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. (NYSE: EL) files a range of documents with the U.S. Securities and Exchange Commission that provide detailed information on its operations as a global manufacturer, marketer, and seller of skin care, makeup, fragrance, and hair care products. These SEC filings cover topics such as financial performance, restructuring initiatives, governance matters, executive compensation and capital structure.
On this page, investors can review current reports on Form 8‑K, which the company uses to disclose material events. Recent 8‑K and 8‑K/A filings describe the Profit Recovery and Growth Plan (PRGP) and the associated Restructuring Program, including expected ranges of restructuring and other charges, and specific initiatives in areas like value chain optimization, enabling function re‑invention, and enterprise business services transformation. Other 8‑K filings report quarterly and full-year financial results, changes in regional reporting structures, and updates on stock option award agreements and related compensation policies.
The company’s definitive proxy statement on Schedule 14A (DEF 14A) provides extensive detail on board composition, director elections, committee structures, executive compensation programs, and stockholder proposals. It also discusses the dual‑class share structure, with Class A and Class B Common Stock carrying different voting rights, and explains how Lauder family ownership results in a high percentage of the company’s voting power.
Filings also document equity and capital markets transactions, such as secondary offerings of Class A Common Stock by trusts affiliated with descendants of Leonard A. Lauder, and the conversion of Class B shares into Class A shares. Related 8‑K filings outline underwriting agreements, use of proceeds by selling stockholders, and the registration statements used for these offerings.
Through Stock Titan, users can access these EL filings as they are made available on EDGAR and use AI-powered summaries to understand key points in lengthy documents such as 8‑K reports and proxy statements. The platform’s tools are designed to help readers quickly identify information on restructuring programs, voting results, compensation changes, and capital structure details without reading every line of the underlying filings.
Estee Lauder Companies Executive VP & CFO Akhil Shrivastava reported equity award activity involving restricted stock units (RSUs) and Class A Common Stock. On February 27, 2026, RSUs granted on February 26, 2024 paid out in 5,265.1453 shares of Class A Common Stock, including dividend reinvestment shares, through an exercise or conversion of derivative securities.
On the same date, 1,912.1453 shares of Class A Common Stock were disposed of at $109.01 per share to cover tax withholding obligations, as described in the filing. After these transactions, direct holdings reported in Class A Common Stock increased, and the RSUs are structured to vest generally in three approximately equal installments, with an additional 5,172 RSUs scheduled to vest and be paid out on February 26, 2027, assuming continued employment.
Lammers Hendrik Rene reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies reported that executive officer Hendrik Rene Lammers received new equity awards. On February 26, 2026, he was granted options for 28,156 shares at no cost as a grant. According to the plan terms, 9,385 options become exercisable from and after February 26, 2027, 9,385 from and after February 28, 2028, and 9,386 from and after February 28, 2029.
He was also granted 7,507 Restricted Stock Units (RSUs) that vest and pay out in Class A shares on a one-to-one basis, generally in three installments, with shares withheld at payout to cover statutory taxes and accompanied by dividend equivalent rights payable in cash. A further 13,405 non-annual RSUs granted on February 26, 2026 will, assuming continued employment, vest and pay out as 2,502 and 4,468 RSUs on February 26, 2027, 2,502 and 4,468 on February 28, 2028, and 2,503 and 4,469 on February 28, 2029.
LAL Family Corporation reported its ownership stake in The Estee Lauder Companies Inc. through an amended Schedule 13G/A. As of December 31, 2025, it beneficially owned 69,402,943 shares that are convertible into Class A Common Stock.
Based on Estee Lauder’s share count as of January 29, 2026, this position represents about 21.9% of the outstanding Class A Common Stock. Because the shares are held as Class B stock with ten votes per share, LAL Family Corporation’s voting power is approximately 49.8% of the company’s aggregate voting power.
The shares are owned indirectly through LAL Family Partners L.P., where LAL Family Corporation is the sole general partner. LALFP is party to a longstanding Stockholders’ Agreement under which Lauder family–related stockholders coordinate voting, and shares subject to that agreement collectively represent about 82.2% of Estee Lauder’s total voting power as of December 31, 2025.
LAL Family Partners L.P. filed an amended Schedule 13G reporting its beneficial ownership in The Estee Lauder Companies Inc. As of December 31, 2025, it beneficially owned the equivalent of 69,402,943 shares of Class A Common Stock through ownership of Class B shares, representing about 21.9% of Class A shares outstanding based on the issuer’s January 29, 2026 share count.
The holding consists of 69,402,943 shares of Class B Common Stock, each convertible into one Class A share. Because each Class B share carries ten votes and each Class A share carries one vote, these holdings represented roughly 49.8% of the company’s aggregate voting power as of December 31, 2025. The filing notes a long-standing Stockholders' Agreement among Lauder family-related holders, under which the parties agree how to vote for certain directors and grant rights of first offer on certain Class A share transfers, with shares subject to that agreement collectively representing about 82.2% of the issuer’s voting power as of December 31, 2025.
Capital World Investors filed an amended Schedule 13G reporting its beneficial ownership in The Estee Lauder Companies Inc. common stock as of 12/31/2025. It is deemed to beneficially own 8,057,130 shares, representing 3.4% of the 234,818,211 shares believed outstanding.
The firm reports sole voting power over 7,952,459 shares and sole dispositive power over 8,057,130 shares, with no shared voting or dispositive power. The filing states that the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of Estee Lauder.
FMR LLC has filed a Schedule 13G reporting beneficial ownership of 16,456,399.73 shares of Estée Lauder Companies Inc. Class A common stock, representing 7.0% of the class as of 12/31/2025.
FMR LLC holds sole voting power over 13,892,328.94 shares and sole dispositive power over 16,456,399.73 shares. Abigail P. Johnson is also listed as a reporting person, with sole dispositive power over the same 16,456,399.73 shares but no voting power. The securities are stated to be held in the ordinary course of business and not for the purpose of changing or influencing control of Estée Lauder.
The Estée Lauder Companies Inc. reported improved results for the quarter ended December 31, 2025, with net sales of $4,229 million and net earnings of $162 million, versus a loss of $590 million a year earlier. Sales rose across regions, led by Europe, the U.K. and Ireland and Emerging Markets at $1,183 million and Asia/Pacific at $900 million, while mainland China reached $928 million. Operating income swung to a $401 million profit from a $580 million loss as prior-year goodwill and trademark impairments did not recur. For the six-month period, net sales were $7,710 million and net earnings were $209 million, compared with a $746 million loss in the prior-year period.
The Estée Lauder Companies Inc. filed a current report to share that it has released financial results for its fiscal quarter ended December 31, 2025. The company issued a press release detailing quarterly performance and providing estimates for its fiscal 2026 full-year net sales and diluted earnings per share.
The press release, dated February 5, 2026, is attached as an exhibit to the report and is incorporated by reference, making it the primary source for the new financial information and outlook.
Estee Lauder Companies Inc. director Paul J. Fribourg reported acquiring additional derivative stock units tied to Class A Common Stock. On 12/15/2025, he acquired 49.79 "Stock Units (Share Payout)" at a price of $101.03 per unit, bringing his beneficial holdings of this type to 14,422.03 units held directly.
On the same date, he also acquired 140.16 "Stock Units (Cash Payout)" at $101.03 per unit, increasing his holdings of that type to 40,599.04 units held directly. The filing explains that these acquisitions represent reinvestment of dividend equivalents on outstanding stock units, and that 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 director Charlene Barshefsky reported an acquisition of 81.1 stock units linked to Class A Common Stock on 12/15/2025. These derivative securities were credited through the reinvestment of dividend equivalents on outstanding stock units at a price of $101.03 per unit. Following this transaction, she beneficially owns 23,490.91 stock units, held directly. According to the terms described, the stock units will be paid out in shares of Class A Common Stock on the first business day of the calendar year after her service as a director ends.