New insider activity at The Estée Lauder Companies ( (EL) ) has taken place on August 25, 2025.
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In recent transactions involving The Estée Lauder Companies, Director Charlene Barshefsky sold 3,723 shares, amounting to a total of $339,053. Meanwhile, Director Jane Lauder parted with 15,699 shares, resulting in a sale worth $1,385,122.
Recent Updates on EL stock
Estée Lauder Companies Inc. reported its fiscal 2025 results, showing an 8% decline in net sales compared to the previous year, but highlighted strategic progress under new leadership. The company achieved market share gains in key regions like China and Japan and introduced innovative products across its brands. Despite facing a significant operating loss due to impairment charges and restructuring costs, Estée Lauder is focused on restoring sales growth and improving profitability, with a strategic plan aimed at achieving a double-digit operating margin in the coming years. The company’s Q4 revenue was $3.41 billion, slightly above consensus. Analysts raised their price targets for Estée Lauder, citing the company’s strategic vision and expected organic sales growth in fiscal 2026 after three years of declines. The company projects FY26 adjusted constant currency EPS of $1.87-$2.07 and GAAP net sales growth of 2%-5%.
Spark’s Take on EL Stock
According to Spark, TipRanks’ AI Analyst, EL is a Neutral.
The overall stock score reflects significant financial challenges, including declining revenue and profitability, high leverage, and valuation concerns. While there are some positive technical signals and strategic initiatives in place, the mixed sentiment from the earnings call and ongoing operational challenges weigh heavily on the score.
To see Spark’s full report on EL stock, click here.
More about The Estée Lauder Companies
YTD Price Performance: 22.89%
Average Trading Volume: 4,296,733
Technical Sentiment Signal: Sell
Current Market Cap: $32.83B