Rep. Julie Johnson Sells The Estée Lauder Companies Inc. (NYSE:EL) Stock

Posted by Steve Fairfield on Mar 14th, 2025

Representative Julie Johnson (D-Texas) recently sold shares of The Estée Lauder Companies Inc. (NYSE:EL). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Estée Lauder Companies stock on February 12th. 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 Norfolk Southern (NYSE:NSC) on 2/25/2025.
Purchased $1,001 – $15,000 in shares of Union Pacific (NYSE:UNP) on 2/25/2025.
Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/24/2025.
Sold $1,001 – $15,000 in shares of BlackRock (NYSE:BLK) on 2/24/2025.
Sold $1,001 – $15,000 in shares of The PNC Financial Services Group (NYSE:PNC) on 2/24/2025.
Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 2/24/2025.
Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 2/24/2025.
Purchased $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 2/24/2025.
Purchased $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 2/14/2025.
Purchased $1,001 – $15,000 in shares of Progressive (NYSE:PGR) on 2/14/2025.

Estée Lauder Companies Price Performance

EL stock opened at $64.85 on Friday. The firm has a 50 day simple moving average of $73.65 and a two-hundred day simple moving average of $79.03. The company has a debt-to-equity ratio of 1.75, a current ratio of 1.37 and a quick ratio of 0.97. The stock has a market cap of $23.28 billion, a PE ratio of -33.26, a P/E/G ratio of 6.09 and a beta of 1.08. The Estée Lauder Companies Inc. has a one year low of $62.29 and a one year high of $157.49.

Estée Lauder Companies (NYSE:EL – Get Free Report) last released its earnings results on Tuesday, February 4th. The company reported $0.62 EPS for the quarter, beating analysts’ consensus estimates of $0.32 by $0.30. Estée Lauder Companies had a positive return on equity of 16.82% and a negative net margin of 4.61%. The business had revenue of $4 billion for the quarter, compared to analysts’ expectations of $3.98 billion. During the same quarter in the prior year, the firm earned $0.88 earnings per share. The firm’s revenue was down 6.4% on a year-over-year basis. On average, analysts predict that The Estée Lauder Companies Inc. will post 1.36 EPS for the current fiscal year.

Estée Lauder Companies Dividend Announcement

The business 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 annualized dividend and a yield of 2.16%. Estée Lauder Companies’s payout ratio is presently -71.79%.

Analysts Set New Price Targets

EL has been the subject of a number of recent research reports. JPMorgan Chase & Co. boosted their target price on Estée Lauder Companies from $74.00 to $79.00 and gave the stock a “neutral” rating in a research report on Thursday, January 16th. Wells Fargo & Company boosted their price objective on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the stock an “equal weight” rating in a report on Thursday, January 30th. Canaccord Genuity Group cut their price objective on shares of Estée Lauder Companies from $76.00 to $70.00 and set a “hold” rating for the company in a research note on Wednesday, February 5th. Royal Bank of Canada reiterated an “outperform” rating and issued a $100.00 target price on shares of Estée Lauder Companies in a research report on Friday, January 31st. Finally, Stifel Nicolaus cut their price target on shares of Estée Lauder Companies from $81.00 to $77.00 and set a “hold” rating for the company in a research report on Wednesday, February 5th. Twenty research analysts have rated the stock with a hold rating and four have given a buy rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $86.00.

Check Out Our Latest Report on Estée Lauder Companies

Hedge Funds Weigh In On Estée Lauder Companies

Several institutional investors and hedge funds have recently added to or reduced their stakes in the company. Centre Asset Management LLC bought a new position in shares of Estée Lauder Companies in the 4th quarter worth about $8,585,000. Franklin Resources Inc. increased its stake in shares of Estée Lauder Companies by 47.5% during the third quarter. Franklin Resources Inc. now owns 141,804 shares of the company’s stock valued at $13,392,000 after purchasing an additional 45,687 shares in the last quarter. Harrell Investment Partners LLC lifted its holdings in shares of Estée Lauder Companies by 52.1% during the fourth quarter. Harrell Investment Partners LLC now owns 10,285 shares of the company’s stock valued at $771,000 after purchasing an additional 3,524 shares during the last quarter. Massachusetts Financial Services Co. MA boosted its position in shares of Estée Lauder Companies by 79.4% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 5,723,746 shares of the company’s stock worth $570,600,000 after purchasing an additional 2,533,006 shares in the last quarter. Finally, Paloma Partners Management Co grew its stake in shares of Estée Lauder Companies by 729.4% in the 3rd quarter. Paloma Partners Management Co now owns 47,500 shares of the company’s stock worth $4,735,000 after buying an additional 41,773 shares during the last quarter. Hedge funds and other institutional investors own 55.15% of the company’s stock.

Insider Activity at Estée Lauder Companies

In other news, CFO Akhil Shrivastava purchased 700 shares of the business’s stock in a transaction dated 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 acquisition, the chief financial officer now directly owns 2,381 shares in the company, valued at $156,645.99. This represents a 41.64 % increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Paul J. Fribourg acquired 43,000 shares of the firm’s stock in a transaction that occurred on 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 completion of the acquisition, the director now owns 430,800 shares in the company, valued at $28,583,580. The trade was a 11.09 % increase in their ownership of the stock. The disclosure for this purchase can be found here. 12.78% of the stock is owned by corporate insiders.

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

(Get Free Report)

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.