USConsumer Defensive

Estee Lauder Companies Inc (EL)

US · Consumer Defensive · Household & Personal Products

$86.97+2.70%
Last close · 2026-08-04

Latest quarter · ended 2026-03-31

Revenue
$3.71B
Revenue YoY
+4.6%
Net profit
$89.0M
Profit YoY
-44.0%
EPS
$0.91
EPS estimate
$0.65
Net margin
2.4%

EPS came in at 0.91 against a street estimate of 0.65 — a beat of 40.0%.

Key statistics

Market cap
$30.35B
Forward P/E
26.8
P/B
7.60
Book value
$11.04
EPS (TTM)
$-0.70
Dividend yield
1.65%
52-week high
$120.79
52-week low
$65.97
50-day MA
$83.85
200-day MA
$92.29
Beta
1.26

Analyst view

Analysts rate Estee Lauder Companies Inc a buy (11 buy, 13 hold, 1 sell out of 25) with an average price target of $95.85.

Shareholding

Insiders
0.40%
Institutions
97.12%

Largest institutional holders

FundStake
BlackRock Inc5.13%
FMR Inc5.01%
Vanguard Capital Management, LLC4.44%
Bank of America Corp3.83%
Vanguard Portfolio Management, LLC3.36%
State Street Corp3.26%
Schroder Investment Management Group2.22%
Eagle Capital Management LLC2.19%

Recent filings & reports

DocumentDate
Board / officer change · Q3 20262026-07-24
Quarterly report · Q1 20262026-05-01
Results announced · Q2 20262026-05-01
Company announcement · Q1 20262026-03-24
Quarterly report · Q4 20252026-02-05
Results announced · Q1 20262026-02-05
Quarterly report · Q3 20252025-10-30
Proxy statement · Q4 20252025-09-25

Readable in the app.

Corporate actions

ActionDetailDate
Dividend$0.35 / share
ex-date May 29, 2026 · pay Jun 15, 2026
2026-05-29
Dividend$0.35 / share
ex-date Feb 27, 2026 · pay Mar 16, 2026
2026-02-27
Dividend$0.35 / share
ex-date Nov 28, 2025 · pay Dec 15, 2025
2025-11-28
Dividend$0.35 / share
ex-date Sep 2, 2025 · pay Sep 16, 2025
2025-09-02

Deals & corporate news

AnnouncementDate
Q3 FY2026 results with FY2026 and FY2027 financial metrics estimates
Estée Lauder Companies issued an 8-K filing on May 1, 2026, announcing financial results for the fiscal quarter ended March 31, 2026. The filing is primarily procedural, announcing that the
2026-05-01
In discussions regarding potential business combination merger with Puig
Estée Lauder Companies confirmed on March 23, 2026, that it is in discussions with Puig regarding a potential merger of the two beauty and cosmetics businesses. However, this is early-stage
2026-03-24
Fiscal Q1 2026 results announced with full year 2026 guidance provided
Estée Lauder Companies announced its financial results for the fiscal quarter ended December 31, 2025, on February 5, 2026. The 8-K filing itself does not contain specific financial data, nu
2026-02-05
Q1 FY2026 results announced with full year net sales and EPS estimates
Estée Lauder Companies announced financial results for its fiscal quarter ending September 30, 2025 on October 30, 2025. The 8-K filing itself contains minimal details—it primarily reference
2025-10-30
Full year fiscal 2025 results and fiscal 2026 net sales and earnings estimates
Estée Lauder Companies announced its fiscal 2025 full-year and fourth-quarter financial results on August 20, 2025. The company also provided forward-looking guidance for fiscal 2026, includ
2025-08-20

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Data updated 2026-08-05.