7,034 Shares in The Estee Lauder Companies Inc. $EL Acquired by E. Ohman J or Asset Management AB

E. Ohman J or Asset Management AB acquired a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) during the 4th quarter, HoldingsChannel.com reports. The institutional investor acquired 7,034 shares of the company’s stock, valued at approximately $737,000.

Several other large investors also recently added to or reduced their stakes in the company. Gladstone Institutional Advisory LLC lifted its holdings in shares of Estee Lauder Companies by 4.2% in the third quarter. Gladstone Institutional Advisory LLC now owns 2,629 shares of the company’s stock valued at $232,000 after purchasing an additional 107 shares in the last quarter. Personal CFO Solutions LLC grew its holdings in shares of Estee Lauder Companies by 3.4% during the third quarter. Personal CFO Solutions LLC now owns 3,660 shares of the company’s stock valued at $323,000 after buying an additional 122 shares in the last quarter. Mesirow Financial Investment Management Inc. grew its holdings in shares of Estee Lauder Companies by 2.5% during the third quarter. Mesirow Financial Investment Management Inc. now owns 5,558 shares of the company’s stock valued at $490,000 after buying an additional 137 shares in the last quarter. Deseret Mutual Benefit Administrators raised its position in Estee Lauder Companies by 37.6% during the third quarter. Deseret Mutual Benefit Administrators now owns 534 shares of the company’s stock valued at $47,000 after buying an additional 146 shares during the period. Finally, Hantz Financial Services Inc. raised its position in Estee Lauder Companies by 80.6% during the third quarter. Hantz Financial Services Inc. now owns 372 shares of the company’s stock valued at $33,000 after buying an additional 166 shares during the period. 55.15% of the stock is owned by institutional investors and hedge funds.

Estee Lauder Companies Price Performance

EL opened at $73.09 on Thursday. The stock has a fifty day moving average price of $103.62 and a 200 day moving average price of $99.16. The company has a current ratio of 1.36, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $121.64. The stock has a market cap of $26.44 billion, a price-to-earnings ratio of -146.18, a PEG ratio of 0.80 and a beta of 1.11.

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

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, March 16th. Investors of record on Friday, February 27th were paid a $0.35 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $1.40 annualized dividend and a dividend yield of 1.9%. Estee Lauder Companies’s payout ratio is presently -280.00%.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on EL shares. HSBC lowered Estee Lauder Companies from a “buy” rating to a “hold” rating and set a $106.00 price objective for the company. in a research report on Tuesday, February 10th. Jefferies Financial Group initiated coverage on Estee Lauder Companies in a report on Wednesday, January 14th. They issued a “hold” rating and a $110.00 target price on the stock. Citigroup raised shares of Estee Lauder Companies from a “neutral” rating to a “buy” rating and set a $120.00 price target for the company in a research report on Friday, February 6th. Wall Street Zen upgraded shares of Estee Lauder Companies from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Finally, Zacks Research downgraded shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Monday, February 9th. One research analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Hold” and an average target price of $103.71.

Key Estee Lauder Companies News

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

• Positive Sentiment: Bank of America and other bullish analysts highlight that a merger with Puig would be transformational — delivering scale, fragrance strength and geographic/category diversification that could materially improve EL’s long‑term growth profile. Buy Rating on Potential Estée Lauder–Puig Merger
• Neutral Sentiment: Management confirmed it is in discussions with Puig but emphasized no agreement has been reached — keeping outcomes uncertain and making the stock sensitive to any deal terms or leakage. The Estée Lauder Companies’ Statement on Potential Transaction with Puig
• Neutral Sentiment: Street views remain mixed: some analysts see sizable strategic upside if a deal is executed well, while others prefer a wait‑and‑see stance until financing, governance and integration plans are clearer. How Analysts View a Possible Puig-Estée Lauder Cos. Merger
• Negative Sentiment: Market reaction has been negative at times: investors applied an “acquirer discount” amid worries about a potential premium, added leverage and management distraction from EL’s ongoing turnaround, triggering a sharp pullback earlier in the week. Estée Lauder slides as Puig merger talks spark “acquirer discount” worries
• Negative Sentiment: Wells Fargo lowered its price target and moved to an equal‑weight stance, reflecting near‑term uncertainty around the company’s strategy and the potential deal — a signal that some sell‑side desks prefer caution. Wells Fargo lowers EL price target
• Negative Sentiment: Analysts and reporters note execution risks: combining Puig’s fragrance strengths with EL’s portfolio could create a stronger competitor to L’Oréal but may complicate EL’s turnaround and travel‑retail exposure amid geopolitical volatility. Estee Lauder’s bet on Puig is bold fragrance play in a volatile world

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.