The Estee Lauder Companies Inc. $EL Shares Newly Bought by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. purchased a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 83,284 shares of the company’s stock, valued at approximately $7,726,000.

Several other large investors also recently made changes to their positions in the stock. Tidal Investments LLC lifted its holdings in Estee Lauder Companies by 24.9% in the 2nd quarter. Tidal Investments LLC now owns 1,137,758 shares of the company’s stock worth $89,826,000 after purchasing an additional 226,888 shares during the last quarter. Nykredit A S bought a new stake in Estee Lauder Companies during the second quarter worth approximately $6,750,000. S&CO Inc. acquired a new position in Estee Lauder Companies during the second quarter valued at approximately $5,586,000. Chapin Davis Inc. acquired a new position in Estee Lauder Companies during the third quarter valued at approximately $9,339,000. Finally, SummitTX Capital L.P. bought a new position in shares of Estee Lauder Companies in the first quarter valued at approximately $7,608,000. Institutional investors own 55.15% of the company’s stock.

Wall Street Analyst Weigh In

EL has been the subject of a number of analyst reports. UBS Group boosted their price objective on shares of Estee Lauder Companies from $104.00 to $112.00 and gave the stock a “neutral” rating in a research note on Tuesday. The Goldman Sachs Group raised their target price on shares of Estee Lauder Companies from $116.00 to $124.00 and gave the company a “buy” rating in a research note on Friday, October 16th. Barclays lifted their target price on shares of Estee Lauder Companies from $108.00 to $126.00 and gave the stock an “overweight” rating in a report on Wednesday. Canaccord Genuity Group boosted their target price on shares of Estee Lauder Companies from $90.00 to $109.00 and gave the stock a “hold” rating in a research report on Thursday, October 22nd. Finally, Telsey Advisory Group upped their price target on shares of Estee Lauder Companies from $90.00 to $108.00 and gave the company a “market perform” rating in a report on Thursday, August 20th. Two analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, fourteen have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, Estee Lauder Companies currently has a consensus rating of “Moderate Buy” and an average target price of $110.31.

Estee Lauder Companies Price Performance

Shares of Estee Lauder Companies stock opened at $112.11 on Thursday. The company has a debt-to-equity ratio of 1.67, a current ratio of 1.25 and a quick ratio of 0.90. The company has a market cap of $40.56 billion, a PE ratio of 112.11, a price-to-earnings-growth ratio of 1.50 and a beta of 1.23. The firm has a fifty day moving average price of $100.59 and a two-hundred day moving average price of $91.79. The Estee Lauder Companies Inc. has a fifty-two week low of $66.22 and a fifty-two week high of $121.64.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Monday, November 2nd. The company reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.51 by $0.21. Estee Lauder Companies had a net margin of 2.41% and a return on equity of 26.99%. The company had revenue of $3.72 billion for the quarter, compared to the consensus estimate of $3.65 billion. During the same quarter in the previous year, the firm posted $0.32 EPS. The business’s revenue was up 6.7% compared to the same quarter last year. Analysts expect that The Estee Lauder Companies Inc. will post 3.39 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, December 15th. Investors of record on Monday, November 30th will be given a dividend of $0.35 per share. The ex-dividend date of this dividend is Monday, November 30th. This represents a $1.40 dividend on an annualized basis and a yield of 1.2%. Estee Lauder Companies’s dividend payout ratio (DPR) is 140.00%.

Insider Buying and Selling

In other Estee Lauder Companies news, VP Rashida La Lande sold 7,766 shares of the company’s stock in a transaction that occurred on Friday, August 28th. The stock was sold at an average price of $103.32, for a total value of $802,383.12. Following the completion of the transaction, the vice president owned 14,357 shares of the company’s stock, valued at $1,483,365.24. This represents a 35.10% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Paul J. Fribourg sold 58,000 shares of the firm’s stock in a transaction that occurred on Monday, September 14th. The stock was sold at an average price of $98.17, for a total value of $5,693,860.00. Following the completion of the sale, the director owned 417,300 shares of the company’s stock, valued at $40,966,341. This represents a 12.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 75,105 shares of company stock valued at $7,423,185 over the last three months. 11.54% of the stock is owned by corporate insiders.

Key Headlines Impacting Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Fiscal Q1 adjusted earnings were $0.72 per share, above the $0.51 consensus, and revenue of $3.72 billion topped estimates of $3.65 billion. EL also raised its fiscal 2027 outlook, forecasting $15.8 billion–$16.0 billion in revenue and 4%–5.5% organic sales growth. Q1 results
• Positive Sentiment: At its China-focused capital markets event, the company set a fiscal 2030 ambition for mid-single-digit annual sales growth and higher profit margins, signaling confidence in its recovery and strategy. Reuters: 2030 sales targets
• Positive Sentiment: Analysts made bullish moves: Barclays raised its price target to $126 and assigned an overweight rating, while RBC Capital also gave EL a buy rating and set a $126 target. RBC Capital rating
• Neutral Sentiment: Analyst views remain mixed: TD Cowen maintained a hold, despite the positive ratings and target increases from some peers. TD Cowen rating
• Negative Sentiment: Options trading showed unusually high put volume, potentially reflecting hedging or increased concern about downside risk. This contrasts with the improved earnings outlook and bullish analyst targets.

Estee Lauder Companies Profile

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.