Evelyn Partners Investment Management LLP Grows Position in The Estee Lauder Companies Inc. $EL

Evelyn Partners Investment Management LLP lifted its position in The Estee Lauder Companies Inc. (NYSE:EL) by 1,410.6% during the 2nd quarter, according to its most recent disclosure with the SEC. The fund owned 7,402 shares of the company’s stock after purchasing an additional 6,912 shares during the period. Evelyn Partners Investment Management LLP’s holdings in Estee Lauder Companies were worth $598,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the company. True Vision MN LLC bought a new stake in shares of Estee Lauder Companies in the second quarter worth about $552,000. Clarius Group LLC bought a new position in Estee Lauder Companies during the 2nd quarter valued at approximately $227,000. Union Bancaire Privee UBP SA purchased a new stake in Estee Lauder Companies in the 2nd quarter worth approximately $3,006,000. Drive Wealth Management LLC purchased a new stake in Estee Lauder Companies in the 2nd quarter worth approximately $337,000. Finally, Concurrent Investment Advisors LLC bought a new stake in shares of Estee Lauder Companies in the 2nd quarter worth approximately $331,000. 55.15% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The transaction 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 dated Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the sale, the director directly owned 15,479 shares in the company, valued at $1,418,650.35. This trade represents a 19.30% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 19,521 shares of company stock valued at $1,770,602 over the last ninety days. Insiders own 13.05% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts recently commented on the company. Canaccord Genuity Group upped their target price on Estee Lauder Companies from $85.00 to $100.00 and gave the company a “hold” rating in a report on Monday, October 27th. Argus upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 price objective for the company in a report on Tuesday, November 11th. Royal Bank Of Canada lifted their target price on shares of Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a research note on Friday, October 31st. Deutsche Bank Aktiengesellschaft increased their price target on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, August 21st. Finally, UBS Group lifted their price objective on Estee Lauder Companies from $93.00 to $105.00 and gave the company a “neutral” rating in a research report on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, Estee Lauder Companies currently has a consensus rating of “Moderate Buy” and an average target price of $95.65.

Estee Lauder Companies Trading Up 3.8%

Shares of NYSE EL opened at $89.89 on Friday. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $104.53. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 0.92. The firm has a 50-day moving average of $91.66 and a 200 day moving average of $84.70. The stock has a market cap of $32.39 billion, a P/E ratio of -28.63, a price-to-earnings-growth ratio of 1.77 and a beta of 1.19.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, beating analysts’ consensus estimates 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 business had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. During the same quarter last year, the firm earned $0.14 earnings per share. The business’s revenue for the quarter 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. As a group, sell-side analysts expect that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be paid a $0.35 dividend. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.6%. The ex-dividend date of this dividend is Friday, November 28th. Estee Lauder Companies’s dividend payout ratio is currently -54.26%.

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.