The Estee Lauder Companies Inc. $EL Position Reduced by Exencial Wealth Advisors LLC

Key Points

• Exencial Wealth Advisors LLC significantly reduced its holdings in Estee Lauder Companies by 94.3%, ending the quarter with just 6,269 shares valued at approximately $507,000.
• Despite a decline in year-over-year revenue by 11.9%, Estee Lauder reported an earnings per share of $0.09, exceeding analyst expectations.
• The company recently declared a quarterly dividend of $0.35 per share, offering a yield of 1.4%, with a negative dividend payout ratio of -44.59%.

Exencial Wealth Advisors LLC trimmed its position in The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 94.3% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,269 shares of the company's stock after selling 102,878 shares during the quarter. Exencial Wealth Advisors LLC's holdings in Estee Lauder Companies were worth $507,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. GAMMA Investing LLC grew its position in Estee Lauder Companies by 27.0% during the 1st quarter. GAMMA Investing LLC now owns 3,620 shares of the company's stock worth $239,000 after purchasing an additional 770 shares in the last quarter. Cambridge Investment Research Advisors Inc. grew its holdings in shares of Estee Lauder Companies by 6.9% during the first quarter. Cambridge Investment Research Advisors Inc. now owns 18,581 shares of the company's stock valued at $1,226,000 after buying an additional 1,195 shares in the last quarter. Oppenheimer Asset Management Inc. raised its position in Estee Lauder Companies by 104.7% during the first quarter. Oppenheimer Asset Management Inc. now owns 19,363 shares of the company's stock valued at $1,278,000 after buying an additional 9,904 shares during the period. Asset Management One Co. Ltd. lifted its stake in Estee Lauder Companies by 9.5% in the 1st quarter. Asset Management One Co. Ltd. now owns 99,403 shares of the company's stock worth $6,561,000 after acquiring an additional 8,618 shares in the last quarter. Finally, Bessemer Group Inc. lifted its stake in Estee Lauder Companies by 70.2% in the 1st quarter. Bessemer Group Inc. now owns 4,753 shares of the company's stock worth $313,000 after acquiring an additional 1,961 shares in the last quarter. 55.15% of the stock is owned by hedge funds and other institutional investors.

Estee Lauder Companies Stock Up 0.9%

EL stock opened at $99.52 on Friday. The firm has a market cap of $35.82 billion, a PE ratio of -31.69, a PEG ratio of 1.81 and a beta of 1.16. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $104.53. The company has a fifty day simple moving average of $90.56 and a 200 day simple moving average of $79.10. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89.

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

Estee Lauder Companies Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were issued a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date was Tuesday, September 2nd. Estee Lauder Companies's dividend payout ratio (DPR) is -44.59%.

Insider Buying and Selling

In other news, VP Lande Rashida La sold 6,417 shares of the business's stock in a transaction on Thursday, August 28th. The shares were sold at an average price of $91.88, for a total value of $589,593.96. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lynn Forester sold 3,702 shares of the firm's stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $91.65, for a total value of $339,288.30. Following the completion of the sale, the director directly owned 15,479 shares in the company, valued at $1,418,650.35. This trade represents a 19.30% decrease in their position. The disclosure for this sale can be found here. Company insiders own 13.05% of the company's stock.

Analysts Set New Price Targets

Several research firms have weighed in on EL. UBS Group lifted their target price on Estee Lauder Companies from $62.00 to $93.00 and gave the company a "neutral" rating in a research note on Thursday, July 17th. Canaccord Genuity Group boosted their price objective on shares of Estee Lauder Companies from $62.00 to $85.00 and gave the company a "hold" rating in a research report on Monday, August 18th. Wall Street Zen lowered shares of Estee Lauder Companies from a "hold" rating to a "sell" rating in a research note on Friday, August 22nd. JPMorgan Chase & Co. lifted their target price on shares of Estee Lauder Companies from $99.00 to $114.00 and gave the company an "overweight" rating in a research note on Friday, October 10th. Finally, Royal Bank Of Canada upped their price target on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the stock an "outperform" rating in a research note on Thursday, August 21st. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat, the company has a consensus rating of "Hold" and an average target price of $91.30.

Estee Lauder Companies Company 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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