New England Research & Management Inc. Makes New $473,000 Investment in The Estee Lauder Companies Inc. $EL

Posted by Francis Steltz on Oct 17th, 2026

New England Research & Management Inc. acquired a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) in the third quarter, HoldingsChannel reports. The firm acquired 5,096 shares of the company’s stock, valued at approximately $473,000.

Other institutional investors have also recently added to or reduced their stakes in the company. TD Waterhouse Canada Inc. boosted its stake in shares of Estee Lauder Companies by 15.4% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 21,273 shares of the company’s stock worth $1,920,000 after purchasing an additional 2,845 shares during the last quarter. Cyndeo Wealth Partners LLC acquired a new position in shares of Estee Lauder Companies in the third quarter valued at approximately $366,000. V Square Quantitative Management LLC raised its position in shares of Estee Lauder Companies by 6.3% in the third quarter. V Square Quantitative Management LLC now owns 7,488 shares of the company’s stock valued at $695,000 after buying an additional 445 shares during the last quarter. Ninety One UK Ltd purchased a new position in shares of Estee Lauder Companies during the third quarter valued at approximately $134,551,000. Finally, Ninety One SA Pty Ltd purchased a new position in shares of Estee Lauder Companies during the third quarter valued at approximately $154,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

Estee Lauder Companies Trading Down 2.5%

Shares of EL stock traded down $2.66 during trading hours on Friday, hitting $104.53. 2,845,432 shares of the company were exchanged, compared to its average volume of 3,046,664. The firm has a fifty day moving average of $96.88 and a 200 day moving average of $86.78. The company has a quick ratio of 0.90, a current ratio of 1.22 and a debt-to-equity ratio of 1.79. The Estee Lauder Companies Inc. has a 1 year low of $66.22 and a 1 year high of $121.64. The firm has a market cap of $37.82 billion, a PE ratio of 213.33, a PEG ratio of 1.24 and a beta of 1.27.

Estee Lauder Companies (NYSE:EL – Get Free Report) last issued its quarterly earnings results on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, topping the consensus estimate of $0.32 by $0.07. The firm had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. Estee Lauder Companies’s revenue for the quarter was up 6.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.09 earnings per share. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Analysts expect that The Estee Lauder Companies Inc. will post 3.31 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.3%. The ex-dividend date of this dividend was Monday, August 31st. Estee Lauder Companies’s payout ratio is currently 285.71%.

Insider Activity

In other news, Director Paul Fribourg sold 58,000 shares of the business’s stock in a transaction dated Monday, September 14th. The stock was sold at an average price of $98.17, for a total transaction of $5,693,860.00. Following the completion of the sale, the director owned 417,300 shares in the company, valued at approximately $40,966,341. The trade was a 12.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, VP Rashida La Lande sold 7,766 shares of the stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $103.32, for a total transaction of $802,383.12. Following the sale, the vice president directly owned 14,357 shares of the company’s stock, valued at approximately $1,483,365.24. This trade represents a 35.10% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 75,105 shares of company stock valued at $7,423,185 in the last three months. Corporate insiders own 11.54% of the company’s stock.

Analyst Ratings Changes

Several analysts have commented on the stock. The Goldman Sachs Group lifted their target price on shares of Estee Lauder Companies from $100.00 to $112.00 and gave the stock a “buy” rating in a research note on Thursday, August 20th. B. Riley Financial reissued a “neutral” rating and set a $100.00 price target (up from $85.00) on shares of Estee Lauder Companies in a research note on Thursday, August 20th. China Intl Cap upgraded Estee Lauder Companies to a “strong-buy” rating in a report on Sunday, August 30th. Wall Street Zen cut Estee Lauder Companies from a “buy” rating to a “hold” rating in a report on Saturday, September 26th. Finally, Jefferies Financial Group lifted their price objective on Estee Lauder Companies from $88.00 to $100.00 and gave the company a “hold” rating in a research report on Thursday, August 20th. Two investment analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $105.24.

Get Our Latest Analysis on EL

About Estee Lauder Companies

(Free Report)

The Estée Lauder Companies Inc (NYSE: EL) is a global beauty company that develops, markets and sells prestige skincare, makeup, fragrance and hair care products. Its portfolio includes brands such as Estée Lauder, Clinique, La Mer, MAC, Bobbi Brown, Jo Malone London, Aveda, The Ordinary and Tom Ford Beauty.

The company’s products are distributed through department stores, specialty retailers, freestanding stores, e-commerce platforms, travel retail outlets and other channels. Estée Lauder serves consumers in numerous markets across the Americas, Europe, the Middle East and Africa, and the Asia-Pacific region.

Estée Lauder was founded in 1946 by Estée Lauder and her husband, Joseph Lauder, beginning with a small collection of skincare products.