Nomura Asset Management Co. Ltd. Sells 49,770 Shares of The Estee Lauder Companies Inc. $EL

Posted by Francis Steltz on Jun 4th, 2026

Nomura Asset Management Co. Ltd. lowered its position in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 35.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 90,587 shares of the company’s stock after selling 49,770 shares during the quarter. Nomura Asset Management Co. Ltd.’s holdings in Estee Lauder Companies were worth $9,486,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently modified their holdings of EL. MUFG Securities EMEA plc raised its holdings in shares of Estee Lauder Companies by 86.0% in the 4th quarter. MUFG Securities EMEA plc now owns 13,187 shares of the company’s stock worth $1,381,000 after purchasing an additional 6,099 shares during the period. Commonwealth of Pennsylvania Public School Empls Retrmt SYS raised its holdings in shares of Estee Lauder Companies by 1.7% in the 4th quarter. Commonwealth of Pennsylvania Public School Empls Retrmt SYS now owns 57,187 shares of the company’s stock worth $5,989,000 after purchasing an additional 945 shares during the period. Norges Bank bought a new stake in shares of Estee Lauder Companies in the 4th quarter worth approximately $308,912,000. Amica Mutual Insurance Co. raised its holdings in shares of Estee Lauder Companies by 63.8% in the 4th quarter. Amica Mutual Insurance Co. now owns 32,673 shares of the company’s stock worth $3,422,000 after purchasing an additional 12,722 shares during the period. Finally, Eurizon Capital SGR S.p.A. bought a new stake in shares of Estee Lauder Companies in the 4th quarter worth approximately $14,619,000. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies Trading Down 1.6%

Shares of EL stock opened at $82.05 on Thursday. The company’s fifty day simple moving average is $78.12 and its two-hundred day simple moving average is $94.71. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94. The Estee Lauder Companies Inc. has a 1 year low of $66.22 and a 1 year high of $121.64. The stock has a market capitalization of $29.69 billion, a price-to-earnings ratio of -117.22, a PEG ratio of 0.86 and a beta of 1.26.

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

Estee Lauder Companies Announces Dividend

The firm also recently announced 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 dividend on an annualized basis and a yield of 1.7%. Estee Lauder Companies’s payout ratio is presently -200.00%.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on EL shares. Zacks Research raised shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Estee Lauder Companies from $124.00 to $108.00 and set a “buy” rating on the stock in a report on Monday, March 30th. Weiss Ratings cut shares of Estee Lauder Companies from a “sell (d+)” rating to a “sell (d)” rating in a report on Monday, May 4th. Telsey Advisory Group lowered their price target on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating on the stock in a report on Monday, May 4th. Finally, UBS Group lifted their price target on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock a “neutral” rating in a report on Monday, May 4th. Two analysts have rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eight have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $101.63.

View Our Latest Research Report on Estee Lauder Companies

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.