Rep. Julie Johnson Sells The Estée Lauder Companies Inc. (NYSE:EL) Shares

Representative Julie Johnson (D-Texas) recently sold shares of The Estée Lauder Companies Inc. (NYSE:EL). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Estée Lauder Companies stock on February 12th. The trade occurred in the Representative’s “MERRILL LYNCH TAX EFFICIENT CORE” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Norfolk Southern (NYSE:NSC) on 2/25/2025.
• Purchased $1,001 – $15,000 in shares of Union Pacific (NYSE:UNP) on 2/25/2025.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/24/2025.
• Sold $1,001 – $15,000 in shares of BlackRock (NYSE:BLK) on 2/24/2025.
• Sold $1,001 – $15,000 in shares of The PNC Financial Services Group (NYSE:PNC) on 2/24/2025.
• Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 2/24/2025.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/24/2025.
• Purchased $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 2/24/2025.
• Purchased $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 2/14/2025.
• Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 2/14/2025.

Estée Lauder Companies Price Performance

EL opened at $66.64 on Friday. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.97 and a current ratio of 1.37. The stock has a market capitalization of $23.92 billion, a P/E ratio of -34.17, a P/E/G ratio of 6.09 and a beta of 1.08. The company’s 50-day simple moving average is $73.54 and its two-hundred day simple moving average is $78.84. The Estée Lauder Companies Inc. has a 52-week low of $62.29 and a 52-week high of $155.73.

Estée Lauder Companies (NYSE:EL) last posted its earnings results on Tuesday, February 4th. The company reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.32 by $0.30. The business had revenue of $4 billion for the quarter, compared to analysts’ expectations of $3.98 billion. Estée Lauder Companies had a negative net margin of 4.61% and a positive return on equity of 16.82%. The business’s revenue for the quarter was down 6.4% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.88 EPS. As a group, analysts predict that The Estée Lauder Companies Inc. will post 1.36 EPS for the current year.

Estée Lauder Companies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Friday, February 28th will be given a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a yield of 2.10%. The ex-dividend date is Friday, February 28th. Estée Lauder Companies’s dividend payout ratio (DPR) is -71.79%.

Insider Activity at Estée Lauder Companies

In other news, CFO Akhil Shrivastava bought 700 shares of Estée Lauder Companies stock in a transaction dated Wednesday, February 5th. The shares were acquired at an average price of $65.79 per share, with a total value of $46,053.00. Following the completion of the purchase, the chief financial officer now owns 2,381 shares in the company, valued at $156,645.99. The trade was a 41.64 % increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Paul J. Fribourg purchased 43,000 shares of the business’s stock in a transaction dated Wednesday, February 5th. The stock was bought at an average price of $66.35 per share, for a total transaction of $2,853,050.00. Following the completion of the acquisition, the director now owns 430,800 shares of the company’s stock, valued at approximately $28,583,580. The trade was a 11.09 % increase in their position. The disclosure for this purchase can be found here. 12.78% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on EL shares. Wells Fargo & Company boosted their price target on Estée Lauder Companies from $74.00 to $80.00 and gave the company an “equal weight” rating in a research note on Thursday, January 30th. Piper Sandler boosted their target price on shares of Estée Lauder Companies from $91.00 to $98.00 and gave the company an “overweight” rating in a research report on Wednesday, January 29th. Morgan Stanley decreased their price target on shares of Estée Lauder Companies from $85.00 to $81.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 6th. Royal Bank of Canada reissued an “outperform” rating and set a $100.00 price objective on shares of Estée Lauder Companies in a research report on Friday, January 31st. Finally, UBS Group raised their target price on Estée Lauder Companies from $74.00 to $80.00 and gave the stock a “neutral” rating in a report on Thursday, January 16th. Twenty equities research analysts have rated the stock with a hold rating and four have given a buy rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Hold” and an average price target of $86.00.

Hedge Funds Weigh In On Estée Lauder Companies

A number of hedge funds and other institutional investors have recently modified their holdings of EL. FMR LLC raised its stake in Estée Lauder Companies by 163.8% during the fourth quarter. FMR LLC now owns 14,382,579 shares of the company’s stock valued at $1,078,406,000 after purchasing an additional 8,930,011 shares in the last quarter. Capital World Investors purchased a new stake in Estée Lauder Companies during the fourth quarter valued at $554,509,000. Norges Bank purchased a new stake in Estée Lauder Companies during the fourth quarter valued at $251,304,000. American Century Companies Inc. raised its stake in Estée Lauder Companies by 11,026.8% during the fourth quarter. American Century Companies Inc. now owns 3,343,607 shares of the company’s stock valued at $250,704,000 after purchasing an additional 3,313,557 shares in the last quarter. Finally, Invesco Ltd. raised its stake in Estée Lauder Companies by 148.9% during the fourth quarter. Invesco Ltd. now owns 5,481,248 shares of the company’s stock valued at $410,984,000 after purchasing an additional 3,278,632 shares in the last quarter. Institutional investors own 55.15% of the company’s stock.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

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