Legacy Trust Buys New Stake in The Estee Lauder Companies Inc. $EL

Key Points

• Legacy Trust bought a new stake of 24,445 shares in The Estée Lauder Companies (NYSE:EL) in Q4, valued at about $2.56 million, and institutional investors now own roughly 55.15% of the company.
• Wall Street's consensus rating is a Hold with an average price target of $101.60, based on 1 Strong Buy, 9 Buy, 10 Hold and 2 Sell analyst ratings.
• Estee Lauder beat Q4 expectations (EPS $0.89 vs. $0.84; revenue $4.23B, +5.6% YoY), gave FY2026 EPS guidance of $2.03–$2.23, and pays a $0.35 quarterly dividend (≈1.9% yield).

Legacy Trust bought a new stake in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 24,445 shares of the company's stock, valued at approximately $2,560,000.

Other large investors have also recently bought and sold shares of the company. Mirae Asset Global Investments Co. Ltd. increased its stake in Estee Lauder Companies by 539.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company's stock valued at $20,245,000 after purchasing an additional 193,833 shares during the last quarter. Aberdeen Group plc increased its stake in Estee Lauder Companies by 13.4% in the fourth quarter. Aberdeen Group plc now owns 201,255 shares of the company's stock valued at $21,075,000 after purchasing an additional 23,717 shares during the last quarter. Azzad Asset Management Inc. ADV increased its stake in Estee Lauder Companies by 55.8% in the third quarter. Azzad Asset Management Inc. ADV now owns 26,682 shares of the company's stock valued at $2,351,000 after purchasing an additional 9,559 shares during the last quarter. Strs Ohio increased its stake in Estee Lauder Companies by 53.0% in the third quarter. Strs Ohio now owns 190,589 shares of the company's stock valued at $16,795,000 after purchasing an additional 66,003 shares during the last quarter. Finally, California Public Employees Retirement System increased its stake in Estee Lauder Companies by 5.8% in the second quarter. California Public Employees Retirement System now owns 319,836 shares of the company's stock valued at $25,843,000 after purchasing an additional 17,552 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company's stock.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on EL. Wall Street Zen lowered Estee Lauder Companies from a "buy" rating to a "hold" rating in a report on Saturday, April 4th. HSBC lowered shares of Estee Lauder Companies from a "buy" rating to a "hold" rating and set a $106.00 target price on the stock. in a research report on Tuesday, February 10th. Raymond James Financial upgraded shares of Estee Lauder Companies from a "market perform" rating to a "strong-buy" rating and set a $130.00 target price on the stock in a research report on Monday, January 5th. JPMorgan Chase & Co. lowered their target price on shares of Estee Lauder Companies from $131.00 to $121.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. Finally, Zacks Research lowered Estee Lauder Companies from a "strong-buy" rating to a "hold" rating in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, ten have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Hold" and a consensus price target of $101.60.

Estee Lauder Companies Price Performance

Shares of EL opened at $73.24 on Friday. The Estee Lauder Companies Inc. has a twelve month low of $50.61 and a twelve month high of $121.64. The stock's 50 day moving average is $93.43 and its two-hundred day moving average is $97.74. The firm has a market capitalization of $26.49 billion, a PE ratio of -146.47, a P/E/G ratio of 0.80 and a beta of 1.26. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, beating analysts' consensus estimates of $0.84 by $0.05. The company had revenue of $4.23 billion for the quarter, compared to analyst estimates of $4.22 billion. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The firm's revenue for the quarter was up 5.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.62 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Research analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, February 27th. Estee Lauder Companies's payout ratio is presently -280.00%.

Estee Lauder Companies Profile

Estée Lauder Companies Inc NYSE: EL is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company's portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.

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