Mufg Securities Americas Inc. Purchases 1,046 Shares of The Estee Lauder Companies Inc. $EL

Mufg Securities Americas Inc. grew its position in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 25.2% in the second quarter, according to its most recent filing with the SEC. The fund owned 5,191 shares of the company’s stock after acquiring an additional 1,046 shares during the quarter. Mufg Securities Americas Inc.’s holdings in Estee Lauder Companies were worth $419,000 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the stock. Evelyn Partners Investment Management LLP increased its position in Estee Lauder Companies by 1,410.6% during the second quarter. Evelyn Partners Investment Management LLP now owns 7,402 shares of the company’s stock valued at $598,000 after acquiring an additional 6,912 shares during the last quarter. Franklin Resources Inc. lifted its stake in Estee Lauder Companies by 20.8% in the second quarter. Franklin Resources Inc. now owns 117,592 shares of the company’s stock worth $9,501,000 after acquiring an additional 20,287 shares during the period. Legal & General Group Plc lifted its position in shares of Estee Lauder Companies by 7.5% in the 2nd quarter. Legal & General Group Plc now owns 1,637,650 shares of the company’s stock worth $132,322,000 after purchasing an additional 114,086 shares during the period. Brandywine Global Investment Management LLC increased its holdings in shares of Estee Lauder Companies by 1.7% in the 2nd quarter. Brandywine Global Investment Management LLC now owns 584,581 shares of the company’s stock valued at $47,234,000 after acquiring an additional 9,883 shares during the period. Finally, Swiss National Bank raised its holdings in Estee Lauder Companies by 7.7% in the second quarter. Swiss National Bank now owns 708,900 shares of the company’s stock worth $57,279,000 after purchasing an additional 50,500 shares in the last quarter. 55.15% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on EL shares. The Goldman Sachs Group upgraded 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 note on Monday, October 13th. Telsey Advisory Group boosted their target price on shares of Estee Lauder Companies from $99.00 to $105.00 and gave the company a “market perform” rating in a research report on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Wednesday, October 8th. Wall Street Zen cut Estee Lauder Companies from a “buy” rating to a “hold” rating in a research report on Saturday. Finally, Wells Fargo & Company boosted their price target on shares of Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Estee Lauder Companies has a consensus rating of “Moderate Buy” and an average target price of $95.65.

Insider Activity at Estee Lauder Companies

In other Estee Lauder Companies news, VP Meridith Webster sold 5,430 shares of the business’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Barry S. Sternlicht sold 3,972 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total value of $364,748.76. Following the transaction, the director owned 34,812 shares of the company’s stock, valued at approximately $3,196,785.96. This represents a 10.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 19,521 shares of company stock worth $1,770,602 over the last quarter. Company insiders own 13.05% of the company’s stock.

Estee Lauder Companies Trading Up 3.9%

Shares of EL stock opened at $93.44 on Tuesday. The company’s 50-day moving average price is $91.78 and its 200-day moving average price is $85.11. The stock has a market cap of $33.67 billion, a price-to-earnings ratio of -29.76, a PEG ratio of 1.77 and a beta of 1.19. 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 Estee Lauder Companies Inc. has a twelve month low of $48.37 and a twelve month high of $104.53.

Estee Lauder Companies (NYSE:EL) last released 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. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The firm had revenue of $3.48 billion for the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the prior year, the firm posted $0.14 earnings per share. The firm’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. As a group, equities analysts predict that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

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