What is Telsey Advisory Group’s Estimate for EL Q3 Earnings?

The Estée Lauder Companies Inc. (NYSE:EL) – Analysts at Telsey Advisory Group dropped their Q3 2025 earnings estimates for shares of Estée Lauder Companies in a report issued on Wednesday, February 5th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings per share of $0.30 for the quarter, down from their previous forecast of $0.56. Telsey Advisory Group has a “Market Perform” rating and a $76.00 price objective on the stock. The consensus estimate for Estée Lauder Companies’ current full-year earnings is $1.50 per share.

Several other analysts have also weighed in on the stock. B. Riley decreased their target price on shares of Estée Lauder Companies from $95.00 to $70.00 and set a “neutral” rating on the stock in a research report on Monday, November 4th. Piper Sandler lifted their price target on shares of Estée Lauder Companies from $91.00 to $98.00 and gave the company an “overweight” rating in a report on Wednesday, January 29th. Bank of America cut their price target on shares of Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating for the company in a report on Friday, November 1st. UBS Group lifted their price target on shares of Estée Lauder Companies from $74.00 to $80.00 and gave the company a “neutral” rating in a report on Thursday, January 16th. Finally, Canaccord Genuity Group cut their price target on shares of Estée Lauder Companies from $76.00 to $70.00 and set a “hold” rating for the company in a report on Wednesday. Twenty research analysts have rated the stock with a hold rating and four have issued a buy rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $86.00.

Estée Lauder Companies Price Performance

Shares of Estée Lauder Companies stock opened at $64.34 on Friday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 0.90 and a current ratio of 1.32. The firm’s 50-day simple moving average is $77.05 and its 200-day simple moving average is $83.39. Estée Lauder Companies has a twelve month low of $62.29 and a twelve month high of $159.54. The firm has a market cap of $23.10 billion, a P/E ratio of 114.89, a price-to-earnings-growth ratio of 5.89 and a beta of 1.03.

Estée Lauder Companies (NYSE:EL) last issued 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 net margin of 1.31% and a return on equity of 17.31%. The business had revenue of $4 billion for the quarter, compared to analyst estimates of $3.98 billion. During the same period in the previous year, the business earned $0.88 EPS. The firm’s revenue was down 6.4% on a year-over-year basis.

Institutional Investors Weigh In On Estée Lauder Companies

A number of hedge funds have recently made changes to their positions in the stock. Peterson Wealth Services boosted its stake in shares of Estée Lauder Companies by 9.8% in the 4th quarter. Peterson Wealth Services now owns 1,506 shares of the company’s stock valued at $113,000 after purchasing an additional 134 shares in the last quarter. MassMutual Private Wealth & Trust FSB boosted its stake in shares of Estée Lauder Companies by 42.1% in the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 476 shares of the company’s stock valued at $36,000 after purchasing an additional 141 shares in the last quarter. Blue Trust Inc. boosted its stake in shares of Estée Lauder Companies by 8.7% in the 4th quarter. Blue Trust Inc. now owns 1,853 shares of the company’s stock valued at $139,000 after purchasing an additional 148 shares in the last quarter. Farther Finance Advisors LLC boosted its stake in shares of Estée Lauder Companies by 30.9% in the 3rd quarter. Farther Finance Advisors LLC now owns 639 shares of the company’s stock valued at $64,000 after purchasing an additional 151 shares in the last quarter. Finally, Smartleaf Asset Management LLC grew its position in shares of Estée Lauder Companies by 47.4% in the 4th quarter. Smartleaf Asset Management LLC now owns 479 shares of the company’s stock valued at $36,000 after buying an additional 154 shares during the last quarter. 55.15% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Estée Lauder Companies

In other news, Director Paul J. Fribourg acquired 75,500 shares of Estée Lauder Companies stock in a transaction on Monday, November 18th. The shares were purchased at an average cost of $64.93 per share, for a total transaction of $4,902,215.00. Following the completion of the purchase, the director now directly owns 310,000 shares of the company’s stock, valued at approximately $20,128,300. This represents a 32.20 % increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 12.78% of the stock is currently owned by corporate insiders.

Estée Lauder Companies Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, March 17th. Investors of record on Friday, February 28th will be paid a $0.35 dividend. The ex-dividend date is Friday, February 28th. This represents a $1.40 annualized dividend and a dividend yield of 2.18%. Estée Lauder Companies’s dividend payout ratio (DPR) is presently 250.00%.

About Estée Lauder Companies

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.