Integrated Wealth Concepts LLC Has $1.17 Million Stock Holdings in The Estee Lauder Companies Inc. $EL

Key Points

• Integrated Wealth Concepts LLC increased its Estée Lauder holdings by 348.3% in the second quarter, owning 14,791 shares valued at approximately $1.17 million. Institutional investors and hedge funds collectively own 55.15% of the stock.
• Estée Lauder reported quarterly adjusted EPS of $0.39, exceeding the $0.32 consensus estimate, while revenue rose 6.3% year over year to $3.64 billion. The company also issued FY 2027 EPS guidance of $3.10–$3.35.
• Analysts maintain a consensus “Hold” rating with an average price target of $104.67, while company directors sold roughly $7.42 million of shares over the past 90 days. Estée Lauder continues to pay a quarterly dividend of $0.35, yielding about 1.5%.

Integrated Wealth Concepts LLC boosted its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 348.3% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,791 shares of the company's stock after acquiring an additional 11,492 shares during the quarter. Integrated Wealth Concepts LLC's holdings in Estee Lauder Companies were worth $1,168,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Eurizon Capital SGR S.p.A. acquired a new stake in Estee Lauder Companies in the fourth quarter valued at $14,619,000. Pictet Asset Management Holding SA lifted its holdings in Estee Lauder Companies by 14.6% during the 1st quarter. Pictet Asset Management Holding SA now owns 973,478 shares of the company's stock worth $69,854,000 after buying an additional 124,079 shares during the period. Geode Capital Management LLC lifted its holdings in Estee Lauder Companies by 5.5% during the 4th quarter. Geode Capital Management LLC now owns 6,308,108 shares of the company's stock worth $658,020,000 after buying an additional 331,530 shares during the period. Thrivent Financial for Lutherans grew its position in shares of Estee Lauder Companies by 205.3% in the 4th quarter. Thrivent Financial for Lutherans now owns 28,875 shares of the company's stock valued at $3,024,000 after buying an additional 19,418 shares during the last quarter. Finally, S&CO Inc. bought a new stake in shares of Estee Lauder Companies in the 2nd quarter valued at about $5,586,000. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Stock Down 1.8%

Shares of NYSE:EL opened at $93.90 on Friday. The Estee Lauder Companies Inc. has a 1 year low of $66.22 and a 1 year high of $121.64. The company has a debt-to-equity ratio of 1.79, a current ratio of 1.22 and a quick ratio of 0.90. The business's 50-day moving average is $91.35 and its 200-day moving average is $85.29. The company has a market capitalization of $33.97 billion, a price-to-earnings ratio of 191.62, a P/E/G ratio of 1.11 and a beta of 1.28.

Estee Lauder Companies (NYSE:EL - Get Free Report) last released its earnings results on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, topping the consensus estimate of $0.32 by $0.07. Estee Lauder Companies had a return on equity of 23.52% and a net margin of 1.21%.The business had revenue of $3.64 billion during the quarter, compared to analysts' expectations of $3.55 billion. During the same quarter last year, the firm posted $0.09 earnings per share. The firm's revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Equities research analysts predict that The Estee Lauder Companies Inc. will post 3.3 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 15th. Shareholders of record on Monday, August 31st were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.5%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies's payout ratio is 285.71%.

Analyst Ratings Changes

EL has been the subject of a number of analyst reports. Weiss Ratings upgraded Estee Lauder Companies from a "sell (d)" rating to a "sell (d+)" rating in a research report on Friday, August 21st. UBS Group upped their target price on Estee Lauder Companies from $86.00 to $106.00 and gave the company a "neutral" rating in a report on Thursday, August 20th. TD Cowen increased their target price on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the company a "hold" rating in a research report on Thursday, August 20th. Barclays raised their price target on shares of Estee Lauder Companies from $80.00 to $97.00 and gave the stock an "equal weight" rating in a report on Friday, August 21st. Finally, Jefferies Financial Group boosted their price target on shares of Estee Lauder Companies from $88.00 to $100.00 and gave the stock a "hold" rating in a research report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $104.67.

Insider Buying and Selling at Estee Lauder Companies

In other news, Director Paul Fribourg sold 58,000 shares of the firm's stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the completion of the sale, the director directly owned 417,300 shares in the company, valued at $40,966,341. This trade represents a 12.20% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Also, Director Charlene Barshefsky sold 3,775 shares of the company's stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $98.82, for a total value of $373,045.50. Following the transaction, the director directly owned 50,971 shares in the company, valued at $5,036,954.22. The trade was a 6.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 75,105 shares of company stock valued at $7,423,185. Corporate insiders own 13.05% of the company's stock.

About Estee Lauder Companies

The Estée Lauder Companies Inc is a global beauty company that develops, manufactures and markets prestige skincare, makeup, fragrance and hair-care products. Its portfolio includes Estée Lauder, Clinique, M·A·C, Bobbi Brown Cosmetics, La Mer, Jo Malone London, Aveda, Tom Ford Beauty and The Ordinary, among other brands.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a broad international beauty business. Its products are sold through department and specialty stores, freestanding stores, e-commerce platforms, travel retail locations and other distribution channels.

Estée Lauder Companies serves consumers in markets around the world, including North America, Europe, Asia-Pacific, Latin America and the Middle East and Africa.

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