The Estée Lauder Companies Inc. has scheduled its 2026 annual stockholder meeting for November 17, 2026, at 9:00 a.m. Eastern Time, in a virtual-only format. Stockholders of record as of September 18, 2026, will vote on five Class III director nominees, ratification of PricewaterhouseCoopers LLP as independent auditors for fiscal 2027, an advisory executive-compensation proposal, and a stockholder request for additional reporting on plastic packaging. The Board recommends voting for the first three matters and against the packaging proposal. Class A shares carry one vote each and Class B shares carry 10 votes each; shares subject to the Stockholders’ Agreement represented approximately 82% of voting power as of the record date.
For fiscal 2026, CEO Stéphane de La Faverie’s annual base salary was $1.5 million, annual bonus opportunity was $3.0 million, and annual equity-award target opportunity was $10.0 million. These amounts were established with his promotion effective January 1, 2025, and were not increased at the start of fiscal 2026. Named executive officers received 134.9% to 136.8% of target under the annual incentive plan, against a maximum of 175%. Fiscal 2024 annual performance share units granted to named executive officers resulted in no payouts, based on below-threshold performance over the three-year period ended June 30, 2026.
Estee Lauder Companies Inc. (EL) received an updated Schedule 13D/A from the Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust and Eric Louis Zinterhofer, reflecting their beneficial ownership and governance arrangements. As of September 16, 2026, the trust beneficially owned 4,910,594 shares of Class A common stock via an equal number of Class B shares, representing 1.9% of Class A shares outstanding. Zinterhofer beneficially owned 4,913,374 Class A shares on an as-converted and option-exercised basis, also 1.9% of Class A shares outstanding, including stock options for 2,780 Class A shares that become exercisable within 60 days. Because each Class B share carries ten votes, the 4,910,594 Class B shares controlled by the trust represent 3.5% of Estee Lauder’s aggregate voting power. The filing also adds Zinterhofer as a new reporting person and confirms that, as trustees party to a long-standing Stockholders' Agreement, the reporting persons may be deemed part of a Section 13(d)(3) group, with transfer restrictions and rights of first offer among Lauder family stockholders.
ESTEE LAUDER COMPANIES INC (EL) reports that director Jennifer Tejada acquired 16.03 Stock Units (Share Payout) on September 15, 2026 through reinvestment of dividend equivalents on outstanding stock units at a reference price of $96.25 per unit. These stock units are payable in Class A Common Stock on the first business day of the calendar year following the last date of her service as a director, bringing her directly held stock unit balance to 4,426.54 units. No Rule 10b5-1 plan is reported for this transaction.
ESTEE LAUDER COMPANIES INC (EL) director Dana Strong reported an acquisition of 2.88 Stock Units tied to Class A Common Stock on September 15, 2026, representing reinvested dividend equivalents on outstanding stock units. Following this grant/award, Strong holds 795.02 Stock Units directly. These units will be paid out in shares on the first business day of the calendar year after Strong’s service as a director ends. No Rule 10b5-1 trading plan is reported for this transaction.
ESTEE LAUDER COMPANIES INC (symbol: EL) is the issuer of record for a Form 4 filing submitted to the SEC. Nunez Arturo reported acquisition or exercise transactions in this Form 4 filing.
ESTEE LAUDER COMPANIES INC (EL) reported that director Arturo Nunez received an award of 15.56 stock units linked to Class A Common Stock on September 15, 2026, representing reinvested dividend equivalents on outstanding stock units. Following this award, he holds a total of 4,295.82 stock units, which will be paid out in shares on the first business day of the calendar year after his service as a director ends. No Rule 10b5-1 trading plan is reported for this transaction.
ESTEE LAUDER COMPANIES INC (EL) director Richard F. Zannino reported the grant of additional stock units on September 15, 2026, representing reinvested dividend equivalents on his outstanding stock units. He acquired 10.89 stock units held directly and 38.90 stock units held indirectly through an LLC owned by family trusts. These stock units are payable in Class A Common Stock on the first business day of the calendar year after his service as a director ends, and there is no Rule 10b5-1 trading plan reported.
ESTEE LAUDER COMPANIES INC (EL) reported that director and ten percent owner William P. Lauder acquired 2.88 stock units on September 15, 2026 as a grant classified as a derivative award. These units reflect reinvestment of dividend equivalents on his outstanding stock units and are linked to Class A Common Stock.
Following this transaction, Lauder directly holds 795.02 stock units. The stock units will be paid out in shares on the first business day of the calendar year after his service as a director ends. No Rule 10b5-1 trading plan is reported for this award.
ESTEE LAUDER COMPANIES INC (EL) director and ten percent owner Gary M. Lauder received an acquisition of 16.1 Stock Units on September 15, 2026. These units represent reinvested dividend equivalents on his outstanding stock units and will be paid in Class A Common Stock after his board service ends. No Rule 10b5-1 trading plan is reported.
LAUDER JANE reported acquisition or exercise transactions in this Form 4 filing.
ESTEE LAUDER COMPANIES INC (EL) reports that director and ten percent owner Jane Lauder received an automatic grant of 2.88 stock units tied to Class A Common Stock on September 15, 2026, representing reinvested dividend equivalents on outstanding stock units at a reference value of $96.25 per unit, bringing her direct stock unit balance to 795.02 units. These stock units are scheduled to be paid in shares of Class A Common Stock on the first business day of the calendar year following the last date of her service as a director. The filing also updates her Class B Common Stock holdings: she remains the direct holder of 275,010 shares and the trustee of a trust holding 17,161,010 Class B shares, each convertible into Class A on a one-for-one basis, while holdings of 4,910,594 Class B shares in the Zinterhofer 2008 Descendants Trust are no longer attributed to her after she resigned as co-trustee on May 8, 2026, with no shares sold, transferred, or consideration received.