Estee Lauder
About: Estée Lauder is a leader in the global prestige beauty market, participating across skin care (51% of fiscal 2024 sales), makeup (29%), fragrance (16%), and hair care (4%) categories, with top-selling brands such as Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 30% of revenue from the Americas, 39% from Europe, the Middle East and Africa (including travel retail), and 31% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Employees: 62,000
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
14% more funds holding in top 10
Funds holding in top 10: 7 [Q4 2024] → 8 (+1) [Q1 2025]
3% more repeat investments, than reductions
Existing positions increased: 286 | Existing positions reduced: 279
0.2% less ownership
Funds ownership: 90.38% [Q4 2024] → 90.18% (-0.2%) [Q1 2025]
6% less funds holding
Funds holding: 820 [Q4 2024] → 769 (-51) [Q1 2025]
12% less capital invested
Capital invested by funds: $15.8B [Q4 2024] → $13.9B (-$1.89B) [Q1 2025]
23% less first-time investments, than exits
New positions opened: 94 | Existing positions closed: 122
31% less call options, than puts
Call options by funds: $727M | Put options by funds: $1.06B
Research analyst outlook
13 Wall Street Analysts provided 1 year price targets over the past 3 months
13 analyst ratings
B of A Securities Ashley Wallace | 21%upside $110 | Buy Reinstated | 10 Jul 2025 |
Wells Fargo Christopher Carey | 1%downside $90 | Equal-Weight Maintained | 9 Jul 2025 |
HSBC Erwan Rambourg | 9%upside $99 | Buy Upgraded | 27 Jun 2025 |
Evercore ISI Group Robert Ottenstein | 10%upside $100 | Outperform Maintained | 26 Jun 2025 |
Deutsche Bank Steve Powers | 4%upside $95 | Buy Upgraded | 23 Jun 2025 |
Financial journalist opinion
Based on 27 articles about EL published over the past 30 days
