The Estee Lauder Companies Inc. $EL Shares Bought by Capital World Investors

Key Points

• Capital World Investors raised its stake in Estee Lauder by 0.1% in Q3 to 12,144,123 shares (about 3.37% of the company), and institutional investors now own roughly 55.15% of the stock valued at about $1.07 billion.
• Estee Lauder beat quarterly estimates with EPS of $0.89 versus $0.84 and revenue of $4.23B, set FY2026 guidance of 2.030–2.230 EPS, and declared a $0.35 quarterly dividend (1.5% yield; ex-dividend Feb 27).
• Analyst consensus remains an average "Hold" with a $104.43 price target, though several firms raised targets and ratings (e.g., Deutsche Bank to $128 "buy"); current analyst breakdown: 1 Strong Buy, 9 Buy, 11 Hold, 2 Sell.

Capital World Investors increased its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 0.1% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 12,144,123 shares of the company's stock after buying an additional 13,816 shares during the quarter. Capital World Investors owned about 3.37% of Estee Lauder Companies worth $1,070,140,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in Estee Lauder Companies by 4.8% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company's stock worth $1,709,000 after buying an additional 1,177 shares during the period. NewEdge Advisors LLC boosted its holdings in Estee Lauder Companies by 33.4% in the first quarter. NewEdge Advisors LLC now owns 6,992 shares of the company's stock valued at $462,000 after purchasing an additional 1,749 shares during the last quarter. Empowered Funds LLC grew its position in shares of Estee Lauder Companies by 24.1% during the first quarter. Empowered Funds LLC now owns 4,619 shares of the company's stock worth $305,000 after buying an additional 898 shares in the last quarter. Atria Investments Inc grew its holdings in Estee Lauder Companies by 22.6% during the 2nd quarter. Atria Investments Inc now owns 6,151 shares of the company's stock worth $497,000 after acquiring an additional 1,135 shares in the last quarter. Finally, Prospera Financial Services Inc grew its stake in Estee Lauder Companies by 14.2% in the second quarter. Prospera Financial Services Inc now owns 4,158 shares of the company's stock worth $337,000 after purchasing an additional 518 shares in the last quarter. 55.15% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have commented on EL. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Estee Lauder Companies from $124.00 to $128.00 and gave the stock a "buy" rating in a report on Thursday, January 29th. Telsey Advisory Group restated a "market perform" rating and issued a $105.00 target price on shares of Estee Lauder Companies in a research report on Thursday, February 5th. Weiss Ratings restated a "sell (d)" rating on shares of Estee Lauder Companies in a research report on Thursday, January 22nd. Argus raised Estee Lauder Companies from a "hold" rating to a "buy" rating and set a $105.00 price objective on the stock in a research note on Tuesday, November 11th. Finally, UBS Group increased their price objective on Estee Lauder Companies from $105.00 to $119.00 and gave the company a "neutral" rating in a research report on Wednesday, January 14th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and two have given a Sell rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and an average price target of $104.43.

Estee Lauder Companies Stock Performance

NYSE:EL opened at $94.29 on Wednesday. The firm's 50-day moving average is $109.33 and its 200-day moving average is $99.75. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36. The company has a market cap of $34.11 billion, a price-to-earnings ratio of -188.58, a PEG ratio of 1.04 and a beta of 1.11. The Estee Lauder Companies Inc. has a 52-week low of $48.37 and a 52-week high of $121.64.

Estee Lauder Companies (NYSE:EL - Get Free Report) last issued its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.84 by $0.05. The firm had revenue of $4.23 billion for the quarter, compared to analysts' expectations of $4.22 billion. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The company'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 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Equities 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 business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be given a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 1.5%. The ex-dividend date is Friday, February 27th. Estee Lauder Companies's payout ratio is -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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