7,034 Shares in The Estee Lauder Companies Inc. $EL Acquired by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB bought a new position in The Estee Lauder Companies Inc. (NYSE:EL) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 7,034 shares of the company’s stock, valued at approximately $737,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. State Street Corp increased its position in shares of Estee Lauder Companies by 2.4% during the 3rd quarter. State Street Corp now owns 11,118,587 shares of the company’s stock valued at $979,770,000 after purchasing an additional 259,048 shares during the period. Invesco Ltd. lifted its holdings in shares of Estee Lauder Companies by 13.7% in the second quarter. Invesco Ltd. now owns 7,596,379 shares of the company’s stock valued at $613,787,000 after buying an additional 914,594 shares during the period. Bank of New York Mellon Corp boosted its stake in 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 valued at $538,634,000 after buying an additional 1,937,107 shares in the last quarter. Schroder Investment Management Group boosted its stake in Estee Lauder Companies by 29.0% during the third quarter. Schroder Investment Management Group now owns 2,853,675 shares of the company’s stock valued at $254,348,000 after buying an additional 642,051 shares in the last quarter. Finally, Northern Trust Corp grew its holdings in Estee Lauder Companies by 0.4% during the third quarter. Northern Trust Corp now owns 2,451,128 shares of the company’s stock worth $215,993,000 after acquiring an additional 9,969 shares during the period. 55.15% of the stock is owned by institutional investors.

Key Headlines Impacting Estee Lauder Companies

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

• Positive Sentiment: Bank of America and other bullish analysts highlight that a merger with Puig would be transformational — delivering scale, fragrance strength and geographic/category diversification that could materially improve EL’s long‑term growth profile. Buy Rating on Potential Estée Lauder–Puig Merger
• Neutral Sentiment: Management confirmed it is in discussions with Puig but emphasized no agreement has been reached — keeping outcomes uncertain and making the stock sensitive to any deal terms or leakage. The Estée Lauder Companies’ Statement on Potential Transaction with Puig
• Neutral Sentiment: Street views remain mixed: some analysts see sizable strategic upside if a deal is executed well, while others prefer a wait‑and‑see stance until financing, governance and integration plans are clearer. How Analysts View a Possible Puig-Estée Lauder Cos. Merger
• Negative Sentiment: Market reaction has been negative at times: investors applied an “acquirer discount” amid worries about a potential premium, added leverage and management distraction from EL’s ongoing turnaround, triggering a sharp pullback earlier in the week. Estée Lauder slides as Puig merger talks spark “acquirer discount” worries
• Negative Sentiment: Wells Fargo lowered its price target and moved to an equal‑weight stance, reflecting near‑term uncertainty around the company’s strategy and the potential deal — a signal that some sell‑side desks prefer caution. Wells Fargo lowers EL price target
• Negative Sentiment: Analysts and reporters note execution risks: combining Puig’s fragrance strengths with EL’s portfolio could create a stronger competitor to L’Oréal but may complicate EL’s turnaround and travel‑retail exposure amid geopolitical volatility. Estee Lauder’s bet on Puig is bold fragrance play in a volatile world

Estee Lauder Companies Stock Up 2.2%

Shares of Estee Lauder Companies stock opened at $73.09 on Thursday. The Estee Lauder Companies Inc. has a 12-month low of $48.37 and a 12-month high of $121.64. The firm has a market capitalization of $26.44 billion, a PE ratio of -146.18, a price-to-earnings-growth ratio of 0.80 and a beta of 1.11. The company has a quick ratio of 1.00, a current ratio of 1.36 and a debt-to-equity ratio of 1.82. The stock’s fifty day moving average is $103.62 and its 200-day moving average is $99.16.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Thursday, February 5th. The company reported $0.89 earnings per share for the quarter, beating analysts’ consensus estimates 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%.Estee Lauder Companies’s revenue for the quarter was up 5.6% on a year-over-year basis. During the same quarter last year, the company posted $0.62 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. Equities analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, March 16th. Shareholders of record on Friday, February 27th were issued a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 1.9%. The ex-dividend date was Friday, February 27th. Estee Lauder Companies’s dividend payout ratio (DPR) is presently -280.00%.

Analyst Upgrades and Downgrades

Several equities research analysts have commented on EL shares. Raymond James Financial upgraded shares of Estee Lauder Companies from a “market perform” rating to a “strong-buy” rating and set a $130.00 price target on the stock in a research report on Monday, January 5th. Zacks Research lowered shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 9th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $113.00 price objective on shares of Estee Lauder Companies in a research note on Tuesday, February 3rd. TD Cowen dropped their target price on shares of Estee Lauder Companies from $130.00 to $115.00 and set a “hold” rating on the stock in a report on Monday, February 9th. Finally, Jefferies Financial Group started coverage on shares of Estee Lauder Companies in a research note on Wednesday, January 14th. They set a “hold” rating and a $110.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, Estee Lauder Companies has a consensus rating of “Hold” and an average target price of $103.71.

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.