Caliber Wealth Management LLC KS Has $369,000 Position in The Estee Lauder Companies Inc. $EL

Key Points

• Caliber Wealth Management LLC KS significantly reduced its stake in The Estee Lauder Companies by 73.0%, now holding 4,568 shares valued at $369,000.
• The Estee Lauder Companies reported a quarterly earnings of $0.09 per share, exceeding analysts' expectations, although revenue declined 11.9% year-over-year.
• Estee Lauder announced a $0.35 quarterly dividend with an annualized yield of 1.4%, reflecting a dividend payout ratio of -44.59%.

Caliber Wealth Management LLC KS reduced its holdings in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 73.0% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,568 shares of the company's stock after selling 12,362 shares during the period. Caliber Wealth Management LLC KS's holdings in Estee Lauder Companies were worth $369,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the business. Annis Gardner Whiting Capital Advisors LLC increased its position in shares of Estee Lauder Companies by 1,182.1% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company's stock valued at $33,000 after purchasing an additional 461 shares during the period. Winthrop Capital Management LLC increased its position in shares of Estee Lauder Companies by 2,240.0% during the first quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock valued at $39,000 after purchasing an additional 560 shares during the period. TD Private Client Wealth LLC grew its position in Estee Lauder Companies by 246.4% in the second quarter. TD Private Client Wealth LLC now owns 478 shares of the company's stock valued at $39,000 after acquiring an additional 340 shares during the period. Golden State Wealth Management LLC grew its position in Estee Lauder Companies by 57.3% in the first quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock valued at $41,000 after acquiring an additional 228 shares during the period. Finally, Ameritas Advisory Services LLC bought a new stake in Estee Lauder Companies in the second quarter valued at $44,000. 55.15% of the stock is owned by institutional investors.

Estee Lauder Companies Trading Up 0.1%

Shares of EL opened at $98.60 on Thursday. The Estee Lauder Companies Inc. has a 12-month low of $48.37 and a 12-month high of $104.53. The stock's fifty day simple moving average is $90.37 and its 200-day simple moving average is $78.77. The company has a quick ratio of 0.92, a current ratio of 1.30 and a debt-to-equity ratio of 1.89. The firm has a market capitalization of $35.48 billion, a PE ratio of -31.40, a price-to-earnings-growth ratio of 1.80 and a beta of 1.16.

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, beating the consensus estimate of $0.07 by $0.02. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The firm had revenue of $3.41 billion for the quarter, compared to analyst estimates of $3.36 billion. During the same quarter in the prior year, the firm posted $0.64 earnings per share. The company's quarterly revenue was down 11.9% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, research analysts predict that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were paid a $0.35 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $1.40 annualized dividend and a yield of 1.4%. Estee Lauder Companies's dividend payout ratio is presently -44.59%.

Analyst Ratings Changes

EL has been the topic of a number of analyst reports. Hsbc Global Res upgraded Estee Lauder Companies from a "hold" rating to a "strong-buy" rating in a research report on Friday, June 27th. UBS Group boosted their price objective on Estee Lauder Companies from $62.00 to $93.00 and gave the stock a "neutral" rating in a research note on Thursday, July 17th. Telsey Advisory Group reissued a "market perform" rating and issued a $99.00 price objective on shares of Estee Lauder Companies in a research note on Wednesday, August 20th. Wall Street Zen lowered Estee Lauder Companies from a "hold" rating to a "sell" rating in a research note on Friday, August 22nd. Finally, HSBC raised Estee Lauder Companies from a "hold" rating to a "buy" rating and boosted their price objective for the stock from $80.00 to $99.00 in a research note on Friday, June 27th. 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 one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average price target of $91.30.

Insider Activity

In other news, Director Lynn Forester sold 3,702 shares of the firm's stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $91.65, for a total transaction of $339,288.30. Following the sale, the director owned 15,479 shares of the company's stock, valued at $1,418,650.35. This trade represents a 19.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, VP Lande Rashida La sold 6,417 shares of the firm's stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value 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 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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