Welcome to our dedicated page for ESTEE LAUDER COMPANIES SEC filings (Ticker: EL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on ESTEE LAUDER COMPANIES's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into ESTEE LAUDER COMPANIES's regulatory disclosures and financial reporting.
Managed Account Advisors LLC reported beneficial ownership of Class A Common Stock of Estee Lauder Companies Inc. The filing states beneficial ownership of 18,529,374 shares, representing 7.5% of the class, based on 247,287,571 outstanding shares as of April 24, 2026.
The firm reports no sole or shared voting power over these shares. It holds sole dispositive power over 18,488,671 shares and shared dispositive power over 40,703 shares, indicating authority over disposition but not voting. Managed Account Advisors LLC is organized in Delaware and signed the report through an authorized signatory.
FMR LLC and Abigail P. Johnson report their holdings of Estee Lauder Companies Inc. Class A Common Stock in an amended Schedule 13G. As of June 30, 2026, FMR LLC is deemed to beneficially own 10,825,796.92 shares, representing 4.4% of the Class A common stock. FMR LLC holds 7,158,009.98 shares with sole voting power and 10,825,796.92 shares with sole dispositive power, with no shared voting or dispositive power. Abigail P. Johnson is reported as having sole dispositive power over the same 10,825,796.92 shares, but no voting power, as a control person of FMR LLC. The filing notes that one or more other persons may receive dividends or sale proceeds from these securities, but no such person has more than five percent of the outstanding Class A common stock.
Vanguard Portfolio Management LLC reports beneficial ownership of Estee Lauder common stock on a Schedule 13G. Vanguard and certain affiliates beneficially own 12,416,128 shares, representing 5.02% of the class.
The group has sole voting power over 33,673 shares and sole dispositive power over 12,416,128 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and managed accounts over which Vanguard entities exercise dispositive and/or voting power. No other single person’s interest in these securities exceeds 5%.
BlackRock, Inc. reports beneficial ownership of Class A stock of Estee Lauder Companies Inc. BlackRock and certain of its business units collectively hold 18,586,595 shares, representing 7.5% of the Class A shares outstanding. Of these, BlackRock has sole voting power over 16,914,444 shares and sole dispositive power over all 18,586,595 shares, with no shared voting or dispositive power reported. The shares are held on behalf of various underlying clients and accounts; no single other person is reported to have an interest exceeding five percent of Estee Lauder’s total outstanding common shares.
The Estée Lauder Companies Inc. disclosed that board member Jennifer Hyman has notified the company she will retire from the Board effective November 16, 2026, the day before the 2026 Annual Meeting of Stockholders. She is a Class I director who has served on the Board since 2018 and is a member of the Audit Committee and the Nominating and ESG Committee.
The company states that Ms. Hyman’s decision to retire is to focus on new endeavors and is not due to any disagreements with the company regarding operations, policies, or practices. The company expresses appreciation for her contributions during her Board tenure.
FRIBOURG PAUL J reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. director Paul J. Fribourg received a grant of 409.73 Stock Units (Cash Payout) on 2026-07-21 as compensation in lieu of cash for quarterly board and committee retainers. Each unit is linked 1:1 to the value of a share of Class A Common Stock and will be paid in cash after his service as director ends. Following this grant, he holds 42,060.13 such stock units directly.
STERNLICHT BARRY S reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. director Barry S. Sternlicht received a grant of 327.7800 Stock Units (Cash Payout) valued at $82.3700 per unit, in lieu of cash quarterly board and committee retainers. Each unit pays cash equal to one share of Class A Common Stock and will be paid on the first business day of the calendar year after his board service ends. Following this grant, he holds 47,925.1800 such units directly.
Zinterhofer Eric Louis reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies Inc. reported that director Eric Louis Zinterhofer received a grant of 327.780 Stock Units (Cash Payout) on July 21, 2026, in lieu of cash for quarterly board and committee member retainers.
Each unit is tied to the cash value of one share of Class A Common Stock and will be paid on the first business day of the calendar year following his last date of service as a director. After this grant, he holds 2,313.020 Stock Units (Cash Payout).
The Estée Lauder Companies Inc. expanded and finalized approvals under its multi‑year Profit Recovery and Growth Plan restructuring program, aimed at rebuilding operating margins and supporting future sales growth.
As of June 30, 2026, the company expects to record cumulative restructuring and other charges of approximately $1,748 million (before tax) for initiatives approved since inception. These charges span sales returns, cost of sales and operating expenses, and are largely tied to employee severance, asset-related costs, contract terminations and other exit costs. Initiatives include reorganizing go‑to‑market models, transforming digital operations, and right‑sizing enabling functions, with approvals concluded by June 30, 2026 and substantial completion targeted by the end of fiscal 2027.
Estee Lauder Companies Inc. director Eric Louis Zinterhofer reported routine compensation-related awards of stock units tied to dividend reinvestment. He acquired 7.69 stock units with a cash payout feature and 10.9 stock units with a share payout feature, each linked to Class A Common Stock.
The filing notes these represent reinvestment of dividend equivalents on outstanding stock units. The units will be paid on the first business day of the calendar year after Zinterhofer’s service as a director ends, adding modestly to his deferred equity-based compensation balances.