Zacks Research Brokers Lower Earnings Estimates for EL

The Estée Lauder Companies Inc. (NYSE:EL - Free Report) - Equities research analysts at Zacks Research cut their Q4 2025 EPS estimates for shares of Estée Lauder Companies in a research report issued to clients and investors on Wednesday, May 21st. Zacks Research analyst R. Department now expects that the company will post earnings of $0.07 per share for the quarter, down from their previous estimate of $0.30. The consensus estimate for Estée Lauder Companies' current full-year earnings is $1.36 per share. Zacks Research also issued estimates for Estée Lauder Companies' Q1 2026 earnings at $0.18 EPS, Q2 2026 earnings at $0.82 EPS, Q3 2026 earnings at $0.77 EPS, Q4 2026 earnings at $0.37 EPS, FY2026 earnings at $2.14 EPS, Q1 2027 earnings at $0.35 EPS, Q2 2027 earnings at $0.99 EPS, Q3 2027 earnings at $0.93 EPS and FY2027 earnings at $2.80 EPS.

Estée Lauder Companies (NYSE:EL - Get Free Report) last posted its quarterly earnings data on Thursday, May 1st. The company reported $0.65 earnings per share for the quarter, beating analysts' consensus estimates of $0.29 by $0.36. The business had revenue of $2.66 billion during the quarter, compared to analyst estimates of $3.51 billion. Estée Lauder Companies had a negative net margin of 4.61% and a positive return on equity of 16.82%. The company's revenue was down 9.9% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.97 earnings per share.

Several other equities analysts have also commented on the stock. Morgan Stanley dropped their price target on shares of Estée Lauder Companies from $85.00 to $81.00 and set an "equal weight" rating for the company in a research report on Thursday, February 6th. Wall Street Zen lowered shares of Estée Lauder Companies from a "hold" rating to a "sell" rating in a research report on Saturday. Royal Bank of Canada lowered their price target on Estée Lauder Companies from $100.00 to $90.00 and set an "outperform" rating for the company in a report on Friday, May 2nd. DA Davidson restated a "buy" rating and set a $81.00 target price on shares of Estée Lauder Companies in a research note on Tuesday, February 25th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Estée Lauder Companies from $72.00 to $61.00 and set a "neutral" rating for the company in a report on Friday, April 11th. One equities research analyst has rated the stock with a sell rating, eighteen have assigned a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat.com, Estée Lauder Companies currently has an average rating of "Hold" and a consensus target price of $75.20.

Estée Lauder Companies Trading Up 5.2%

EL traded up $3.31 during trading on Monday, hitting $67.00. The company's stock had a trading volume of 3,753,746 shares, compared to its average volume of 4,106,233. The stock has a market cap of $24.10 billion, a PE ratio of -34.36, a PEG ratio of 6.09 and a beta of 1.12. The firm's 50 day moving average price is $60.32 and its 200-day moving average price is $68.80. Estée Lauder Companies has a twelve month low of $48.37 and a twelve month high of $127.05. The company has a debt-to-equity ratio of 1.75, a current ratio of 1.37 and a quick ratio of 0.97.

Estée Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, June 16th. Investors of record on Friday, May 30th will be paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 2.09%. The ex-dividend date of this dividend is Friday, May 30th. Estée Lauder Companies's dividend payout ratio is presently -57.85%.

Institutional Investors Weigh In On Estée Lauder Companies

Hedge funds have recently modified their holdings of the stock. Janney Montgomery Scott LLC lifted its stake in Estée Lauder Companies by 58.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 25,470 shares of the company's stock valued at $1,910,000 after buying an additional 9,427 shares in the last quarter. Harrell Investment Partners LLC lifted its stake in Estée Lauder Companies by 52.1% during the fourth quarter. Harrell Investment Partners LLC now owns 10,285 shares of the company's stock valued at $771,000 after buying an additional 3,524 shares in the last quarter. 1834 Investment Advisors Co. purchased a new stake in shares of Estée Lauder Companies in the 4th quarter valued at approximately $450,000. Blue Trust Inc. lifted its position in shares of Estée Lauder Companies by 8.7% in the 4th quarter. Blue Trust Inc. now owns 1,853 shares of the company's stock valued at $139,000 after acquiring an additional 148 shares in the last quarter. Finally, Union Bancaire Privee UBP SA purchased a new stake in shares of Estée Lauder Companies in the 4th quarter valued at approximately $50,000. 55.15% of the stock is owned by hedge funds and other institutional investors.

About Estée Lauder Companies

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.