Ronald S. Lauder, a ten percent owner and Chairman, Clinique Labs, LLC at Estée Lauder Companies Inc., reported a bona fide gift of 4,768,846 shares of Class B Common Stock on April 8, 2026. These shares were transferred for no consideration to the RSL Shares Trust u/a/d March 2, 2026, which now holds them indirectly for his benefit.
Following the transfer, his directly held Class B shares reported in this filing were reduced to zero, while indirect holdings are shown as 4,768,846 shares owned by the RSL Shares Trust and 6,364 shares owned by The Descendants of RSL 1966 Trust. He is grantor of both trusts and disclaims beneficial ownership to the extent he lacks a pecuniary interest.
The Estée Lauder Companies Inc. filed an amended report giving more detail on its multi-year restructuring under the Profit Recovery and Growth Plan. The overall Restructuring Program is expected to generate total restructuring and other charges of between $1,200 million and $1,600 million (before tax).
Through March 31, 2026, initiatives approved under the program are expected to result in cumulative restructuring and other charges of about $1,367 million (before tax), largely tied to workforce reductions and other cost actions. The plan focuses on reorganizing and rightsizing operations, simplifying processes, outsourcing select services, and evolving its go-to-market and selling models to rebuild operating margins and support future growth.
The Vanguard Group filed Amendment No. 13 to a Schedule 13G/A reporting its position in Estee Lauder Companies Inc. common stock. The amendment states Amount beneficially owned: 0 shares and Percent of class: 0%, reflecting an internal realignment described in the filing.
The filing explains that on January 12, 2026 certain Vanguard subsidiaries and business divisions will report beneficial ownership separately under SEC Release No. 34-39538; Vanguard states it no longer is deemed to beneficially own the securities held by those entities. The form is signed by Ashley Grim on 03/26/2026.
The Estée Lauder Companies Inc. has confirmed it is in discussions with Puig about a potential business combination in which the two companies would merge their businesses. The company emphasized that no final decision has been made and no agreement has been reached.
The disclosure stresses that there is no assurance any transaction will occur or, if it does, what the timing or terms might be. A press release dated March 23, 2026, reiterates these points and highlights that any forward-looking statements are subject to significant risks and uncertainties.
Estee Lauder Companies Inc. director Barry S. Sternlicht reported two compensation-related acquisitions of stock units tied to Class A Common Stock. He received 72.97 stock units with share payout terms and 184.9 stock units with cash payout terms, both based on a reference price of $88.76 per unit.
According to the footnotes, these entries represent reinvestment of dividend equivalents on outstanding stock units, not open-market trades. The stock units will be paid on the first business day of the calendar year following the last date of his service as a director.
Estee Lauder Companies director and major shareholder William P. Lauder received 3.090 stock units through dividend reinvestment on existing units. These stock units correspond to 3.090 shares of Class A common stock at a reference price of $88.76 per share.
The filing describes this as a grant or award acquisition, representing reinvestment of dividend equivalents on outstanding stock units rather than an open-market transaction. Following this routine adjustment, Lauder directly holds a total of 789.080 stock units, which will be paid out in shares on the first business day of the calendar year after his service as a director ends.
Estee Lauder Companies director Annabelle Yu Long reported a compensation-related share accrual rather than an open-market trade. She acquired 3.090 stock units tied to Class A Common Stock at a reference value of $88.76 per share through reinvestment of dividend equivalents on existing stock units.
Following this grant, her directly held stock unit balance increased to 789.080 units. The filing notes that these stock units will be paid out in shares on the first business day of the calendar year after she finishes serving as a director.
Estee Lauder Companies director Eric Louis Zinterhofer reported routine equity compensation transactions. On March 16, 2026, he acquired 10.980 stock units with share payout and 6.450 stock units with cash payout, both tied to Class A Common Stock at $88.76 per unit. Footnotes state these represent reinvestment of dividend equivalents on outstanding stock units and will be paid on the first business day of the calendar year after his service as a director ends.
Estee Lauder Companies director Paul J. Fribourg reported routine compensation-related awards rather than open-market trading. He acquired 56.670 stock units with share payout and 161.310 stock units with cash payout, each linked to Class A Common Stock at a reference price of $88.76 per unit.
Footnotes state these units represent reinvestment of dividend equivalents on his outstanding stock units, so they accrue automatically as dividends are paid. 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 Inc. director Arturo Nunez reported a compensation-related transaction involving stock units tied to the company’s Class A Common Stock. On March 16, 2026, he acquired 16.690 stock units through reinvestment of dividend equivalents at a reference price of $88.76 per unit.
Following this transaction, his direct holdings in these stock units increased to 4,263.630. The stock units are designed to be paid out in shares on the first business day of the calendar year after his service as a director ends, highlighting this as a deferred equity compensation and dividend reinvestment event rather than an open-market trade.