Capital World Investors discloses 3.4% Estee Lauder (EL) stake in 13G/A filing

Rhea-AI Filing Summary

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.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

The Estee Lauder Companies Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

518439104

(CUSIP Number)

12/31/2025

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

SCHEDULE 13G

CUSIP No. 518439104

1

Names of Reporting Persons

Capital World Investors

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 7,952,459.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 8,057,130.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

8,057,130.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

3.4 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: The Estee Lauder Companies Inc.
(b)	Address of issuer's principal executive offices: 767 Fifth Avenue, New York, NY 10153
Item 2.
(a)	Name of person filing: Capital World Investors
(b)	Address or principal business office or, if none, residence: 333 SOUTH HOPE STREET, 55TH FLOOR, LOS ANGELES, CALIFORNIA 90071
(c)	Citizenship: N/A
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 518439104
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 8,057,130 ** **Capital World Investors ("CWI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CWI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital World Investors." CWI is deemed to be the beneficial owner of 8,057,130 shares or 3.4% of the 234,818,211 shares believed to be outstanding.
(b)	Percent of class: 3.4 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 7,952,459
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 8,057,130
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Ownership of 5 percent or less of a class
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Capital World Investors

Signature:	Timothy J. Moon
Name/Title:	Vice President and Senior Counsel, Capital Research and Management Company
Date:	02/10/2026

FAQ

What stake does Capital World Investors report in Estee Lauder (EL)?

Capital World Investors reports beneficial ownership of 8,057,130 Estee Lauder shares, or 3.4% of the class. This percentage is based on 234,818,211 shares believed outstanding and reflects holdings as of December 31, 2025 under an amended Schedule 13G filing.

How much voting power does Capital World Investors have in Estee Lauder (EL)?

Capital World Investors reports sole voting power over 7,952,459 Estee Lauder shares. The filing shows no shared voting power, meaning all reported voting authority is held on a sole basis for those shares as of the reporting date.

Does Capital World Investors share dispositive power over Estee Lauder (EL) shares?

The filing shows sole dispositive power over 8,057,130 Estee Lauder shares and zero shared dispositive power. Sole dispositive power means Capital World Investors alone can decide whether to sell or otherwise dispose of those reported shares.

Why did Capital World Investors file this amended Schedule 13G for Estee Lauder (EL)?

The amended Schedule 13G updates Capital World Investors’ beneficial ownership information in Estee Lauder common stock. It reflects holdings as of December 31, 2025 and certifies the position is held in the ordinary course, not to change or influence control.

Is Capital World Investors seeking to influence control of Estee Lauder (EL)?

The filing states the securities were not acquired and are not held to change or influence Estee Lauder’s control. Capital World Investors certifies the position is held in the ordinary course of business and not in connection with any control-related transaction.

Who signed the Estee Lauder (EL) Schedule 13G/A for Capital World Investors?

The Schedule 13G/A was signed by Timothy J. Moon, Vice President and Senior Counsel of Capital Research and Management Company. The signature certifies, after reasonable inquiry, that the information in the statement is true, complete, and correct.