EL FY2025 EPS Estimate Decreased by Telsey Advisory Group

The Estée Lauder Companies Inc. (NYSE:EL) – Equities researchers at Telsey Advisory Group decreased their FY2025 earnings per share estimates for shares of Estée Lauder Companies in a research note issued to investors on Wednesday, February 5th. Telsey Advisory Group analyst D. Telsey now forecasts that the company will post earnings per share of $1.36 for the year, down from their prior estimate of $1.41. Telsey Advisory Group currently has a “Market Perform” rating and a $76.00 price objective on the stock. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $1.50 per share. Telsey Advisory Group also issued estimates for Estée Lauder Companies’ Q4 2025 earnings at $0.29 EPS, Q1 2026 earnings at $0.45 EPS, Q2 2026 earnings at $0.64 EPS, Q3 2026 earnings at $0.52 EPS and FY2026 earnings at $2.19 EPS.

Estée Lauder Companies (NYSE:EL) last posted its earnings results on Tuesday, February 4th. The company reported $0.62 EPS for the quarter, topping analysts’ consensus estimates of $0.32 by $0.30. The firm had revenue of $4 billion during the quarter, compared to analysts’ expectations of $3.98 billion. Estée Lauder Companies had a net margin of 1.31% and a return on equity of 17.31%. 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 earnings per share.

Other equities analysts also recently issued research reports about the stock. Canaccord Genuity Group dropped their price target on shares of Estée Lauder Companies from $76.00 to $70.00 and set a “hold” rating for the company in a research note on Wednesday. Royal Bank of Canada restated an “outperform” rating and issued a $100.00 price target on shares of Estée Lauder Companies in a report on Friday, January 31st. TD Cowen reduced their target price on Estée Lauder Companies from $95.00 to $70.00 and set a “hold” rating for the company in a research note on Friday, November 1st. JPMorgan Chase & Co. increased their price target on Estée Lauder Companies from $74.00 to $79.00 and gave the company a “neutral” rating in a research report on Thursday, January 16th. Finally, The Goldman Sachs Group decreased their price objective on shares of Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating for the company in a research note on Friday, November 1st. Twenty analysts have rated the stock with a hold rating and four have issued a buy rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $90.55.

Estée Lauder Companies Price Performance

Shares of EL opened at $65.79 on Thursday. The stock has a market cap of $23.62 billion, a PE ratio of 117.49, a PEG ratio of 5.89 and a beta of 1.03. The company has a quick ratio of 0.90, a current ratio of 1.32 and a debt-to-equity ratio of 1.44. The business has a 50-day simple moving average of $77.22 and a two-hundred day simple moving average of $83.52. Estée Lauder Companies has a 12-month low of $62.29 and a 12-month high of $159.54.

Estée Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 17th. Stockholders of record on Friday, February 28th will be paid a $0.35 dividend. This represents a $1.40 annualized dividend and a dividend yield of 2.13%. The ex-dividend date is Friday, February 28th. Estée Lauder Companies’s dividend payout ratio is currently 250.00%.

Insider Buying and Selling

In other news, Director Paul J. Fribourg acquired 77,500 shares of Estée Lauder Companies stock in a transaction dated Friday, November 15th. The stock was purchased at an average cost of $64.01 per share, with a total value of $4,960,775.00. Following the completion of the purchase, the director now directly owns 234,500 shares in the company, valued at approximately $15,010,345. This trade represents a 49.36 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 12.78% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of EL. Ameliora Wealth Management Ltd. bought a new stake in Estée Lauder Companies during the 4th quarter valued at about $29,000. Deseret Mutual Benefit Administrators increased its holdings in shares of Estée Lauder Companies by 68.7% in the 4th quarter. Deseret Mutual Benefit Administrators now owns 388 shares of the company’s stock valued at $29,000 after acquiring an additional 158 shares during the period. Eagle Bay Advisors LLC lifted its stake in shares of Estée Lauder Companies by 297.0% during the 4th quarter. Eagle Bay Advisors LLC now owns 401 shares of the company’s stock worth $30,000 after purchasing an additional 300 shares during the last quarter. Golden State Wealth Management LLC purchased a new position in Estée Lauder Companies in the fourth quarter valued at about $30,000. Finally, Ashton Thomas Securities LLC bought a new position in Estée Lauder Companies in the third quarter worth about $31,000. Institutional investors own 55.15% of the company’s stock.

About Estée 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.