Capital World Investors Decreases Stock Holdings in The Estee Lauder Companies Inc. $EL

Posted by Brenda Bartman on Jun 8th, 2026

Capital World Investors reduced its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 36.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 7,753,101 shares of the company’s stock after selling 4,391,022 shares during the period. Capital World Investors’ holdings in Estee Lauder Companies were worth $811,905,000 at the end of the most recent quarter.

Several other institutional investors also recently bought and sold shares of the business. Covenant Asset Management LLC acquired a new position in shares of Estee Lauder Companies during the fourth quarter worth $3,634,000. Aberdeen Group plc lifted its position in shares of Estee Lauder Companies by 13.4% during the fourth quarter. Aberdeen Group plc now owns 201,255 shares of the company’s stock worth $21,075,000 after purchasing an additional 23,717 shares in the last quarter. Eurizon Capital SGR S.p.A. acquired a new position in shares of Estee Lauder Companies during the fourth quarter worth $14,619,000. Azzad Asset Management Inc. ADV lifted its position in shares of Estee Lauder Companies by 55.8% during the third quarter. Azzad Asset Management Inc. ADV now owns 26,682 shares of the company’s stock worth $2,351,000 after purchasing an additional 9,559 shares in the last quarter. Finally, HighTower Advisors LLC lifted its position in shares of Estee Lauder Companies by 44.5% during the third quarter. HighTower Advisors LLC now owns 37,002 shares of the company’s stock worth $3,261,000 after purchasing an additional 11,398 shares in the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on EL shares. JPMorgan Chase & Co. boosted their target price on shares of Estee Lauder Companies from $98.00 to $99.00 and gave the stock an “overweight” rating in a research report on Monday, May 4th. UBS Group boosted their target price on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock a “neutral” rating in a research report on Monday, May 4th. Wells Fargo & Company boosted their target price 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. HSBC cut shares of Estee Lauder Companies from a “buy” rating to a “hold” rating and set a $106.00 target price on the stock. in a research report on Tuesday, February 10th. Finally, Telsey Advisory Group cut 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. Two equities research 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 assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $101.63.

Read Our Latest Stock Report on Estee Lauder Companies

Estee Lauder Companies Trading Up 0.1%

EL opened at $83.56 on Monday. The stock has a market capitalization of $30.23 billion, a PE ratio of -119.38, a P/E/G ratio of 0.86 and a beta of 1.26. The firm’s fifty day moving average price is $78.57 and its 200 day moving average price is $94.65. 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 12-month low of $66.22 and a 12-month high of $121.64.

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

Estee Lauder Companies Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, June 15th. Investors of record on Friday, May 29th will be issued a $0.35 dividend. The ex-dividend date of this dividend is Friday, May 29th. This represents a $1.40 annualized dividend and a yield of 1.7%. Estee Lauder Companies’s dividend payout ratio is currently -200.00%.

About Estee Lauder Companies

(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.