The Estee Lauder Companies Inc. $EL Stock Position Decreased by South Dakota Investment Council

South Dakota Investment Council lowered its holdings in The Estee Lauder Companies Inc. (NYSE:EL) by 24.7% during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,565 shares of the company’s stock after selling 7,400 shares during the period. South Dakota Investment Council’s holdings in Estee Lauder Companies were worth $1,988,000 at the end of the most recent quarter.

Several other institutional investors also recently made changes to their positions in EL. Vanguard Group Inc. lifted its holdings in shares of Estee Lauder Companies by 1.3% in the 2nd quarter. Vanguard Group Inc. now owns 26,904,441 shares of the company’s stock worth $2,173,879,000 after purchasing an additional 341,235 shares during the last quarter. State Street Corp lifted its stake in Estee Lauder Companies by 0.6% in the second quarter. State Street Corp now owns 10,859,539 shares of the company’s stock valued at $877,451,000 after buying an additional 69,959 shares during the last quarter. Invesco Ltd. boosted its holdings in shares of Estee Lauder Companies by 13.7% during the second quarter. Invesco Ltd. now owns 7,596,379 shares of the company’s stock valued at $613,787,000 after acquiring an additional 914,594 shares during the period. Bank of New York Mellon Corp grew its position in shares of Estee Lauder Companies by 46.4% during the third quarter. Bank of New York Mellon Corp now owns 6,112,501 shares of the company’s stock worth $538,634,000 after acquiring an additional 1,937,107 shares during the last quarter. Finally, Geode Capital Management LLC grew its position in shares of Estee Lauder Companies by 17.8% during the second quarter. Geode Capital Management LLC now owns 5,912,792 shares of the company’s stock worth $475,710,000 after acquiring an additional 892,631 shares during the last quarter. 55.15% of the stock is owned by institutional investors.

Estee Lauder Companies Trading Up 0.5%

Estee Lauder Companies stock opened at $99.24 on Thursday. The firm has a market cap of $35.90 billion, a price-to-earnings ratio of -198.48, a price-to-earnings-growth ratio of 1.10 and a beta of 1.11. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $121.64. The firm’s 50 day moving average price is $110.37 and its two-hundred day moving average price is $99.54. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.36.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings data on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, topping the consensus estimate of $0.84 by $0.05. The business had revenue of $4.23 billion during the quarter, compared to analyst estimates of $4.22 billion. Estee Lauder Companies had a positive return on equity of 17.59% and a negative net margin of 1.21%.The company’s revenue was up 5.6% compared to the same quarter last year. During the same period last year, the company posted $0.62 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. On average, research analysts predict that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Shareholders of record on Friday, February 27th will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date is Friday, February 27th. Estee Lauder Companies’s payout ratio is presently -280.00%.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on EL shares. Rothschild & Co Redburn downgraded shares of Estee Lauder Companies from a “neutral” rating to a “sell” rating and cut their price objective for the company from $83.00 to $70.00 in a research report on Tuesday, November 25th. UBS Group lifted their price target on Estee Lauder Companies from $105.00 to $119.00 and gave the company a “neutral” rating in a report on Wednesday, January 14th. HSBC downgraded Estee Lauder Companies from a “buy” rating to a “hold” rating and set a $106.00 price objective for the company. in a research report on Tuesday, February 10th. TD Cowen lowered their target price on Estee Lauder Companies from $130.00 to $115.00 and set a “hold” rating on the stock in a research report on Monday, February 9th. Finally, Barclays reduced their price target on Estee Lauder Companies from $100.00 to $94.00 and set an “equal weight” rating for the company in a research report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, Estee Lauder Companies has an average rating of “Hold” and an average target price of $104.43.

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.