Analysts Issue Forecasts for The Estée Lauder Companies Inc.’s Q1 2025 Earnings (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) – B. Riley issued their Q1 2025 EPS estimates for Estée Lauder Companies in a note issued to investors on Monday, September 9th. B. Riley analyst A. Glaessgen anticipates that the company will post earnings of $0.08 per share for the quarter. B. Riley has a “Neutral” rating and a $95.00 price objective on the stock. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $2.97 per share. B. Riley also issued estimates for Estée Lauder Companies’ Q2 2025 earnings at $0.99 EPS, Q3 2025 earnings at $1.10 EPS and Q4 2025 earnings at $0.64 EPS.

Estée Lauder Companies (NYSE:EL) last released its earnings results on Monday, August 19th. The company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.39. The company had revenue of $3.87 billion during the quarter, compared to analysts’ expectations of $3.80 billion. Estée Lauder Companies had a net margin of 2.50% and a return on equity of 16.91%. Estée Lauder Companies’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period last year, the business earned $0.07 EPS.

A number of other equities research analysts have also recently commented on the company. StockNews.com upgraded Estée Lauder Companies from a “hold” rating to a “buy” rating in a research report on Friday, August 23rd. Evercore ISI dropped their price target on shares of Estée Lauder Companies from $180.00 to $130.00 and set an “outperform” rating on the stock in a research note on Tuesday, August 20th. Royal Bank of Canada reaffirmed an “outperform” rating and set a $131.00 price objective on shares of Estée Lauder Companies in a report on Tuesday, August 20th. Wells Fargo & Company reduced their price target on shares of Estée Lauder Companies from $130.00 to $117.00 and set an “overweight” rating for the company in a research report on Tuesday, August 20th. Finally, Bank of America cut Estée Lauder Companies from a “buy” rating to a “neutral” rating and lowered their price objective for the stock from $140.00 to $100.00 in a report on Friday, August 16th. Fourteen equities research analysts have rated the stock with a hold rating and ten have assigned a buy rating to the company’s stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus price target of $121.57.

Estée Lauder Companies Stock Up 0.5 %

EL stock opened at $84.58 on Thursday. The company has a debt-to-equity ratio of 1.37, a current ratio of 1.39 and a quick ratio of 1.01. The firm’s fifty day simple moving average is $94.60 and its 200-day simple moving average is $120.29. Estée Lauder Companies has a 12 month low of $82.39 and a 12 month high of $159.75. The company has a market capitalization of $30.34 billion, a P/E ratio of 47.52, a price-to-earnings-growth ratio of 1.42 and a beta of 1.00.

Institutional Inflows and Outflows

Several institutional investors have recently added to or reduced their stakes in EL. Norges Bank purchased a new position in shares of Estée Lauder Companies during the fourth quarter worth about $518,975,000. Marshall Wace LLP grew its stake in shares of Estée Lauder Companies by 3,065.6% in the 2nd quarter. Marshall Wace LLP now owns 1,983,083 shares of the company’s stock valued at $211,000,000 after purchasing an additional 1,920,439 shares during the last quarter. Jennison Associates LLC acquired a new position in shares of Estée Lauder Companies in the first quarter valued at approximately $291,171,000. Vanguard Group Inc. raised its stake in shares of Estée Lauder Companies by 6.4% during the first quarter. Vanguard Group Inc. now owns 20,686,550 shares of the company’s stock worth $3,188,832,000 after purchasing an additional 1,250,555 shares during the last quarter. Finally, Carmignac Gestion raised its stake in shares of Estée Lauder Companies by 1,908.0% during the fourth quarter. Carmignac Gestion now owns 1,195,750 shares of the company’s stock worth $174,895,000 after purchasing an additional 1,136,201 shares during the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.

Insider Activity at Estée Lauder Companies

In related news, Director Charlene Barshefsky sold 3,437 shares of Estée Lauder Companies stock in a transaction that occurred on Tuesday, August 27th. The shares were sold at an average price of $91.93, for a total value of $315,963.41. Following the completion of the transaction, the director now owns 49,800 shares in the company, valued at $4,578,114. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. In related news, Director Charlene Barshefsky sold 3,437 shares of the business’s stock in a transaction on Tuesday, August 27th. The stock was sold at an average price of $91.93, for a total transaction of $315,963.41. Following the completion of the transaction, the director now directly owns 49,800 shares of the company’s stock, valued at approximately $4,578,114. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Lynn Forester sold 3,890 shares of the stock in a transaction dated Friday, August 23rd. The shares were sold at an average price of $93.61, for a total value of $364,142.90. Following the completion of the sale, the director now directly owns 15,209 shares in the company, valued at approximately $1,423,714.49. The disclosure for this sale can be found here. 12.77% of the stock is currently owned by company insiders.

Estée Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, September 16th. Investors of record on Friday, August 30th will be issued a dividend of $0.66 per share. This represents a $2.64 dividend on an annualized basis and a yield of 3.12%. The ex-dividend date of this dividend is Friday, August 30th. Estée Lauder Companies’s dividend payout ratio (DPR) is 148.32%.

Estée Lauder Companies Company Profile

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, nail polishes, and powders, as well as compacts, brushes, and other makeup tools.