The Estee Lauder Companies Inc. $EL Stock: Illinois Municipal Retirement Fund Increases Stake

Posted by Stanley Muller on Nov 12th, 2026

Illinois Municipal Retirement Fund lifted its position in shares of The Estee Lauder Companies Inc. (NYSE:EL – Free Report) by 3.4% during the 3rd quarter, Holdings Channel.com reports. The firm owned 160,324 shares of the company’s stock after purchasing an additional 5,258 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in Estee Lauder Companies were worth $14,873,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Tidal Investments LLC lifted its position in Estee Lauder Companies by 24.9% in the second quarter. Tidal Investments LLC now owns 1,137,758 shares of the company’s stock worth $89,826,000 after purchasing an additional 226,888 shares during the period. Nykredit A S acquired a new stake in Estee Lauder Companies during the second quarter worth $6,750,000. S&CO Inc. acquired a new stake in Estee Lauder Companies during the second quarter worth $5,586,000. Chapin Davis Inc. bought a new stake in Estee Lauder Companies in the 3rd quarter valued at $9,339,000. Finally, SummitTX Capital L.P. bought a new stake in Estee Lauder Companies in the 1st quarter valued at $7,608,000. 55.15% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently issued reports on the stock. Wells Fargo & Company increased their price objective on shares of Estee Lauder Companies from $95.00 to $110.00 and gave the company an “equal weight” rating in a research note on Tuesday, November 3rd. Raymond James Financial lifted their target price on shares of Estee Lauder Companies from $110.00 to $115.00 and gave the company a “strong-buy” rating in a research report on Thursday, August 20th. JPMorgan Chase & Co. lifted their target price on shares of Estee Lauder Companies from $115.00 to $120.00 and gave the company an “overweight” rating in a research report on Tuesday, November 3rd. Sanford C. Bernstein upped their target price on shares of Estee Lauder Companies from $82.00 to $106.00 and gave the company a “market perform” rating in a research note on Thursday, August 20th. Finally, Royal Bank Of Canada upped their target price on shares of Estee Lauder Companies from $120.00 to $126.00 and gave the company an “outperform” rating in a research note on Tuesday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $110.73.

Check Out Our Latest Research Report on EL

Key Headlines Impacting Estee Lauder Companies

Here are a few of the latest headlines about EL:

Positive Sentiment: Citigroup raised its price target to $132 from $121 and maintained a Buy rating, pointing to potential upside. Analysts also see improvement in Estée Lauder’s China business as support for its turnaround, sales growth and margins. Citigroup rating information Barron’s article on China and the turnaround
Positive Sentiment: The company’s new Skin Longevity platform builds on its research in skin science and aims to drive skincare innovation—an opportunity for longer-term growth, though the reports provide no near-term financial estimates. Zacks article on the Skin Longevity strategy
Neutral Sentiment: Capri Holdings named Estée Lauder executive Justin Boxford as its next CEO, effective January 2027. The reports do not discuss how his departure may affect Estée Lauder. Reuters article on Capri’s CEO appointment

Estee Lauder Companies Price Performance

Estee Lauder Companies stock opened at $112.43 on Thursday. The business has a 50 day simple moving average of $101.39 and a 200 day simple moving average of $91.65. The company has a debt-to-equity ratio of 1.67, a current ratio of 1.25 and a quick ratio of 0.91. The company has a market capitalization of $40.74 billion, a PE ratio of 38.98, a price-to-earnings-growth ratio of 1.52 and a beta of 1.23. The Estee Lauder Companies Inc. has a one year low of $66.22 and a one year high of $121.64.

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, beating analysts’ consensus estimates of $0.51 by $0.21. Estee Lauder Companies had a return on equity of 26.99% and a net margin of 2.41%. The firm had revenue of $3.72 billion for the quarter, compared to analysts’ expectations of $3.65 billion. During the same period in the prior year, the business posted $0.32 earnings per share. The business’s revenue was up 6.7% compared to the same quarter last year. On average, sell-side analysts forecast that The Estee Lauder Companies Inc. will post 3.43 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Stockholders of record on Monday, November 30th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.2%. The ex-dividend date is Monday, November 30th. Estee Lauder Companies’s payout ratio is currently 140.00%.

Insider Activity

In related news, VP Rashida La Lande sold 7,766 shares of the stock in a transaction dated Friday, August 28th. The shares were sold at an average price of $103.32, for a total transaction of $802,383.12. Following the completion of the sale, the vice president owned 14,357 shares in the company, valued at $1,483,365.24. This trade represents a 35.10% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Paul J. Fribourg sold 2,406 shares of Estee Lauder Companies stock in a transaction dated Monday, November 9th. The shares were sold at an average price of $115.10, for a total transaction of $276,930.60. Following the transaction, the director directly owned 323,922 shares of the company’s stock, valued at $37,283,422.20. This represents a 0.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 173,180 shares of company stock worth $18,273,495 over the last 90 days. 11.54% of the stock is currently owned by company insiders.

About Estee Lauder Companies

(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.