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 disclosures by fund managers ($100M+ AUM)
17% more funds holding in top 10
Funds holding in top 10: 6 [Q3] → 7 (+1) [Q4]
6.09% more ownership
Funds ownership: 84.19% [Q3] → 90.29% (+6.09%) [Q4]
9% less funds holding
Funds holding: 896 [Q3] → 816 (-80) [Q4]
12% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.21B
19% less capital invested
Capital invested by funds: $19.5B [Q3] → $15.8B (-$3.72B) [Q4]
27% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 332
32% less first-time investments, than exits
New positions opened: 141 | Existing positions closed: 206
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
12 analyst ratings
Telsey Advisory Group Dana Telsey 26% 1-year accuracy 47 / 181 met price target | 33%upside $76 | Market Perform Maintained | 24 Apr 2025 |
UBS Peter Grom 46% 1-year accuracy 12 / 26 met price target | 5%upside $60 | Neutral Maintained | 17 Apr 2025 |
Wells Fargo Christopher Carey 0% 1-year accuracy 0 / 2 met price target | 5%upside $60 | Equal-Weight Maintained | 16 Apr 2025 |
Citigroup Filippo Falorni 37% 1-year accuracy 7 / 19 met price target | 4%downside $55 | Neutral Maintained | 14 Apr 2025 |
JP Morgan Andrea Teixeira 44% 1-year accuracy 28 / 64 met price target | 7%upside $61 | Neutral Maintained | 11 Apr 2025 |
Financial journalist opinion
Based on 12 articles about EL published over the past 30 days









