LAUDER (ESTEE)S ($EL) posted quarterly earnings results for Q2 2026 on Thursday, February 5th. The company reported earnings of $0.89 per share, beating estimates of $0.86 by $0.03. The company also reported revenue of $4,229,000,000, missing estimates of $4,343,744,149 by $-114,744,149.
You can see Quiver Quantitative's $EL stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
LAUDER (ESTEE)S Insider Trading Activity
LAUDER (ESTEE)S insiders have traded $EL stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $EL stock by insiders over the last 6 months:
- 2015 ELF TRUST LAL sold 5,670,000 shares for an estimated $508,599,000
- H. LAUDER 2012 MARITAL TRUST TWO EVELYN sold 2,845,283 shares for an estimated $255,221,885
- A. LAUDER 2013 REVOCABLE TRUST LEONARD sold 2,786,040 shares for an estimated $249,907,788
- JANE LAUDER has made 0 purchases and 2 sales selling 33,539 shares for an estimated $3,068,861.
- LANDE RASHIDA LA (Exec VP & General Counsel) has made 0 purchases and 2 sales selling 8,021 shares for an estimated $741,091.
- MERIDITH WEBSTER (Exec VP GlobalComm/PubAffairs) sold 5,430 shares for an estimated $476,971
- BARRY S STERNLICHT sold 3,972 shares for an estimated $364,748
- LYNN FORESTER sold 3,702 shares for an estimated $339,288
- CHARLENE BARSHEFSKY sold 3,723 shares for an estimated $339,053
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
LAUDER (ESTEE)S Hedge Fund Activity
We have seen 408 institutional investors add shares of LAUDER (ESTEE)S stock to their portfolio, and 411 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 4,735,379 shares (-30.2%) from their portfolio in Q3 2025, for an estimated $417,281,597
- M&T BANK CORP added 2,650,915 shares (+16270.3%) to their portfolio in Q4 2025, for an estimated $277,603,818
- VICTORY CAPITAL MANAGEMENT INC added 2,242,062 shares (+3181.4%) to their portfolio in Q3 2025, for an estimated $197,570,503
- WELLINGTON MANAGEMENT GROUP LLP added 2,031,262 shares (+3986.4%) to their portfolio in Q3 2025, for an estimated $178,994,807
- BANK OF NEW YORK MELLON CORP added 1,937,107 shares (+46.4%) to their portfolio in Q3 2025, for an estimated $170,697,868
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 1,577,294 shares (+49.0%) to their portfolio in Q3 2025, for an estimated $138,991,147
- GOLDMAN SACHS GROUP INC added 1,475,354 shares (+74.7%) to their portfolio in Q3 2025, for an estimated $130,008,194
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
LAUDER (ESTEE)S Analyst Ratings
Wall Street analysts have issued reports on $EL in the last several months. We have seen 5 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 12/16/2025
- Rothschild & Co issued a "Sell" rating on 11/25/2025
- RBC Capital issued a "Outperform" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Goldman Sachs issued a "Buy" rating on 10/13/2025
- Deutsche Bank issued a "Buy" rating on 08/21/2025
To track analyst ratings and price targets for LAUDER (ESTEE)S, check out Quiver Quantitative's $EL forecast page.
LAUDER (ESTEE)S Price Targets
Multiple analysts have issued price targets for $EL recently. We have seen 15 analysts offer price targets for $EL in the last 6 months, with a median target of $115.0.
Here are some recent targets:
- Nik Modi from RBC Capital set a target price of $113.0 on 02/03/2026
- Dana Telsey from Telsey Advisory Group set a target price of $105.0 on 01/30/2026
- Steve Powers from Deutsche Bank set a target price of $128.0 on 01/29/2026
- Oliver Chen from TD Cowen set a target price of $130.0 on 01/21/2026
- Andrea Teixeira from JP Morgan set a target price of $131.0 on 01/16/2026
- Filippo Falorni from Citigroup set a target price of $120.0 on 01/14/2026
- Sydney Wagner from Jefferies set a target price of $110.0 on 01/14/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
