Capricorn Fund Managers Ltd Purchases New Holdings in The Estee Lauder Companies Inc. $EL

Capricorn Fund Managers Ltd acquired a new position in The Estee Lauder Companies Inc. (NYSE:EL) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 12,130 shares of the company’s stock, valued at approximately $871,000.

Several other large investors also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Estee Lauder Companies by 3.9% in the fourth quarter. Vanguard Group Inc. now owns 27,952,869 shares of the company’s stock valued at $2,927,224,000 after acquiring an additional 1,043,746 shares in the last quarter. State Street Corp lifted its holdings in Estee Lauder Companies by 4.2% in the 4th quarter. State Street Corp now owns 11,585,782 shares of the company’s stock valued at $1,213,263,000 after purchasing an additional 467,195 shares in the last quarter. Schroder Investment Management Group boosted its stake in Estee Lauder Companies by 185.3% during the 4th quarter. Schroder Investment Management Group now owns 8,140,550 shares of the company’s stock worth $861,596,000 after purchasing an additional 5,286,875 shares during the last quarter. Independent Franchise Partners LLP boosted its stake in Estee Lauder Companies by 1.1% during the 4th quarter. Independent Franchise Partners LLP now owns 7,837,249 shares of the company’s stock worth $820,717,000 after purchasing an additional 83,857 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its holdings in shares of Estee Lauder Companies by 22.7% during the fourth quarter. Bank of New York Mellon Corp now owns 7,497,179 shares of the company’s stock worth $785,105,000 after buying an additional 1,384,678 shares in the last quarter. 55.15% of the stock is currently owned by hedge funds and other institutional investors.

Estee Lauder Companies Stock Performance

Estee Lauder Companies stock opened at $79.00 on Wednesday. The firm has a 50 day simple moving average of $82.89 and a 200-day simple moving average of $93.26. The stock has a market cap of $28.58 billion, a price-to-earnings ratio of -112.86, a price-to-earnings-growth ratio of 0.82 and a beta of 1.26. The company has a debt-to-equity ratio of 1.71, a current ratio of 1.27 and a quick ratio of 0.94. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64.

Estee Lauder Companies (NYSE:EL) last released its quarterly earnings results on Friday, May 1st. The company reported $0.91 EPS for the quarter, beating the consensus estimate of $0.66 by $0.25. The firm had revenue of $3.71 billion for the quarter, compared to analyst estimates of $3.69 billion. Estee Lauder Companies had a negative net margin of 1.67% and a positive return on equity of 20.66%. The business’s revenue for the quarter was up 4.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.65 EPS. Estee Lauder Companies has set its FY 2026 guidance at 2.330-2.430 EPS. On average, analysts expect that The Estee Lauder Companies Inc. will post 2.41 EPS for the current year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, June 15th. Shareholders of record on Friday, May 29th were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 1.8%. The ex-dividend date of this dividend was Friday, May 29th. Estee Lauder Companies’s dividend payout ratio (DPR) is -200.00%.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the stock. Citigroup raised their price target on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the stock a “buy” rating in a research note on Friday, May 22nd. Wells Fargo & Company raised their target price on shares of Estee Lauder Companies from $75.00 to $85.00 and gave the stock an “equal weight” rating in a research note on Monday, May 4th. Piper Sandler assumed coverage on Estee Lauder Companies in a research report on Friday, May 15th. They issued an “overweight” rating and a $95.00 price target for the company. JPMorgan Chase & Co. increased their price target on Estee Lauder Companies from $98.00 to $99.00 and gave the company an “overweight” rating in a report on Monday, May 4th. Finally, Barclays lifted their price objective on Estee Lauder Companies from $72.00 to $75.00 and gave the stock an “equal weight” rating in a research report on Tuesday, May 5th. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $99.90.

Estee Lauder Companies 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.