B. Riley Lifts Earnings Estimates for Estee Lauder Companies

The Estee Lauder Companies Inc. (NYSE:EL) – B. Riley lifted their FY2026 earnings estimates for Estee Lauder Companies in a research note issued to investors on Sunday, November 2nd. B. Riley analyst A. Glaessgen now anticipates that the company will post earnings of $2.06 per share for the year, up from their prior estimate of $2.05. The consensus estimate for Estee Lauder Companies’ current full-year earnings is $1.36 per share. B. Riley also issued estimates for Estee Lauder Companies’ FY2027 earnings at $2.80 EPS.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.32 EPS for the quarter, beating the consensus estimate of $0.15 by $0.17. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The business had revenue of $3.48 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same period in the prior year, the business earned $0.14 earnings per share. The company’s quarterly revenue was up 3.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

Several other research firms also recently weighed in on EL. Canaccord Genuity Group raised their price target on Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a research report on Monday, October 27th. Telsey Advisory Group increased their price objective on Estee Lauder Companies from $99.00 to $105.00 and gave the company a “market perform” rating in a research note on Friday. Barclays boosted their target price on shares of Estee Lauder Companies from $63.00 to $84.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 15th. Royal Bank Of Canada upped their target price on shares of Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a report on Friday. Finally, Wall Street Zen raised shares of Estee Lauder Companies from a “sell” rating to a “hold” rating in a research note on Saturday, October 25th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $95.16.

Estee Lauder Companies Price Performance

EL stock opened at $93.37 on Tuesday. The stock’s 50 day moving average price is $91.78 and its 200 day moving average price is $81.82. The firm has a market cap of $33.60 billion, a P/E ratio of -29.74, a PEG ratio of 1.77 and a beta of 1.16. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30. Estee Lauder Companies has a 1 year low of $48.37 and a 1 year high of $104.53.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in EL. Asset Dedication LLC raised its holdings in shares of Estee Lauder Companies by 258.7% in the 2nd quarter. Asset Dedication LLC now owns 391 shares of the company’s stock worth $32,000 after purchasing an additional 282 shares during the period. Annis Gardner Whiting Capital Advisors LLC increased its position in Estee Lauder Companies by 1,182.1% during the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company’s stock worth $33,000 after purchasing an additional 461 shares in the last quarter. Quent Capital LLC purchased a new position in Estee Lauder Companies in the third quarter valued at approximately $33,000. Winthrop Capital Management LLC raised its holdings in Estee Lauder Companies by 2,240.0% in the first quarter. Winthrop Capital Management LLC now owns 585 shares of the company’s stock valued at $39,000 after buying an additional 560 shares during the period. Finally, TD Private Client Wealth LLC lifted its position in Estee Lauder Companies by 246.4% during the second quarter. TD Private Client Wealth LLC now owns 478 shares of the company’s stock valued at $39,000 after buying an additional 340 shares in the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.

Insider Buying and Selling

In related news, Director Lynn Forester sold 3,702 shares of the company’s stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the completion of the transaction, the director owned 15,479 shares of the company’s stock, valued at approximately $1,418,650.35. This represents a 19.30% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, VP Lande Rashida La sold 6,417 shares of the stock in a transaction that occurred on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total transaction of $589,593.96. The disclosure for this sale is available in the SEC filing. 13.05% of the stock is currently owned by insiders.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Friday, November 28th will be given a $0.35 dividend. The ex-dividend date of this dividend is Friday, November 28th. This represents a $1.40 annualized dividend and a dividend yield of 1.5%. Estee Lauder Companies’s dividend payout ratio (DPR) is currently -54.26%.

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.