FRIBOURG PAUL J reported acquisition or exercise transactions in this Form 4 filing.
ESTEE LAUDER COMPANIES INC director Paul J. Fribourg received a grant of 420.4000 Stock Units (cash payout) on May 15, 2026 as a compensation award. Each stock unit is tied to the value of one share of Class A Common Stock on a 1:1 basis.
The award was granted in lieu of cash for quarterly board, committee chair, and committee member retainers and will be paid in cash on the first business day of the calendar year after his service as a director ends. Following this grant, his reported balance in these stock units is 41489.0500.
Zinterhofer Eric Louis reported acquisition or exercise transactions in this Form 4 filing.
ESTEE LAUDER COMPANIES INC director Eric Louis Zinterhofer received a grant of 336.32 Stock Units (cash payout) tied to the value of Class A Common Stock, in lieu of cash retainers. These units will be paid in cash after his board service ends, bringing his reported stock unit balance to 1,977.55.
STERNLICHT BARRY S reported acquisition or exercise transactions in this Form 4 filing.
Estee Lauder Companies director Barry S. Sternlicht received a grant of 336.320 Stock Units (cash payout) on Class A Common Stock. These units were awarded in lieu of cash for quarterly board and committee retainers and will be paid in cash after his service as a director ends. Following this grant, he holds 47,413.020 stock units directly.
The Estée Lauder Companies Inc. reported higher sales and a return to profitability for the nine months ended March 31, 2026, while absorbing significant restructuring and legal costs. Net sales rose to $11.4 billion from $10.9 billion, and net earnings improved to $298 million from a prior-year loss of $587 million, yielding diluted EPS of $0.82.
Quarterly results were softer: March-quarter net sales were $3.7 billion versus $3.6 billion and net earnings were $89 million versus $159 million, with diluted EPS of $0.24. Operating income for the nine months reached $819 million versus a loss of $395 million last year, helped by lower impairment charges, but margins were pressured by $520 million of restructuring and other charges and an $84 million securities class action settlement expense.
The company expanded its Profit Recovery and Growth Plan, now expecting $1.5–$1.7 billion in restructuring and related charges and a net reduction of roughly 9,000–10,000 positions globally. Cumulative approved charges reached $1.42 billion and cumulative recorded charges were $1.13 billion. Cash flow from operations strengthened to $1.20 billion, supporting $381 million in dividends and $70 million of share repurchases while cash and cash equivalents increased to $3.13 billion.
The Estée Lauder Companies Inc. reported fiscal 2026 third-quarter results and raised its full-year outlook. Net sales rose 5% to $3.7 billion, while organic net sales grew 2%. Adjusted operating income increased 38% to $557 million and adjusted operating margin expanded to 15.0% from 11.4%, driven by higher gross margin and PRGP savings.
Adjusted diluted EPS rose 40% to $0.91 even as reported EPS fell to $0.24, reflecting $224 million of restructuring charges and an $84 million securities class action loss contingency. For fiscal 2026, the company now targets about 3% organic net sales growth, adjusted operating margin of 10.7%–11.0% and adjusted EPS of $2.35–$2.45, and outlined a preliminary fiscal 2027 view of 3%–5% net sales growth with adjusted operating margin of 12.5%–13.0%.
Vanguard Capital Management reports beneficial ownership of 18,590,065 shares of Estee Lauder Company common stock, representing 7.51% as of 03/31/2026. The filing states Vanguard has sole dispositive power over 18,590,065 shares and sole voting power for 2,517,326 shares. The report notes holdings reflect securities held for Vanguard funds and managed accounts and identifies Vanguard affiliates that exercise dispositive or voting power.
Ronald S. Lauder reports beneficial ownership of 79,699 shares of The Estee Lauder Companies Inc. Class A Common Stock as of April 8, 2026. The filing states 6,364 shares of Class A and 6,364 shares of Class B are held indirectly as trustee of The Descendants of Ronald S. Lauder 1966 Trust, and 66,971 shares of Class A are held indirectly by The Ronald S. Lauder Foundation.
The filing disclaims beneficial ownership of the Foundation and Trust shares and notes the Reporting Person transferred 4,768,846 shares of Class B Common Stock to RSL Shares Trust u/a/d March 2, 2026. Based on 247,219,699 shares of Class A outstanding (per the issuer's 10-Q), the Reporting Person's position equals 0.0002% of Class A outstanding.
Aerin Lauder, a ten percent owner of Estee Lauder Companies Inc, reported a bona fide gift transfer of 4,768,846 shares of Class B Common Stock on April 8, 2026, held indirectly by the RSL Shares Trust. These Class B shares may be converted into Class A Common Stock on a one-for-one basis. After this transaction, she continues to report substantial Class B holdings through several trusts and directly, including 7,708,906 underlying Class A shares via the ALZ 2000 Revocable Trust and 1,675,010 underlying shares held directly. She disclaims beneficial ownership of certain trust-held shares to the extent she does not have a pecuniary interest.
Aerin Lauder filed an eighth amendment updating her beneficial ownership in The Estée Lauder Companies following internal family estate-planning moves. After transfers of Class B shares to trusts and changes in trustee roles, she beneficially owns 19,102,009 shares of Class A common stock equivalents, or 7.2% of the Class A shares outstanding as of January 29, 2026.
Because Class B shares carry ten votes each, her holdings represent about 13.7% of the company’s total voting power, assuming no conversion of Class B shares. A portion of the family’s Class B holdings, including 4,768,846 shares now in the RSL Shares Trust where she is trustee, remains pledged as collateral under a $100 million credit facility with JPMorgan Chase Bank. The amendment states the transactions were undertaken for estate planning, and she currently has no specific plans for corporate control actions.
RSL Shares Trust u/a/d March 2, 2026 filed an initial ownership report for Estée Lauder Companies Inc., showing it directly holds 4,768,846 shares of Class B Common Stock. This Class B stock is convertible into Class A Common Stock on a one-for-one basis.
The Class B shares may be converted at any time by the holder and are automatically converted into Class A shares if transferred to a non‑Permitted Transferee or after a record date when Class B falls below 10% of total common stock.