Lazard Freres Gestion S.A.S. Purchases 297,309 Shares of The Estee Lauder Companies Inc. $EL

Lazard Freres Gestion S.A.S. lifted its position in The Estee Lauder Companies Inc. (NYSE:EL) by 36.2% in the 4th quarter, HoldingsChannel.com reports. The fund owned 1,117,878 shares of the company’s stock after buying an additional 297,309 shares during the period. Estee Lauder Companies accounts for 2.1% of Lazard Freres Gestion S.A.S.’s portfolio, making the stock its 15th biggest position. Lazard Freres Gestion S.A.S.’s holdings in Estee Lauder Companies were worth $117,064,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently made changes to their positions in EL. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its holdings in shares of Estee Lauder Companies by 4.8% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,898 shares of the company’s stock valued at $1,709,000 after acquiring an additional 1,177 shares in the last quarter. NewEdge Advisors LLC raised its holdings in shares of Estee Lauder Companies by 33.4% in the first quarter. NewEdge Advisors LLC now owns 6,992 shares of the company’s stock valued at $462,000 after acquiring an additional 1,749 shares in the last quarter. Empowered Funds LLC raised its holdings in shares of Estee Lauder Companies by 24.1% in the first quarter. Empowered Funds LLC now owns 4,619 shares of the company’s stock valued at $305,000 after acquiring an additional 898 shares in the last quarter. EverSource Wealth Advisors LLC raised its holdings in shares of Estee Lauder Companies by 23.2% in the second quarter. EverSource Wealth Advisors LLC now owns 997 shares of the company’s stock valued at $81,000 after acquiring an additional 188 shares in the last quarter. Finally, First Trust Advisors LP raised its holdings in shares of Estee Lauder Companies by 55.5% in the second quarter. First Trust Advisors LP now owns 13,522 shares of the company’s stock valued at $1,093,000 after acquiring an additional 4,826 shares in the last quarter. 55.15% of the stock is currently owned by institutional investors.

Estee Lauder Companies Stock Performance

Shares of Estee Lauder Companies stock opened at $76.11 on Wednesday. The company has a market capitalization of $27.54 billion, a PE ratio of -108.73, a P/E/G ratio of 0.82 and a beta of 1.22. The company has a debt-to-equity ratio of 1.71, a quick ratio of 0.94 and a current ratio of 1.27. The company has a 50-day simple moving average of $78.57 and a two-hundred day simple moving average of $95.19. The Estee Lauder Companies Inc. has a one year low of $62.57 and a one year high of $121.64.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Friday, May 1st. The company reported $0.91 EPS for the quarter, topping analysts’ consensus estimates of $0.66 by $0.25. The business had revenue of $3.71 billion during the quarter, compared to the consensus estimate of $3.69 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The firm’s revenue was up 4.6% on a year-over-year basis. During the same period in the previous year, the company posted $0.65 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. Research analysts expect that The Estee Lauder Companies Inc. will post 2.41 EPS for the current fiscal year.

Estee Lauder Companies Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, June 15th. Stockholders of record on Friday, May 29th will be issued a dividend of $0.35 per share. The ex-dividend date is Friday, May 29th. This represents a $1.40 annualized dividend and a dividend yield of 1.8%. Estee Lauder Companies’s dividend payout ratio is -200.00%.

Analyst Ratings Changes

Several analysts recently weighed in on EL shares. UBS Group lifted their price objective on Estee Lauder Companies from $75.00 to $85.00 and gave the company a “neutral” rating in a report on Monday, May 4th. Telsey Advisory Group reduced their target price on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating for the company in a report on Monday, May 4th. Zacks Research upgraded shares of Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a report on Tuesday, May 12th. JPMorgan Chase & Co. boosted their target price on shares of Estee Lauder Companies from $98.00 to $99.00 and gave the stock an “overweight” rating in a report on Monday, May 4th. Finally, Barclays boosted their target price on shares of Estee Lauder Companies from $72.00 to $75.00 and gave the stock an “equal weight” rating in a report on Tuesday, May 5th. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies currently has an average rating of “Moderate Buy” and a consensus target price of $100.68.

About Estee Lauder Companies

Estée Lauder Companies Inc (NYSE: EL) is a global leader in prestige beauty that develops, manufactures and markets a broad portfolio of skincare, makeup, fragrance and hair care products. Founded in 1946 by Estée Lauder, the company has grown from a small family business into a multinational consumer-products enterprise headquartered in New York City. Its activities span product research and development, brand and product marketing, manufacturing and global distribution across multiple retail channels.

The company’s portfolio includes a mix of legacy and prestige brands that target different consumer segments and price points, with well-known names such as Estée Lauder, Clinique, MAC, La Mer and Jo Malone among others.