Flossbach Von Storch SE Decreases Stake in The Estee Lauder Companies Inc. $EL

Flossbach Von Storch SE lessened its holdings in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 3.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,387 shares of the company’s stock after selling 1,981 shares during the period. Flossbach Von Storch SE’s holdings in Estee Lauder Companies were worth $4,798,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the business. Invesco Ltd. boosted its holdings in shares of Estee Lauder Companies by 21.9% during the 1st quarter. Invesco Ltd. now owns 6,681,785 shares of the company’s stock worth $440,998,000 after purchasing an additional 1,200,537 shares during the last quarter. American Century Companies Inc. lifted its position in Estee Lauder Companies by 34.9% during the first quarter. American Century Companies Inc. now owns 4,511,115 shares of the company’s stock worth $297,734,000 after buying an additional 1,167,508 shares in the last quarter. Robeco Institutional Asset Management B.V. boosted its stake in Estee Lauder Companies by 1,600.4% during the second quarter. Robeco Institutional Asset Management B.V. now owns 1,224,695 shares of the company’s stock worth $98,955,000 after buying an additional 1,152,669 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in Estee Lauder Companies by 35.2% in the 2nd quarter. Bank of New York Mellon Corp now owns 4,175,394 shares of the company’s stock valued at $337,372,000 after buying an additional 1,086,514 shares in the last quarter. Finally, Nuveen LLC acquired a new stake in shares of Estee Lauder Companies in the 1st quarter worth $35,607,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

Estee Lauder Companies Stock Performance

Shares of EL stock opened at $87.77 on Friday. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30. The firm has a market cap of $31.59 billion, a P/E ratio of -27.95, a P/E/G ratio of 1.77 and a beta of 1.19. The firm’s 50 day moving average price is $91.64 and its 200-day moving average price is $82.61. The Estee Lauder Companies Inc. has a one year low of $48.37 and a one year high of $104.53.

Estee Lauder Companies (NYSE:EL) last announced its earnings results on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.15 by $0.17. Estee Lauder Companies had a positive return on equity of 12.37% and a negative net margin of 7.91%.The company had revenue of $3.48 billion for the quarter, compared to analyst estimates of $3.38 billion. During the same quarter in the previous year, the company earned $0.14 earnings per share. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. As a group, equities research analysts predict that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Investors of record on Friday, November 28th will be paid a dividend of $0.35 per share. The ex-dividend date of this dividend is Friday, November 28th. This represents a $1.40 annualized dividend and a yield of 1.6%. Estee Lauder Companies’s dividend payout ratio is presently -54.26%.

Insider Transactions at Estee Lauder Companies

In other news, Director Lynn Forester sold 3,702 shares of the firm’s stock in a transaction that occurred on Friday, August 29th. The shares were sold at an average price of $91.65, for a total value of $339,288.30. Following the completion of the transaction, the director owned 15,479 shares of the company’s stock, valued at approximately $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 SEC, which can be accessed through the SEC website. Also, VP Lande Rashida La sold 6,417 shares of the company’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 transaction of $589,593.96. The SEC filing for this sale provides additional information. Company insiders own 13.05% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on EL. Wells Fargo & Company boosted their price target on shares of Estee Lauder Companies from $90.00 to $95.00 and gave the company an “equal weight” rating in a research report on Friday, October 31st. Citigroup boosted their target price on shares of Estee Lauder Companies from $95.00 to $105.00 and gave the company a “neutral” rating in a report on Friday, October 31st. Barclays increased their price target on shares of Estee Lauder Companies from $63.00 to $84.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 15th. Deutsche Bank Aktiengesellschaft lifted their price target on shares of Estee Lauder Companies from $98.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, August 21st. Finally, UBS Group increased their price objective on Estee Lauder Companies from $93.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $95.16.

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.