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.
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.
ESTEE LAUDER COMPANIES INC director Jennifer Hyman acquired 17.080 stock units through reinvestment of dividend equivalents on outstanding stock units. These stock units are payable in Class A Common Stock.
After this compensation-related transaction, she holds a total of 4,410.510 stock units directly, with payout scheduled after her service as a director ends.
Estee Lauder Companies director Paul J. Fribourg reported routine stock unit awards tied to dividend reinvestments. On the reported date, he acquired 161.35 stock units with cash payout and 56.3 stock units with share payout, each linked to Class A Common Stock. These units reflect reinvestment of dividend equivalents on his existing stock units and are scheduled to be paid on the first business day of the calendar year after his service as a director ends. Following these awards, his reported balances increased to 41,650.4 stock units for cash payout and 14,535.19 stock units for share payout.
BARSHEFSKY CHARLENE reported acquisition or exercise transactions in this Form 4 filing.
ESTEE LAUDER COMPANIES INC director Charlene Barshefsky received an automatic award of 91.71 stock units tied to dividend reinvestment on outstanding stock units. These stock units correspond to Class A Common Stock and bring her total stock unit holdings to 23,675.23 units. The units will be paid out in shares on the first business day of the calendar year following her last day of service as a director.
The Estée Lauder Companies Inc. provides an updated snapshot of its multi‑year Profit Recovery and Growth Plan restructuring program. The company now expects total restructuring and other charges between $1,500 million and $1,700 million (before tax), aimed at rebuilding operating margin and supporting future sales growth.
Through May 28, 2026, cumulative initiatives approved under the Restructuring Program are expected to generate about $1,551 million in restructuring and other charges, largely tied to workforce reductions and related costs. New initiatives since April 29, 2026 focus on value chain optimization, corporate function “re‑invention,” go‑to‑market model changes and digital organization transformation across global operations.
Approved charges are concentrated in operating expenses and include employee‑related, asset‑related, contract termination and other exit costs, most of which are expected to lead to future cash expenditures funded from cash provided by operations. The company plans to keep approving initiatives through fiscal 2026 and substantially complete the program by the end of fiscal 2027, with additional disclosures to follow for significant actions.
Aerin Lauder filed Amendment No. 9 to her Schedule 13D regarding The Estée Lauder Companies’ Class A common stock. She beneficially owns 19,102,009 shares of Class A on an as-converted basis, representing 7.2% of the Class A shares outstanding as of April 24, 2026.
These holdings, including direct and trust interests in Class B shares, represent 13.7% of the company’s aggregate voting power assuming no Class B conversions. The amendment also discloses a new loan facility with JPMorgan Chase Bank for up to $120,000,000, secured by a first-priority lien on 4,500,000 Class B shares held by the ALZ 2000 Revocable Trust.
The Estée Lauder Companies Inc. filed an amendment to report that it has ended discussions with Puig about a potential business combination. Both companies had previously confirmed talks on March 23, 2026, but on May 21, 2026 they announced the discussions were terminated with no deal reached.
Estée Lauder emphasizes its focus on executing its Beauty Reimagined strategic vision and its “One ELC” operating model as a standalone company. Management highlights confidence in its global portfolio of prestige beauty brands, ongoing innovation, and a goal of driving sustainable sales growth, expanding profitability, and achieving a solid double-digit adjusted operating margin over time.
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 420.4000 Stock Units (cash payout) on May 15, 2026 as a compensation award. Each stock unit is tied to the value of one share of Class A Common Stock on a 1:1 basis.
The award was granted in lieu of cash for quarterly board, committee chair, and committee member retainers and will be paid in cash on the first business day of the calendar year after his service as a director ends. Following this grant, his reported balance in these stock units is 41489.0500.
Zinterhofer Eric Louis reported acquisition or exercise transactions in this Form 4 filing.
ESTEE LAUDER COMPANIES INC director Eric Louis Zinterhofer received a grant of 336.32 Stock Units (cash payout) tied to the value of Class A Common Stock, in lieu of cash retainers. These units will be paid in cash after his board service ends, bringing his reported stock unit balance to 1,977.55.
STERNLICHT BARRY S reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies director Barry S. Sternlicht received a grant of 336.320 Stock Units (cash payout) on Class A Common Stock. These units were awarded in lieu of cash for quarterly board and committee retainers and will be paid in cash after his service as a director ends. Following this grant, he holds 47,413.020 stock units directly.
The Estée Lauder Companies Inc. reported higher sales and a return to profitability for the nine months ended March 31, 2026, while absorbing significant restructuring and legal costs. Net sales rose to $11.4 billion from $10.9 billion, and net earnings improved to $298 million from a prior-year loss of $587 million, yielding diluted EPS of $0.82.
Quarterly results were softer: March-quarter net sales were $3.7 billion versus $3.6 billion and net earnings were $89 million versus $159 million, with diluted EPS of $0.24. Operating income for the nine months reached $819 million versus a loss of $395 million last year, helped by lower impairment charges, but margins were pressured by $520 million of restructuring and other charges and an $84 million securities class action settlement expense.
The company expanded its Profit Recovery and Growth Plan, now expecting $1.5–$1.7 billion in restructuring and related charges and a net reduction of roughly 9,000–10,000 positions globally. Cumulative approved charges reached $1.42 billion and cumulative recorded charges were $1.13 billion. Cash flow from operations strengthened to $1.20 billion, supporting $381 million in dividends and $70 million of share repurchases while cash and cash equivalents increased to $3.13 billion.