KBC Group NV Boosts Stock Position in The Estee Lauder Companies Inc. $EL

KBC Group NV lifted its position in The Estee Lauder Companies Inc. (NYSE:EL) by 910.3% in the first quarter, Holdings Channel.com reports. The firm owned 707,692 shares of the company’s stock after purchasing an additional 637,641 shares during the quarter. KBC Group NV’s holdings in Estee Lauder Companies were worth $50,792,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. S&CO Inc. raised its holdings in shares of Estee Lauder Companies by 1.6% during the 1st quarter. S&CO Inc. now owns 70,764 shares of the company’s stock valued at $5,078,000 after buying an additional 1,096 shares in the last quarter. SEB Asset Management AB purchased a new stake in Estee Lauder Companies in the first quarter worth approximately $3,574,000. Swiss National Bank boosted its stake in Estee Lauder Companies by 12.1% in the first quarter. Swiss National Bank now owns 721,500 shares of the company’s stock worth $51,782,000 after buying an additional 78,100 shares in the last quarter. World Equity Group Inc. grew its position in Estee Lauder Companies by 17.6% during the first quarter. World Equity Group Inc. now owns 5,414 shares of the company’s stock valued at $389,000 after acquiring an additional 809 shares during the last quarter. Finally, Ascent Wealth Partners LLC bought a new position in Estee Lauder Companies during the first quarter valued at approximately $3,525,000. 55.15% of the stock is currently owned by institutional investors.

Estee Lauder Companies Price Performance

Shares of NYSE EL opened at $83.47 on Tuesday. The Estee Lauder Companies Inc. has a 1 year low of $66.22 and a 1 year high of $121.64. 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 company’s 50-day moving average is $83.77 and its 200 day moving average is $90.93. The stock has a market capitalization of $30.20 billion, a P/E ratio of -119.25, a P/E/G ratio of 0.64 and a beta of 1.27.

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

Estee Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, June 15th. Stockholders of record on Friday, May 29th were given a $0.35 dividend. The ex-dividend date of this dividend was Friday, May 29th. This represents a $1.40 annualized dividend and a dividend yield of 1.7%. Estee Lauder Companies’s dividend payout ratio is currently -200.00%.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently weighed in on EL shares. Piper Sandler assumed coverage on shares of Estee Lauder Companies in a report on Friday, May 15th. They issued an “overweight” rating and a $95.00 price objective for the company. Citigroup increased their target price on shares of Estee Lauder Companies from $92.00 to $110.00 and gave the company a “buy” rating in a report on Friday, May 22nd. Wall Street Zen cut shares of Estee Lauder Companies from a “buy” rating to a “hold” rating in a research report on Saturday, April 4th. Deutsche Bank Aktiengesellschaft lowered their price target on shares of Estee Lauder Companies from $124.00 to $108.00 and set a “buy” rating for the company in a research note on Monday, March 30th. Finally, Telsey Advisory Group cut their price target on shares of Estee Lauder Companies from $105.00 to $90.00 and set a “market perform” rating for the company in a research report on Monday, May 4th. One analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have given a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $99.16.

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.