Penserra Capital Management LLC Purchases 5,429 Shares of The Estee Lauder Companies Inc. $EL

Penserra Capital Management LLC boosted its position in shares of The Estee Lauder Companies Inc. (NYSE:EL) by 25,852.4% in the third quarter, HoldingsChannel reports. The fund owned 5,450 shares of the company’s stock after purchasing an additional 5,429 shares during the quarter. Penserra Capital Management LLC’s holdings in Estee Lauder Companies were worth $479,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Norges Bank purchased a new stake in shares of Estee Lauder Companies during the 2nd quarter valued at $189,663,000. 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. Schroder Investment Management Group raised its stake in Estee Lauder Companies by 593.3% in the second quarter. Schroder Investment Management Group now owns 2,211,624 shares of the company’s stock valued at $178,699,000 after buying an additional 1,892,629 shares during the last quarter. Federated Hermes Inc. boosted its holdings in Estee Lauder Companies by 556.8% in 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 in the last quarter. Finally, Invesco Ltd. boosted its holdings in Estee Lauder Companies by 13.7% in the second quarter. Invesco Ltd. now owns 7,596,379 shares of the company’s stock worth $613,787,000 after acquiring an additional 914,594 shares in the last quarter. 55.15% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Estee Lauder Companies

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

• Positive Sentiment: Q2 results beat expectations (EPS $0.89 vs. $0.84) and management raised full‑year sales/earnings guidance, supported by stronger China sales and progress on the “Beauty Reimagined” turnaround — a core reason buyers are returning. Business Wire: Fiscal Q2 Results
• Positive Sentiment: Major brokers showed support: Citigroup upgraded EL to “buy” with a $120 PT and Bank of America reiterated a Buy with re‑rating potential, signaling conviction among some institutional analysts that fundamentals and margin upside remain attractive. Benzinga: Citigroup Upgrade
• Positive Sentiment: Company announced a quarterly dividend (record Feb 27; pay Mar 16), which supports income investors and can help stabilize shares amid the volatility.
• Neutral Sentiment: Several analysts trimmed price targets but left constructive ratings: JPMorgan cut its PT to $121 while staying “overweight” and Wells Fargo lowered its PT to $105 with an “equal weight” call — suggesting cautious optimism but reduced upside assumptions. Benzinga: PT Changes
• Neutral Sentiment: Telsey Advisory Group reaffirmed “market perform” with a $105 target, reflecting mixed analyst views on short‑term growth versus longer‑term restructuring benefits. Benzinga: Telsey Reaffirmation
• Negative Sentiment: Management warned tariffs will shave roughly $100M off full‑year profitability (mostly in H2), pressuring margins and prompting talk of potential pricing actions — a clear near‑term headwind. CNBC: Tariff Headwinds
• Negative Sentiment: Despite the beat, the company’s cautious guidance and restructuring costs led to a heavy sell‑off (shares fell sharply earlier on the outlook and restructuring impact), showing how sensitive EL is to near‑term profit expectations. Investopedia: What Dragged Shares Lower
• Negative Sentiment: Coverage and commentary questioning EL’s valuation and the pace of the turnaround have amplified volatility — several headlines ask whether to trim positions after the drop, keeping sentiment fragile in the near term. Forbes: Should You Cut Your Position?

Estee Lauder Companies Stock Up 3.0%

NYSE:EL opened at $99.59 on Monday. The company has a debt-to-equity ratio of 1.82, a current ratio of 1.36 and a quick ratio of 1.00. The company’s fifty day moving average price is $109.17 and its 200-day moving average price is $97.51. The Estee Lauder Companies Inc. has a 1-year low of $48.37 and a 1-year high of $121.64. The firm has a market capitalization of $35.89 billion, a P/E ratio of -199.18, a PEG ratio of 1.15 and a beta of 1.14.

Estee Lauder Companies (NYSE:EL) last posted its earnings results on Thursday, February 5th. The company reported $0.89 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.84 by $0.05. The company had revenue of $4.23 billion during the quarter, compared to the consensus estimate of $4.22 billion. Estee Lauder Companies had a negative net margin of 1.21% and a positive return on equity of 17.59%. The firm’s quarterly revenue was up 5.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.62 earnings per share. Estee Lauder Companies has set its FY 2026 guidance at 2.030-2.230 EPS. As a group, equities research analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Friday, February 27th will be issued a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.4%. The ex-dividend date of this dividend is Friday, February 27th. Estee Lauder Companies’s dividend payout ratio (DPR) is -280.00%.

Insider Activity

In related news, VP Meridith Webster sold 5,430 shares of Estee Lauder Companies 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Barry S. Sternlicht sold 3,972 shares of the business’s stock in a transaction that occurred on Tuesday, November 11th. The shares were sold at an average price of $91.83, for a total value of $364,748.76. Following the completion of the transaction, the director directly owned 34,812 shares of the company’s stock, valued at $3,196,785.96. The trade was a 10.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 13.05% of the stock is owned by company insiders.

Analysts Set New Price Targets

EL has been the topic of several recent analyst reports. Canaccord Genuity Group upped their price objective 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. Jefferies Financial Group began coverage on shares of Estee Lauder Companies in a research note on Wednesday, January 14th. They set a “hold” rating and a $110.00 price target on the stock. Royal Bank Of Canada reiterated an “outperform” rating and set a $113.00 price objective on shares of Estee Lauder Companies in a research note on Tuesday, February 3rd. Zacks Research raised Estee Lauder Companies from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, December 16th. Finally, Argus upgraded Estee Lauder Companies from a “hold” rating to a “buy” rating and set a $105.00 target price for the company in a research note on Tuesday, November 11th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, nine have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $103.27.

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.