CVA Family Office LLC Increases Stock Position in The Estee Lauder Companies Inc. $EL

CVA Family Office LLC boosted its holdings in The Estee Lauder Companies Inc. (NYSE:EL) by 53.1% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,023 shares of the company’s stock after buying an additional 355 shares during the period. CVA Family Office LLC’s holdings in Estee Lauder Companies were worth $83,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. TD Private Client Wealth LLC increased its position in shares of Estee Lauder Companies by 246.4% during the second quarter. TD Private Client Wealth LLC now owns 478 shares of the company’s stock valued at $39,000 after buying an additional 340 shares during the period. Annis Gardner Whiting Capital Advisors LLC grew its stake in Estee Lauder Companies by 1,182.1% during the first quarter. Annis Gardner Whiting Capital Advisors LLC now owns 500 shares of the company’s stock valued at $33,000 after acquiring an additional 461 shares in the last quarter. Ameritas Advisory Services LLC bought a new stake in Estee Lauder Companies during the 2nd quarter worth approximately $44,000. Winthrop Capital Management LLC lifted its stake in Estee Lauder Companies by 2,240.0% in the 1st quarter. Winthrop Capital Management LLC now owns 585 shares of the company’s stock worth $39,000 after purchasing an additional 560 shares in the last quarter. Finally, Golden State Wealth Management LLC boosted its holdings in Estee Lauder Companies by 57.3% in the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company’s stock valued at $41,000 after purchasing an additional 228 shares during the period. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on EL. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research report on Saturday. Bank of America initiated coverage on Estee Lauder Companies in a report on Thursday, July 10th. They issued a “buy” rating and a $110.00 price target on the stock. Deutsche Bank Aktiengesellschaft boosted their price objective on Estee Lauder Companies from $98.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, August 21st. Canaccord Genuity Group raised their target price on shares of Estee Lauder Companies from $62.00 to $85.00 and gave the company a “hold” rating in a research note on Monday, August 18th. Finally, Royal Bank Of Canada lifted their target price on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the company an “outperform” rating in a research report on Thursday, August 21st. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $91.30.

Insider Activity

In other news, Director Lynn Forester sold 3,702 shares of the business’s stock in a transaction dated Friday, August 29th. The stock was sold at an average price of $91.65, for a total value of $339,288.30. Following the completion of the sale, the director owned 15,479 shares of the company’s stock, valued at approximately $1,418,650.35. The trade was a 19.30% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, VP Lande Rashida La sold 6,417 shares of the firm’s stock in a transaction that occurred on Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The disclosure for this sale can be found here. Corporate insiders own 13.05% of the company’s stock.

Estee Lauder Companies Stock Performance

NYSE:EL opened at $102.20 on Friday. The company has a market capitalization of $36.78 billion, a price-to-earnings ratio of -32.55, a PEG ratio of 1.87 and a beta of 1.16. The business has a 50 day moving average of $90.79 and a 200 day moving average of $79.66. 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 Estee Lauder Companies Inc. has a 1-year low of $48.37 and a 1-year high of $104.53.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings results on Wednesday, August 20th. The company reported $0.09 EPS for the quarter, topping the consensus estimate of $0.07 by $0.02. The firm had revenue of $3.41 billion for the quarter, compared to the consensus estimate of $3.36 billion. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The business’s revenue was down 11.9% compared to the same quarter last year. During the same period last year, the firm posted $0.64 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. On average, sell-side analysts predict that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estee Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Shareholders of record on Tuesday, September 2nd were paid a $0.35 dividend. The ex-dividend date of this dividend was Tuesday, September 2nd. This represents a $1.40 annualized dividend and a yield of 1.4%. Estee Lauder Companies’s payout ratio is currently -44.59%.

Estee Lauder Companies Company 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.