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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.
Estee Lauder Companies director Barry S. Sternlicht reported acquiring additional derivative stock units tied to the company’s Class A common stock. On 12/15/2025, he acquired 64.11 stock units (share payout) and 161.03 stock units (cash payout), both reflecting reinvestment of dividend equivalents on his outstanding stock units at an underlying share price of $101.03.
Following these transactions, Sternlicht beneficially owned 18,570.12 stock units (share payout) and 46,645.16 stock units (cash payout), all held directly. The stock units are scheduled to be paid out on the first business day of the calendar year after he ceases serving as a director.
The Estee Lauder Companies Inc. director Dana Strong reported acquiring 2.71 stock units linked to Class A Common Stock on December 15, 2025. The transaction is coded as an acquisition of derivative securities and reflects reinvestment of dividend equivalents on outstanding stock units at an underlying stock price of $101.03 per share.
Following this dividend-equivalent reinvestment, Strong beneficially owns 785.99 stock units, held directly. These stock units are designed to be paid in shares on the first business day of the calendar year following the last date of Strong’s service as a director of the company, aligning payout timing with the end of board service.
Estee Lauder Companies director Jennifer Hyman reported a routine update to her deferred stock-based compensation. On December 15, 2025, 15.11 stock units were credited to her account through the reinvestment of dividend equivalents on her outstanding stock units at a price of $101.03 per unit.
After this transaction, she beneficially owns 4,376.19 stock units, each linked to shares of Class A Common Stock. These stock units will be paid out on the first business day of the calendar year following the last date of her service as a director.