The Estee Lauder Companies Inc. (NYSE:EL) Declares $0.35 Quarterly Dividend

Key Points

• Estée Lauder declared a quarterly dividend of $0.35 per share, payable September 15 to shareholders of record on August 31. The annualized dividend is $1.40, yielding approximately 1.4%, and is supported by a current payout ratio of 63.6%.
• The company reported quarterly adjusted EPS of $0.39, beating estimates of $0.32, while revenue rose 6.3% year over year to $3.64 billion. Skin care and fragrance led growth, with strength across regions and particularly in China.
• Shares surged 16.4% to $98.10 following the results. Management maintained its fiscal 2027 organic sales-growth target of 3%–5% and expects adjusted EPS of $3.10–$3.35, although the median analyst price target of $90 remains below the current share price.

The Estee Lauder Companies Inc. (NYSE:EL - Get Free Report) declared a quarterly dividend on Wednesday, August 19th. Investors of record on Monday, August 31st will be given a dividend of 0.35 per share on Tuesday, September 15th. This represents a c) annualized dividend and a dividend yield of 1.4%. The ex-dividend date is Monday, August 31st.

Estee Lauder Companies has increased its dividend by an average of 0.0%annually over the last three years. Estee Lauder Companies has a dividend payout ratio of 63.6% indicating that its dividend is sufficiently covered by earnings. Equities analysts expect Estee Lauder Companies to earn $3.18 per share next year, which means the company should continue to be able to cover its $1.40 annual dividend with an expected future payout ratio of 44.0%.

Estee Lauder Companies Trading Up 16.4%

NYSE:EL traded up $13.83 during trading hours on Wednesday, reaching $98.10. The company's stock had a trading volume of 13,627,451 shares, compared to its average volume of 3,953,607. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. The firm has a market capitalization of $35.49 billion, a price-to-earnings ratio of -140.15, a PEG ratio of 0.68 and a beta of 1.25. The firm has a 50-day simple moving average of $84.15 and a 200-day simple moving average of $86.79. Estee Lauder Companies has a 1 year low of $66.22 and a 1 year high of $121.64.

Estee Lauder Companies (NYSE:EL - Get Free Report) last announced its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.32 by $0.07. The firm had revenue of $3.64 billion for the quarter, compared to analysts' expectations of $3.55 billion. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The company's revenue for the quarter was up 6.3% compared to the same quarter last year. During the same period last year, the firm earned $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Research analysts expect that Estee Lauder Companies will post 2.41 EPS for the current fiscal year.

Key Estee Lauder Companies News

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Q4 earnings and sales beat expectations. Adjusted earnings reached $0.39 per share versus the $0.32 consensus estimate, while revenue rose 6.3% year over year to $3.64 billion, ahead of the approximately $3.55 billion forecast. Earnings increased substantially from $0.09 per share a year earlier. Estee Lauder Q4 Earnings Beat Estimates, Sales Up 6% Year over Year
• Positive Sentiment: Management raised its margin outlook while reaffirming growth targets. Estée Lauder maintained its fiscal 2027 organic sales-growth forecast of 3% to 5% and projected adjusted operating margins of 12.7% to 13.5%, signaling continued expansion from restructuring and cost controls. Fiscal 2027 revenue guidance is $15.5 billion to $15.8 billion. The Estée Lauder Companies Reports Fiscal 2026 Results
• Positive Sentiment: Growth was broad-based. Skin care and fragrance led performance, sales increased across all geographic regions, and strong demand in China supported the company’s outlook. Management said the restructuring program is outperforming expectations, with an estimated net workforce reduction of about 10,000 positions. Estee Lauder Forecasts Annual Profit Above Estimates on Strong China Demand
• Positive Sentiment: Investor positioning turned more bullish. Trading in call options rose above typical daily volume, reflecting increased near-term optimism after the earnings beat. RBC also reiterated an Outperform rating. Royal Bank of Canada Reiterates Outperform Rating
• Neutral Sentiment: Valuation and expectations remain considerations. Fiscal 2027 adjusted EPS guidance of $3.10 to $3.35 is broadly consistent with the $3.18 consensus estimate, while the reported median analyst price target of $90 is below the current trading level. Mixed institutional buying and selling also indicate that conviction is not universal.

Estee Lauder Companies Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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