Estee Lauder Companies (NYSE:EL) Stock: Insider Paul Fribourg Sells 20,972 Shares

Posted by Geri Gentry on Nov 11th, 2026

The Estee Lauder Companies Inc. (NYSE:EL – Get Free Report) Director Paul Fribourg sold 20,972 shares of the firm’s stock in a transaction dated Thursday, November 5th. The stock was sold at an average price of $111.98, for a total transaction of $2,348,444.56. Following the completion of the transaction, the director directly owned 396,328 shares in the company, valued at $44,380,809.44. This represents a 5.03% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink.

Estee Lauder Companies Stock Performance

Shares of EL stock opened at $113.31 on Wednesday. The company has a market cap of $41.06 billion, a P/E ratio of 38.89, a PEG ratio of 1.52 and a beta of 1.23. The business has a 50 day moving average of $101.14 and a two-hundred day moving average of $91.68. The Estee Lauder Companies Inc. has a 52 week low of $66.22 and a 52 week high of $121.64. The company has a quick ratio of 0.91, a current ratio of 1.25 and a debt-to-equity ratio of 1.67.

Estee Lauder Companies (NYSE:EL – Get Free Report) last announced its quarterly earnings results on Monday, November 2nd. The company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates of $0.51 by $0.21. The business had revenue of $3.72 billion for the quarter, compared to analysts’ expectations of $3.65 billion. Estee Lauder Companies had a return on equity of 26.99% and a net margin of 2.41%. The business’s quarterly revenue was up 6.7% on a year-over-year basis. During the same period in the prior year, the firm earned $0.32 EPS. As a group, analysts anticipate that The Estee Lauder Companies Inc. will post 3.43 EPS for the current year.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date is Monday, November 30th. Estee Lauder Companies’s dividend payout ratio is presently 140.00%.

Hedge Funds Weigh In On Estee Lauder Companies

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Trust Co. of Vermont acquired a new stake in Estee Lauder Companies in the 2nd quarter valued at approximately $28,000. Kozak & Associates Inc. acquired a new position in Estee Lauder Companies during the 2nd quarter worth $30,000. IFP Advisors Inc boosted its position in Estee Lauder Companies by 35.2% during the 2nd quarter. IFP Advisors Inc now owns 415 shares of the company’s stock worth $33,000 after acquiring an additional 108 shares during the period. Meeder Asset Management Inc. grew its stake in shares of Estee Lauder Companies by 1,732.5% in the first quarter. Meeder Asset Management Inc. now owns 733 shares of the company’s stock worth $53,000 after purchasing an additional 693 shares in the last quarter. Finally, EverSource Wealth Advisors LLC grew its stake in shares of Estee Lauder Companies by 37.8% in the first quarter. EverSource Wealth Advisors LLC now owns 1,349 shares of the company’s stock worth $97,000 after purchasing an additional 370 shares in the last quarter. 55.15% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on EL shares. Raymond James Financial raised their target price on Estee Lauder Companies from $110.00 to $115.00 and gave the company a “strong-buy” rating in a research note on Thursday, August 20th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Estee Lauder Companies from $108.00 to $117.00 and gave the stock a “buy” rating in a research report on Thursday, August 20th. Wells Fargo & Company increased their price objective on shares of Estee Lauder Companies from $95.00 to $110.00 and gave the stock an “equal weight” rating in a report on Tuesday, November 3rd. Daiwa Securities Group lifted their price objective on shares of Estee Lauder Companies from $83.00 to $99.00 in a research report on Tuesday, August 25th. Finally, UBS Group lifted their price objective on shares of Estee Lauder Companies from $104.00 to $112.00 and gave the company a “neutral” rating in a research report on Tuesday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies presently has an average rating of “Moderate Buy” and a consensus target price of $110.73.

Check Out Our Latest Report on Estee Lauder Companies

Trending Headlines about Estee Lauder Companies

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

Positive Sentiment: Citigroup raised its price target to $132 from $121 and reiterated a Buy rating, citing potential upside as the company works to improve sales and margins. Citigroup rating information
Positive Sentiment: Analysts see Estée Lauder’s China business strengthening, a potential boost to its turnaround and prospects for higher sales and margins. Barron’s article on China’s contribution to the turnaround
Neutral Sentiment: The company unveiled a “Mastering Skin Longevity” skincare platform, signaling a focus on product innovation; the report provides no sales or financial impact estimate. Yahoo Finance article on the skincare platform
Negative Sentiment: Director Paul Fribourg has reported several recent share sales, including 2,406 shares on Nov. 9 and larger transactions earlier in the month. Repeated insider selling may concern investors, though it does not necessarily signal a change in the company’s outlook. SEC filing reporting a director share sale

About Estee Lauder Companies

(Get Free Report)

The Estée Lauder Companies Inc. is a global prestige beauty company founded in 1946 by Estée and Joseph Lauder. Based in New York City, it develops, markets and sells beauty products under a portfolio of brands, including Estée Lauder, Clinique, M·A·C, La Mer, Aveda and Jo Malone London. The company’s products span skin care, makeup, fragrance and hair care. It reaches consumers through department stores, specialty retailers, its own stores and websites, and other online and travel-retail channels.