Equities Analysts Issue Forecasts for The Estée Lauder Companies Inc.’s Q1 2025 Earnings (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) – Stock analysts at B. Riley issued their Q1 2025 earnings estimates for shares of Estée Lauder Companies in a research note issued to investors on Monday, September 9th. B. Riley analyst A. Glaessgen expects that the company will earn $0.08 per share for the quarter. B. Riley currently has a “Neutral” rating and a $95.00 target price on the stock. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $2.99 per share. B. Riley also issued estimates for Estée Lauder Companies’ Q2 2025 earnings at $0.99 EPS, Q3 2025 earnings at $1.10 EPS and Q4 2025 earnings at $0.64 EPS.

Estée Lauder Companies (NYSE:EL) last announced its quarterly earnings data on Monday, August 19th. The company reported $0.64 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.39. Estée Lauder Companies had a net margin of 2.50% and a return on equity of 16.91%. The company had revenue of $3.87 billion during the quarter, compared to analysts’ expectations of $3.80 billion. During the same quarter in the prior year, the company earned $0.07 EPS. The firm’s revenue was up 7.3% on a year-over-year basis.

Several other brokerages have also recently weighed in on EL. Bank of America cut shares of Estée Lauder Companies from a “buy” rating to a “neutral” rating and dropped their price target for the company from $140.00 to $100.00 in a research report on Friday, August 16th. Citigroup dropped their price target on shares of Estée Lauder Companies from $110.00 to $105.00 and set a “buy” rating for the company in a research report on Tuesday, August 20th. Raymond James cut shares of Estée Lauder Companies from a “strong-buy” rating to a “market perform” rating in a research report on Monday, July 22nd. Telsey Advisory Group reissued a “market perform” rating and set a $115.00 price target on shares of Estée Lauder Companies in a research report on Monday, August 19th. Finally, Morgan Stanley dropped their price target on shares of Estée Lauder Companies from $140.00 to $100.00 and set an “equal weight” rating for the company in a research report on Tuesday, August 20th. Fourteen research analysts have rated the stock with a hold rating and ten have issued a buy rating to the company. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $121.57.

Estée Lauder Companies Price Performance

Shares of Estée Lauder Companies stock opened at $84.13 on Thursday. Estée Lauder Companies has a 52-week low of $82.39 and a 52-week high of $159.75. The stock has a market capitalization of $30.17 billion, a price-to-earnings ratio of 47.26, a price-to-earnings-growth ratio of 1.46 and a beta of 1.00. The company has a fifty day moving average of $95.04 and a 200-day moving average of $120.71. The company has a debt-to-equity ratio of 1.37, a quick ratio of 1.01 and a current ratio of 1.39.

Estée Lauder Companies Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, September 16th. Investors of record on Friday, August 30th will be paid a $0.66 dividend. The ex-dividend date of this dividend is Friday, August 30th. This represents a $2.64 annualized dividend and a dividend yield of 3.14%. Estée Lauder Companies’s payout ratio is 148.31%.

Insider Buying and Selling

In related news, Director Lynn Forester sold 3,890 shares of the stock in a transaction dated Friday, August 23rd. The shares were sold at an average price of $93.61, for a total value of $364,142.90. Following the completion of the transaction, the director now directly owns 15,209 shares in the company, valued at approximately $1,423,714.49. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. In other Estée Lauder Companies news, Director Charlene Barshefsky sold 3,437 shares of Estée Lauder Companies stock in a transaction dated Tuesday, August 27th. The shares were sold at an average price of $91.93, for a total value of $315,963.41. Following the completion of the transaction, the director now directly owns 49,800 shares of the company’s stock, valued at $4,578,114. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Lynn Forester sold 3,890 shares of Estée Lauder Companies stock in a transaction dated Friday, August 23rd. The stock was sold at an average price of $93.61, for a total transaction of $364,142.90. Following the completion of the transaction, the director now directly owns 15,209 shares of the company’s stock, valued at $1,423,714.49. The disclosure for this sale can be found here. 12.77% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the company. Norges Bank purchased a new position in shares of Estée Lauder Companies during the fourth quarter valued at approximately $518,975,000. Marshall Wace LLP raised its holdings in shares of Estée Lauder Companies by 3,065.6% during the second quarter. Marshall Wace LLP now owns 1,983,083 shares of the company’s stock valued at $211,000,000 after purchasing an additional 1,920,439 shares during the last quarter. Jennison Associates LLC purchased a new position in shares of Estée Lauder Companies during the first quarter valued at approximately $291,171,000. Vanguard Group Inc. raised its holdings in shares of Estée Lauder Companies by 6.4% during the first quarter. Vanguard Group Inc. now owns 20,686,550 shares of the company’s stock valued at $3,188,832,000 after purchasing an additional 1,250,555 shares during the last quarter. Finally, Carmignac Gestion raised its holdings in shares of Estée Lauder Companies by 1,908.0% during the fourth quarter. Carmignac Gestion now owns 1,195,750 shares of the company’s stock valued at $174,895,000 after purchasing an additional 1,136,201 shares during the last quarter. 55.15% of the stock is 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, nail polishes, and powders, as well as compacts, brushes, and other makeup tools.