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
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 11 analysts
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: 278
0.21% less ownership
Funds ownership: 90.38% [Q4 2024] → 90.16% (-0.21%) [Q1 2025]
6% less funds holding
Funds holding: 820 [Q4 2024] → 767 (-53) [Q1 2025]
12% less capital invested
Capital invested by funds: $15.8B [Q4 2024] → $13.9B (-$1.89B) [Q1 2025]
24% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 122
31% less call options, than puts
Call options by funds: $727M | Put options by funds: $1.06B
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$55
18%
downside
Avg. target
$66
3%
downside
High target
$90
34%
upside
11 analyst ratings
2 positive
18%
9 neutral
82%
0 negative
0%
Barclays Lauren Lieberman | 6%downside $63 | Equal-Weight Maintained | 29 May 2025 |
UBS Peter Grom | 8%downside $62 | Neutral Maintained | 2 May 2025 |
RBC Capital Nik Modi | 34%upside $90 | Outperform Maintained | 2 May 2025 |
B. Riley Securities Anna Glaessgen | 11%downside $60 | Neutral Reiterated | 2 May 2025 |
Piper Sandler Korinne Wolfmeyer | 11%upside $75 | Overweight Reiterated | 2 May 2025 |
Financial journalist opinion
Based on 15 articles about EL published over the past 30 days
Positive
Zacks Investment Research
1 day ago
Estee Lauder Launches on Amazon.ca to Expand Reach in Canada
EL debuts on Amazon.ca, expanding its reach in Canada with a curated lineup of skincare, makeup and fragrance bestsellers.
Neutral
Business Wire
2 days ago
Estée Lauder Launches in the Amazon.ca Premium Beauty Store
TORONTO--(BUSINESS WIRE)--Estée Lauder, the flagship brand of The Estée Lauder Companies, is proud to announce its official launch in the Amazon.ca Premium Beauty store. This launch will enable broader access to Estée Lauder's high-performance skin care, best-in-class makeup and iconic fragrances to customers across Canada with the ease and convenience of Amazon. Estée Lauder debuted in the Amazon.com Premium Beauty store in Fall 2024. “This launch marks a significant milestone for the Estée La.
Positive
Market Watch
3 days ago
This Buffett favorite is one of 4 cheap stocks the ‘smartest money' has been buying lately
It's bullish when insiders invest their own money into their companies — especially when those executives and directors have a record of savvy timing.
Negative
Seeking Alpha
1 week ago
'The Big Short' Michael Burry's Latest Moves: What Investors Are Getting Wrong
Michael Burry just sold everything and initiated major short positions. Is 'The Big Short' happening all over again? I don't think so. The story is more complex than that. Here's why.
Neutral
Seeking Alpha
1 week ago
The Estée Lauder Companies Inc. (EL) Company Conference Presentation Transcript
The Estée Lauder Companies Inc. (NYSE:EL ) Company Conference Presentation Transcript June 3, 2025 3:15 AM ET Company Participants Stéphane de La Faverie - President and Chief Executive Officer Roberto Canevari - Executive Vice President, Chief Value Chain Officer Conference Call Participants Stephen Powers - Deutsche Bank Stephen Powers Good morning and welcome everybody. Thanks for joining us.
Positive
The Motley Fool
2 weeks ago
Why Estée Lauder Stock Tipped Higher on Thursday
A new executive hire at Estée Lauder Companies (EL 3.73%) was the main news item driving the company's stock higher on the penultimate trading day of the week. Thursday saw the storied cosmetics maker's share price rise by over 3%, a figure that was more than high enough to beat the S&P 500 index's 0.3% increase.
Neutral
Business Wire
2 weeks ago
Lisa Sequino Appointed President, Makeup Brand Cluster, The Estée Lauder Companies
NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) today announced the appointment of Lisa Sequino as the new President, Makeup Brand Cluster, responsible for leading the strategic direction and global growth of makeup, and overseeing the company's portfolio of makeup brands, including M·A·C, Bobbi Brown, Too Faced, Smashbox and GLAMGLOW. Ms. Sequino will report to Jane Hertzmark Hudis, Executive Vice President, Chief Brand Officer and will be effective in the role as of June.
Neutral
Business Wire
2 weeks ago
AVEDA Launches in the U.S. Amazon Premium Beauty Store
MINNEAPOLIS--(BUSINESS WIRE)--AVEDA, a purpose-driven pioneer of plant-powered, high-performance beauty announces its debut in the U.S. Amazon Premium Beauty store, bringing its assortment of vegan hair, skin, body and lifestyle products to new consumers across the country. “With the launch of AVEDA in the U.S. Amazon Premium Beauty store, we're not only introducing more people to the world of AVEDA but also highlighting our incredible network of salons,” said Shane Wolf, President AVEDA &.
Neutral
Business Wire
2 weeks ago
The Estée Lauder Companies to Participate in the dbAccess Global Consumer Conference
NEW YORK--(BUSINESS WIRE)--Stéphane de La Faverie, President and Chief Executive Officer, and Roberto Canevari, Executive Vice President, Chief Value Chain Officer, of The Estée Lauder Companies Inc. (NYSE: EL) will participate in the dbAccess Global Consumer Conference 2025 in Paris Tuesday, June 3, 2025, at 09:15 a.m. CEST. Interested parties can access the live webcast of the fireside chat on Tuesday, June 3rd from 09:15 a.m. – 09:55 a.m. CEST at http://www.elcompanies.com/investors. The web.
Neutral
The Motley Fool
3 weeks ago
This Legendary Investor Just Made a Huge Bet on This One Stock -- Should You Follow?
Legendary investor Michael Burry is known for making big bets. In fact, he became famous for being one of the first investors to recognize the 2008 subprime mortgage crisis, and he bet heavily against the housing market by buying credit default swaps on subprime mortgage-backed securities.
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