Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
3
institutions
Market cap
$35.1B
362M shares
52-week range
$66.22 – $121.64
56% from low
Sector
PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS
Exchange
NYSE
CS
P/S (TTM)
2.4
EV / FCF (TTM)
31.3
Estée Lauder is a leader in the global prestige beauty market, participating across skin care (49% of fiscal 2025 sales), makeup (29%), fragrance (17%), and hair care and others (5%). Top-selling brands include Estée Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 31% of revenue from the Americas, 37% from Europe, the Middle East and Africa (including travel retail), and 32% from Asia-Pacific. Estée Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
www.elcompanies.comNo one on the platform currently holds EL.
| Institution | Shares | Reported |
|---|---|---|
| Scion Asset ManagementCALLas of 2025-06-30 | 500,000 | $40.4M |
| Scion Asset Managementas of 2025-06-30 | 150,000 | $12.1M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-08-31 | $0.3500 | 2026-09-15 |
| 2026-05-29 | $0.3500 | 2026-06-15 |
| 2026-02-27 | $0.3500 | 2026-03-16 |
| 2025-11-28 | $0.3500 | 2025-12-15 |
| 2025-09-02 | $0.3500 | 2025-09-16 |
| 2025-05-30 | $0.3500 | 2025-06-16 |
| 2025-02-28 | $0.3500 | 2025-03-17 |
| 2024-11-29 | $0.3500 | 2024-12-16 |
| 2024-08-30 | $0.6600 | 2024-09-16 |
| 2024-05-31 | $0.6600 | 2024-06-17 |
No one on the platform has traded EL yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | 2.9% | — | — | — | ||
| Rev. Growth % | 5.3% | -1.5% | ||||
| Profit Margin % | 1.2% | 3.1% | 6.9% | |||
| Free Cash Flow Margin % | 8.7% | 4.8% | 9.1% | |||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.9% on the P/E track.
At today's price, your expected annual return is +6.3% on the P/E track.
At today's price, your expected annual return is +10.3% on the P/E track.
| 31,100 |
| $2.2M |
| Bridgewater Associatesas of 2026-03-31 | 25,084 | $1.8M |
| 2024-02-28 | $0.6600 | 2024-03-15 |
| 2023-11-29 | $0.6600 | 2023-12-15 |
| Execution date | Ratio |
|---|---|
| 2012-01-23 | 2-for-1 |
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2027 | $15.7B | +5.1% | $3.32 | $3.19–$3.42 | 29.2× | 18 |
| 2028 | $16.4B | +4.4% | $3.94 | $3.74–$4.29 | 24.6× | 17 |
| 2029 | $17.2B | +5.0% | $4.54 | $4.08–$5.21 | 21.4× | 7 |
| 2030 | $17.7B | +2.7% | $4.96 | $4.69–$5.07 | 19.6× | 5 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 8 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-19 | $0.32 | $0.39 | +22.2% |
| 2026-05-01 | $0.65 | $0.91 | +40.4% |
| 2026-02-05 | $0.83 | $0.89 | +6.6% |
| 2025-10-30 | $0.18 | $0.32 | +82.1% |
| 2025-08-20 | $0.09 | $0.09 | +4.3% |
| 2025-05-01 | $0.31 | $0.65 | +107.9% |
| 2025-02-04 | $0.31 | $0.62 | +100.0% |
| 2024-10-31 | $0.09 |
| $0.14 |
| +57.9% |
| $35.2B |
| — |
| JBSJbs N.V. | $12.51 | -0.64% | $27.7B | — |
| KDPKeurig Dr Pepper Inc. | $31.58 | +0.61% | $43.0B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
$EL $SPY $QQQ $5.29M hit the Mar 19 '27 $110 EL calls (mostly new positioning) at 11:39 AM ET while EL was near $98.00 — ~7,000 contracts at $7.55, day volume 7,000 vs OI 239, latest option mark $7.85 (+4% vs entry).
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$EL The Est e Lauder Companies Announces Partnership with Profound to Expand AI Visibility Across Its Global Brand Portfolio https://marketwirenews.com/stock/el/news/the-est-xe9-e-lauder-companies-announces-partnership-7983714715289142.html?utm_source=stocktwits
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$EL $105 Calls for March 19th - $2M+ of net buying 💄
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$EL 100 by end of next t week👌👍👏🙋♂️took position on the march 95 expiring call options expiring on 3/15/2027. Gives me 6 plus months for this to move. Bought 45 calls .
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Estée Lauder’s Lawsuit Over Alleged Counterfeits Sold On Walmart Moves Forward, Says Report $EL $WMT https://stocktwits.com/news/equity/markets/estee-lauder-s-lawsuit-over-alleged-counterfeits-sold-on-walmart-moves-forward-says-report/cZtXucpRBbW
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5 Trade Ideas for Tuesday: Bank of NY, BorgWarner, Estee Lauder, Intel and Micron Technology $BNY $BWA $EL $INTC $MU https://dragonflycap.com/5-trade-ideas-for-tuesday-bank-of-ny-borgwarner-estee-lauder-intel-and-micron-technology/
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If you missed the deadline, don’t miss this update. This is probably the most useful info you’ve read in years about $EL how you can actually recover something: https://11th.com/cases/lauder-investor-settlement
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$EL Are you on Robinhood? If not, sign up with my link to claim a stock reward! https://join.robinhood.com/jeffo115 help me help you
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@slimsh8ty im holding big bag of $EL aswell so wanted to trim some in to the green I had too much exposure
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$ANF $FIGS $ABNB $DASH $EL 5 Consumer Stocks Bucked August Gloom With Double-Digit Gains: ANF, FIGS, EL, ABNB, DASH https://stocktwits.com/news-articles/markets/equity/5-consumer-stocks-bucked-august-gloom-with-double-digit-gains-anf-figs-el-abnb-dash/cZYyNy0RJry
View on StockTwits ↗5 Consumer Stocks Bucked August Gloom With Double-Digit Gains: ANF, FIGS, EL, ABNB, DASH $ANF $FIGS $EL $ABNB $DASH https://stocktwits.com/news/equity/markets/5-consumer-stocks-bucked-august-gloom-with-double-digit-gains-anf-figs-el-abnb-dash/cZYyNy0RJry
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$BBWI Keep going all beauty stocks and thanks $C 25$ coming for bath and body $EL $ELF $VSXY
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$ULTA shares tick higher after the company reported its Q2 earnings report Ulta Beauty Posts Strong Q2 Growth, Raises Fiscal 2026 Outlook https://stoxpo.com/index.php/2026/08/27/ulta-beauty-posts-strong-q2-growth-raises-fiscal-2026-outlook/ $ULTA $SPY $ELF $EL $COTY
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.