Estee Lauder
About: Estee Lauder is a leader in the global prestige beauty market, participating across skin care (51% of fiscal 2024 sales), makeup (29%), fragrance (16%), and hair care (4%) categories, with top-selling brands such as Estee Lauder, Clinique, M.A.C, La Mer, Jo Malone London, Aveda, Bobbi Brown, and Origins. The firm operates in more than 150 countries, generating 30% of revenue from the Americas, 39% from Europe, the Middle East and Africa (including travel retail), and 31% from Asia-Pacific. Estee Lauder sells its products through department stores, travel retail, specialty multibrand beauty stores, brand-dedicated freestanding stores, e-commerce, salons/spas, and perfumeries.
Employees: 62,000
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
17% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]
4.29% more ownership
Funds ownership: 85.97% [Q3] → 90.26% (+4.29%) [Q4]
10% less funds holding
Funds holding: 897 [Q3] → 811 (-86) [Q4]
12% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.21B
21% less capital invested
Capital invested by funds: $19.9B [Q3] → $15.8B (-$4.12B) [Q4]
28% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 334
33% less first-time investments, than exits
New positions opened: 138 | Existing positions closed: 207
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
DA Davidson Linda Bolton Weiser 19% 1-year accuracy 20 / 104 met price target | 18%upside $81 | Buy Maintained | 25 Feb 2025 |
Morgan Stanley Dara Mohsenian 46% 1-year accuracy 17 / 37 met price target | 18%upside $81 | Equal-Weight Maintained | 6 Feb 2025 |
Barclays Lauren Lieberman 45% 1-year accuracy 44 / 97 met price target | 7%downside $64 | Equal-Weight Maintained | 6 Feb 2025 |
Stifel Mark Astrachan 47% 1-year accuracy 14 / 30 met price target | 12%upside $77 | Hold Maintained | 5 Feb 2025 |
Canaccord Genuity Susan Anderson 24% 1-year accuracy 9 / 38 met price target | 2%upside $70 | Hold Maintained | 5 Feb 2025 |
Financial journalist opinion
Based on 10 articles about EL published over the past 30 days









