Analysts Offer Predictions for The Estée Lauder Companies Inc.’s Q2 2025 Earnings (NYSE:EL)

The Estée Lauder Companies Inc. (NYSE:EL) – Equities researchers at Zacks Research raised their Q2 2025 EPS estimates for shares of Estée Lauder Companies in a research note issued to investors on Wednesday, May 22nd. Zacks Research analyst A. Mohta now forecasts that the company will earn $1.15 per share for the quarter, up from their previous forecast of $1.03. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $2.22 per share. Zacks Research also issued estimates for Estée Lauder Companies’ FY2025 earnings at $4.05 EPS, Q1 2026 earnings at $1.15 EPS, Q2 2026 earnings at $1.44 EPS and FY2026 earnings at $5.36 EPS.

Estée Lauder Companies (NYSE:EL) last issued its quarterly earnings data on Wednesday, May 1st. The company reported $0.97 earnings per share for the quarter, topping the consensus estimate of $0.48 by $0.49. Estée Lauder Companies had a net margin of 4.18% and a return on equity of 13.08%. The firm had revenue of $3.94 billion for the quarter, compared to analysts’ expectations of $3.92 billion. During the same quarter in the prior year, the business earned $0.47 EPS. The business’s quarterly revenue was up 5.0% on a year-over-year basis.

A number of other equities research analysts have also recently commented on EL. Barclays decreased their target price on shares of Estée Lauder Companies from $150.00 to $140.00 and set an “equal weight” rating on the stock in a research note on Friday, May 3rd. Canaccord Genuity Group cut their price objective on shares of Estée Lauder Companies from $140.00 to $131.00 and set a “hold” rating for the company in a report on Thursday, May 2nd. Morgan Stanley lowered shares of Estée Lauder Companies from an “overweight” rating to an “equal weight” rating and cut their price objective for the company from $164.00 to $140.00 in a report on Friday, May 3rd. DA Davidson reaffirmed a “buy” rating and set a $191.00 price objective on shares of Estée Lauder Companies in a report on Monday, April 22nd. Finally, Raymond James increased their price objective on shares of Estée Lauder Companies from $150.00 to $175.00 and gave the company a “strong-buy” rating in a report on Tuesday, February 6th. Sixteen research analysts have rated the stock with a hold rating, eight have assigned a buy rating and one has assigned a strong buy rating to the company’s stock. According to MarketBeat.com, Estée Lauder Companies presently has an average rating of “Hold” and an average price target of $160.92.

Estée Lauder Companies Price Performance

NYSE EL opened at $130.81 on Thursday. Estée Lauder Companies has a 12 month low of $102.22 and a 12 month high of $204.41. The stock has a market cap of $46.90 billion, a price-to-earnings ratio of 73.49, a PEG ratio of 3.63 and a beta of 1.07. The company’s 50 day moving average is $141.58 and its two-hundred day moving average is $138.54. The company has a current ratio of 1.58, a quick ratio of 1.15 and a debt-to-equity ratio of 1.26.

Estée Lauder Companies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, June 17th. Investors of record on Friday, May 31st will be given a $0.66 dividend. The ex-dividend date is Friday, May 31st. This represents a $2.64 dividend on an annualized basis and a yield of 2.02%. Estée Lauder Companies’s dividend payout ratio is currently 148.32%.

Insider Activity at Estée Lauder Companies

In other Estée Lauder Companies news, CFO Tracey Thomas Travis sold 14,493 shares of the business’s stock in a transaction that occurred on Wednesday, May 15th. The stock was sold at an average price of $135.73, for a total value of $1,967,134.89. Following the completion of the transaction, the chief financial officer now directly owns 47,248 shares of the company’s stock, valued at $6,412,971.04. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 12.77% of the stock is owned by insiders.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in EL. Rakuten Securities Inc. acquired a new position in Estée Lauder Companies in the 4th quarter valued at $26,000. Riverview Trust Co purchased a new stake in Estée Lauder Companies in the 1st quarter valued at $26,000. Hexagon Capital Partners LLC grew its holdings in Estée Lauder Companies by 103.1% in the 1st quarter. Hexagon Capital Partners LLC now owns 195 shares of the company’s stock valued at $30,000 after buying an additional 99 shares in the last quarter. Crewe Advisors LLC purchased a new stake in Estée Lauder Companies in the 1st quarter valued at $35,000. Finally, Sunbelt Securities Inc. grew its holdings in Estée Lauder Companies by 82.2% in the 3rd quarter. Sunbelt Securities Inc. now owns 277 shares of the company’s stock valued at $40,000 after buying an additional 125 shares in the last quarter. 55.15% of the stock is owned by institutional investors and hedge funds.

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.