What is Telsey Advisory Group’s Forecast for EL Q3 Earnings?

The Estée Lauder Companies Inc. (NYSE:EL) – Research analysts at Telsey Advisory Group lowered their Q3 2025 earnings per share estimates for shares of Estée Lauder Companies in a note issued to investors on Wednesday, February 5th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $0.30 per share for the quarter, down from their previous estimate of $0.56. 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.

A number of other research analysts also recently issued reports on EL. Morgan Stanley cut their price target on Estée Lauder Companies from $85.00 to $81.00 and set an “equal weight” rating on the stock in a report on Thursday. UBS Group boosted their target price on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the stock a “neutral” rating in a report on Thursday, January 16th. Bank of America lowered their price target on shares of Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating on the stock in a report on Friday, November 1st. Canaccord Genuity Group reduced their price objective 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. Finally, DA Davidson restated a “buy” rating and issued a $81.00 target price on shares of Estée Lauder Companies in a research note on Wednesday. Twenty equities research analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $86.00.

Estée Lauder Companies Stock Performance

Shares of EL stock opened at $65.09 on Friday. The firm has a market cap of $23.36 billion, a price-to-earnings ratio of 116.23, a PEG ratio of 5.89 and a beta of 1.03. Estée Lauder Companies has a 52-week low of $62.29 and a 52-week high of $159.54. 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 company’s 50 day moving average is $76.86 and its 200 day moving average is $83.26.

Estée Lauder Companies (NYSE:EL) last posted its earnings results on Tuesday, February 4th. The company reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.32 by $0.30. Estée Lauder Companies had a net margin of 1.31% and a return on equity of 17.31%. The business had revenue of $4 billion for the quarter, compared to the consensus estimate of $3.98 billion. During the same quarter last year, the firm posted $0.88 EPS. The company’s revenue for the quarter was down 6.4% on a year-over-year basis.

Estée Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be issued a $0.35 dividend. This represents a $1.40 annualized dividend and a yield of 2.15%. The ex-dividend date is Friday, February 28th. Estée Lauder Companies’s payout ratio is 250.00%.

Insiders Place Their Bets

In other news, CFO Akhil Shrivastava purchased 700 shares of the stock in a transaction that occurred on Wednesday, February 5th. The shares were purchased at an average cost of $65.79 per share, with a total value of $46,053.00. Following the completion of the acquisition, the chief financial officer now owns 2,381 shares of the company’s stock, valued at approximately $156,645.99. This represents a 41.64 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Paul J. Fribourg acquired 75,500 shares of the business’s stock in a transaction on Monday, November 18th. The stock was purchased at an average cost of $64.93 per share, with a total value of $4,902,215.00. Following the acquisition, the director now directly owns 310,000 shares of the company’s stock, valued at $20,128,300. This represents a 32.20 % increase in their position. The disclosure for this purchase can be found here. In the last three months, insiders have purchased 196,700 shares of company stock valued at $12,762,093. Company insiders own 12.78% of the company’s stock.

Institutional Trading of Estée Lauder Companies

Institutional investors and hedge funds have recently made changes to their positions in the business. Cetera Investment Advisers increased its holdings in Estée Lauder Companies by 24.5% in the 2nd quarter. Cetera Investment Advisers now owns 31,051 shares of the company’s stock worth $3,304,000 after acquiring an additional 6,102 shares in the last quarter. Czech National Bank increased its stake in shares of Estée Lauder Companies by 6.9% during the third quarter. Czech National Bank now owns 47,469 shares of the company’s stock worth $4,732,000 after purchasing an additional 3,065 shares in the last quarter. CWM LLC raised its position in shares of Estée Lauder Companies by 28.7% during the 3rd quarter. CWM LLC now owns 4,930 shares of the company’s stock worth $491,000 after purchasing an additional 1,099 shares during the last quarter. BSN CAPITAL PARTNERS Ltd purchased a new position in Estée Lauder Companies in the 3rd quarter valued at about $14,589,000. Finally, Livforsakringsbolaget Skandia Omsesidigt boosted its holdings in Estée Lauder Companies by 294.1% in the 3rd quarter. Livforsakringsbolaget Skandia Omsesidigt now owns 2,010 shares of the company’s stock worth $200,000 after buying an additional 1,500 shares during the last quarter. 55.15% of the stock is currently owned by hedge funds and other 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.