Concurrent Investment Advisors LLC Invests $331,000 in The Estee Lauder Companies Inc. $EL

Key Points

• Concurrent Investment Advisors LLC has invested approximately $331,000 in The Estee Lauder Companies Inc. by acquiring 4,100 shares in the second quarter, according to SEC filings.
• Institutional ownership of Estee Lauder Companies now stands at 55.15%, indicating significant interest from large investors, with several institutions ramping up their positions in the first and second quarters.
• The company reported a negative net margin of 7.91% in its latest earnings statement, highlighting challenges despite reporting $3.41 billion in revenue for the quarter.

Concurrent Investment Advisors LLC bought a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 4,100 shares of the company's stock, valued at approximately $331,000.

Other institutional investors and hedge funds have also made changes to their positions in the company. Annis Gardner Whiting Capital Advisors LLC lifted 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 worth $33,000 after purchasing an additional 461 shares during the last quarter. Winthrop Capital Management LLC grew its holdings in Estee Lauder Companies by 2,240.0% during the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock worth $39,000 after acquiring an additional 560 shares in the last quarter. TD Private Client Wealth LLC increased its position in Estee Lauder Companies by 246.4% during the 2nd 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 period. Golden State Wealth Management LLC increased its position in Estee Lauder Companies by 57.3% during the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock valued at $41,000 after purchasing an additional 228 shares during the period. Finally, Ameritas Advisory Services LLC purchased a new position in Estee Lauder Companies during the 2nd quarter valued at about $44,000. 55.15% of the stock is currently owned by institutional investors.

Insider Activity

In other news, VP Lande Rashida La sold 6,417 shares of the company's stock in a transaction dated Thursday, August 28th. The shares were sold at an average price of $91.88, for a total transaction of $589,593.96. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Lynn Forester sold 3,702 shares of the company's stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the transaction, the director owned 15,479 shares in the company, valued at approximately $1,418,650.35. This trade represents a 19.30% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 13.05% of the company's stock.

Estee Lauder Companies Stock Performance

EL stock opened at $100.72 on Monday. The firm has a market cap of $36.25 billion, a price-to-earnings ratio of -32.08, a PEG ratio of 2.87 and a beta of 1.16. The firm has a 50-day simple moving average of $89.90 and a two-hundred day simple moving average of $78.15. The Estee Lauder Companies Inc. has a one year low of $48.37 and a one year high of $100.80. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30.

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

Estee Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were issued a dividend of $0.35 per share. The ex-dividend date 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 is -44.59%.

Analyst Ratings Changes

EL has been the topic of a number of research reports. Deutsche Bank Aktiengesellschaft raised their target price on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the company a "buy" rating in a research report on Thursday, August 21st. Weiss Ratings reissued a "sell (d)" rating on shares of Estee Lauder Companies in a research report on Wednesday, October 8th. Citigroup raised their target price on shares of Estee Lauder Companies from $60.00 to $99.00 and gave the company a "neutral" rating in a research report on Tuesday, July 15th. Telsey Advisory Group reissued a "market perform" rating and set a $99.00 target price on shares of Estee Lauder Companies in a research report on Wednesday, August 20th. Finally, Royal Bank Of Canada raised their target price on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the company an "outperform" rating in a research report on Thursday, August 21st. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to 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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