Hardman Johnston Global Advisors LLC Buys New Holdings in The Estee Lauder Companies Inc. $EL

Hardman Johnston Global Advisors LLC purchased a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) in the 3rd quarter, Holdings Channel reports. The firm purchased 252,148 shares of the company’s stock, valued at approximately $22,219,000.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. True Vision MN LLC acquired a new position in Estee Lauder Companies during the second quarter worth approximately $552,000. Clarius Group LLC acquired a new stake in shares of Estee Lauder Companies in the second quarter valued at approximately $227,000. Federated Hermes Inc. grew its position in shares of Estee Lauder Companies by 556.8% during the second quarter. Federated Hermes Inc. now owns 1,554,088 shares of the company’s stock worth $125,570,000 after acquiring an additional 1,317,473 shares during the last quarter. Union Bancaire Privee UBP SA purchased a new position in shares of Estee Lauder Companies during the second quarter worth approximately $3,006,000. Finally, Drive Wealth Management LLC acquired a new position in shares of Estee Lauder Companies in the 2nd quarter valued at $337,000. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Trading Up 3.1%

Shares of EL opened at $113.68 on Monday. The Estee Lauder Companies Inc. has a twelve month low of $48.37 and a twelve month high of $113.86. The company has a current ratio of 1.32, a quick ratio of 0.92 and a debt-to-equity ratio of 1.88. The firm has a market capitalization of $40.97 billion, a P/E ratio of -44.06, a PEG ratio of 1.34 and a beta of 1.15. The firm’s 50-day moving average is $99.51 and its two-hundred day moving average is $93.60.

Estee Lauder Companies (NYSE:EL) last posted its quarterly 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. The company had revenue of $3.48 billion during the quarter, compared to the consensus estimate of $3.38 billion. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The company’s revenue for the quarter was up 3.6% on a year-over-year basis. During the same period last year, the firm earned $0.14 EPS. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. On average, research analysts predict 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 announced a quarterly dividend, which was paid on Monday, December 15th. Shareholders of record on Friday, November 28th were issued a $0.35 dividend. The ex-dividend date of this dividend was Friday, November 28th. This represents a $1.40 annualized dividend and a yield of 1.2%. Estee Lauder Companies’s dividend payout ratio is -54.26%.

Insider Buying and Selling at Estee Lauder Companies

In other news, Director Barry S. Sternlicht sold 3,972 shares of the firm’s stock in a transaction on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total value of $364,748.76. Following the completion of the transaction, the director owned 34,812 shares in the company, valued at $3,196,785.96. This trade represents a 10.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, VP Meridith Webster sold 5,430 shares of Estee Lauder Companies stock in a transaction on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total value of $476,971.20. Additional details regarding this sale are available in the official SEC disclosure. 13.05% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

EL has been the subject of a number of recent research reports. Weiss Ratings reiterated a “sell (d)” rating on shares of Estee Lauder Companies in a research note on Wednesday, October 8th. Canaccord Genuity Group upped their target price on shares of Estee Lauder Companies from $85.00 to $100.00 and gave the company a “hold” rating in a report on Monday, October 27th. Citigroup raised their price target on Estee Lauder Companies from $105.00 to $110.00 and gave the stock a “neutral” rating in a report on Wednesday, December 17th. Rothschild Redb cut Estee Lauder Companies from a “hold” rating to a “strong sell” rating in a research report on Tuesday, November 25th. Finally, Zacks Research raised Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Three investment analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $98.19.

Estee Lauder Companies Company Profile

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.