauder Companies were worth $4,016,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Asset Dedication LLC boosted its holdings in Estee Lauder Companies by 258.7% during the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company's stock valued at $32,000 after acquiring an additional 282 shares during the period. Quent Capital LLC purchased a new stake in Estee Lauder Companies in the third quarter worth $33,000. Hantz Financial Services Inc. increased its stake in Estee Lauder Companies by 80.6% in the third quarter. Hantz Financial Services Inc. now owns 372 shares of the company's stock worth $33,000 after purchasing an additional 166 shares during the period. Kelleher Financial Advisors bought a new stake in shares of Estee Lauder Companies during the third quarter worth $39,000. Finally, Elevation Point Wealth Partners LLC bought a new stake in shares of Estee Lauder Companies during the second quarter worth $42,000. 55.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have recently commented on EL. Royal Bank Of Canada restated an "outperform" rating and issued a $113.00 price target on shares of Estee Lauder Companies in a report on Tuesday, February 3rd. JPMorgan Chase & Co. lowered their price objective on shares of Estee Lauder Companies from $131.00 to $121.00 and set an "overweight" rating for the company in a research report on Friday, February 6th. Wells Fargo & Company dropped their target price on shares of Estee Lauder Companies from $111.00 to $105.00 and set an "equal weight" rating on the stock in a research note on Friday, February 6th. Wall Street Zen raised shares of Estee Lauder Companies from a "hold" rating to a "buy" rating in a research report on Saturday, January 17th. Finally, HSBC downgraded shares of Estee Lauder Companies from a "buy" rating to a "hold" rating and set a $106.00 price target for the company. in a research note on Tuesday, February 10th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company's stock. According to data from MarketBeat.com, the stock presently has a consensus rating of "Hold" and an average target price of $104.43.

Estee Lauder Companies Price Performance

NYSE EL opened at $85.64 on Friday. The firm's fifty day simple moving average is $106.62 and its two-hundred day simple moving average is $99.46. The firm has a market capitalization of $30.98 billion, a P/E ratio of -171.29, a P/E/G ratio of 0.96 and a beta of 1.11. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82. The Estee Lauder Companies Inc. has a 12-month low of $48.37 and a 12-month high of $121.64.

Estee Lauder Companies (NYSE:EL - Get Free Report) last posted its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, topping analysts' consensus estimates of $0.84 by $0.05. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The firm had revenue of $4.23 billion during the quarter, compared to analysts' expectations of $4.22 billion. During the same quarter last year, the firm earned $0.62 EPS. The business's quarterly revenue was up 5.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Analysts forecast that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Monday, March 16th. Stockholders of record on Friday, February 27th were paid a dividend of $0.35 per share. The ex-dividend date was Friday, February 27th. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.6%. Estee Lauder Companies's payout ratio is presently -280.00%.

About Estee Lauder Companies

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.

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