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USConsumer Defensive

Estee Lauder Companies Inc (EL)

US · Consumer Defensive · Household & Personal Products

$93.86-1.82%
Last close · 2026-09-17

Latest quarter · ended 2026-06-30

Revenue
$3.62B
Revenue YoY
+6.2%
Net profit
$-116.0M
EPS
$0.39
EPS estimate
$0.32
Net margin
-3.2%

EPS came in at 0.39 against a street estimate of 0.32 — a beat of 21.9%.

Key statistics

Market cap
$34.90B
P/E
196.9
Forward P/E
29.8
P/B
9.39
Book value
$10.52
EPS (TTM)
$0.49
Dividend yield
1.42%
52-week high
$120.38
52-week low
$65.74
50-day MA
$89.31
200-day MA
$92.40
Beta
1.27

Analyst view

Analysts rate Estee Lauder Companies Inc a buy (11 buy, 13 hold, 1 sell out of 25) with an average price target of $107.04.

Shareholding

Insiders
0.43%
Institutions
95.87%

Largest institutional holders

FundStake
BlackRock Inc5.13%
FMR Inc5.01%
Vanguard Capital Management, LLC4.44%
Bank of America Corp3.83%
Vanguard Portfolio Management, LLC3.36%
State Street Corp3.26%
Eagle Capital Management LLC2.49%
Bank of New York Mellon Corp1.88%

Recent filings & reports

DocumentDate
Reg FD disclosure · Q1 FY2027
ESTÉE LAUDER COMPANIES INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • No financial metrics, earnings data, or numerical performance results disclosed in
2026-09-08
Annual report FY2026
ESTÉE LAUDER COMPANIES INC. – FORM 10-K SUMMARY Fiscal Year Ended June 30, 2026 --- HEADLINE NUMBERS • Market capitalization: Approximately $26 bil
2026-08-19
Results announced · Q1 FY2027
ESTÉE LAUDER COMPANIES FISCAL 2026 RESULTS SUMMARY HEADLINE NUMBERS • Net sales: $15.0 billion, up 5% reported basis, 3% organic growth for full yea
2026-08-19
Board / officer change · Q1 FY2027
ESTÉE LAUDER COMPANIES INC. - FORM 8-K SUMMARY Report Date: July 20, 2026 --- OTHER NOTABLE POINTS • Board Director Departure: Jennifer Hyman, a Cl
2026-07-24
Quarterly report · Q3 FY2026
ESTÉE LAUDER COMPANIES INC. – Q3 FY2026 (QUARTER ENDED MARCH 31, 2026) HEADLINE NUMBERS • Net sales (9 months): $11,422 million vs. $10,915 million
2026-05-01
Results announced · Q4 FY2026
ESTÉE LAUDER COMPANIES – FY2026 Q3 SUMMARY FOR RETAIL INVESTORS HEADLINE NUMBERS • Q3 Net Sales: $3.712 billion, up 5% reported / 2% organic vs. pri
2026-05-01
Quarterly report · Q2 FY2026
ESTÉE LAUDER COMPANIES INC. – Q2 FY2026 10-Q SUMMARY HEADLINE NUMBERS • Net Sales (Q2): $4,229 million vs. $4,004 million prior year (+5.6%) • Net S
2026-02-05
Quarterly report · Q1 FY2026
ESTÉE LAUDER COMPANIES INC. — Q1 FY2026 (QUARTER ENDED SEPTEMBER 30, 2025) HEADLINE NUMBERS • Net sales: $3,481 million (up from $3,361 million year
2025-10-30

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Corporate actions

ActionDetailDate
Dividend$0.35 / share
ex-date Aug 31, 2026 · pay Sep 15, 2026
2026-08-31
Dividend$0.35 / share
ex-date May 29, 2026 · pay Jun 15, 2026
2026-05-29
Dividend$0.35 / share
ex-date Feb 27, 2026 · pay Mar 16, 2026
2026-02-27
Dividend$0.35 / share
ex-date Nov 28, 2025 · pay Dec 15, 2025
2025-11-28
Dividend$0.35 / share
ex-date Sep 2, 2025 · pay Sep 16, 2025
2025-09-02

Deals & corporate news

AnnouncementDate
FY2026 results announced with FY2027 net sales and EPS estimates provided
Estée Lauder Companies released its fiscal 2026 full-year and fourth-quarter financial results on August 19, 2026. The 8-K filing itself does not contain specific financial numbers, revenue
2026-08-19
Q2 2026 results announced with fiscal 2026 and 2027 full year estimates
Estée Lauder Companies released its financial results for the fiscal quarter ended March 31, 2026 on May 1, 2026. This 8-K filing is primarily a procedural document that announces the compan
2026-05-01
In discussions regarding potential business combination merger with Puig
Estée Lauder Companies announced on March 23, 2026, that it is in early-stage discussions with Puig regarding a potential merger of the two companies. However, the company emphasizes that no
2026-03-24
Q1 FY2026 results announced with full year net sales and EPS estimates
Estée Lauder Companies announced its financial results for the fiscal quarter ending September 30, 2025, on October 30, 2025. The 8-K filing itself contains minimal information—it primarily
2025-10-30

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Data updated 2026-09-18.