UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC Raises Position in The Estee Lauder Companies Inc. $EL

Key Points

• UBS AM increased its holdings in The Estee Lauder Companies Inc. by **20.3%**, acquiring **409,249 shares** to own a total of **2,428,017 shares** valued at approximately **$160 million**.
• The company reported a **quarterly earnings** of **$0.09** per share, exceeding analysts' expectations of **$0.07**, despite a **year-over-year revenue decline** of **11.9%**.
• A recent **dividend** of **$0.35** per share has been declared, representing an annualized yield of **1.7%**, with insider transactions showing significant selling activity by company directors.

UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in shares of The Estee Lauder Companies Inc. (NYSE:EL - Free Report) by 20.3% during the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,428,017 shares of the company's stock after buying an additional 409,249 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC owned approximately 0.67% of Estee Lauder Companies worth $160,249,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of the company. Bank Pictet & Cie Europe AG raised its position in Estee Lauder Companies by 5.4% during the fourth quarter. Bank Pictet & Cie Europe AG now owns 91,200 shares of the company's stock valued at $6,838,000 after purchasing an additional 4,690 shares in the last quarter. Mather Group LLC. raised its position in Estee Lauder Companies by 442.5% during the first quarter. Mather Group LLC. now owns 1,367 shares of the company's stock valued at $90,000 after purchasing an additional 1,115 shares in the last quarter. Golden State Wealth Management LLC raised its position in Estee Lauder Companies by 57.3% during the first quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock valued at $41,000 after purchasing an additional 228 shares in the last quarter. Bessemer Group Inc. raised its position in Estee Lauder Companies by 70.2% during the first quarter. Bessemer Group Inc. now owns 4,753 shares of the company's stock valued at $313,000 after purchasing an additional 1,961 shares in the last quarter. Finally, GAMMA Investing LLC raised its position in Estee Lauder Companies by 27.0% during the first quarter. GAMMA Investing LLC now owns 3,620 shares of the company's stock valued at $239,000 after purchasing an additional 770 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Stock Up 0.3%

NYSE EL traded up $0.31 during trading hours on Thursday, hitting $88.48. The company's stock had a trading volume of 468,663 shares, compared to its average volume of 4,076,254. 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 market capitalization of $31.84 billion, a PE ratio of -28.18, a price-to-earnings-growth ratio of 2.53 and a beta of 1.15. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89. The company's 50-day simple moving average is $89.75 and its two-hundred day simple moving average is $74.59.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly 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. 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 analysts' expectations of $3.36 billion. During the same quarter last year, the firm earned $0.64 EPS. The firm'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. Research analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were paid a $0.35 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $1.40 annualized dividend and a yield of 1.6%. Estee Lauder Companies's dividend payout ratio (DPR) is -44.59%.

Analyst Ratings Changes

Several research analysts have commented on the stock. JPMorgan Chase & Co. lowered their price objective on shares of Estee Lauder Companies from $101.00 to $99.00 and set an "overweight" rating for the company in a research report on Thursday, August 21st. Evercore ISI boosted their price objective on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the company an "outperform" rating in a research report on Monday. Bank of America assumed coverage on shares of Estee Lauder Companies in a research note on Thursday, July 10th. They set a "buy" rating and a $110.00 target price on the stock. Royal Bank Of Canada boosted their target price 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, Barclays boosted their target price on shares of Estee Lauder Companies from $63.00 to $84.00 and gave the stock an "equal weight" rating in a research note on Tuesday, July 15th. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $88.55.

Insider Activity

In other Estee Lauder Companies 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 value of $339,288.30. Following the completion of the sale, the director owned 15,479 shares in the company, valued at approximately $1,418,650.35. This trade represents a 19.30% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, VP Lande Rashida La sold 6,417 shares of the 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. Company insiders own 12.78% of the company's stock.

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.