OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys Shares of 40,000 The Estee Lauder Companies Inc. $EL

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new position in shares of The Estee Lauder Companies Inc. (NYSE:EL) in the second quarter, HoldingsChannel.com reports. The fund purchased 40,000 shares of the company’s stock, valued at approximately $3,232,000.

Other hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in Estee Lauder Companies in the 2nd quarter valued at approximately $189,663,000. Schroder Investment Management Group lifted its stake in shares of Estee Lauder Companies by 593.3% in the 2nd quarter. Schroder Investment Management Group now owns 2,211,624 shares of the company’s stock valued at $178,699,000 after acquiring an additional 1,892,629 shares during the last quarter. Federated Hermes Inc. lifted its stake in shares of Estee Lauder Companies by 556.8% in the 2nd quarter. Federated Hermes Inc. now owns 1,554,088 shares of the company’s stock valued at $125,570,000 after acquiring an additional 1,317,473 shares during the last quarter. American Century Companies Inc. boosted its holdings in shares of Estee Lauder Companies by 34.9% during the 1st quarter. American Century Companies Inc. now owns 4,511,115 shares of the company’s stock valued at $297,734,000 after acquiring an additional 1,167,508 shares in the last quarter. Finally, Robeco Institutional Asset Management B.V. grew its position in Estee Lauder Companies by 1,600.4% during the 2nd quarter. Robeco Institutional Asset Management B.V. now owns 1,224,695 shares of the company’s stock worth $98,955,000 after acquiring an additional 1,152,669 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Estee Lauder Companies Trading Up 4.6%

Shares of Estee Lauder Companies stock opened at $107.35 on Thursday. The firm has a market cap of $38.68 billion, a PE ratio of -41.61, a P/E/G ratio of 1.31 and a beta of 1.18. The Estee Lauder Companies Inc. has a 1 year low of $48.37 and a 1 year high of $107.66. The company has a debt-to-equity ratio of 1.88, a current ratio of 1.32 and a quick ratio of 0.92. The stock has a fifty day moving average price of $94.66 and a 200-day moving average price of $87.89.

Estee Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Thursday, October 30th. The company reported $0.32 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.15 by $0.17. The company had revenue of $3.48 billion during the quarter, compared to analyst estimates of $3.38 billion. Estee Lauder Companies had a negative net margin of 6.44% and a positive return on equity of 14.92%. Estee Lauder Companies’s quarterly revenue was up 3.6% compared to the same quarter last year. During the same quarter last year, the business posted $0.14 EPS. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Equities research analysts anticipate that The Estee Lauder Companies Inc. will post 1.36 EPS for the current year.

Estee Lauder Companies Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, December 15th. Shareholders of record on Friday, November 28th will be paid a $0.35 dividend. The ex-dividend date is Friday, November 28th. This represents a $1.40 annualized dividend and a yield of 1.3%. Estee Lauder Companies’s dividend payout ratio (DPR) is currently -54.26%.

Insider Activity

In related news, VP Meridith Webster sold 5,430 shares of the business’s stock in a transaction that occurred on Tuesday, November 18th. The shares were 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 is accessible through this link. Also, Director Barry S. Sternlicht sold 3,972 shares of the stock in a transaction that occurred on Tuesday, November 11th. The stock was sold at an average price of $91.83, for a total transaction of $364,748.76. Following the completion of the sale, the director 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 SEC filing for this sale provides additional information. Corporate insiders own 13.05% of the company’s stock.

Analyst Ratings Changes

EL has been the topic of a number of research reports. Canaccord Genuity Group boosted their target price on shares of Estee Lauder Companies from $85.00 to $100.00 and gave the stock a “hold” rating in a report on Monday, October 27th. Citigroup raised their target price on Estee Lauder Companies from $95.00 to $105.00 and gave the stock a “neutral” rating in a research report on Friday, October 31st. The Goldman Sachs Group upgraded Estee Lauder Companies from a “neutral” rating to a “buy” rating and upped their price target for the company from $76.00 to $115.00 in a research report on Monday, October 13th. Evercore ISI increased their price target on Estee Lauder Companies from $100.00 to $115.00 and gave the company an “outperform” rating in a research note on Monday, September 15th. Finally, Deutsche Bank Aktiengesellschaft upped their target price on Estee Lauder Companies from $98.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, August 21st. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $94.43.

About Estee Lauder Companies

The Estée Lauder Companies Inc manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. It offers skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, and sun care products; and makeup products, such as lipsticks, lip glosses, mascaras, foundations, eyeshadows, and powders, as well as compacts, brushes, and other makeup tools.