The Estee Lauder Companies Inc. $EL is Nuance Investments LLC’s 3rd Largest Position

Nuance Investments LLC lowered its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 55.0% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 1,100,746 shares of the company’s stock after selling 1,347,248 shares during the quarter. Estee Lauder Companies accounts for about 6.9% of Nuance Investments LLC’s portfolio, making the stock its 3rd largest position. Nuance Investments LLC owned 0.31% of Estee Lauder Companies worth $88,940,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of EL. Winthrop Capital Management LLC increased its holdings in Estee Lauder Companies by 51.3% during the 2nd quarter. Winthrop Capital Management LLC now owns 885 shares of the company’s stock worth $72,000 after purchasing an additional 300 shares during the period. DJE Kapital AG grew its position in shares of Estee Lauder Companies by 221.5% during the second quarter. DJE Kapital AG now owns 657,403 shares of the company’s stock worth $52,191,000 after buying an additional 452,952 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Estee Lauder Companies by 6.1% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 491,077 shares of the company’s stock worth $39,679,000 after buying an additional 28,084 shares during the period. Aviva PLC raised its holdings in Estee Lauder Companies by 5.3% in the second quarter. Aviva PLC now owns 9,049 shares of the company’s stock valued at $731,000 after acquiring an additional 452 shares in the last quarter. Finally, Prospera Financial Services Inc lifted its stake in Estee Lauder Companies by 14.2% in the second quarter. Prospera Financial Services Inc now owns 4,158 shares of the company’s stock worth $337,000 after acquiring an additional 518 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Stock Down 0.0%

EL opened at $87.77 on Friday. The Estee Lauder Companies Inc. has a one year low of $48.37 and a one year high of $104.53. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30. The stock has a market capitalization of $31.59 billion, a P/E ratio of -27.95, a price-to-earnings-growth ratio of 1.77 and a beta of 1.19. The business’s 50-day simple moving average is $91.64 and its 200-day simple moving average is $82.61.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $3.38 billion. During the same quarter last year, the business posted $0.14 EPS. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be issued a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, November 28th. Estee Lauder Companies’s payout ratio is presently -54.26%.

Wall Street Analysts Forecast Growth

EL has been the topic of a number of recent analyst reports. Wall Street Zen raised shares of Estee Lauder Companies from a “hold” rating to a “buy” rating in a research report on Saturday. The Goldman Sachs Group raised Estee Lauder Companies from a “neutral” rating to a “buy” rating and increased their target price for the company from $76.00 to $115.00 in a report on Monday, October 13th. UBS Group lifted their price target on Estee Lauder Companies from $93.00 to $105.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. Canaccord Genuity Group increased their price objective on Estee Lauder Companies from $85.00 to $100.00 and gave the company a “hold” rating in a report on Monday, October 27th. Finally, Barclays raised their target price on Estee Lauder Companies from $63.00 to $84.00 and gave the stock an “equal weight” rating in a research report on Tuesday, July 15th. One analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $95.16.

Insider Buying and Selling at Estee Lauder Companies

In related news, Director Lynn Forester sold 3,702 shares of the stock in a transaction 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 sale, the director owned 15,479 shares in the company, valued at $1,418,650.35. This represents a 19.30% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction on Thursday, August 28th. The shares were sold at an average price of $91.88, for a total transaction of $589,593.96. The SEC filing for this sale provides additional information. 13.05% of the stock is owned by corporate insiders.

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.