Rep. Jonathan L. Jackson Acquires Shares of The Estee Lauder Companies Inc. (NYSE:EL)

Representative Jonathan L. Jackson (Democratic-Illinois) recently bought shares of The Estee Lauder Companies Inc. (NYSE:EL). In a filing disclosed on October 19th, the Representative disclosed that they had bought between $50,001 and $100,000 in Estee Lauder Companies stock on September 28th. The trade occurred in the Representative’s “MORGAN STANLEY TRUST ACCOUNT” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of Viasat (NASDAQ:VSAT) on 9/28/2026.
• Sold $50,001 – $100,000 in shares of Walmart (NASDAQ:WMT) on 9/28/2026.
• Purchased $15,001 – $50,000 in shares of Guardant Health (NASDAQ:GH) on 9/28/2026.
• Purchased $50,001 – $100,000 in shares of Datadog (NASDAQ:DDOG) on 9/28/2026.
• Sold $1,001 – $15,000 in shares of Tortoise Energy Infrastructure (NYSE:TYG) on 9/4/2026.
• Sold $1,001 – $15,000 in shares of Viasat (NASDAQ:VSAT) on 8/28/2026.

Estee Lauder Companies Trading Up 0.4%

Shares of EL opened at $106.17 on Wednesday. The Estee Lauder Companies Inc. has a 1-year low of $66.22 and a 1-year high of $121.64. The business’s 50-day moving average price is $97.62 and its 200 day moving average price is $87.41. The stock has a market capitalization of $38.41 billion, a P/E ratio of 216.67, a P/E/G ratio of 1.22 and a beta of 1.27. The company has a current ratio of 1.22, a quick ratio of 0.90 and a debt-to-equity ratio of 1.79.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Wednesday, August 19th. The company reported $0.39 EPS for the quarter, topping analysts’ consensus estimates of $0.32 by $0.07. Estee Lauder Companies had a net margin of 1.21% and a return on equity of 23.52%. The firm had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.55 billion. During the same quarter last year, the business posted $0.09 EPS. The company’s revenue was up 6.3% on a year-over-year basis. Estee Lauder Companies has set its FY 2027 guidance at 3.100-3.350 EPS. Analysts expect that The Estee Lauder Companies Inc. will post 3.31 earnings per share for the current year.

Estee Lauder Companies Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, September 15th. Stockholders of record on Monday, August 31st were given a dividend of $0.35 per share. The ex-dividend date of this dividend was Monday, August 31st. This represents a $1.40 dividend on an annualized basis and a dividend yield of 1.3%. Estee Lauder Companies’s payout ratio is 285.71%.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Zacks Research downgraded shares of Estee Lauder Companies from a “strong-buy” rating to a “hold” rating in a research report on Friday, July 10th. China Intl Cap upgraded Estee Lauder Companies to a “strong-buy” rating in a report on Sunday, August 30th. TD Cowen boosted their target price on Estee Lauder Companies from $90.00 to $100.00 and gave the company a “hold” rating in a research note on Thursday, August 20th. Barclays raised Estee Lauder Companies from an “equal weight” rating to an “overweight” rating and raised their price target for the stock from $97.00 to $108.00 in a research note on Monday, October 5th. Finally, JPMorgan Chase & Co. boosted their price target on Estee Lauder Companies from $112.00 to $115.00 and gave the company an “overweight” rating in a research note on Monday. Two equities research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat, Estee Lauder Companies currently has a consensus rating of “Hold” and an average price target of $106.33.

Insider Transactions at Estee Lauder Companies

In related news, Director Paul Fribourg sold 58,000 shares of the stock in a transaction that occurred on Monday, September 14th. The shares were sold at an average price of $98.17, for a total value of $5,693,860.00. Following the transaction, the director directly owned 417,300 shares in the company, valued at $40,966,341. This represents a 12.20% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, VP Rashida La Lande sold 7,766 shares of the company’s stock in a transaction on Friday, August 28th. The shares were sold at an average price of $103.32, for a total transaction of $802,383.12. Following the sale, the vice president owned 14,357 shares of the company’s stock, valued at $1,483,365.24. The trade was a 35.10% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 75,105 shares of company stock worth $7,423,185 in the last quarter. 11.54% of the stock is owned by company insiders.

Estee Lauder Companies News Roundup

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

• Positive Sentiment: J.P. Morgan raised its price target for EL from $112 to $115 and reaffirmed an “Overweight” rating, citing an improved outlook for the cosmetics company. The new target implies approximately 8% upside from the reference price. The Estée Lauder Companies Receives a Buy from J.P. Morgan
• Positive Sentiment: Jefferies increased its price target from $100 to $120 while maintaining a “Hold” rating. Although the rating is cautious, the higher valuation target suggests analysts see additional recovery potential in Estée Lauder’s business.
• Positive Sentiment: Options activity was unusually bullish: traders purchased 37,897 call contracts, roughly 833% above average daily call volume. This indicates increased speculative interest in a further rise in EL shares, though options activity can be volatile and short-lived.
• Positive Sentiment: Zacks said Estée Lauder has an impressive earnings-surprise history and currently possesses factors that could support another quarterly earnings beat. The company previously exceeded consensus EPS and revenue estimates, adding to investor optimism. Will Estee Lauder Beat Estimates Again in Its Next Earnings Report?
• Neutral Sentiment: Estée Lauder will report fiscal 2027 first-quarter results on November 2, with management scheduled to discuss performance, its outlook and recent corporate developments. The event could produce a significant move depending on results and guidance. Estée Lauder Fiscal 2027 First-Quarter Results Webcast
• Neutral Sentiment: Cordatus Wealth Management disclosed a new 4,751-share position valued at approximately $441,000. The purchase signals some institutional interest but is too small to materially affect EL’s valuation.
• Neutral Sentiment: Krista Lee Berger was appointed Senior Vice President of Global Marketing for Clinique. The move could support brand innovation and growth, but its financial impact is not yet measurable. Estée Lauder Appoints Clinique Marketing Executive

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in the stock. Robeco Institutional Asset Management B.V. boosted its holdings in Estee Lauder Companies by 26.9% in the third quarter. Robeco Institutional Asset Management B.V. now owns 1,827,512 shares of the company’s stock valued at $169,538,000 after acquiring an additional 387,596 shares during the last quarter. Cordatus Wealth Management LLC bought a new stake in Estee Lauder Companies during the 3rd quarter worth about $441,000. New England Research & Management Inc. bought a new stake in Estee Lauder Companies during the 3rd quarter worth about $473,000. TD Waterhouse Canada Inc. lifted its position in Estee Lauder Companies by 15.4% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 21,273 shares of the company’s stock valued at $1,920,000 after purchasing an additional 2,845 shares during the period. Finally, Cyndeo Wealth Partners LLC bought a new position in shares of Estee Lauder Companies in the 3rd quarter valued at about $366,000. 55.15% of the stock is owned by institutional investors.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

Estee Lauder Companies Company Profile

The Estée Lauder Companies Inc (NYSE: EL) is a global prestige beauty company that develops, markets and sells skincare, makeup, fragrance and hair-care products. Its portfolio includes brands such as Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Aveda, Bobbi Brown Cosmetics, Tom Ford Beauty, Le Labo and The Ordinary.

Founded in 1946 by Estée and Joseph Lauder, the company began with four skincare products and has expanded into a multinational beauty business. Its products are sold through department and specialty stores, beauty retailers, brand-operated stores, e-commerce platforms, salons, spas and other distribution channels.

The Estée Lauder Companies serves consumers in markets across the Americas, Europe, the Middle East and Africa, and Asia-Pacific.