Rep. Julie Johnson Purchases Shares of The Estée Lauder Companies Inc. (NYSE:EL)

Representative Julie Johnson (D-Texas) recently bought shares of The Estée Lauder Companies Inc. (NYSE:EL). In a filing disclosed on February 12th, the Representative disclosed that they had bought between $1,001 and $15,000 in Estée Lauder Companies stock on January 15th. The trade occurred in the Representative’s “MERRILL LYNCH TAX EFFICIENT CORE” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Dell Technologies (NYSE:DELL) on 1/28/2025.
• Sold $1,001 – $15,000 in shares of PepsiCo (NASDAQ:PEP) on 1/28/2025.
• Sold $1,001 – $15,000 in shares of Intuit (NASDAQ:INTU) on 1/28/2025.
• Sold $1,001 – $15,000 in shares of ALLETE (NYSE:ALE) on 1/28/2025.
• Sold $1,001 – $15,000 in shares of PPG Industries (NYSE:PPG) on 1/27/2025.
• Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 1/24/2025.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 1/24/2025.
• Sold $1,001 – $15,000 in shares of Chubb (NYSE:CB) on 1/24/2025.
• Sold $1,001 – $15,000 in shares of Morgan Stanley (NYSE:MS) on 1/24/2025.
• Purchased $1,001 – $15,000 in shares of Merck & Co., Inc. (NYSE:MRK) on 1/17/2025.

Estée Lauder Companies Price Performance

Estée Lauder Companies stock traded up $0.51 during trading hours on Friday, hitting $70.18. The stock had a trading volume of 1,438,597 shares, compared to its average volume of 4,413,741. The stock has a market capitalization of $25.19 billion, a price-to-earnings ratio of -35.98, a PEG ratio of 5.43 and a beta of 1.03. The company has a debt-to-equity ratio of 1.75, a current ratio of 1.37 and a quick ratio of 0.90. The Estée Lauder Companies Inc. has a 1-year low of $62.29 and a 1-year high of $159.54. The stock’s fifty day moving average is $76.06 and its two-hundred day moving average is $82.16.

Estée Lauder Companies (NYSE:EL) last posted its earnings results on Tuesday, February 4th. The company reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.32 by $0.30. Estée Lauder Companies had a negative net margin of 4.61% and a positive return on equity of 16.82%. The firm had revenue of $4 billion during the quarter, compared to the consensus estimate of $3.98 billion. During the same period last year, the firm posted $0.88 EPS. The firm’s revenue for the quarter was down 6.4% on a year-over-year basis. As a group, analysts predict that The Estée Lauder Companies Inc. will post 1.37 earnings per share for the current fiscal year.

Estée Lauder Companies Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, March 17th. Shareholders of record on Friday, February 28th will be given a dividend of $0.35 per share. The ex-dividend date is Friday, February 28th. This represents a $1.40 dividend on an annualized basis and a yield of 1.99%. Estée Lauder Companies’s payout ratio is -71.79%.

Hedge Funds Weigh In On Estée Lauder Companies

A number of institutional investors have recently added to or reduced their stakes in EL. FMR LLC increased its position in shares of Estée Lauder Companies by 163.8% during the fourth quarter. FMR LLC now owns 14,382,579 shares of the company’s stock worth $1,078,406,000 after acquiring an additional 8,930,011 shares during the last quarter. Capital World Investors purchased a new stake in Estée Lauder Companies during the 4th quarter worth approximately $554,509,000. Norges Bank acquired a new position in shares of Estée Lauder Companies in the 4th quarter valued at approximately $251,304,000. American Century Companies Inc. grew its position in shares of Estée Lauder Companies by 11,026.8% during the fourth quarter. American Century Companies Inc. now owns 3,343,607 shares of the company’s stock worth $250,704,000 after buying an additional 3,313,557 shares in the last quarter. Finally, Invesco Ltd. increased its stake in shares of Estée Lauder Companies by 148.9% in the fourth quarter. Invesco Ltd. now owns 5,481,248 shares of the company’s stock worth $410,984,000 after buying an additional 3,278,632 shares during the last quarter. Institutional investors and hedge funds own 55.15% of the company’s stock.

Insider Buying and Selling

In other news, CFO Akhil Shrivastava acquired 700 shares of the business’s stock in a transaction on Wednesday, February 5th. The shares were purchased at an average price of $65.79 per share, for a total transaction of $46,053.00. Following the completion of the purchase, the chief financial officer now directly owns 2,381 shares of the company’s stock, valued at $156,645.99. This represents a 41.64 % increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Paul J. Fribourg bought 43,000 shares of the firm’s stock in a transaction dated Wednesday, February 5th. The stock was purchased at an average price of $66.35 per share, with a total value of $2,853,050.00. Following the transaction, the director now owns 430,800 shares in the company, valued at approximately $28,583,580. This represents a 11.09 % increase in their position. The disclosure for this purchase can be found here. Over the last quarter, insiders purchased 119,200 shares of company stock worth $7,801,318. Insiders own 12.78% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on EL. DA Davidson reaffirmed a “buy” rating and issued a $81.00 target price on shares of Estée Lauder Companies in a research note on Wednesday, February 5th. UBS Group raised their price target on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the stock a “neutral” rating in a research note on Thursday, January 16th. JPMorgan Chase & Co. upped their price objective on shares of Estée Lauder Companies from $74.00 to $79.00 and gave the company a “neutral” rating in a research note on Thursday, January 16th. Bank of America cut their price target on Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating for the company in a report on Friday, November 1st. Finally, Telsey Advisory Group restated a “market perform” rating and set a $76.00 price objective on shares of Estée Lauder Companies in a report on Tuesday, February 4th. Twenty analysts have rated the stock with a hold rating and four have assigned a buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $86.00.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

Estée Lauder Companies Company Profile

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, and powders, as well as compacts, brushes, and other makeup tools.