B. Riley Expects Weaker Earnings for Estee Lauder Companies

The Estee Lauder Companies Inc. (NYSE:EL) – Investment analysts at B. Riley lowered their Q3 2026 EPS estimates for Estee Lauder Companies in a research note issued on Sunday, November 2nd. B. Riley analyst A. Glaessgen now expects that the company will post earnings of $0.73 per share for the quarter, down from their previous forecast of $0.84. The consensus estimate for Estee Lauder Companies’ current full-year earnings is $1.36 per share. B. Riley also issued estimates for Estee Lauder Companies’ Q4 2026 earnings at $0.26 EPS.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, beating the consensus estimate of $0.15 by $0.17. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The firm had revenue of $3.48 billion during the quarter, compared to analysts’ expectations of $3.38 billion. During the same period in the previous year, the company earned $0.14 earnings per share. The firm’s quarterly revenue was up 3.6% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS.

A number of other analysts have also recently commented on EL. Evercore ISI upped their target price on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the company an “outperform” rating in a report on Monday, September 15th. UBS Group upped their target price on shares of Estee Lauder Companies from $93.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Canaccord Genuity Group upped their target price on shares of Estee Lauder Companies from $85.00 to $100.00 and gave the company a “hold” rating in a report on Monday, October 27th. Royal Bank Of Canada upped their price target on shares of Estee Lauder Companies from $107.00 to $113.00 and gave the stock an “outperform” rating in a research report on Friday, October 31st. Finally, Wells Fargo & Company upped their price target on shares of Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a research report on Friday, October 31st. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $95.16.

Estee Lauder Companies Stock Down 0.6%

Shares of EL stock opened at $92.73 on Wednesday. Estee Lauder Companies has a 12 month low of $48.37 and a 12 month high of $104.53. The stock has a market cap of $33.37 billion, a P/E ratio of -29.53, a P/E/G ratio of 1.77 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. The company has a 50 day simple moving average of $91.84 and a two-hundred day simple moving average of $82.09.

Hedge Funds Weigh In On Estee Lauder Companies

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. True Vision MN LLC bought a new position in Estee Lauder Companies during the second quarter valued at $552,000. Clarius Group LLC bought a new position in Estee Lauder Companies during the second quarter valued at $227,000. Union Bancaire Privee UBP SA bought a new position in Estee Lauder Companies during the second quarter valued at $3,006,000. Drive Wealth Management LLC bought a new position in Estee Lauder Companies during the second quarter valued at $337,000. Finally, Concurrent Investment Advisors LLC bought a new position in Estee Lauder Companies during the second quarter valued at $331,000. Institutional investors own 55.15% of the company’s stock.

Insiders Place Their Bets

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

Estee Lauder Companies Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Shareholders of record on Friday, November 28th will be given a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, November 28th. Estee Lauder Companies’s dividend payout ratio is presently -54.26%.

About Estee Lauder Companies

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.