Valeo Financial Advisors LLC Invests $225,000 in The Estee Lauder Companies Inc. $EL

Valeo Financial Advisors LLC purchased a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 2,787 shares of the company’s stock, valued at approximately $225,000.

Other institutional investors have also recently added to or reduced their stakes in the company. TD Private Client Wealth LLC boosted its holdings in shares of 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 acquiring an additional 340 shares during the period. Annis Gardner Whiting Capital Advisors LLC lifted its position in Estee Lauder Companies by 1,182.1% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company’s stock valued at $33,000 after purchasing an additional 461 shares during the last quarter. Ameritas Advisory Services LLC bought a new stake in Estee Lauder Companies in the 2nd quarter valued at about $44,000. Winthrop Capital Management LLC lifted its position in Estee Lauder Companies by 2,240.0% in the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company’s stock valued at $39,000 after purchasing an additional 560 shares during the last quarter. Finally, Golden State Wealth Management LLC lifted its position in Estee Lauder Companies by 57.3% in the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company’s stock valued at $41,000 after purchasing an additional 228 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Estee Lauder Companies

In other news, VP Lande Rashida La sold 6,417 shares of the firm’s stock in a transaction on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lynn Forester sold 3,702 shares of the stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $91.65, for a total value of $339,288.30. Following the completion of the sale, the director directly 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 disclosure for this sale can be found here. Company insiders own 13.05% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have commented on the stock. Hsbc Global Res upgraded shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research note on Friday, June 27th. Bank of America assumed coverage on Estee Lauder Companies in a research report on Thursday, July 10th. They set a “buy” rating and a $110.00 price target for the company. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Wednesday. Telsey Advisory Group restated a “market perform” rating and set a $99.00 price objective on shares of Estee Lauder Companies in a research note on Wednesday, August 20th. Finally, UBS Group lifted their price objective on shares of Estee Lauder Companies from $62.00 to $93.00 and gave the company a “neutral” rating in a research note on Thursday, July 17th. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $89.30.

Estee Lauder Companies Stock Performance

Shares of NYSE EL opened at $87.77 on Friday. The company has a quick ratio of 0.92, a current ratio of 1.30 and a debt-to-equity ratio of 1.89. The Estee Lauder Companies Inc. has a 52-week low of $48.37 and a 52-week high of $97.44. The stock has a market capitalization of $31.59 billion, a price-to-earnings ratio of -27.95, a PEG ratio of 2.69 and a beta of 1.16. The stock’s fifty day simple moving average is $89.40 and its 200 day simple moving average is $76.93.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, beating analysts’ consensus estimates 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 company had revenue of $3.41 billion during the quarter, compared to analyst estimates of $3.36 billion. During the same period in the prior year, the firm earned $0.64 earnings per share. The business’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. As a group, sell-side analysts forecast that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.6%. The ex-dividend date was Tuesday, September 2nd. Estee Lauder Companies’s payout ratio is presently -44.59%.

Estee Lauder Companies 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.