Mirae Asset Global Investments Co. Ltd. Grows Stock Position in The Estee Lauder Companies Inc. $EL

Mirae Asset Global Investments Co. Ltd. boosted its position in The Estee Lauder Companies Inc. (NYSE:EL) by 539.7% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 229,749 shares of the company’s stock after buying an additional 193,833 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Estee Lauder Companies were worth $20,245,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Gladstone Institutional Advisory LLC boosted its holdings in shares of Estee Lauder Companies by 4.2% in the third quarter. Gladstone Institutional Advisory LLC now owns 2,629 shares of the company’s stock valued at $232,000 after acquiring an additional 107 shares in the last quarter. Generali Asset Management SPA SGR raised its holdings in Estee Lauder Companies by 1.6% during the second quarter. Generali Asset Management SPA SGR now owns 7,361 shares of the company’s stock worth $595,000 after purchasing an additional 119 shares in the last quarter. Joel Isaacson & Co. LLC lifted its position in Estee Lauder Companies by 0.4% in the second quarter. Joel Isaacson & Co. LLC now owns 28,826 shares of the company’s stock valued at $2,329,000 after purchasing an additional 120 shares during the period. LRI Investments LLC boosted its holdings in Estee Lauder Companies by 2.6% in the 2nd quarter. LRI Investments LLC now owns 5,007 shares of the company’s stock valued at $405,000 after purchasing an additional 126 shares in the last quarter. Finally, Legacy Wealth Asset Management LLC boosted its holdings in Estee Lauder Companies by 2.2% in the 2nd quarter. Legacy Wealth Asset Management LLC now owns 5,950 shares of the company’s stock valued at $481,000 after purchasing an additional 129 shares in the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Key Stories Impacting Estee Lauder Companies

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

• Positive Sentiment: Deutsche Bank raised its price target on EL to $128 and maintained a Buy rating, signaling increased analyst confidence and upside vs. the current share price. Benzinga
• Positive Sentiment: Wall Street consensus expects Estee Lauder to deliver earnings growth in the upcoming report, which increases the likelihood of an earnings beat and supports near-term share gains. Zacks: EL Reports Next Week
• Positive Sentiment: The company scheduled a live webcast for its fiscal 2026 Q2 results on Feb 5 (management will discuss results and outlook), giving investors direct access to guidance and management commentary that can drive intraday moves. Business Wire: Webcast Announcement
• Positive Sentiment: Analysts highlight EL’s accelerating product innovation, faster go-to-market cadence and targeted fragrance/beauty launches — factors that can sustain category growth and margin recovery over time. Zacks: Innovation
• Neutral Sentiment: Comparative coverage (EL vs. ELF) frames EL as a prestige, margin-recovery play versus value/digital-first peers — useful context for investors deciding between growth/style exposures. Zacks: EL vs ELF
• Neutral Sentiment: Media pieces assessing EL’s resilience provide background but don’t add new company-specific catalysts ahead of the earnings call; they help frame risk/reward for longer-term holders. Yahoo Finance: Is EL Resilient?
• Negative Sentiment: Company fundamentals still show areas of caution (historical negative net margin and elevated debt-to-equity), which can limit multiple expansion if upcoming results or guidance disappoint. (Background financial metrics from recent public filings and market data.)

Insider Activity at Estee Lauder Companies

In other Estee Lauder Companies news, Director Barry S. Sternlicht sold 3,972 shares of the stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total transaction of $364,748.76. Following the sale, the director owned 34,812 shares in the company, valued at approximately $3,196,785.96. This represents a 10.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Meridith Webster sold 5,430 shares of the business’s stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The SEC filing for this sale provides additional information. 13.05% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Wells Fargo & Company raised their price target on Estee Lauder Companies from $95.00 to $111.00 and gave the company an “equal weight” rating in a report on Monday, January 5th. Raymond James Financial raised Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 target price for the company in a report on Monday, January 5th. The Goldman Sachs Group upgraded shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and boosted their target price for the stock from $76.00 to $115.00 in a research report on Monday, October 13th. Wall Street Zen upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Weiss Ratings reissued a “sell (d)” rating on shares of Estee Lauder Companies in a report on Thursday, January 22nd. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $103.00.

Estee Lauder Companies Trading Up 0.6%

NYSE:EL opened at $115.26 on Friday. The Estee Lauder Companies Inc. has a 52-week low of $48.37 and a 52-week high of $120.27. The company has a quick ratio of 0.92, a current ratio of 1.32 and a debt-to-equity ratio of 1.88. The stock has a fifty day simple moving average of $106.98 and a 200-day simple moving average of $96.40. The company has a market capitalization of $41.54 billion, a PE ratio of -44.67, a price-to-earnings-growth ratio of 1.35 and a beta of 1.15.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Thursday, October 30th. The company reported $0.32 EPS for the quarter, beating analysts’ consensus estimates of $0.15 by $0.17. The firm had revenue of $3.48 billion for the quarter, compared to analysts’ expectations of $3.38 billion. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The firm’s revenue was up 3.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.14 EPS. On average, equities research analysts expect that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

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.