Estée Lauder Companies (NYSE:EL) Issues Q2 2025 Earnings Guidance

Estée Lauder Companies (NYSE:EL) issued an update on its second quarter 2025 earnings guidance on Thursday morning. The company provided earnings per share guidance of 0.200-0.350 for the period, compared to the consensus earnings per share estimate of 1.060. The company issued revenue guidance of $4.0 billion-$4.2 billion, compared to the consensus revenue estimate of $4.3 billion. Estée Lauder Companies also updated its Q2 guidance to $0.20-0.35 EPS.

Estée Lauder Companies Stock Performance

EL opened at $66.58 on Friday. The company has a debt-to-equity ratio of 1.44, a quick ratio of 1.01 and a current ratio of 1.32. The stock has a market capitalization of $23.88 billion, a price-to-earnings ratio of 118.89, a PEG ratio of 1.21 and a beta of 1.05. The company has a fifty day moving average of $90.09 and a 200 day moving average of $106.21. Estée Lauder Companies has a fifty-two week low of $63.36 and a fifty-two week high of $159.75.

Estée Lauder Companies (NYSE:EL) last released its quarterly earnings data on Thursday, October 31st. The company reported $0.14 EPS for the quarter, beating the consensus estimate of $0.09 by $0.05. Estée Lauder Companies had a net margin of 1.31% and a return on equity of 17.31%. The business had revenue of $3.36 billion during the quarter, compared to the consensus estimate of $3.37 billion. During the same quarter in the prior year, the firm earned $0.11 EPS. The business’s revenue was down 4.5% on a year-over-year basis. As a group, sell-side analysts forecast that Estée Lauder Companies will post 2.95 earnings per share for the current fiscal year.

Estée Lauder Companies Cuts Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, December 16th. Stockholders of record on Friday, November 29th will be issued a dividend of $0.35 per share. The ex-dividend date is Friday, November 29th. This represents a $1.40 annualized dividend and a dividend yield of 2.10%. Estée Lauder Companies’s dividend payout ratio (DPR) is 471.43%.

Analyst Ratings Changes

A number of research firms recently weighed in on EL. HSBC lowered shares of Estée Lauder Companies from a “buy” rating to a “hold” rating and set a $100.00 target price for the company. in a report on Wednesday, October 16th. Evercore ISI reduced their target price on shares of Estée Lauder Companies from $180.00 to $130.00 and set an “outperform” rating on the stock in a report on Tuesday, August 20th. Wells Fargo & Company cut shares of Estée Lauder Companies from an “overweight” rating to an “equal weight” rating and decreased their target price for the company from $105.00 to $72.00 in a research report on Thursday. StockNews.com lowered Estée Lauder Companies from a “buy” rating to a “hold” rating in a research report on Tuesday, October 1st. Finally, The Goldman Sachs Group reduced their price objective on Estée Lauder Companies from $100.00 to $75.00 and set a “neutral” rating on the stock in a research note on Friday. Twenty investment analysts have rated the stock with a hold rating and four have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $104.18.

Insider Activity

In related news, Director Lynn Forester sold 3,890 shares of the company’s stock in a transaction dated Friday, August 23rd. The shares were sold at an average price of $93.61, for a total value of $364,142.90. Following the completion of the sale, the director now directly owns 15,209 shares of the company’s stock, valued at $1,423,714.49. This represents a 0.00 % decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. In related news, Director Charlene Barshefsky sold 3,437 shares of the firm’s stock in a transaction dated Tuesday, August 27th. The stock was sold at an average price of $91.93, for a total transaction of $315,963.41. Following the sale, the director now owns 49,800 shares of the company’s stock, valued at $4,578,114. This trade represents a 0.00 % decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Lynn Forester sold 3,890 shares of the business’s stock in a transaction that occurred on Friday, August 23rd. The stock was sold at an average price of $93.61, for a total transaction of $364,142.90. Following the sale, the director now directly owns 15,209 shares in the company, valued at approximately $1,423,714.49. This represents a 0.00 % decrease in their position. The disclosure for this sale can be found here. Insiders own 12.78% of the company’s stock.

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.