Estee Lauder Companies SEC Filings

Estee Lauder Companies Inc. director Annabelle Yu Long reported a small acquisition of derivative stock units linked to the company’s Class A common stock. On 12/15/2025, she received 2.71 stock units at a reference price of $101.03 per share, bringing her total derivative holdings to 785.99 stock units held directly.

According to the filing, this acquisition represents the reinvestment of dividend equivalents on her outstanding stock units. The stock units are designed to be paid out in shares on the first business day of the calendar year following the last date of her service as a director, tying the value of this award to both the company’s share price and the duration of her board service.

Estee Lauder Companies Inc. director Richard F. Zannino reported routine equity compensation activity tied to his board service. On 12/15/2025 he acquired 10.26 and 36.65 stock units, described as Stock Units (Share Payout), through reinvestment of dividend equivalents on outstanding stock units linked to the company’s Class A Common Stock.

Following these transactions he beneficially owns 2,971.83 stock units directly and 10,614.48 stock units indirectly through a limited liability company owned by trusts for the benefit of his family, over which he has investment power. The stock units are scheduled to be paid out in shares on the first business day of the calendar year after his service as a director ends.

Estee Lauder Companies director Eric Louis Zinterhofer reported acquiring additional derivative stock units on 12/15/2025 through reinvestment of dividend equivalents on his outstanding stock units. The transactions added 9.64 stock units designated for share payout and 4.79 stock units designated for cash payout, each tied to Class A Common Stock at a reference price of $101.03 per unit.

Following these transactions, he beneficially owned 2,792.92 stock units with share payout and 1,388.14 stock units with cash payout, all held directly. The stock units will be paid out on the first business day of the calendar year following the last date of his service as a director.

Estee Lauder Companies Inc. director and 10% owner Jane Lauder reported an insider transaction involving derivative securities. On December 15, 2025, she acquired 2.71 stock units (share payout) linked to Class A Common Stock, recorded as an acquisition and tied to a reference price of $101.03 per unit. The filing notes this represents the reinvestment of dividend equivalents on her outstanding stock units.

After this transaction, Jane Lauder directly beneficially owns 785.99 stock units. According to the terms disclosed, these stock units will be paid out 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 of the company.

Estee Lauder Companies director and 10% owner William P. Lauder reported a small increase in his deferred stock-based holdings. On 12/15/2025 he acquired 2.71 stock units tied to Class A Common Stock through reinvestment of dividend equivalents on his existing stock units at a reference price of $101.03 per unit. After this routine transaction, he directly holds 785.99 of these derivative stock units, which will be paid out in shares on the first business day of the calendar year following the last date of his service as a director.

The Estée Lauder Companies Inc. is expanding its multi‑year Profit Recovery and Growth Plan and related restructuring program. The company now expects total restructuring and other charges of between $1,200 million and $1,600 million (before tax) as it reorganizes operations, simplifies processes, outsources selected services and adjusts its go‑to‑market footprint through fiscal 2027.

Through November 29, 2025, initiatives approved under the restructuring program are expected to result in cumulative restructuring and other charges of about $1,137 million (before tax). Of this, restructuring charges total $781 million, including $674 million of employee‑related costs, $53 million of asset‑related costs, $26 million of contract terminations and $28 million of other exit costs. Most charges, other than non‑cash items, are expected to result in future cash expenditures funded from cash provided by operations.

Estee Lauder Companies Inc. director and 10% owner Jane Lauder reported an option exercise and share sale involving the company’s Class A Common Stock. On 11/26/2025, she exercised a stock option to acquire 17,840 shares at an exercise price of $89.47 per share and then sold 17,840 shares in open market transactions, reported as a weighted average sale price of $94.38 per share, with individual sale prices ranging from $94.35 to $94.52. Following these transactions, she held 58,763 Class A shares directly and 0 derivative securities from the reported option grant, which was originally issued under the Amended and Restated Fiscal 2002 Share Incentive Plan and scheduled to expire on 12/31/2025.

Estee Lauder Companies Inc. reported an insider stock sale by an executive. Executive Vice President and General Counsel Rashida La Lande filed a Form 4 disclosing the sale of 1,604 shares of Class A Common Stock on 11/26/2025 at a price of $94.45 per share, in a transaction coded "S," which indicates a sale.

Following this transaction, the filing shows that she beneficially owns 0 shares of Estee Lauder common stock. The form is filed as a single-reporting-person filing and is signed by an attorney-in-fact on her behalf.

Estee Lauder Companies Inc. executive reports stock sale

An executive officer of Estee Lauder Companies Inc. (EL), serving as Executive Vice President of Global Communications and Public Affairs, reported a sale of 5,430 shares of Class A common stock on 11/18/2025. The shares were sold at a price of $87.84 per share in an open-market transaction.

Following this transaction, the reporting person shows 0 shares beneficially owned in this Form 4 filing, with the holding reported as directly owned. No derivative securities transactions were reported.