Robeco Institutional Asset Management B.V. Purchases 1,152,669 Shares of The Estee Lauder Companies Inc. $EL

Robeco Institutional Asset Management B.V. grew its position in The Estee Lauder Companies Inc. (NYSE:EL) by 1,600.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,224,695 shares of the company’s stock after acquiring an additional 1,152,669 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.34% of Estee Lauder Companies worth $98,955,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the company. Mather Group LLC. boosted its stake in Estee Lauder Companies by 442.5% during the first quarter. Mather Group LLC. now owns 1,367 shares of the company’s stock worth $90,000 after buying an additional 1,115 shares in the last quarter. Golden State Wealth Management LLC lifted its holdings in shares of Estee Lauder Companies by 57.3% during the 1st quarter. Golden State Wealth Management LLC now owns 626 shares of the company’s stock worth $41,000 after acquiring an additional 228 shares during the period. Bessemer Group Inc. lifted its holdings in shares of Estee Lauder Companies by 70.2% during the 1st quarter. Bessemer Group Inc. now owns 4,753 shares of the company’s stock worth $313,000 after acquiring an additional 1,961 shares during the period. GAMMA Investing LLC boosted its position in shares of Estee Lauder Companies by 27.0% during the 1st quarter. GAMMA Investing LLC now owns 3,620 shares of the company’s stock valued at $239,000 after acquiring an additional 770 shares in the last quarter. Finally, Union Bancaire Privee UBP SA bought a new stake in Estee Lauder Companies in the second quarter valued at about $3,006,000. Institutional investors and hedge funds own 55.15% of the company’s stock.

Estee Lauder Companies Price Performance

Shares of EL stock opened at $88.90 on Friday. The stock’s fifty day moving average is $89.52 and its 200-day moving average is $75.94. The company has a debt-to-equity ratio of 1.89, a quick ratio of 0.92 and a current ratio of 1.30. The Estee Lauder Companies Inc. has a 52 week low of $48.37 and a 52 week high of $97.44. The stock has a market capitalization of $32.00 billion, a PE ratio of -28.31, a PEG ratio of 2.47 and a beta of 1.16.

Estee Lauder Companies (NYSE:EL) last posted its quarterly earnings data on Wednesday, August 20th. The company reported $0.09 earnings per share for the quarter, topping the consensus estimate of $0.07 by $0.02. Estee Lauder Companies had a negative net margin of 7.91% and a positive return on equity of 12.37%. The firm had revenue of $3.41 billion during the quarter, compared to analysts’ expectations of $3.36 billion. During the same quarter in the previous year, the company posted $0.64 EPS. Estee Lauder Companies’s revenue was down 11.9% on a year-over-year basis. Estee Lauder Companies has set its FY 2026 guidance at 1.900-2.100 EPS. Equities research analysts expect that The Estee Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estee Lauder Companies Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, September 16th. Stockholders of record on Tuesday, September 2nd were paid a dividend of $0.35 per share. This represents a $1.40 annualized dividend and a dividend yield of 1.6%. The ex-dividend date of this dividend was Tuesday, September 2nd. Estee Lauder Companies’s dividend payout ratio is -44.59%.

Insider Activity

In related news, VP Lande Rashida La sold 6,417 shares of Estee Lauder Companies stock in a transaction dated Thursday, August 28th. The stock was sold at an average price of $91.88, for a total value of $589,593.96. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Lynn Forester sold 3,702 shares of the company’s stock in a transaction dated Friday, August 29th. The shares were sold at an average price of $91.65, for a total transaction of $339,288.30. Following the transaction, the director owned 15,479 shares in the company, valued at approximately $1,418,650.35. The trade was a 19.30% decrease in their ownership of the stock. The disclosure for this sale can be found here. 13.05% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of brokerages have commented on EL. Telsey Advisory Group restated a “market perform” rating and set a $99.00 price target on shares of Estee Lauder Companies in a research note on Wednesday, August 20th. JPMorgan Chase & Co. cut their target price on Estee Lauder Companies from $101.00 to $99.00 and set an “overweight” rating for the company in a research report on Thursday, August 21st. Deutsche Bank Aktiengesellschaft boosted their price target on Estee Lauder Companies from $98.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, August 21st. Barclays increased their price objective on Estee Lauder Companies from $63.00 to $84.00 and gave the stock an “equal weight” rating in a research note on Tuesday, July 15th. Finally, Royal Bank Of Canada boosted their target price on shares of Estee Lauder Companies from $90.00 to $107.00 and gave the company an “outperform” rating in a research note on Thursday, August 21st. One analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus price target of $88.55.

Estee 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.