Estee Lauder
About: Estee 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 Estee 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. Estee 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 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
17% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]
6.09% more ownership
Funds ownership: 84.19% [Q3] → 90.29% (+6.09%) [Q4]
9% less funds holding
Funds holding: 897 [Q3] → 815 (-82) [Q4]
12% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.21B
19% less capital invested
Capital invested by funds: $19.5B [Q3] → $15.8B (-$3.72B) [Q4]
27% less repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 332
33% less first-time investments, than exits
New positions opened: 139 | Existing positions closed: 206
Research analyst outlook
11 Wall Street Analysts provided 1 year price targets over the past 3 months
11 analyst ratings
UBS Peter Grom 47% 1-year accuracy 14 / 30 met price target | 5%downside $62 | Neutral Maintained | 2 May 2025 |
RBC Capital Nik Modi 34% 1-year accuracy 16 / 47 met price target | 38%upside $90 | Outperform Maintained | 2 May 2025 |
B. Riley Securities Anna Glaessgen 38% 1-year accuracy 5 / 13 met price target | 8%downside $60 | Neutral Reiterated | 2 May 2025 |
Piper Sandler Korinne Wolfmeyer 34% 1-year accuracy 16 / 47 met price target | 15%upside $75 | Overweight Reiterated | 2 May 2025 |
Telsey Advisory Group Dana Telsey 49% 1-year accuracy 93 / 188 met price target | 1%upside $66 | Market Perform Maintained | 2 May 2025 |
Financial journalist opinion
Based on 30 articles about EL published over the past 30 days









