The Estee Lauder Companies Inc. $EL Shares Acquired by AG2R LA Mondiale Gestion D Actifs

AG2R LA Mondiale Gestion D Actifs grew its stake in The Estee Lauder Companies Inc. (NYSE:EL) by 13.6% during the second quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,777 shares of the company’s stock after purchasing an additional 1,287 shares during the quarter. AG2R LA Mondiale Gestion D Actifs’ holdings in Estee Lauder Companies were worth $871,000 as of its most recent filing with the SEC.

A number of other institutional investors have also modified their holdings of the stock. Independent Franchise Partners LLP raised its stake in shares of Estee Lauder Companies by 1.5% in the 1st quarter. Independent Franchise Partners LLP now owns 7,976,434 shares of the company’s stock valued at $526,445,000 after purchasing an additional 118,276 shares in the last quarter. Invesco Ltd. raised its stake in shares of Estee Lauder Companies by 21.9% in the 1st quarter. Invesco Ltd. now owns 6,681,785 shares of the company’s stock valued at $440,998,000 after purchasing an additional 1,200,537 shares in the last quarter. American Century Companies Inc. raised its stake in Estee Lauder Companies by 34.9% during the first quarter. American Century Companies Inc. now owns 4,511,115 shares of the company’s stock worth $297,734,000 after acquiring an additional 1,167,508 shares during the period. Bank of New York Mellon Corp raised its stake in Estee Lauder Companies by 3.9% during the first quarter. Bank of New York Mellon Corp now owns 3,088,880 shares of the company’s stock worth $203,866,000 after acquiring an additional 117,330 shares during the period. Finally, Northern Trust Corp raised its stake in Estee Lauder Companies by 3.4% during the first quarter. Northern Trust Corp now owns 2,445,947 shares of the company’s stock worth $161,433,000 after acquiring an additional 80,387 shares during the period. Institutional investors and hedge funds own 55.15% of the company’s stock.

Estee Lauder Companies Price Performance

NYSE EL opened at $102.20 on Monday. The Estee Lauder Companies Inc. has a 52 week low of $48.37 and a 52 week high of $104.53. 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 stock has a market cap of $36.78 billion, a price-to-earnings ratio of -32.55, a price-to-earnings-growth ratio of 1.87 and a beta of 1.16. The company has a 50-day moving average price of $90.79 and a two-hundred day moving average price of $79.83.

Estee Lauder Companies (NYSE:EL) last posted its earnings results on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, topping the consensus estimate of $0.07 by $0.02. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The firm had revenue of $3.41 billion during the quarter, compared to analysts’ expectations of $3.36 billion. During the same quarter in the prior year, the firm earned $0.64 EPS. Estee Lauder Companies’s quarterly revenue was down 11.9% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Analysts forecast that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were issued a $0.35 dividend. The ex-dividend date was Tuesday, September 2nd. This represents a $1.40 annualized dividend and a dividend yield of 1.4%. Estee Lauder Companies’s dividend payout ratio (DPR) is -44.59%.

Wall Street Analysts Forecast Growth

EL has been the topic of several research reports. Barclays increased their price objective on shares of Estee Lauder Companies from $63.00 to $84.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 15th. Evercore ISI increased their price objective on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the stock an “outperform” rating in a research note on Monday, September 15th. Wall Street Zen upgraded shares of Estee Lauder Companies from a “sell” rating to a “hold” rating in a research note on Saturday. Bank of America initiated coverage on shares of Estee Lauder Companies in a research note on Thursday, July 10th. They set a “buy” rating and a $110.00 price objective on the stock. Finally, Citigroup increased their price objective on shares of Estee Lauder Companies from $60.00 to $99.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 15th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Estee Lauder Companies currently has a consensus rating of “Hold” and an average target price of $91.30.

Insider Activity at Estee Lauder Companies

In other news, Director Lynn Forester sold 3,702 shares of the stock in a transaction that occurred on 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 transaction, the director directly owned 15,479 shares in the company, valued at $1,418,650.35. This trade represents a 19.30% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Lande Rashida La sold 6,417 shares of the stock in a transaction that occurred on Thursday, August 28th. The shares were sold at an average price of $91.88, for a total transaction of $589,593.96. The disclosure for this sale can be found here. Company insiders own 13.05% of the company’s stock.

Estee Lauder Companies Company Profile

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.