Estée Lauder (NYSE:EL): A Bull-Case Theory
In this article, we’ll be summarizing a bullish thesis posted on VIC covering Estée Lauder (NYSE:EL), in October, when the stock was trading at $92.
Estee Lauder Companies Inc (EL)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | D E Shaw D. E. Shaw | 3,425,498 | $341,487,896 | +36% | 0.29% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 3,068,624 | $305,911,126 | +55% | 0.37% |
| 3. | Two Sigma Advisors John Overdeck And David Siegel | 2,934,200 | $292,510,398 | +81% | 0.68% |
| 4. | 2,070,600 | $206,418,114 | +66% | 0.03% | |
| 5. | Millennium Management Israel Englander | 1,781,135 | $177,561,348 | +255% | 0.08% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $64.83 | 20,315 | Director | 387,800 | 2024-11-19 | Filing | |
| $64.35 | 57,485 | Director | 367,485 | 2024-11-19 | Filing | |
| $65.57 | 15,641 | Director | 310,000 | 2024-11-18 | Filing | |
| $64.76 | 59,859 | Director | 294,359 | 2024-11-18 | Filing | |
| $64.56 | 1,300 | Director | 234,500 | 2024-11-15 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $67.76 | 10,969 | Officer, Director | 295,838 | 2024-11-01 | Filing | |
| $91.93 | 3,437 | Director | 49,800 | 2024-08-27 | Filing | |
| $93.61 | 3,890 | Director | 15,209 | 2024-08-23 | Filing | |
| $121.26 | 14,976 | Large Shareholder, Officer, Director | 57,389 | 2024-05-30 | Filing | |
| $130.62 | 12,786 | Officer | 5,578 | 2024-05-22 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 19,435,995 | $2,842,514,268 | 0.06% | |
| 2. | 14,617,896 | $2,137,867,347 | 0.05% | |
| 3. | 9,687,128 | $1,416,742,470 | 0.06% | |
| 4. | 8,245,890 | $1,205,961,413 | 3.48% | |
| 5. | 8,042,606 | $1,176,231,121 | 0.09% |
News See All
No Guidance, Poor Result, And Management Shake Up Is Scaring Away Estee Lauder (EL) Investors
The recently announced financials of The Estee Lauder Companies Inc. unveil significant financial strain stemming from macroeconomic challenges in China and the Asian travel sector market.
Aristotle Large Cap Growth Strategy Sold Estee Lauder Companies Inc (EL) Amid Unpredictable Chinese Consumer Challenges
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” third quarter 2024 investor letter. A copy of the letter can be downloaded here. The U.S.
The Estée Lauder Companies Inc. (NYSE:EL) Q1 2025 Earnings Call Transcript
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The Estée Lauder Companies Inc. (NYSE:EL) Q4 2024 Earnings Call Transcript
The Estée Lauder Companies Inc. (NYSE:EL) Q4 2024 Earnings Call Transcript August 19, 2024The Estée Lauder Companies Inc. beats earnings expectations.
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