Callan Family Office LLC Acquires Shares of 2,690 The Estee Lauder Companies Inc. $EL

Key Points

• Callan Family Office LLC acquired 2,690 shares of The Estee Lauder Companies Inc. in Q2, valued at approximately $217,000.
• The company reported a net margin of -7.91% and a quarterly revenue of $3.41 billion, exceeding analysts' expectations.
• Insider trades included significant sales by Director Lynn Forester and VP Lande Rashida La, decreasing their ownership stakes by 19.30% and further indicating changes within company leadership.

Callan Family Office LLC acquired a new stake in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 2,690 shares of the company's stock, valued at approximately $217,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of EL. Annis Gardner Whiting Capital Advisors LLC lifted its position in Estee Lauder Companies by 1,182.1% in 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 last quarter. Winthrop Capital Management LLC lifted its position in Estee Lauder Companies by 2,240.0% in 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 last quarter. TD Private Client Wealth LLC lifted 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 purchasing an additional 340 shares during the last quarter. Golden State Wealth Management LLC raised its holdings in shares of Estee Lauder Companies by 57.3% during 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 in the last quarter. Finally, Ameritas Advisory Services LLC bought a new position in shares of Estee Lauder Companies during the second quarter valued at approximately $44,000. Institutional investors own 55.15% of the company's stock.

Insider Buying and Selling at Estee Lauder Companies

In related news, Director Lynn Forester sold 3,702 shares of the stock in a transaction on 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 directly 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 filing with the SEC, which is available at the SEC website. Also, VP Lande Rashida La sold 6,417 shares of the stock in a transaction on Thursday, August 28th. The shares were 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. Company insiders own 13.05% of the company's stock.

Estee Lauder Companies Trading Up 4.0%

NYSE EL opened at $100.72 on Friday. The Estee Lauder Companies Inc. has a 12 month low of $48.37 and a 12 month high of $100.80. The stock has a market cap of $36.25 billion, a P/E ratio of -32.08, a P/E/G ratio of 2.76 and a beta of 1.16. The stock's fifty day moving average price is $89.90 and its 200-day moving average price is $77.95. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89.

Estee Lauder Companies (NYSE:EL - Get Free Report) last released its earnings results on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, topping analysts' consensus estimates 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 analysts' expectations of $3.36 billion. During the same period 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, equities 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 disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd were given a dividend of $0.35 per share. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. Estee Lauder Companies's dividend payout ratio (DPR) is -44.59%.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Bank of America assumed coverage on Estee Lauder Companies in a report on Thursday, July 10th. They set a "buy" rating and a $110.00 target price for the company. HSBC upgraded Estee Lauder Companies from a "hold" rating to a "buy" rating and upped their target price for the company from $80.00 to $99.00 in a report on Friday, June 27th. The Goldman Sachs Group upgraded Estee Lauder Companies from a "neutral" rating to a "buy" rating and upped their target price for the company from $76.00 to $115.00 in a report on Monday, October 13th. Wells Fargo & Company increased their price objective on Estee Lauder Companies from $60.00 to $90.00 and gave the stock an "equal weight" rating in a report on Wednesday, July 9th. Finally, Evercore ISI increased their price objective on Estee Lauder Companies from $100.00 to $115.00 and gave the stock an "outperform" rating in a report on Monday, September 15th. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $91.30.

Estee Lauder Companies 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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