Welcome to our dedicated page for Estee Lauder Companies SEC filings (Ticker: EL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Estée Lauder’s filings aren’t just numbers—they reveal how prestige skincare outpaces makeup, how travel-retail trends drive quarterly swings, and when star brand launches move the stock. If you have ever searched for “Estée Lauder insider trading Form 4 transactions” or wondered how to decode that 300-page 10-K, you are in the right place.
Stock Titan’s AI reads every submission the instant it hits EDGAR and turns dense disclosures into clear insights. Need the “Estée Lauder quarterly earnings report 10-Q filing” with region-by-region sales already summarized? Curious about “Estée Lauder Form 4 insider transactions real-time” after a new fragrance debut? Our platform answers those questions, tags risk factors, and flags wording changes so you understand material events before the market reacts.
All filing types are here—10-K, 10-Q, 8-K, Form 4, and the proxy statement. Use AI-powered summaries for “Estée Lauder annual report 10-K simplified”, scan “Estée Lauder proxy statement executive compensation” to compare leadership pay with peers, or click into “Estée Lauder 8-K material events explained” for supply-chain updates. Professionals monitor “Estée Lauder earnings report filing analysis” to spot margin pressures, and compliance teams rely on “understanding Estée Lauder SEC documents with AI” to meet deadlines. Whatever your objective—tracking executive stock transactions, gauging segment momentum, or simply finding the right footnote—Stock Titan delivers real-time answers, saving hours and helping you act with confidence.
The company adopted a new form of Stock Option Award Agreement for grants under its Amended and Restated Fiscal 2002 Share Incentive Plan. Under the new form, employees terminated without cause who are not retirement-eligible (including executive officers) will receive pro rata vesting of unvested options only through the last day paid, with remaining unvested options forfeited; retirement-eligible employees retain full vesting on retirement. The agreement expands restrictive covenants—confidentiality, non-competition, non-solicitation, non-disclosure, non-interference, and non-disparagement—and adds a forfeiture and clawback provision for covenant non-compliance. The full form is filed as Exhibit 10.1 and incorporated by reference.
The Estee Lauder Companies Inc. (EL) Form 144 reports a proposed sale of 15,699 common shares through Morgan Stanley Smith Barney on the NYSE with an aggregate market value of $1,385,059.97. The filing states the shares were acquired and paid for on 08/21/2025 via a stock option exercise from the issuer, with cash used for payment. The filer reports no securities sold by the same person in the past three months and affirms no undisclosed material adverse information. The notice includes standard signature and legal attestations required under Rule 144.
The Estée Lauder Companies Inc. described a strategic reset called "Beauty Reimagined" and an expanded Profit Recovery and Growth Plan focused on efficiencies, procurement, supply-chain zero-waste and selective outsourcing to restore margins.
Fiscal 2025 results showed broad category weakness: skin care net sales down 12% (volume -13%), makeup down 6% (volume -9%), hair care down 10% and fragrance roughly flat with pricing up 6% but volume down 6%. The company recorded significant goodwill and intangible impairments totaling approximately $1.286 billion in fiscal 2025 and expanded a restructuring program expected to reduce 5,800–7,000 positions and incur $1.2–$1.6 billion of charges to generate $800–$1,000 million of annual gross benefits.
Schedule 13G/A disclosure for The Estée Lauder Companies Inc. (Class A). Joel S. Ehrenkranz reports that he is no longer the beneficial owner of 266,638 shares of Class A common stock held directly by The Leonard A. Lauder 2013 Revocable Trust. The filing states no shares were sold and the Trust continues to hold those shares, while the Reporting Person shows 0 shares beneficially owned and 0% of the class on the cover page. The statement clarifies the Reporting Person’s voting and dispositive powers are reflected as zero, documenting a change in beneficial ownership status while the Trust’s holdings remain unchanged.
Capital World Investors reported a passive 5.3% stake in The Estee Lauder Companies (EL), representing 12,466,662 shares of the company's roughly 234.2 million outstanding shares. The filing shows CWI has sole voting power for 12,377,273 shares and sole dispositive power for 12,466,662 shares. CWI is identified as a division of Capital Research and Management Company and related investment management affiliates that operate under the name "Capital World Investors." The statement certifies these holdings are held in the ordinary course of business and not for the purpose of changing or influencing control.
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