The Estée Lauder Companies Inc. filings document quarterly operating results, financial outlook disclosures, restructuring actions, governance votes and capital-structure matters for a global prestige beauty company. Recent 8-K reports include earnings releases and estimates, while amended 8-K filings describe costs associated with exit or disposal activities under the Profit Recovery and Growth Plan and its restructuring program.
Other filings record annual meeting results, director elections, auditor ratification, executive-compensation votes, and amendments submitted to stockholders. Capital-structure disclosures include the company’s Class A Common Stock and Class B Common Stock, including conversions from Class B shares into Class A shares and related voting-rights mechanics.
Estée Lauder Companies Inc. director Paul J. Fribourg reported that Continental Grain Company sold 2,406 Class A common shares on November 9, 2026, in multiple open-market transactions. The weighted average price was $115.10 per share, with prices from $115.00 to $115.22. Continental Grain Company held 323,922 shares indirectly after the sale; Fribourg separately reported 4,000 shares held directly as of November 9, 2026.
Estee Lauder Companies Inc. (EL) officer Rashida La Lande reported 8,879 common shares to be sold for her account, with an aggregate market value of $1,010,806.68 and an approximate sale date of November 9, 2026. She also reported two sales during the prior three months: 7,766 shares on August 28, 2026, for gross proceeds of $802,344.29, and 5,564 shares on August 21, 2026, for $553,868.38.
Estée Lauder Companies Inc. officer Stephane Renaud Dela Faverie gave notice of a proposed sale of 9,100 common shares, with an aggregate market value of $1,028,030.64. The approximate sale date is November 9, 2026, and Morgan Stanley Smith Barney LLC is named as broker.
The shares are listed as restricted stock acquired from the issuer: 3,454 on February 27, 2026, and 5,646 on November 2, 2026.
Estée Lauder Companies Inc. President and CEO Stephane de la Faverie sold 9,100 shares of Class A Common Stock on November 9, 2026, at $112.97 per share. After the sale, he reported direct holdings of 19,697 shares.
On November 9, 2026, Rashida La Lande, Executive Vice President and General Counsel of The Estée Lauder Companies Inc., exercised options for 5,564 Class A common shares at $92.87 per share. She sold 5,564 shares at $113.82 per share and 3,315 shares at $113.88 per share that day. The reported stock-option position after the exercise was 5,565 shares; no Rule 10b5-1 plan is reported.
Estee Lauder Companies Inc. (EL) director Paul J. Fribourg reported sales by Continental Grain Company of 90,972 Class A shares on November 5–6, 2026. The 70,000-share November 6 entry lists a weighted-average price of $110.21; the six November 5 entries list weighted-average prices from $109.59 to $115.02. A separate holding entry lists 4,000 shares held directly on November 5.
The Estee Lauder Companies Inc. (EL) director Barry S. Sternlicht filed a Rule 144 notice for the proposed sale of 4,697 common shares, listed at an aggregate market value of $510,211.63. The notice identifies the shares as acquired from the issuer through a stock option exercise on November 6, 2026, with cash payment, and lists November 6, 2026 as the approximate sale date.
Estee Lauder Companies Inc. director Barry S. Sternlicht exercised options for 4,697 Class A shares at an exercise price of $78.36 per share and sold 4,697 Class A shares at $108.63 per share on November 6, 2026. The reported option position following the exercise was zero, and no Rule 10b5-1 plan is reported. The 1999 Sternlicht Family Trust 1, the 1999 Sternlicht Family Trust 2 and the 1999 Sternlicht Family Trust 3 were each reported as holding 12,000 Class A shares; Sternlicht disclaims beneficial ownership to the extent he does not have a pecuniary interest in those shares.
The Estée Lauder Companies (EL) announced fiscal 2030 ambitions of sustainable mid-single-digit organic net sales growth annually, double-digit adjusted diluted EPS growth through fiscal 2030, and an adjusted operating margin of 16.5%-18.5% in fiscal 2030. It also aims for an adjusted effective tax rate of 30% or below by then.
The company raised its fiscal 2027 outlook to reported sales growth of 5.0%-6.5%, organic sales growth of 4.0%-5.5%, adjusted operating margin of 12.9%-13.7%, and adjusted diluted EPS growth of 28%-38%. The previous ranges were 3%-5% for reported and organic sales growth, 12.7%-13.5% for adjusted operating margin, and 24%-34% for adjusted diluted EPS growth. For fiscal 2028, it expects approximately $40 million to $50 million of restructuring and other charges before taxes, excluded from these forward-looking metrics. It expects higher earnings, lower restructuring payments, working capital efficiencies and optimized capital expenditures to support operating cash flow and free cash flow through fiscal 2030.
Estée Lauder Companies Inc. Executive Vice President and CFO Akhil Shrivastava reported RSU share payouts on November 2, 2026. The RSU transaction amounts were 241.35 shares, 3,298.38 shares and 2,733 shares. The report also lists 6,266.56 shares of Class A common stock acquired and 3,200.56 shares withheld for tax purposes at $108.30 per share. The footnotes describe share payouts upon vesting and state that certain future RSU payouts are conditioned on continued employment.