J. Stern & Co. LLP Purchases 10,932 Shares of The Estee Lauder Companies Inc. $EL

Key Points

• J. Stern & Co. LLP increased its stake in The Estee Lauder Companies Inc. by 36.0% in Q1, acquiring an additional 10,932 shares, which brings their total holdings to 41,311 shares, valued at approximately $2.727 million.
• Recent analyst activity has shown a positive trend for Estee Lauder, with HSBC upgrading the stock to a "strong-buy" rating and target prices from various analysts ranging from $62 to $100, reflecting growing optimism.
• Estee Lauder Companies has a quarterly dividend of $0.35, with an annualized yield of 1.6%, paid to shareholders on record by September 2nd.

J. Stern & Co. LLP raised its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 36.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 41,311 shares of the company's stock after purchasing an additional 10,932 shares during the quarter. Estee Lauder Companies accounts for about 0.3% of J. Stern & Co. LLP's investment portfolio, making the stock its 27th biggest position. J. Stern & Co. LLP's holdings in Estee Lauder Companies were worth $2,727,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in EL. Annis Gardner Whiting Capital Advisors LLC boosted its position in shares of Estee Lauder Companies by 1,182.1% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company's stock valued at $33,000 after acquiring an additional 461 shares in the last quarter. Winthrop Capital Management LLC boosted its position in shares of Estee Lauder Companies by 2,240.0% during the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock valued at $39,000 after acquiring an additional 560 shares in the last quarter. Golden State Wealth Management LLC boosted its position in shares of 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 acquiring an additional 228 shares in the last quarter. CVA Family Office LLC boosted its position in shares of Estee Lauder Companies by 116.2% during the 1st quarter. CVA Family Office LLC now owns 668 shares of the company's stock valued at $44,000 after acquiring an additional 359 shares in the last quarter. Finally, Farther Finance Advisors LLC boosted its position in shares of Estee Lauder Companies by 41.0% during the 1st quarter. Farther Finance Advisors LLC now owns 787 shares of the company's stock valued at $53,000 after acquiring an additional 229 shares in the last quarter. Institutional investors own 55.15% of the company's stock.

Insider Buying and Selling at Estee Lauder Companies

In related news, VP Lande Rashida La sold 6,417 shares of the business's stock in a transaction that occurred on 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 Securities & Exchange Commission, which can be accessed through the SEC website. 12.78% of the stock is currently owned by company insiders.

Estee Lauder Companies Trading Down 0.0%

Shares of EL traded down $0.02 on Friday, reaching $91.75. 2,357,777 shares of the company's stock were exchanged, compared to its average volume of 4,146,223. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89. The stock has a market capitalization of $33.02 billion, a P/E ratio of -29.22, a price-to-earnings-growth ratio of 2.62 and a beta of 1.18. The business has a 50 day moving average price of $88.40 and a two-hundred day moving average price of $73.11. The Estee Lauder Companies Inc. has a 12 month low of $48.37 and a 12 month high of $103.44.

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

Estee Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd 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 1.5%. The ex-dividend date of this dividend is Tuesday, September 2nd. Estee Lauder Companies's payout ratio is -44.59%.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on the stock. Bank of America assumed coverage on shares of Estee Lauder Companies in a research report on Thursday, July 10th. They issued a "buy" rating and a $110.00 price target on the stock. Wells Fargo & Company boosted their price target on shares of Estee Lauder Companies from $60.00 to $90.00 and gave the company an "equal weight" rating in a research report on Wednesday, July 9th. Deutsche Bank Aktiengesellschaft boosted their price target 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. JPMorgan Chase & Co. reduced their price target on shares of Estee Lauder Companies from $101.00 to $99.00 and set an "overweight" rating on the stock in a research report on Thursday, August 21st. Finally, Evercore ISI upped their target price on shares of Estee Lauder Companies from $90.00 to $100.00 and gave the stock an "outperform" rating in a research report on Thursday, June 26th. One analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of "Hold" and an average price target of $87.80.

About Estee Lauder Companies

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.