/EL

Estee Lauder Companies Inc

EL

$97.12USD↑+0.67%+0.65 today

MARKET CAP

35.1B

P/E (TTM)

—

FWD P/E

—

DAY RANGE

$96 – $98

52W RANGE

$66

$122

AI Summary

Stalk

StalkMedium

EL remains in a Stage 2 corrective reset within an intact long-term uptrend, with a primary Bullish Exhaustion signal pointing to a likely near-term pullback. Medium-term bias is bullish, but short-term conditions are unfavorable, recommending deferred entry on a pullback into the rising 50-day SMA near the 92–93 area. Key risk is a breakdown below that support, which would open a deeper retracement.

↑EPS to $0.32 in Q4 FY26 (+255% YoY) and revenue to $3.55 B (+4.1%)
↑Operating margin expanded by 360 bp to 15%; gross margin rose to 76.4%
↓EPS -16.5% CAGR last three years; operating margin close to 0%

Full analysis →

Buying

11

institutions

Selling

7

institutions

New Positions

0

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕	Action↕	Shares Held↕	Value↓	Change↕	Chg %↕	Weight↕
BI Blackrock, Inc. Q2 2026	BUY	20.83 M	1.64 B	+2.28 M	+23.6%	0.02%
CA Citadel Advisors LLC Q2 2026	BUY	2.56 M	202.42 M	+790.94 K	+59.1%	0.02%
AC Aqr Capital Management LLC Q2 2026	BUY	1.60 M	124.99 M	+951.86 K	+176.3%	0.04%
MG Man Group Plc Q2 2026	BUY	1.34 M	105.74 M	+1.10 M	+507.7%	0.17%
JC Jpmorgan Chase & Co Q2 2026	SELL	1.07 M	84.94 M	+-333.41 K	-11.0%	0.00%
PA Point72 Asset Management, L.P. Q2 2026	BUY	902.02 K	71.21 M	+742.18 K	+520.8%	0.08%
MM Millennium Management LLC Q2 2026	BUY	677.29 K	53.47 M	+42.11 K	+17.3%	0.02%
RT Renaissance Technologies LLC Q2 2026	BUY	449.30 K	35.47 M	+418.20 K	+1489.2%	0.05%
CP California Public Employees Retirement System Q2 2026	SELL	297.73 K	23.51 M	+-115.56 K	-20.8%	0.01%
BA Balyasny Asset Management L.P. Q2 2026	SELL	170.78 K	13.48 M	+-382.31 K	-66.0%	0.02%
JH Janus Henderson Group Plc Q1 2026	BUY	62.12 K	4.46 M	+37.24 K	+71.1%	0.00%
BA Bridgewater Associates, LP Q2 2026	BUY	36.50 K	2.88 M	+11.42 K	+60.1%	0.01%
RC Rockefeller Capital Management L.P. Q2 2026	BUY	34.32 K	2.71 M	+6.45 K	+35.4%	0.00%
FA Fisher Asset Management, LLC Q2 2026	SELL	31.35 K	2.48 M	+-772.00	+7.4%	0.00%
BH Brevan Howard Capital Management LP Q2 2026	BUY	20.76 K	1.64 M	+6.64 K	+61.7%	0.01%
WP Woodline Partners LP Q2 2026	SELL	0.00	0.00	+-957.96 K	-100.0%	0.00%
SA Scion Asset Management, LLC Q3 2025	SELL	0.00	0.00	+-650.00 K	-100.0%	0.00%
VI Voloridge Investment Management, LLC Q2 2026	SELL	0.00	0.00	+-260.38 K	-100.0%	0.00%