Estee Lauder Companies Stock Price, News & Analysis

The Estée Lauder Companies (NYSE: EL) held its Annual Meeting of Stockholders on November 13, 2025. Stockholders elected William P. Lauder, Annabelle Yu Long, Dana Strong, CBE, Jennifer Tejada, and Richard F. Zannino as Class II directors and Eric L. Zinterhofer as a Class I director.

Shareholders also ratified the appointment of PricewaterhouseCoopers LLP as independent auditors for the current fiscal year, approved the advisory vote on executive compensation, and approved proposed amendments to the company’s Restated Certificate of Incorporation.

The company sells beauty and personal care products in approximately 150 countries and territories under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD, The Ordinary and others.

The Estée Lauder Companies (NYSE: EL) will hold its 2025 Annual Meeting of Stockholders virtually on November 13, 2025 at 9:00 a.m. ET. Shareholders can access the live webcast at www.virtualshareholdermeeting.com/EL2025.

Proxy materials and additional meeting information are available at www.elcompanies.com/investors. A replay of the meeting will be posted after the meeting on the same investor website.

The company sells beauty and personal care products in ~150 countries under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, Tom Ford, The Ordinary and others.

The Estée Lauder Companies (NYSE: EL) announced pricing of a registered secondary offering by trusts affiliated with descendants of Leonard A. Lauder at $90 per share, expected to close on November 6, 2025, subject to customary conditions. The company is not selling shares and will receive no proceeds; the Selling Stockholders will receive all proceeds to help settle Leonard A. Lauder’s estate, including estate taxes, debts and administration expenses. Based on shares outstanding as of October 23, 2025, the Lauder family is expected to retain 82% of outstanding voting power after the offering. The Selling Stockholders and LAL Family Partners will be subject to a 90-day lock-up with the underwriter, J.P. Morgan Securities LLC.

The Estée Lauder Companies (NYSE: EL) announced that trusts affiliated with descendants of Leonard A. Lauder (the “Selling Stockholders”) propose a registered public offering of 11,301,323 shares of Class A common stock on November 4, 2025. The Selling Stockholders will receive all proceeds; the company will not sell shares or receive proceeds.

The proceeds are intended to help settle Leonard A. Lauder’s estate, including estate taxes, debts and administration expenses. Based on shares outstanding as of October 23, 2025, the Lauder family would retain 82% of outstanding voting power after the offering. J.P. Morgan Securities is sole underwriter and the Selling Stockholders and LAL Family Partners will be subject to a 90-day lock-up.

M·A·C Cosmetics (EL) will launch in select U.S. Sephora stores and at Sephora at Kohl’s in early 2026, expanding its retail distribution to Sephora U.S. in-store and online channels. The move follows existing global Sephora partnerships and aims to broaden consumer access to M·A·C’s professional-grade makeup and inclusive brand community. The brand highlights its long-running philanthropic program M·A·C VIVA GLAM, which has raised more than $535 million USD worldwide.

The Estée Lauder Companies (NYSE:EL) announced a strategic partnership with Shopify to modernize its digital commerce infrastructure and create a unified omnichannel experience across prestige and luxury brands.

The collaboration aims to accelerate direct-to-consumer growth by leveraging real-time data, AI-driven capabilities, and faster speed-to-market. The first phase is planned to launch on Shopify in Q1 2026. The release includes a cautionary note that actual results may differ materially due to execution risks and other factors.

The Estée Lauder Companies (NYSE: EL) will release its fiscal 2026 first quarter results on October 30, 2025.

The company will host a live webcast and conference call at 8:30 a.m. ET featuring Stéphane de La Faverie, President and CEO, and Akhil Shrivastava, EVP and CFO. Investors can access the live webcast and archived replay at http://www.elcompanies.com/investors.

The presentation will cover the quarter's results, future prospects and recent corporate developments. The company's portfolio includes major brands such as Estée Lauder, Clinique, M·A·C, La Mer, Tom Ford, Too Faced, The Ordinary and others sold in about 150 countries and territories.

The Estée Lauder Companies (NYSE:EL) celebrated the 60th anniversary of its Oevel Manufacturing & Fulfillment Campus in Oevel, Belgium on October 16, 2025.

The campus produces over 100 million prestige beauty products annually, ships to more than 100 countries, spans ~100,000 square meters, and has grown fivefold since 1965. Oevel hosts a nearby BioTech Hub in Olen for bio-based raw materials and supports ELC’s regionalization strategy, with ~70% of products sold in Europe produced within the region. The site integrates advanced technologies and AI to enable rapid launches and personalized manufacturing.