Norges Bank Takes $308.91 Million Position in The Estee Lauder Companies Inc. $EL

Posted by Brenda Bartman on Jun 3rd, 2026

Norges Bank purchased a new stake in The Estee Lauder Companies Inc. (NYSE:EL – Free Report) during the fourth quarter, HoldingsChannel.com reports. The fund purchased 2,949,886 shares of the company’s stock, valued at approximately $308,912,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Amica Mutual Insurance Co. increased its position in Estee Lauder Companies by 63.8% during the fourth quarter. Amica Mutual Insurance Co. now owns 32,673 shares of the company’s stock worth $3,422,000 after acquiring an additional 12,722 shares during the period. Eurizon Capital SGR S.p.A. acquired a new stake in shares of Estee Lauder Companies in the 4th quarter valued at $14,619,000. National Pension Service boosted its stake in shares of Estee Lauder Companies by 8,267.5% in the 4th quarter. National Pension Service now owns 403,817 shares of the company’s stock valued at $42,288,000 after purchasing an additional 398,991 shares in the last quarter. Northwestern Mutual Wealth Management Co. boosted its stake in shares of Estee Lauder Companies by 125.8% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 11,481 shares of the company’s stock valued at $1,202,000 after purchasing an additional 6,396 shares in the last quarter. Finally, Ilmarinen Mutual Pension Insurance Co boosted its stake in shares of Estee Lauder Companies by 25.0% in the 4th quarter. Ilmarinen Mutual Pension Insurance Co now owns 37,500 shares of the company’s stock valued at $3,927,000 after purchasing an additional 7,500 shares in the last quarter. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies Price Performance

NYSE:EL opened at $85.76 on Tuesday. The Estee Lauder Companies Inc. has a 1-year low of $64.83 and a 1-year high of $121.64. The company has a current ratio of 1.27, a quick ratio of 0.94 and a debt-to-equity ratio of 1.71. The firm has a fifty day simple moving average of $78.12 and a 200 day simple moving average of $94.82. The stock has a market capitalization of $31.03 billion, a PE ratio of -122.51, a P/E/G ratio of 0.91 and a beta of 1.22.

Estee Lauder Companies (NYSE:EL – Get Free Report) last announced its quarterly earnings results on Friday, May 1st. The company reported $0.91 earnings per share (EPS) for the quarter, beating the consensus estimate 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 business had revenue of $3.71 billion during the quarter, compared to the consensus estimate of $3.69 billion. During the same quarter last year, the firm posted $0.65 EPS. The company’s quarterly 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. On average, research analysts expect that The Estee Lauder Companies Inc. will post 2.41 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on EL shares. Zacks Research upgraded shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, May 12th. Wells Fargo & Company upped their price target on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock an “equal weight” rating in a research report on Monday, May 4th. TD Cowen reduced their price target on shares of Estee Lauder Companies from $130.00 to $115.00 and set a “hold” rating on the stock in a research report on Monday, February 9th. JPMorgan Chase & Co. upped their target price on shares of Estee Lauder Companies from $98.00 to $99.00 and gave the company an “overweight” rating in a research report on Monday, May 4th. Finally, Canaccord Genuity Group upped their target price on shares of Estee Lauder Companies from $80.00 to $85.00 and gave the company a “hold” rating in a research report on Monday, May 4th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $101.63.

Check Out Our Latest Research Report on EL

Estee Lauder Companies Company 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.