Voleon Capital Management LP Boosts Stock Holdings in The Estee Lauder Companies Inc. $EL

Key Points

• Voleon Capital Management LP significantly increased its stake in The Estee Lauder Companies by 230.7% during the first quarter, ending with a total of 14,741 shares valued at approximately $973,000.
• Estee Lauder reported a net margin decrease of 7.91% and a revenue decline of 11.9% year-over-year, although it beat earnings expectations with $0.09 EPS against an estimate of $0.07.
• The company announced a quarterly dividend of $0.35, which translates to an annualized yield of 1.6%, and set an FY 2026 guidance for EPS between 1.900-2.100.

Voleon Capital Management LP boosted its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 230.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 14,741 shares of the company's stock after buying an additional 10,283 shares during the quarter. Voleon Capital Management LP's holdings in Estee Lauder Companies were worth $973,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. Jones Financial Companies Lllp increased its holdings in Estee Lauder Companies by 371.0% during the first quarter. Jones Financial Companies Lllp now owns 552,247 shares of the company's stock valued at $36,448,000 after buying an additional 434,988 shares during the period. USS Investment Management Ltd grew its holdings in Estee Lauder Companies by 7.5% in the first quarter. USS Investment Management Ltd now owns 51,081 shares of the company's stock worth $3,373,000 after purchasing an additional 3,554 shares during the last quarter. UniSuper Management Pty Ltd grew its holdings in Estee Lauder Companies by 2.3% in the first quarter. UniSuper Management Pty Ltd now owns 171,446 shares of the company's stock worth $11,315,000 after purchasing an additional 3,849 shares during the last quarter. Samlyn Capital LLC purchased a new position in Estee Lauder Companies in the first quarter worth $21,950,000. Finally, Permanens Capital L.P. grew its holdings in Estee Lauder Companies by 197.0% in the first quarter. Permanens Capital L.P. now owns 8,872 shares of the company's stock worth $586,000 after purchasing an additional 5,885 shares during the last quarter. 55.15% of the stock is owned by hedge funds and other institutional investors.

Estee Lauder Companies Stock Performance

EL traded down $3.13 during midday trading on Friday, hitting $83.68. 3,242,681 shares of the company were exchanged, compared to its average volume of 4,000,579. The company's 50 day simple moving average is $89.64 and its 200 day simple moving average is $74.28. The firm has a market capitalization of $30.12 billion, a price-to-earnings ratio of -26.65, a price-to-earnings-growth ratio of 2.48 and a beta of 1.15. The Estee Lauder Companies Inc. has a 1-year low of $48.37 and a 1-year high of $103.44. 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 issued its earnings results on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, topping analysts' consensus estimates of $0.07 by $0.02. The firm had revenue of $3.41 billion for the quarter, compared to the consensus estimate 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 company's revenue was down 11.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.64 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, sell-side analysts predict that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd will be issued a dividend of $0.35 per share. The ex-dividend date of this dividend is Tuesday, September 2nd. This represents a $1.40 dividend on an annualized basis and a yield of 1.7%. Estee Lauder Companies's dividend payout ratio is -44.59%.

Analysts Set New Price Targets

Several research firms have issued reports on EL. Canaccord Genuity Group lifted their price target on shares of Estee Lauder Companies from $62.00 to $85.00 and gave the stock a "hold" rating in a report on Monday, August 18th. Wall Street Zen lowered shares of Estee Lauder Companies from a "hold" rating to a "sell" rating in a report on Friday, August 22nd. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the stock a "buy" rating in a research note on Thursday, August 21st. Royal Bank Of Canada lifted their price objective 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. Finally, Bank of America initiated coverage on shares of Estee Lauder Companies in a research note on Thursday, July 10th. They set a "buy" rating and a $110.00 price objective for the company. One research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $87.80.

Insiders Place Their Bets

In other news, Director Lynn Forester sold 3,702 shares of the stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the sale, the director directly owned 15,479 shares of the company's stock, valued at $1,418,650.35. This represents a 19.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available 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 stock was sold at an average price of $91.88, for a total value of $589,593.96. The disclosure for this sale can be found here. Corporate insiders own 12.78% of the company's stock.

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.