Yousif Capital Management LLC Has $2.58 Million Holdings in The Estee Lauder Companies Inc. $EL

Yousif Capital Management LLC boosted its stake in The Estee Lauder Companies Inc. (NYSE:EL) by 1.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 31,918 shares of the company’s stock after purchasing an additional 307 shares during the quarter. Yousif Capital Management LLC’s holdings in Estee Lauder Companies were worth $2,579,000 as of its most recent SEC filing.

A number of other large investors have also bought and sold shares of EL. Annis Gardner Whiting Capital Advisors LLC grew its holdings in Estee Lauder Companies by 1,182.1% in the first 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. Winthrop Capital Management LLC grew its holdings in Estee Lauder Companies by 2,240.0% in the first quarter. Winthrop Capital Management LLC now owns 585 shares of the company’s stock worth $39,000 after purchasing an additional 560 shares during the period. TD Private Client Wealth LLC grew its holdings in Estee Lauder Companies by 246.4% in the second quarter. TD Private Client Wealth LLC now owns 478 shares of the company’s stock worth $39,000 after purchasing an additional 340 shares during the period. Golden State Wealth Management LLC grew its holdings in Estee Lauder Companies by 57.3% in the first quarter. Golden State Wealth Management LLC now owns 626 shares of the company’s stock worth $41,000 after purchasing an additional 228 shares during the period. Finally, Ameritas Advisory Services LLC acquired a new stake in Estee Lauder Companies in the second quarter worth $44,000. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of research firms have commented on EL. Bank of America began coverage on shares of Estee Lauder Companies in a report on Thursday, July 10th. They issued a “buy” rating and a $110.00 price target for the company. Telsey Advisory Group reaffirmed a “market perform” rating and issued a $99.00 price objective on shares of Estee Lauder Companies in a research note on Wednesday, August 20th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, August 21st. HSBC raised shares of Estee Lauder Companies from a “hold” rating to a “buy” rating and raised their price objective for the company from $80.00 to $99.00 in a research note on Friday, June 27th. Finally, Evercore ISI raised their price objective on shares of Estee Lauder Companies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Monday, September 15th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $91.30.

Estee Lauder Companies Stock Up 4.0%

EL opened at $100.72 on Friday. The company has a debt-to-equity ratio of 1.89, a current ratio of 1.30 and a quick ratio of 0.92. The company’s 50-day moving average is $89.90 and its 200 day moving average is $77.95. The Estee Lauder Companies Inc. has a fifty-two week low of $48.37 and a fifty-two week high of $100.80. The firm has a market capitalization of $36.25 billion, a P/E ratio of -32.08, a PEG ratio of 2.76 and a beta of 1.16.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, beating analysts’ consensus estimates of $0.07 by $0.02. 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 $3.41 billion for the quarter, compared to analyst estimates of $3.36 billion. During the same period last year, the firm earned $0.64 earnings per share. The firm’s revenue was down 11.9% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Research analysts expect that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Investors of record on Tuesday, September 2nd were given a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.4%. The ex-dividend date of this dividend was Tuesday, September 2nd. Estee Lauder Companies’s dividend payout ratio (DPR) is presently -44.59%.

Insider Transactions at Estee Lauder Companies

In related news, Director Lynn Forester sold 3,702 shares of the firm’s stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the transaction, the director directly owned 15,479 shares of the company’s stock, valued at $1,418,650.35. This trade represents a 19.30% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $91.88, for a total transaction of $589,593.96. The disclosure for this sale can be found here. 13.05% of the stock is owned by company insiders.

About Estee Lauder Companies

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.