Telsey Advisory Group Forecasts EL FY2025 Earnings

The Estée Lauder Companies Inc. (NYSE:EL) – Investment analysts at Telsey Advisory Group dropped their FY2025 earnings per share (EPS) estimates for shares of Estée Lauder Companies in a report issued on Wednesday, February 5th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $1.36 per share for the year, down from their prior forecast of $1.41. Telsey Advisory Group currently has a “Market Perform” rating and a $76.00 target price 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.

EL has been the topic of several other research reports. Hsbc Global Res lowered shares of Estée Lauder Companies from a “strong-buy” rating to a “hold” rating in a report on Wednesday, October 16th. TD Cowen decreased their target price on Estée Lauder Companies from $95.00 to $70.00 and set a “hold” rating for the company in a research report on Friday, November 1st. Canaccord Genuity Group cut their price target on Estée Lauder Companies from $76.00 to $70.00 and set a “hold” rating on the stock in a report on Wednesday. UBS Group boosted their price objective on Estée Lauder Companies from $74.00 to $80.00 and gave the company a “neutral” rating in a report on Thursday, January 16th. Finally, Citigroup cut Estée Lauder Companies from a “buy” rating to a “neutral” rating and cut their target price for the stock from $105.00 to $80.00 in a report on Thursday, October 31st. Twenty equities research analysts have rated the stock with a hold rating and four have assigned a buy rating to the company’s stock. According to MarketBeat.com, Estée Lauder Companies presently has a consensus rating of “Hold” and an average target price of $86.00.

Estée Lauder Companies Stock Down 2.4 %

Shares of NYSE EL opened at $64.34 on Thursday. 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 firm has a market cap of $23.10 billion, a PE ratio of 114.89, a P/E/G ratio of 5.89 and a beta of 1.03. The company’s fifty day simple moving average is $77.05 and its 200 day simple moving average is $83.39. Estée Lauder Companies has a 12-month low of $62.29 and a 12-month high of $159.54.

Estée Lauder Companies (NYSE:EL) last issued its quarterly 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 firm had revenue of $4 billion for the quarter, compared to analyst estimates of $3.98 billion. Estée Lauder Companies had a return on equity of 17.31% and a net margin of 1.31%. The company’s revenue was down 6.4% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.88 earnings per share.

Estée Lauder Companies Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be given a $0.35 dividend. The ex-dividend date of this dividend is Friday, February 28th. This represents a $1.40 annualized dividend and a yield of 2.18%. Estée Lauder Companies’s dividend payout ratio is currently -71.79%.

Insider Buying and Selling at Estée Lauder Companies

In related news, Director Paul J. Fribourg purchased 75,500 shares of the firm’s stock in a transaction dated Monday, November 18th. The stock was bought at an average price of $64.93 per share, for a total transaction of $4,902,215.00. Following the purchase, the director now directly owns 310,000 shares in the company, valued at approximately $20,128,300. This trade represents a 32.20 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Corporate insiders own 12.78% of the company’s stock.

Hedge Funds Weigh In On Estée Lauder Companies

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

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.