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

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

NYSE EL opened at $64.85 on Friday. The stock has a market cap of $23.28 billion, a price-to-earnings ratio of -33.26, a PEG ratio of 6.09 and a beta of 1.08. The Estée Lauder Companies Inc. has a 52-week low of $62.29 and a 52-week high of $157.49. The business has a 50 day simple moving average of $73.65 and a 200 day simple moving average of $79.03. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.97 and a current ratio of 1.37.

Estée Lauder Companies (NYSE:EL) last issued its quarterly earnings results on Tuesday, February 4th. The company reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.32 by $0.30. The company had revenue of $4 billion during 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 quarterly revenue was down 6.4% on a year-over-year basis. During the same period last year, the business earned $0.88 EPS. Analysts anticipate that The Estée Lauder Companies Inc. will post 1.36 earnings per share for the current fiscal year.

Estée Lauder Companies Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Friday, February 28th will be paid a dividend of $0.35 per share. The ex-dividend date of this dividend is Friday, February 28th. This represents a $1.40 dividend on an annualized basis and a yield of 2.16%. Estée Lauder Companies’s payout ratio is -71.79%.

Institutional Investors Weigh In On Estée Lauder Companies

A number of hedge funds and other institutional investors have recently modified their holdings of EL. Peterson Wealth Services increased its position in shares of Estée Lauder Companies by 9.8% in the fourth quarter. Peterson Wealth Services now owns 1,506 shares of the company’s stock worth $113,000 after purchasing an additional 134 shares during the period. MassMutual Private Wealth & Trust FSB increased its position in shares of Estée Lauder Companies by 42.1% in the fourth quarter. MassMutual Private Wealth & Trust FSB now owns 476 shares of the company’s stock worth $36,000 after purchasing an additional 141 shares during the period. Blue Trust Inc. increased its position in shares of Estée Lauder Companies by 8.7% in the fourth quarter. Blue Trust Inc. now owns 1,853 shares of the company’s stock worth $139,000 after purchasing an additional 148 shares during the period. Farther Finance Advisors LLC increased its position in shares of Estée Lauder Companies by 30.9% in the third quarter. Farther Finance Advisors LLC now owns 639 shares of the company’s stock worth $64,000 after purchasing an additional 151 shares during the period. Finally, Smartleaf Asset Management LLC increased its position in shares of Estée Lauder Companies by 47.4% in the fourth quarter. Smartleaf Asset Management LLC now owns 479 shares of the company’s stock worth $36,000 after purchasing an additional 154 shares during the period. Institutional investors and hedge funds own 55.15% of the company’s stock.

Insider Buying and Selling

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

Analysts Set New Price Targets

Several equities analysts recently weighed in on EL shares. UBS Group raised their target price on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the company a “neutral” rating in a research note on Thursday, January 16th. Deutsche Bank Aktiengesellschaft decreased their target price on shares of Estée Lauder Companies from $80.00 to $78.00 and set a “hold” rating for the company in a research note on Wednesday, January 22nd. JPMorgan Chase & Co. raised their target price on shares of Estée Lauder Companies from $74.00 to $79.00 and gave the company a “neutral” rating in a research note on Thursday, January 16th. Barclays decreased their target price on shares of Estée Lauder Companies from $71.00 to $64.00 and set an “equal weight” rating for the company in a research note on Thursday, February 6th. Finally, CICC Research started coverage on shares of Estée Lauder Companies in a research note on Friday, December 27th. They issued a “market perform” rating and a $82.00 target price for the company. Twenty investment analysts have rated the stock with a hold rating and four have issued a buy rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $86.00.

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.