Jupiter Asset Management Ltd. Has $39.95 Million Stake in The Estee Lauder Companies Inc. $EL

Jupiter Asset Management Ltd. raised its stake in The Estee Lauder Companies Inc. (NYSE:EL) by 372.1% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 494,391 shares of the company’s stock after acquiring an additional 389,667 shares during the period. Jupiter Asset Management Ltd. owned about 0.14% of Estee Lauder Companies worth $39,947,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Generali Asset Management SPA SGR grew its holdings in shares of Estee Lauder Companies by 1.6% in the 2nd quarter. Generali Asset Management SPA SGR now owns 7,361 shares of the company’s stock worth $595,000 after purchasing an additional 119 shares during the last quarter. Joel Isaacson & Co. LLC boosted its position in Estee Lauder Companies by 0.4% in the second quarter. Joel Isaacson & Co. LLC now owns 28,826 shares of the company’s stock valued at $2,329,000 after buying an additional 120 shares in the last quarter. LRI Investments LLC grew its stake in Estee Lauder Companies by 2.6% during the second quarter. LRI Investments LLC now owns 5,007 shares of the company’s stock worth $405,000 after buying an additional 126 shares during the last quarter. Legacy Wealth Asset Management LLC increased its holdings in shares of Estee Lauder Companies by 2.2% during the second quarter. Legacy Wealth Asset Management LLC now owns 5,950 shares of the company’s stock worth $481,000 after buying an additional 129 shares in the last quarter. Finally, Signaturefd LLC raised its stake in shares of Estee Lauder Companies by 9.3% in the second quarter. Signaturefd LLC now owns 1,815 shares of the company’s stock valued at $147,000 after acquiring an additional 154 shares during the last quarter. 55.15% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

EL has been the topic of a number of research analyst reports. Wall Street Zen upgraded Estee Lauder Companies from a “hold” rating to a “buy” rating in a research report on Saturday. Wells Fargo & Company boosted their price objective on Estee Lauder Companies from $90.00 to $95.00 and gave the stock an “equal weight” rating in a research note on Friday, October 31st. Canaccord Genuity Group raised their target price on Estee Lauder Companies from $85.00 to $100.00 and gave the company a “hold” rating in a research note on Monday, October 27th. Royal Bank Of Canada lifted their price target on Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a report on Friday, October 31st. Finally, The Goldman Sachs Group upgraded shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and upped their price target for the stock from $76.00 to $115.00 in a research report on Monday, October 13th. One investment analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $95.65.

Estee Lauder Companies Stock Up 1.4%

Shares of NYSE:EL opened at $90.92 on Wednesday. The company has a 50 day moving average price of $91.60 and a two-hundred day moving average price of $83.23. 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 company has a market capitalization of $32.72 billion, a PE ratio of -28.96, a PEG ratio of 1.77 and a beta of 1.19. The Estee Lauder Companies Inc. has a 52 week low of $48.37 and a 52 week high of $104.53.

Estee Lauder Companies (NYSE:EL) last announced its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) 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 in the previous year, the business earned $0.14 EPS. The firm’s revenue 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. Analysts forecast that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Stockholders of record on Friday, November 28th will be paid a dividend of $0.35 per share. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.5%. The ex-dividend date is Friday, November 28th. Estee Lauder Companies’s dividend payout ratio (DPR) is currently -54.26%.

Insider Transactions at Estee Lauder Companies

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

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.