Is Estée Lauder (EL) a Resilient Stock?

2 hours ago 1

Soumya Eswaran

Wed, January 28, 2026 astatine 6:58 AM CST 3 min read

Hardman Johnston Global Advisors, an concern absorption company, released its “Hardman Johnston Global Equity Strategy” capitalist missive for the 4th fourth of 2025. A transcript of the missive tin beryllium downloaded here. Global equity markets delivered robust results successful the quarter, backed by easing ostentation trends and beardown economical data. The Hardman Johnston Global Equity Strategy returned 2.91%, nett of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors contributed to the performance, portion the Industrials and Consumer Discretionary sectors detracted from comparative performance. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2025.

In its fourth-quarter 2025 capitalist letter, Hardman Johnston Global Equity Strategy highlighted The Estée Lauder Companies Inc. (NYSE:EL) arsenic a starring show contributor wrong the Consumer Staples sector. The Estée Lauder Companies Inc. (NYSE:EL) is simply a starring subordinate successful skincare, makeup, fragrance, and hairsbreadth attraction products. The Estée Lauder Companies Inc. (NYSE:EL) shares traded betwixt $48.37 and $120.27 implicit the past 52 weeks. On January 27, 2026, The Estée Lauder Companies Inc. (NYSE:EL) banal closed astatine $116.44 per share. The Estée Lauder Companies Inc. (NYSE:EL) has a marketplace capitalization of $41.96 billion.

Hardman Johnston Global Equity Strategy stated the pursuing regarding The Estée Lauder Companies Inc. (NYSE:EL) successful its 4th fourth 2025 capitalist letter:

"Performance wrong Consumer Staples was driven by The Estée Lauder Companies Inc. (NYSE:EL), the portfolio’s sole holding successful the sector. Estée Lauder is successful the midst of a turnaround, and fiscal 1Q26 results (ended September 30) results provided outperformance against galore of the cardinal touchpoints: sales, margins, China, US and Travel Retail. News travel since past points to a palmy 11/11 for EL successful China (25% of institution sales), continued stabilization successful the US and a Travel Retail transmission that is nary longer declining. Beauty wide is simply a 1 of the much resilient categories, enjoying some measurement and worth growth, and a hallmark of the 2025 vacation play is the “K shaped system and user behavior” – arsenic a large subordinate successful luxury quality EL is astatine the nexus of these trends. Stock show reflects optimism regarding continued advancement driven by interior initiatives arsenic good arsenic optimism regarding the broader quality market."

Wells Fargo Lifts Estée Lauder (EL) Target arsenic Raymond James Names It a 2026 Top Pick

The Estée Lauder Companies Inc. (NYSE:EL) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 45 hedge money portfolios held The Estée Lauder Companies Inc. (NYSE:EL) astatine the extremity of the 3rd quarter, compared to 48 successful the erstwhile quarter. The Estée Lauder Companies Inc.’s (NYSE:EL) net sales increased by 3% year-over-year successful Q3 2025, fueled by robust double-digit maturation successful fragrance and humble debased single-digit maturation successful skincare. While we admit the imaginable of The Estée Lauder Companies Inc. (NYSE:EL) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.