Fulcrum Asset Management LLP Buys 128,630 Shares of The Estee Lauder Companies Inc. $EL

Key Points

• Fulcrum Asset Management sharply increased its Estée Lauder stake, buying 128,630 shares in the third quarter—an 8,235% increase—to hold 130,192 shares valued at about $12.3 million.
• Estée Lauder reported quarterly earnings of $0.72 per share, beating the $0.51 consensus, while revenue of $3.72 billion topped expectations and rose 6.7% year over year.
• Analysts’ consensus rating is “Moderate Buy”, with a $110.31 average price target; the company also announced a quarterly dividend of $0.35 per share.

Fulcrum Asset Management LLP increased its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 8,235.0% in the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 130,192 shares of the company's stock after buying an additional 128,630 shares during the period. Estee Lauder Companies comprises about 0.6% of Fulcrum Asset Management LLP's holdings, making the stock its 21st biggest position. Fulcrum Asset Management LLP's holdings in Estee Lauder Companies were worth $12,286,000 as of its most recent filing with the SEC.

A number of other large investors have also added to or reduced their stakes in EL. Allspring Global Investments Holdings LLC raised its holdings in shares of Estee Lauder Companies by 18.3% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 14,597 shares of the company's stock worth $1,317,000 after purchasing an additional 2,254 shares during the period. StoneRidge PMG Advisors LLC bought a new position in Estee Lauder Companies during the third quarter valued at $347,000. Brighton Jones LLC bought a new position in Estee Lauder Companies during the third quarter valued at $240,000. Candriam S.C.A. grew its holdings in Estee Lauder Companies by 7.1% during the third quarter. Candriam S.C.A. now owns 338,834 shares of the company's stock valued at $31,548,000 after purchasing an additional 22,385 shares during the period. Finally, Pictet Asset Management Holding SA increased its position in Estee Lauder Companies by 4.7% in the third quarter. Pictet Asset Management Holding SA now owns 1,027,993 shares of the company's stock worth $95,367,000 after buying an additional 46,325 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company's stock.

Trending Headlines about Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Estée Lauder unveiled its “Mastering Skin Longevity” scientific research platform at an expo in China. The initiative may help differentiate its skincare products and support future innovation, though no near-term revenue contribution was announced. Estée Lauder launches skin longevity research platform at China expo
• Positive Sentiment: The company’s fiscal 2030 roadmap targets stronger sales, higher margins, and double-digit earnings growth, supported by product innovation and operating efficiencies. Progress toward these goals could improve the long-term outlook, but delivery remains uncertain. EL's Fiscal 2030 Roadmap Targets Stronger Growth & Higher Margins
• Negative Sentiment: Director Barry Sternlicht sold 4,697 shares, reducing his position by about 11.9%. Insider sales can weigh on sentiment, though the transaction alone does not establish a change in the company’s outlook. SEC filing for director share sale

Estee Lauder Companies Stock Up 0.1%

Estee Lauder Companies stock opened at $110.22 on Monday. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64. The firm has a market capitalization of $39.93 billion, a price-to-earnings ratio of 110.22, a P/E/G ratio of 1.48 and a beta of 1.23. The company has a current ratio of 1.25, a quick ratio of 0.91 and a debt-to-equity ratio of 1.67. The firm has a 50 day simple moving average of $100.73 and a 200 day simple moving average of $91.73.

Estee Lauder Companies (NYSE:EL - Get Free Report) last issued its earnings results on Monday, November 2nd. The company reported $0.72 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.51 by $0.21. The business had revenue of $3.72 billion for the quarter, compared to analysts' expectations of $3.65 billion. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The business's revenue for the quarter was up 6.7% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.32 EPS. On average, analysts predict that The Estee Lauder Companies Inc. will post 3.43 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Monday, November 30th. Estee Lauder Companies's payout ratio is presently 140.00%.

Insider Buying and Selling

In other Estee Lauder Companies news, VP Rashida La Lande sold 7,766 shares of the firm's stock in a transaction dated Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the transaction, the vice president owned 14,357 shares in the company, valued at $1,483,365.24. This trade represents a 35.10% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Paul J. Fribourg sold 58,000 shares of Estee Lauder Companies stock in a transaction dated Monday, September 14th. The shares were sold at an average price of $98.17, for a total value of $5,693,860.00. Following the transaction, the director directly owned 417,300 shares of the company's stock, valued at $40,966,341. The trade was a 12.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 79,802 shares of company stock valued at $7,933,420. 11.54% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several analysts have issued reports on EL shares. Royal Bank Of Canada boosted their target price on Estee Lauder Companies from $120.00 to $126.00 and gave the company an "outperform" rating in a research note on Tuesday, November 3rd. UBS Group increased their price target on Estee Lauder Companies from $104.00 to $112.00 and gave the stock a "neutral" rating in a research note on Tuesday, November 3rd. Wall Street Zen raised Estee Lauder Companies from a "hold" rating to a "buy" rating in a report on Saturday. Piper Sandler lifted their price objective on Estee Lauder Companies from $115.00 to $125.00 and gave the stock an "overweight" rating in a report on Friday, October 23rd. Finally, B. Riley Financial restated a "neutral" rating and issued a $100.00 price objective (up from $85.00) on shares of Estee Lauder Companies in a research note on Thursday, August 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Estee Lauder Companies presently has a consensus rating of "Moderate Buy" and a consensus target price of $110.31.

About Estee Lauder Companies

The Estée Lauder Companies Inc is a global prestige beauty company founded in 1946 by Estée and Joseph Lauder. Based in New York City, it develops, markets and sells beauty products under a portfolio of brands, including Estée Lauder, Clinique, M·A·C, La Mer, Aveda and Jo Malone London.

The company's products span skin care, makeup, fragrance and hair care. It reaches consumers through department stores, specialty retailers, its own stores and websites, and other online and travel-retail channels.

The Estée Lauder Companies serves customers in more than 150 countries and territories.

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