Plato Investment Management Ltd Lowers Holdings in The Estee Lauder Companies Inc. $EL

Key Points

• Plato Investment Management Ltd reduced its holdings in The Estee Lauder Companies Inc. by 47.4% during the first quarter, now owning 5,365 shares valued at approximately $358,000.
• Several hedge funds significantly increased their stakes in Estee Lauder, with Annis Gardner Whiting Capital Advisors LLC boosting its position by 1,182.1% and Winthrop Capital Management LLC by 2,240.0%.
• Estee Lauder recently reported quarterly earnings surpassing expectations, with an EPS of $0.09, and is projecting a FY 2026 EPS guidance between $1.900 - $2.100.

Plato Investment Management Ltd trimmed its position in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 47.4% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,365 shares of the company's stock after selling 4,833 shares during the period. Plato Investment Management Ltd's holdings in Estee Lauder Companies were worth $358,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Annis Gardner Whiting Capital Advisors LLC grew its position in Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company's stock valued at $33,000 after buying an additional 461 shares during the last quarter. Winthrop Capital Management LLC grew its position in Estee Lauder Companies by 2,240.0% in the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock valued at $39,000 after buying an additional 560 shares during the last quarter. Golden State Wealth Management LLC grew its position in Estee Lauder Companies by 57.3% in the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock valued at $41,000 after buying an additional 228 shares during the last quarter. CVA Family Office LLC grew its position in Estee Lauder Companies by 116.2% in the 1st quarter. CVA Family Office LLC now owns 668 shares of the company's stock valued at $44,000 after buying an additional 359 shares during the last quarter. Finally, Smartleaf Asset Management LLC boosted its position in shares of Estee Lauder Companies by 64.5% during the 1st quarter. Smartleaf Asset Management LLC now owns 788 shares of the company's stock worth $52,000 after purchasing an additional 309 shares in the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on EL. Hsbc Global Res upgraded shares of Estee Lauder Companies from a "hold" rating to a "strong-buy" rating in a report on Friday, June 27th. Telsey Advisory Group reiterated a "market perform" rating and issued a $99.00 price target on shares of Estee Lauder Companies in a report on Wednesday, August 20th. Barclays increased their price target on shares of Estee Lauder Companies from $63.00 to $84.00 and gave the company an "equal weight" rating in a report on Tuesday, July 15th. JPMorgan Chase & Co. cut their price target on shares of Estee Lauder Companies from $101.00 to $99.00 and set an "overweight" rating for the company in a report on Thursday, August 21st. Finally, Citigroup increased their price target on shares of Estee Lauder Companies from $60.00 to $99.00 and gave the company a "neutral" rating in a report on Tuesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and twelve have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Hold" and a consensus target price of $87.80.

Estee Lauder Companies Price Performance

Estee Lauder Companies stock opened at $86.83 on Friday. The Estee Lauder Companies Inc. has a 52 week low of $48.37 and a 52 week high of $103.44. The company has a quick ratio of 0.92, a current ratio of 1.30 and a debt-to-equity ratio of 1.89. The firm's 50-day simple moving average is $89.74 and its 200 day simple moving average is $74.22. The firm has a market capitalization of $31.25 billion, a PE ratio of -27.65, a P/E/G ratio of 2.50 and a beta of 1.15.

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

Estee Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd will be given a $0.35 dividend. The ex-dividend date is Tuesday, September 2nd. This represents a $1.40 annualized dividend and a dividend yield of 1.6%. Estee Lauder Companies's payout ratio is currently -44.59%.

Insider Transactions at Estee Lauder Companies

In other Estee Lauder Companies news, 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 value of $339,288.30. Following the transaction, the director directly owned 15,479 shares in the company, valued at approximately $1,418,650.35. This represents a 19.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, 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 disclosure for this sale can be found here. 12.78% of the stock is currently owned by corporate insiders.

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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