Cacti Asset Management LLC Increases Holdings in The Estee Lauder Companies Inc. $EL

Cacti Asset Management LLC increased its position in The Estee Lauder Companies Inc. (NYSE:EL) by 42.9% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 10,000 shares of the company’s stock after purchasing an additional 3,000 shares during the quarter. Cacti Asset Management LLC’s holdings in Estee Lauder Companies were worth $801,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Annis Gardner Whiting Capital Advisors LLC grew its stake in Estee Lauder Companies by 1,182.1% in the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company’s stock worth $33,000 after purchasing an additional 461 shares in the last quarter. Winthrop Capital Management LLC grew its stake in Estee Lauder Companies by 2,240.0% in the first quarter. Winthrop Capital Management LLC now owns 585 shares of the company’s stock worth $39,000 after purchasing an additional 560 shares in the last quarter. Golden State Wealth Management LLC grew its stake in Estee Lauder Companies by 57.3% in the first quarter. Golden State Wealth Management LLC now owns 626 shares of the company’s stock worth $41,000 after purchasing an additional 228 shares in the last quarter. CVA Family Office LLC grew its stake in Estee Lauder Companies by 116.2% in the first quarter. CVA Family Office LLC now owns 668 shares of the company’s stock worth $44,000 after purchasing an additional 359 shares in the last quarter. Finally, Smartleaf Asset Management LLC grew its stake in Estee Lauder Companies by 64.5% in the first quarter. Smartleaf Asset Management LLC now owns 788 shares of the company’s stock worth $52,000 after purchasing an additional 309 shares in the last quarter. Institutional investors own 55.15% of the company’s stock.

Analyst Ratings Changes

Several research analysts recently issued reports on the company. Wells Fargo & Company increased their price objective on Estee Lauder Companies from $60.00 to $90.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 9th. Citigroup increased their price objective on Estee Lauder Companies from $60.00 to $99.00 and gave the stock a “neutral” rating in a research note on Tuesday, July 15th. Telsey Advisory Group restated a “market perform” rating and set a $99.00 target price on shares of Estee Lauder Companies in a report on Wednesday, August 20th. UBS Group upped their target price on Estee Lauder Companies from $62.00 to $93.00 and gave the stock a “neutral” rating in a report on Thursday, July 17th. Finally, Hsbc Global Res upgraded Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a report on Friday, June 27th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $87.80.

Estee Lauder Companies Stock Performance

Shares of EL opened at $83.68 on Friday. The Estee Lauder Companies Inc. has a 12 month low of $48.37 and a 12 month high of $103.44. The stock has a fifty day moving average price of $89.64 and a 200-day moving average price of $74.28. 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 firm has a market cap of $30.12 billion, a PE ratio of -26.65, a P/E/G ratio of 2.48 and a beta of 1.15.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, beating the consensus estimate 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 during the quarter, compared to analyst estimates of $3.36 billion. During the same quarter in the prior year, the business posted $0.64 EPS. The business’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. Equities research analysts predict that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd will be issued a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.7%. The ex-dividend date is Tuesday, September 2nd. Estee Lauder Companies’s dividend payout ratio is currently -44.59%.

Insider Buying and Selling at Estee Lauder Companies

In other news, VP Lande Rashida La sold 6,417 shares of the 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 sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Lynn Forester sold 3,702 shares of the stock in a transaction on Friday, August 29th. The shares were sold at an average price of $91.65, for a total value of $339,288.30. Following the sale, the director owned 15,479 shares of the company’s stock, valued at approximately $1,418,650.35. This represents a 19.30% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 12.78% of the company’s stock.

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.