Bleakley Financial Group LLC Boosts Stock Position in The Estee Lauder Companies Inc. $EL

Bleakley Financial Group LLC grew its stake in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 46.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 18,341 shares of the company’s stock after acquiring an additional 5,831 shares during the period. Bleakley Financial Group LLC’s holdings in Estee Lauder Companies were worth $1,482,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in EL. Invesco Ltd. increased its holdings in shares of Estee Lauder Companies by 21.9% in the first quarter. Invesco Ltd. now owns 6,681,785 shares of the company’s stock worth $440,998,000 after purchasing an additional 1,200,537 shares during the period. American Century Companies Inc. increased its holdings in shares of Estee Lauder Companies by 34.9% in the first quarter. American Century Companies Inc. now owns 4,511,115 shares of the company’s stock worth $297,734,000 after purchasing an additional 1,167,508 shares during the period. Robeco Institutional Asset Management B.V. increased its holdings in shares of Estee Lauder Companies by 1,600.4% in the second quarter. Robeco Institutional Asset Management B.V. now owns 1,224,695 shares of the company’s stock worth $98,955,000 after purchasing an additional 1,152,669 shares during the period. Nuveen LLC bought a new position in shares of Estee Lauder Companies in the first quarter worth $35,607,000. Finally, Price T Rowe Associates Inc. MD increased its holdings in shares of Estee Lauder Companies by 133.5% in the first quarter. Price T Rowe Associates Inc. MD now owns 781,341 shares of the company’s stock worth $51,570,000 after purchasing an additional 446,662 shares during the period. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies Stock Up 2.7%

Shares of NYSE:EL opened at $102.20 on Friday. The stock’s 50-day moving average price is $90.79 and its 200-day moving average price is $79.46. The Estee Lauder Companies Inc. has a 12-month low of $48.37 and a 12-month high of $104.53. The stock has a market capitalization of $36.78 billion, a P/E ratio of -32.55, a price-to-earnings-growth ratio of 1.82 and a beta of 1.16. The company has a current ratio of 1.30, a quick ratio of 0.92 and a debt-to-equity ratio of 1.89.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.07 by $0.02. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The firm had revenue of $3.41 billion for the quarter, compared to analysts’ expectations of $3.36 billion. During the same period last year, the firm earned $0.64 earnings per share. The company’s revenue for the quarter was down 11.9% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. On average, equities analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Tuesday, September 2nd. Estee Lauder Companies’s dividend payout ratio (DPR) is -44.59%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on the stock. Wells Fargo & Company upped their price target on shares of Estee Lauder Companies from $60.00 to $90.00 and gave the stock an “equal weight” rating in a report on Wednesday, July 9th. Deutsche Bank Aktiengesellschaft upped their price target on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. Royal Bank Of Canada upped their price target on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the stock an “outperform” rating in a report on Thursday, August 21st. Telsey Advisory Group reaffirmed a “market perform” rating and issued a $99.00 price target on shares of Estee Lauder Companies in a report on Thursday. Finally, Citigroup increased their target price on Estee Lauder Companies from $60.00 to $99.00 and gave the company a “neutral” rating in a research note on Tuesday, July 15th. One equities research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $91.30.

Insider Transactions at Estee Lauder Companies

In other news, Director Lynn Forester sold 3,702 shares of the firm’s stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $91.65, for a total transaction of $339,288.30. Following the transaction, the director directly owned 15,479 shares of the company’s stock, valued at approximately $1,418,650.35. This trade represents a 19.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, VP Lande Rashida La sold 6,417 shares of the firm’s stock in a transaction dated Thursday, August 28th. The shares were sold at an average price of $91.88, for a total value of $589,593.96. The disclosure for this sale can be found here. 13.05% of the stock is currently owned by company insiders.

Estee Lauder Companies Profile

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.