Morningstar Investment Management LLC Has $3.86 Million Position in The Estee Lauder Companies Inc. $EL

Morningstar Investment Management LLC lowered its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 62.7% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 36,811 shares of the company’s stock after selling 61,936 shares during the quarter. Morningstar Investment Management LLC’s holdings in Estee Lauder Companies were worth $3,855,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in EL. M&T Bank Corp grew its position in Estee Lauder Companies by 16,270.3% during the fourth quarter. M&T Bank Corp now owns 2,667,208 shares of the company’s stock worth $279,310,000 after buying an additional 2,650,915 shares in the last quarter. Victory Capital Management Inc. grew its position in Estee Lauder Companies by 3,181.4% during the third quarter. Victory Capital Management Inc. now owns 2,312,535 shares of the company’s stock worth $203,781,000 after buying an additional 2,242,062 shares in the last quarter. Wellington Management Group LLP lifted its stake in Estee Lauder Companies by 3,986.4% during the third quarter. Wellington Management Group LLP now owns 2,082,217 shares of the company’s stock worth $183,485,000 after purchasing an additional 2,031,262 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in Estee Lauder Companies by 46.4% during the third quarter. Bank of New York Mellon Corp now owns 6,112,501 shares of the company’s stock worth $538,634,000 after purchasing an additional 1,937,107 shares during the last quarter. Finally, Franklin Resources Inc. lifted its stake in Estee Lauder Companies by 1,193.8% during the third quarter. Franklin Resources Inc. now owns 1,521,399 shares of the company’s stock worth $134,066,000 after purchasing an additional 1,403,807 shares during the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have weighed in on EL shares. UBS Group upped their target price on Estee Lauder Companies from $75.00 to $85.00 and gave the stock a “neutral” rating in a research note on Monday, May 4th. JPMorgan Chase & Co. upped their target price on Estee Lauder Companies from $98.00 to $99.00 and gave the stock an “overweight” rating in a research note on Monday, May 4th. HSBC cut Estee Lauder Companies from a “buy” rating to a “hold” rating and set a $106.00 target price for the company. in a research note on Tuesday, February 10th. Piper Sandler started coverage on Estee Lauder Companies in a research note on Friday, May 15th. They set an “overweight” rating and a $95.00 target price for the company. Finally, Canaccord Genuity Group upped their target price on Estee Lauder Companies from $80.00 to $85.00 and gave the stock a “hold” rating in a research note on Monday, May 4th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, Estee Lauder Companies currently has an average rating of “Moderate Buy” and a consensus target price of $101.63.

Estee Lauder Companies Stock Down 0.2%

Shares of EL opened at $88.15 on Monday. The Estee Lauder Companies Inc. has a 52 week low of $62.57 and a 52 week high of $121.64. The stock has a market capitalization of $31.89 billion, a price-to-earnings ratio of -125.93, a PEG ratio of 0.91 and a beta of 1.22. 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 stock has a fifty day moving average of $77.91 and a 200-day moving average of $94.88.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Friday, May 1st. The company reported $0.91 EPS for the quarter, beating analysts’ consensus estimates of $0.66 by $0.25. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The company had revenue of $3.71 billion during the quarter, compared to analysts’ expectations of $3.69 billion. During the same period in the prior year, the company earned $0.65 EPS. Estee Lauder Companies’s revenue was up 4.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, sell-side analysts anticipate that The Estee Lauder Companies Inc. will post 2.41 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be paid a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date is Friday, May 29th. Estee Lauder Companies’s dividend payout ratio is presently -200.00%.

Estee Lauder Companies News Roundup

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

• Positive Sentiment: Estée Lauder ended merger discussions with Puig, which the market is treating as a relief event because it eliminates uncertainty around a complex transaction and lets the company focus on its own recovery plan.
• Positive Sentiment: Citigroup raised its price target on EL to $110 from $92 and reiterated a buy rating, reinforcing optimism that the stock can still move higher from current levels.
• Neutral Sentiment: Investors are also watching the company ahead of the Morgan Stanley Luxury Conference, where management commentary could shape sentiment on valuation and the pace of the turnaround.
• Neutral Sentiment: Recent articles note that the stock’s jump may also reflect short covering after prior weakness tied to merger speculation and uneven prestige beauty demand.
• Negative Sentiment: The failed Puig deal means Estée Lauder will not gain the scale benefits that a combination could have provided, and it removes the possibility of a transformative premium-beauty merger.

Estee Lauder Companies 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.