ESTEE LAUDER COMPANIES INC director Annabelle Yu Long received a small stock unit award linked to dividend reinvestment. On this Form 4, she acquired 3.06 stock units at a reference price of $90.00 per unit as a grant, not through an open-market purchase.
The filing states this represents reinvestment of dividend equivalents on her outstanding stock units. After this transaction, she holds a total of 792.14 stock units directly. These stock units will be paid out in shares of Class A Common Stock on the first business day of the calendar year following her last day of service as a director.
Estee Lauder Companies director William P. Lauder acquired 3.06 stock units through reinvestment of dividend equivalents on existing stock units. Each stock unit represents one share of Class A Common Stock. Following this routine grant, he holds a total of 792.14 stock units, which will be paid in shares after his board service ends.
Estee Lauder Companies director and over-10% holder Jane Lauder reported a compensation-related acquisition of 3.06 stock units, recorded at $90.00 per unit. The filing notes this represents reinvestment of dividend equivalents on existing stock units. After this, she holds 792.14 stock units, payable in Class A Common Stock after her board service ends.
ESTEE LAUDER COMPANIES INC director Gary M. Lauder reported a compensation-related transaction involving stock units. He acquired 17.15 Stock Units (Share Payout) tied to Class A Common Stock, reflecting the reinvestment of dividend equivalents on his outstanding stock units at a reference price of $90.00 per unit.
Following this grant, his reported balance increased to 4,428.43 stock units. According to the filing, these stock units will be paid out in shares on the first business day of the calendar year after his service as a company director ends.
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.