Rathbones Group PLC Grows Holdings in The Estee Lauder Companies Inc. $EL

Key Points

• Rathbones Group PLC increased its stake in The Estée Lauder Companies by 13.2%, adding 29,312 shares to hold 251,351 shares valued at about $26.32 million.
• Analysts are mixed: MarketBeat's consensus is a Hold with an average target of $102.76, based on 1 Strong Buy, 9 Buy, 11 Hold and 2 Sell ratings.
• Operationally, EL beat quarterly EPS estimates ($0.89 vs. $0.84) and set FY‑2026 guidance of $2.03–$2.23, but the stock trades near $68.93 with a negative P/E (‑137.85) and a 52‑week range of $48.37–$121.64.

Rathbones Group PLC grew its position in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 13.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 251,351 shares of the company's stock after purchasing an additional 29,312 shares during the period. Rathbones Group PLC owned 0.07% of Estee Lauder Companies worth $26,321,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of EL. Asset Dedication LLC lifted its stake in shares of Estee Lauder Companies by 258.7% during the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company's stock worth $32,000 after purchasing an additional 282 shares during the period. Quent Capital LLC acquired a new stake in shares of Estee Lauder Companies during the third quarter worth $33,000. Hantz Financial Services Inc. grew its position in shares of Estee Lauder Companies by 80.6% in the third quarter. Hantz Financial Services Inc. now owns 372 shares of the company's stock valued at $33,000 after purchasing an additional 166 shares during the period. Kelleher Financial Advisors acquired a new position in Estee Lauder Companies in the third quarter valued at $39,000. Finally, Deseret Mutual Benefit Administrators increased its stake in Estee Lauder Companies by 37.6% in the third quarter. Deseret Mutual Benefit Administrators now owns 534 shares of the company's stock valued at $47,000 after purchasing an additional 146 shares during the last quarter. Institutional investors and hedge funds own 55.15% of the company's stock.

Analyst Ratings Changes

EL has been the topic of a number of research analyst reports. Jefferies Financial Group began coverage on Estee Lauder Companies in a research note on Wednesday, January 14th. They issued a "hold" rating and a $110.00 price target on the stock. Zacks Research downgraded shares of Estee Lauder Companies from a "strong-buy" rating to a "hold" rating in a research note on Monday, February 9th. Weiss Ratings reiterated a "sell (d)" rating on shares of Estee Lauder Companies in a report on Thursday, January 22nd. Barclays decreased their target price on shares of Estee Lauder Companies from $100.00 to $94.00 and set an "equal weight" rating on the stock in a research report on Monday, February 9th. Finally, Evercore boosted their target price on shares of Estee Lauder Companies from $115.00 to $125.00 and gave the company an "outperform" rating in a report on Tuesday, December 16th. One research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company's stock. Based on data from MarketBeat, the stock presently has a consensus rating of "Hold" and an average target price of $102.76.

Estee Lauder Companies Stock Performance

NYSE:EL opened at $68.93 on Monday. The firm's fifty day simple moving average is $97.00 and its 200 day simple moving average is $98.35. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82. The Estee Lauder Companies Inc. has a twelve month low of $48.37 and a twelve month high of $121.64. The firm has a market capitalization of $24.93 billion, a price-to-earnings ratio of -137.85, a PEG ratio of 0.78 and a beta of 1.26.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The company reported $0.89 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.84 by $0.05. The firm had revenue of $4.23 billion during the quarter, compared to the consensus estimate 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 quarterly revenue was up 5.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.62 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, equities research analysts expect that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a yield of 2.0%. The ex-dividend date was Friday, February 27th. Estee Lauder Companies's dividend payout ratio is currently -280.00%.

Estee Lauder Companies Company 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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