The Estee Lauder Companies Inc. (NYSE:EL - Free Report) - Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for shares of Estee Lauder Companies in a research report issued to clients and investors on Wednesday, September 10th. Zacks Research analyst Team now anticipates that the company will earn $0.15 per share for the quarter, down from their prior forecast of $0.18. The consensus estimate for Estee Lauder Companies' current full-year earnings is $1.36 per share. Zacks Research also issued estimates for Estee Lauder Companies' Q2 2026 earnings at $0.73 EPS, Q3 2026 earnings at $0.72 EPS, Q4 2026 earnings at $0.38 EPS, FY2026 earnings at $1.97 EPS, Q1 2027 earnings at $0.32 EPS, Q2 2027 earnings at $0.92 EPS, Q3 2027 earnings at $0.87 EPS, Q4 2027 earnings at $0.49 EPS, FY2027 earnings at $2.60 EPS and FY2028 earnings at $3.84 EPS.
Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.07 by $0.02. The company had revenue of $3.41 billion for the quarter, compared to analysts' expectations 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 quarter in the prior year, the business posted $0.64 EPS. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.
Other equities research analysts also recently issued reports about the company. Evercore ISI lifted their target price on Estee Lauder Companies from $90.00 to $100.00 and gave the stock an "outperform" rating in a report on Thursday, June 26th. Royal Bank Of Canada lifted their target price on Estee Lauder Companies from $90.00 to $107.00 and gave the company an "outperform" rating in a research report on Thursday, August 21st. Barclays lifted their target price on Estee Lauder Companies from $63.00 to $84.00 and gave the company an "equal weight" rating in a research report on Tuesday, July 15th. HSBC raised Estee Lauder Companies from a "hold" rating to a "buy" rating and lifted their target price for the company from $80.00 to $99.00 in a research report on Friday, June 27th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on Estee Lauder Companies from $98.00 to $100.00 and gave the company a "buy" rating in a research report on Thursday, August 21st. One investment 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's stock. According to data from MarketBeat, Estee Lauder Companies has an average rating of "Hold" and an average target price of $87.80.
Read Our Latest Stock Report on Estee Lauder Companies
Estee Lauder Companies Stock Down 1.3%
Shares of NYSE EL opened at $87.53 on Thursday. 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 has a market cap of $31.50 billion, a price-to-earnings ratio of -27.88, a PEG ratio of 2.53 and a beta of 1.15. Estee Lauder Companies has a 12 month low of $48.37 and a 12 month high of $103.44. The stock has a 50-day moving average price of $89.77 and a two-hundred day moving average price of $74.13.
Hedge Funds Weigh In On Estee Lauder Companies
Large investors have recently bought and sold shares of the stock. Asset Dedication LLC increased its stake in Estee Lauder Companies by 258.7% in 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. Annis Gardner Whiting Capital Advisors LLC increased its stake in Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company's stock worth $33,000 after purchasing an additional 461 shares during the period. Winthrop Capital Management LLC increased its stake in Estee Lauder Companies by 2,240.0% in the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company's stock worth $39,000 after purchasing an additional 560 shares during the period. TD Private Client Wealth LLC increased its stake in Estee Lauder Companies by 246.4% in the 2nd quarter. TD Private Client Wealth LLC now owns 478 shares of the company's stock worth $39,000 after purchasing an additional 340 shares during the period. Finally, Golden State Wealth Management LLC increased its stake in Estee Lauder Companies by 57.3% in the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company's stock worth $41,000 after purchasing an additional 228 shares during the period. 55.15% of the stock is owned by hedge funds and other institutional investors.
Insider Transactions at Estee Lauder Companies
In related news, VP Lande Rashida La sold 6,417 shares of the stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $91.88, for a total transaction of $589,593.96. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Lynn Forester sold 3,702 shares of the firm's 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 directly owned 15,479 shares in the company, valued at approximately $1,418,650.35. The trade was a 19.30% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 12.78% of the company's stock.
Estee Lauder Companies Announces Dividend
The business also recently disclosed 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 1.6%. Estee Lauder Companies's dividend payout ratio is -44.59%.
About Estee Lauder Companies
(
Get Free Report)
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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