Thrivent Financial for Lutherans Has $3.02 Million Position in The Estee Lauder Companies Inc. $EL

Posted by Geri Gentry on May 24th, 2026

Thrivent Financial for Lutherans raised its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 205.3% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 28,875 shares of the company’s stock after purchasing an additional 19,418 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Estee Lauder Companies were worth $3,024,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of the stock. Prime Capital Investment Advisors LLC grew its position in shares of Estee Lauder Companies by 3.2% during the 4th quarter. Prime Capital Investment Advisors LLC now owns 2,823 shares of the company’s stock worth $296,000 after buying an additional 88 shares during the period. N.E.W. Advisory Services LLC grew its position in shares of Estee Lauder Companies by 39.1% in the 4th quarter. N.E.W. Advisory Services LLC now owns 324 shares of the company’s stock valued at $34,000 after purchasing an additional 91 shares during the period. Greenleaf Trust grew its position in shares of Estee Lauder Companies by 3.2% in the 4th quarter. Greenleaf Trust now owns 3,579 shares of the company’s stock valued at $375,000 after purchasing an additional 110 shares during the period. Allworth Financial LP grew its position in shares of Estee Lauder Companies by 6.6% in the 4th quarter. Allworth Financial LP now owns 1,789 shares of the company’s stock valued at $187,000 after purchasing an additional 110 shares during the period. Finally, Valeo Financial Advisors LLC grew its position in shares of Estee Lauder Companies by 4.4% in the 4th quarter. Valeo Financial Advisors LLC now owns 2,806 shares of the company’s stock valued at $294,000 after purchasing an additional 117 shares during the period. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Trading Up 11.7%

NYSE:EL opened at $88.15 on Friday. The Estee Lauder Companies Inc. has a twelve month low of $62.57 and a twelve month high of $121.64. The company has a quick ratio of 0.94, a current ratio of 1.27 and a debt-to-equity ratio of 1.71. The business has a 50 day moving average price of $77.91 and a two-hundred day moving average price of $94.87. The company has a market cap of $31.89 billion, a P/E ratio of -125.93, a price-to-earnings-growth ratio of 0.91 and a beta of 1.22.

Estee Lauder Companies (NYSE:EL – Get Free Report) last released its quarterly earnings results on Friday, May 1st. The company reported $0.91 earnings per share for the quarter, topping analysts’ consensus estimates of $0.66 by $0.25. Estee Lauder Companies had a positive return on equity of 20.66% and a negative net margin of 1.67%.The firm had revenue of $3.71 billion during the quarter, compared to the consensus estimate of $3.69 billion. During the same quarter in the prior year, the firm posted $0.65 EPS. The business’s revenue was up 4.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. As a group, analysts expect that The Estee Lauder Companies Inc. will post 2.41 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a dividend of $0.35 per share. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.40 dividend on an annualized basis and a yield of 1.6%. Estee Lauder Companies’s dividend payout ratio is -200.00%.

Trending Headlines about Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

Positive Sentiment: Estée Lauder ended merger discussions with Puig, which the market is treating as a relief event because it eliminates uncertainty around a complex transaction and lets the company focus on its own recovery plan.
Positive Sentiment: Citigroup raised its price target on EL to $110 from $92 and reiterated a buy rating, reinforcing optimism that the stock can still move higher from current levels.
Neutral Sentiment: Investors are also watching the company ahead of the Morgan Stanley Luxury Conference, where management commentary could shape sentiment on valuation and the pace of the turnaround.
Neutral Sentiment: Recent articles note that the stock’s jump may also reflect short covering after prior weakness tied to merger speculation and uneven prestige beauty demand.
Negative Sentiment: The failed Puig deal means Estée Lauder will not gain the scale benefits that a combination could have provided, and it removes the possibility of a transformative premium-beauty merger.

Analyst Ratings Changes

Several equities analysts recently issued reports on the company. Citigroup boosted their price objective on Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a research report on Friday. TD Cowen decreased their price objective on Estee Lauder Companies from $130.00 to $115.00 and set a “hold” rating for the company in a research report on Monday, February 9th. Barclays boosted their price objective on Estee Lauder Companies from $72.00 to $75.00 and gave the company an “equal weight” rating in a research report on Tuesday, May 5th. Telsey Advisory Group decreased their price objective on Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating for the company in a research report on Monday, May 4th. Finally, Wall Street Zen lowered Estee Lauder Companies from a “buy” rating to a “hold” rating in a research report on Saturday, April 4th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eight have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, Estee Lauder Companies has an average rating of “Moderate Buy” and an average price target of $101.63.

Check Out Our Latest Analysis on Estee Lauder Companies

Estee Lauder Companies Profile

(Free Report)

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.