ESTEE LAUDER COMPANIES INC (EL) director Richard F. Zannino reported exercising 4,697 stock options on August 21, 2026 at an exercise price of $78.36 per share. The options, originally granted under the Non-employee Director Share Incentive Plan and held by a family-owned LLC, converted into 4,697 shares of Class A Common Stock indirectly owned by the LLC. Following the transaction, the LLC’s indirect holdings of Estee Lauder Class A Common Stock attributed to Zannino total 16,856 shares, and the exercised option position is fully eliminated.
ESTEE LAUDER COMPANIES INC (EL) received a notice that officer Rashida La Lande intends to sell common stock under Rule 144. The filing covers a proposed sale of 5,564 shares of common stock, expected to be handled through Morgan Stanley Smith Barney LLC Executive Financial Services on the NYSE.
The shares are tied to a stock option exercise with a cash exercise method and an indicated transaction date of August 21, 2026. The filing lists an approximate aggregate market value for the covered shares.
ESTEE LAUDER COMPANIES INC (EL) describes a global prestige beauty business spanning skin care, makeup, fragrance and hair care, stewarding over 20 luxury and prestige brands sold in approximately 150 countries and territories. The company operates primarily as a wholesaler across department stores, travel retail, specialty-multi retailers and online platforms, and also runs a direct-to-consumer network with about 1,600 freestanding stores as of June 30, 2026.
In February 2025, management launched the “Beauty Reimagined” strategic vision and a “One ELC” operating model aimed at simplifying the organization, unifying culture and leveraging shared data and platforms to drive growth and efficiencies. The business is managed by product category and a reorganized four-region structure (The Americas, EUKEM, Asia/Pacific and standalone Mainland China), with a strong focus on emerging and priority emerging markets.
R&D remains a core capability, with $278 million spent in fiscal 2026 and roughly 1,000 employees dedicated to innovation and product safety. Human capital is central, with about 55,000 employees worldwide and 81% female representation. The Lauder family continues to control the company, holding approximately 82% of the voting power of the common stock, and EL identifies extensive risk factors, including intense competition, macroeconomic conditions, ESG expectations, AI and cybersecurity.
The Estée Lauder Companies Inc. (EL) reported fiscal 2026 results showing a return to growth and profitability. Net sales rose 5% to $15.0 billion with 3% organic growth, and all regions grew, led by high‑single‑digit organic gains in mainland China and mid‑single‑digit growth in Asia/Pacific.
Gross margin expanded 150 bps to 75.5%, supported by the Profit Recovery and Growth Plan (PRGP) and tariff refunds, while adjusted operating margin improved to 11.2% from 8.0%. GAAP operating income swung to $780 million from a $785 million loss, and diluted EPS moved to $0.50 from a $3.15 loss. Adjusted diluted EPS increased 66% to $2.51.
Free cash flow rose to $1.32 billion from $0.67 billion, and cash and equivalents increased to $3.50 billion. The PRGP restructuring is expected to deliver about $1.2 billion in annual gross benefits with an estimated net reduction of 10,000 positions. For fiscal 2027, the company guides to 3%–5% organic net sales growth and adjusted EPS of $3.10–$3.35, implying 24%–34% growth over 2026.
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.