AE Wealth Management LLC Sells 43,212 Shares of The Estee Lauder Companies Inc. $EL

AE Wealth Management LLC cut its stake in The Estee Lauder Companies Inc. (NYSE:EL) by 52.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 39,010 shares of the company’s stock after selling 43,212 shares during the period. AE Wealth Management LLC’s holdings in Estee Lauder Companies were worth $3,438,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the company. LRI Investments LLC grew its position in shares of Estee Lauder Companies by 12.7% during the 3rd quarter. LRI Investments LLC now owns 5,644 shares of the company’s stock worth $497,000 after buying an additional 637 shares in the last quarter. Flossbach Von Storch SE boosted its holdings in shares of Estee Lauder Companies by 194.7% in the 3rd quarter. Flossbach Von Storch SE now owns 175,000 shares of the company’s stock valued at $15,421,000 after buying an additional 115,613 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in Estee Lauder Companies by 539.7% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 229,749 shares of the company’s stock worth $20,245,000 after purchasing an additional 193,833 shares during the last quarter. Bank of New York Mellon Corp increased its position in Estee Lauder Companies by 46.4% during the 3rd quarter. Bank of New York Mellon Corp now owns 6,112,501 shares of the company’s stock valued at $538,634,000 after buying an additional 1,937,107 shares in the last quarter. Finally, Ballentine Partners LLC acquired a new position in shares of Estee Lauder Companies during the third quarter valued at about $201,000. Institutional investors own 55.15% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts have commented on EL shares. JPMorgan Chase & Co. lifted their price target on Estee Lauder Companies from $116.00 to $131.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. TD Cowen boosted their target price on shares of Estee Lauder Companies from $115.00 to $130.00 and gave the company a “hold” rating in a research note on Wednesday, January 21st. Wall Street Zen upgraded Estee Lauder Companies from a “hold” rating to a “buy” rating in a research report on Saturday, January 17th. Royal Bank Of Canada lifted their target price on shares of Estee Lauder Companies from $107.00 to $113.00 and gave the company an “outperform” rating in a research report on Friday, October 31st. Finally, Evercore ISI boosted their price target on Estee Lauder Companies from $115.00 to $125.00 and gave the stock an “outperform” rating in a research report on Tuesday, December 16th. Three equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Hold” and an average target price of $103.00.

Estee Lauder Companies Stock Performance

NYSE EL opened at $115.27 on Friday. The Estee Lauder Companies Inc. has a twelve month low of $48.37 and a twelve month high of $120.27. The stock has a market cap of $41.54 billion, a PE ratio of -44.68, a P/E/G ratio of 1.35 and a beta of 1.15. The stock has a fifty day simple moving average of $107.48 and a 200-day simple moving average of $96.66. The company has a current ratio of 1.32, a quick ratio of 0.92 and a debt-to-equity ratio of 1.88.

Estee Lauder Companies (NYSE:EL) last released 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. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. The business had revenue of $3.48 billion for the quarter, compared to the consensus estimate of $3.38 billion. During the same period in the previous year, the firm earned $0.14 EPS. The business’s revenue was up 3.6% on a year-over-year basis. Equities analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 earnings per share for the current year.

Key Headlines Impacting Estee Lauder Companies

Here are the key news stories impacting Estee Lauder Companies this week:

• Positive Sentiment: Deutsche Bank raised its price target to $128 and kept a “buy” rating, implying roughly an 11% upside from current levels — a clear analyst vote of confidence that can support shares. Deutsche Bank raises PT to $128
• Positive Sentiment: Zacks argues EL’s upcoming Q2 is likely to show stronger retail trends and margin expansion, highlighting a setup for a possible beat if premium/retail improvements continue. Is Estee Lauder Stock Worth Buying Ahead of Q2 Earnings Release?
• Positive Sentiment: Another Zacks preview notes Wall Street expects earnings growth next week and outlines the factors that could drive an earnings beat — revenue momentum and improving margins are the key drivers to watch. Estee Lauder (EL) Reports Next Week: Wall Street Expects Earnings Growth
• Neutral Sentiment: The company will webcast its fiscal Q2 results and host management commentary on Feb. 5 (8:30 a.m. ET). This is the primary near-term catalyst — results and management tone will likely drive intraday volatility. The Estée Lauder Companies to Webcast Discussion of Fiscal 2026 Second Quarter Results on February 5, 2026
• Neutral Sentiment: Zacks published a comparative piece (EL vs. ELF) that frames EL as a prestige turnaround with margin recovery potential vs. value/digital-first peers — useful context but not an immediate catalyst. EL vs. ELF: Which Beauty Stock Is the Better Investment Right Now?
• Neutral Sentiment: Routine earnings-release scheduling coverage (confirming the Feb. release) — keeps the calendar clear for investor attention but adds no new data. Estee Lauder Companies (EL) to Release Quarterly Earnings on Thursday
• Negative Sentiment: Telsey Advisory Group reaffirmed a “market perform” rating with a $105 price target, implying ~9% downside vs. current levels — a cautionary signal that could cap upside if confirmations are weak. Telsey reaffirms market perform, $105 PT

Insider Activity

In other Estee Lauder Companies news, Director Barry S. Sternlicht sold 3,972 shares of the business’s stock in a transaction dated Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total transaction of $364,748.76. Following the sale, the director directly owned 34,812 shares in the company, valued at $3,196,785.96. This represents a 10.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, VP Meridith Webster sold 5,430 shares of the company’s stock in a transaction that occurred on Tuesday, November 18th. The stock was sold at an average price of $87.84, for a total transaction of $476,971.20. The SEC filing for this sale provides additional information. Insiders own 13.05% of the company’s stock.

About Estee Lauder Companies

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.