The Estee Lauder Companies Inc. $EL Shares Purchased by Franklin Resources Inc.

Franklin Resources Inc. lifted its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 20.8% in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 117,592 shares of the company’s stock after buying an additional 20,287 shares during the period. Franklin Resources Inc.’s holdings in Estee Lauder Companies were worth $9,501,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of EL. Annis Gardner Whiting Capital Advisors LLC raised its position in shares of Estee Lauder Companies by 1,182.1% during the 1st 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 during the period. TD Private Client Wealth LLC boosted its position in Estee Lauder Companies by 246.4% during the 2nd quarter. TD Private Client Wealth LLC now owns 478 shares of the company’s stock valued at $39,000 after purchasing an additional 340 shares during the period. Golden State Wealth Management LLC grew its stake in Estee Lauder Companies by 69.5% during the 2nd quarter. Golden State Wealth Management LLC now owns 512 shares of the company’s stock worth $41,000 after buying an additional 210 shares during the last quarter. Ameritas Advisory Services LLC acquired a new stake in Estee Lauder Companies in the second quarter worth $44,000. Finally, Smartleaf Asset Management LLC increased its position 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 buying an additional 309 shares during the period. Institutional investors own 55.15% of the company’s stock.

Estee Lauder Companies Price Performance

Shares of Estee Lauder Companies stock opened at $92.90 on Friday. The Estee Lauder Companies Inc. has a 52 week low of $48.37 and a 52 week high of $104.53. 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 stock has a market cap of $33.48 billion, a PE ratio of -29.58, a price-to-earnings-growth ratio of 1.77 and a beta of 1.19. The company’s 50-day moving average price is $92.19 and its two-hundred day moving average price is $85.77.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Thursday, October 30th. The company reported $0.32 earnings per share for the quarter, beating the consensus estimate 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 company had revenue of $3.48 billion during the quarter, compared to analyst estimates of $3.38 billion. During the same quarter last year, the firm posted $0.14 EPS. 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 anticipate that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, December 15th. Shareholders of record on Friday, November 28th will be given a $0.35 dividend. The ex-dividend date is Friday, November 28th. This represents a $1.40 annualized dividend and a yield of 1.5%. Estee Lauder Companies’s payout ratio is -54.26%.

Analysts Set New Price Targets

A number of analysts recently weighed in on EL shares. JPMorgan Chase & Co. increased their price objective on shares of Estee Lauder Companies from $114.00 to $116.00 and gave the stock an “overweight” rating in a report on Friday, October 31st. UBS Group boosted their target price on shares of Estee Lauder Companies from $93.00 to $105.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Argus upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 price target on the stock in a research note on Tuesday, November 11th. Canaccord Genuity Group boosted their price objective on Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a research report on Monday, October 27th. Finally, Rothschild Redb lowered Estee Lauder Companies from a “hold” rating to a “strong sell” rating in a report on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $94.43.

Insider Buying and Selling at Estee Lauder Companies

In other news, Director Barry S. Sternlicht sold 3,972 shares of the business’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total transaction of $364,748.76. Following the sale, the director directly owned 34,812 shares of the company’s stock, valued at $3,196,785.96. The trade was a 10.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Meridith Webster sold 5,430 shares of the company’s stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $87.84, for a total value of $476,971.20. Additional details regarding this sale are available in the official SEC disclosure. 13.05% of the stock is currently owned by corporate insiders.

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.