Valuation debates heat up: Social media chatter has focused on Estée Lauder's trading levels, with observers noting the stock appears stretched against cash flow metrics. Commentators point to forward multiples exceeding typical sector benchmarks. This has fueled conversations around potential adjustments in earnings expectations.
Political trade signals: Recent disclosures of a senator adding EL to a portfolio of holdings have drawn attention. Participants in the discussion are weighing these moves against broader consumer sector trends. Analysts suggest such activity could reflect shifting sentiment in luxury goods exposure.
Note: This discussion summary was generated from an AI condensation of post data.
The Estée Lauder Companies Inc. Revenue
The Estée Lauder Companies Inc. had revenues of $3.7B in Q3 2026. This is an increase of 4.56% from the same period in the prior year.
You can track EL financials on Quiver Quantitative's EL stock page.
You can access data on EL stock through the Quiver Quantitative API.
The Estée Lauder Companies Inc. Congressional Stock Trading
Members of Congress have traded $EL stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $EL stock by members of Congress over the last 6 months:
- REPRESENTATIVE KEVIN HERN sold up to $15,000 on 08/05.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 07/02.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
The Estée Lauder Companies Inc. Hedge Fund Activity
We have seen 430 institutional investors add shares of The Estée Lauder Companies Inc. stock to their portfolio, and 511 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 7,468,202 shares (-41.2%) from their portfolio in Q2 2026, for an estimated $589,614,547
- BANK OF AMERICA CORP /DE/ added 7,405,292 shares (+53.5%) to their portfolio in Q2 2026, for an estimated $584,647,803
- SCHRODER INVESTMENT MANAGEMENT GROUP removed 4,288,633 shares (-53.5%) from their portfolio in Q2 2026, for an estimated $338,587,575
- VICTORY CAPITAL MANAGEMENT INC removed 2,661,504 shares (-97.6%) from their portfolio in Q2 2026, for an estimated $210,125,740
- BLACKROCK, INC. added 2,283,503 shares (+12.3%) to their portfolio in Q2 2026, for an estimated $180,282,561
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,118,220 shares (-96.9%) from their portfolio in Q2 2026, for an estimated $167,233,469
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,724,102 shares (+inf%) to their portfolio in Q2 2026, for an estimated $136,117,852
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
The Estée Lauder Companies Inc. Price Targets
Multiple analysts have issued price targets for $EL recently. We have seen 11 analysts offer price targets for $EL in the last 6 months, with a median target of $90.0.
Here are some recent targets:
- Bonnie Herzog from Goldman Sachs set a target price of $100.0 on 06/22/2026
- Cristian Rios from Bernstein set a target price of $82.0 on 06/11/2026
- Filippo Falorni from Citigroup set a target price of $110.0 on 05/22/2026
- Anna Andreeva from Piper Sandler set a target price of $95.0 on 05/15/2026
- Lauren Lieberman from Barclays set a target price of $75.0 on 05/05/2026
- Christopher Carey from Wells Fargo set a target price of $85.0 on 05/04/2026
- Peter Grom from UBS set a target price of $85.0 on 05/04/2026
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.
