
Insider and congress filings
The Estée Lauder Companies Inc. (EL)
NYSE · Consumer Defensive · 402 insider transactions · 145 congress trades · last filed 6 days agoS&P 500
About The Estée Lauder Companies Inc.
from the company's filings and listing, as of Oct 20, 2026- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- Chief executive
- Stephane de la Faverie
- Employees
- 41,800
- Listed since
- -
- Market value
- $38.3B
- Price to earnings (12 mo)
- 207.4
- Net income per share, as reported (12 mo)
- $0.50
- Dividend yield
- 1.32%
Earnings
6 reported quarters · next on Nov 2, 2026| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q4 FY2026reported Aug 19, 2026 | $0.39 | $0.32 | $3.6B | $3.5B | EPS beatRevenue beat |
| Q3 FY2026reported May 1, 2026 | $0.91 | $0.65 | $3.7B | $3.7B | EPS beatRevenue in line |
| Q2 FY2026reported Feb 5, 2026 | $0.89 | $0.84 | $4.2B | $4.2B | EPS beatRevenue in line |
| Q1 FY2026reported Oct 30, 2025 | $0.32 | $0.18 | $3.5B | $3.4B | EPS beatRevenue beat |
| Q4 FY2025reported Aug 20, 2025 | $0.09 | $0.09 | $3.4B | $3.4B | EPS beatRevenue in line |
| Q3 FY2025reported May 1, 2025 | $0.65 | $0.31 | $3.5B | $3.5B | EPS beatRevenue in line |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for fiscal 2026 · proxy filed Sep 30, 2026| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Stéphane de La FaveriePresident and Chief Executive Officer | $1.5M | $8.4M | $10.5M | $20.6M |
| Jane Hertzmark HudisExecutive Vice President, Chief Brand Officer | $1.3M | $3.7M | $5.9M | $11.3M |
| Rashida La LandeExecutive Vice President and General Counsel | $927K | $2.1M | $4.6M | $7.6M |
| Roberto CanevariExecutive Vice President, Chief Value Chain Officer | $1.1M | $2.0M | $3.3M | $6.5M |
| Akhil ShrivastavaExecutive Vice President and Chief Financial Officer | $900K | $1.5M | $2.6M | $5.1M |
The summary compensation table from the proxy statement for fiscal 2026, with titles as filed then. Executives who have since left are not shown. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| Bank of America Corp | $1.7B | 21,249,057 | +53.5% | 5.87% |
| BlackRock, Inc. | $1.6B | 20,829,012 | +12.3% | 5.75% |
| Vanguard Capital Management LLC | $1.3B | 16,155,282 | +0.5% | 4.46% |
| Vanguard Portfolio Management LLC | $977.6M | 12,382,455 | +2.0% | 3.42% |
| State Street Corp | $911.3M | 11,542,276 | -2.1% | 3.18% |
| FMR LLC | $840.5M | 10,645,550 | -41.2% | 2.94% |
| Eagle Capital Management LLC | $711.4M | 9,010,180 | +13.6% | 2.49% |
| Geode Capital Management, LLC | $523.9M | 6,661,809 | +0.1% | 1.84% |
| Invesco Ltd. | $462.6M | 5,859,604 | +12.5% | 1.62% |
| Bank of New York Mellon Corp | $459.5M | 5,819,569 | -14.3% | 1.61% |
| Independent Franchise Partners LLP | $390.2M | 4,941,737 | -25.4% | 1.36% |
| Schroder Investment Management Group | $294.5M | 3,729,923 | -53.5% | 1.03% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Open-market insider trades
5 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Paul J. FribourgDirector | Sold · 3 lines | 58,000 | $98.17 | $5.7M | Sep 14, 2026filed Sep 15, 2026 | 1d |
| Paul J. FribourgDirector | Sold | 45,000 | $96.78 | $4.4M | Sep 11, 2026filed Sep 15, 2026 | 2d |
| Charlene BarshefskyDirector | Sold | 3,775 | $98.82 | $373K | Sep 9, 2026filed Sep 10, 2026 | 1d |
| Rashida La LandeExec VP & General Counsel | Sold | 7,766 | $103.32 | $802K | Aug 28, 2026filed Aug 31, 2026 | 1d |
| Rashida La LandeExec VP & General Counsel | Sold | 5,564 | $99.55 | $554K | Aug 21, 2026filed Aug 25, 2026 | 2d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Jane LauderDirector | Stock award | 2.88 | Sep 15, 2026 |
| Gary M. LauderDirector | Stock award | 16 | Sep 15, 2026 |
| William P. LauderDirector | Stock award | 2.88 | Sep 15, 2026 |
| Richard F. ZanninoDirector | Stock award | 50 | Sep 15, 2026 |
| Arturo NunezDirector | Stock award | 16 | Sep 15, 2026 |
| Dana StrongDirector | Stock award | 2.88 | Sep 15, 2026 |
| Jennifer TejadaDirector | Stock award | 16 | Sep 15, 2026 |
| Charlene BarshefskyDirector | Stock award | 86 | Sep 15, 2026 |
| Eric Louis ZinterhoferDirector | Stock award | 19 | Sep 15, 2026 |
| Jennifer HymanDirector | Stock award | 16 | Sep 15, 2026 |
| Paul J. FribourgDirector | Stock award | 206 | Sep 15, 2026 |
| Annabelle Yu LongDirector | Stock award | 2.88 | Sep 15, 2026 |
| Barry S. SternlichtDirector | Stock award | 242 | Sep 15, 2026 |
| Charlene BarshefskyDirector | Option exercise | 4,697 | Sep 9, 2026 |
| Akhil ShrivastavaExec VP & CFO | Stock award | 47,222 | Aug 27, 2026 |
| Roberto CanevariExec VP & Cvco | Stock award | 41,189 | Aug 27, 2026 |
| Rashida La LandeExec VP & General Counsel | Tax withholding | 6,591 | Aug 27, 2026 |
| Rashida La LandeExec VP & General Counsel | Stock award | 47,222 | Aug 27, 2026 |
| Rashida La LandeExec VP & General Counsel | Option exercise | 14,357 | Aug 27, 2026 |
| Meridith WebsterExec VP Globalcomm/Pubaffairs | Stock award | 24,486 | Aug 27, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in EL
20 disclosures of 145 on record · median 21d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 25, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Jonathan L. JacksonJoint | Stock | Purchase | $50,001 - $100,000 | +13.7%S&P 500 -0.7% · +14.4 pts vs S&P 500 | Sep 28, 2026 | Oct 19, 2026 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +28.3%S&P 500 +0.3% · +28.0 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| John BoozmanJoint | Stock | Purchase | $1,001 - $15,000 | +29.8%S&P 500 +2.0% · +27.8 pts vs S&P 500 | Jul 2, 2026 | Aug 17, 2026 | 46d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | +25.0%After the saleS&P 500 -1.3% · +26.2 pts vs S&P 500 | Aug 5, 2026 | Aug 10, 2026 | 5d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +19.2%After the saleS&P 500 +1.3% · +17.9 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +45.8%S&P 500 +10.8% · +35.0 pts vs S&P 500 | Apr 13, 2026 | May 11, 2026 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +53.7%S&P 500 +16.0% · +37.7 pts vs S&P 500 | Apr 1, 2026 | May 4, 2026 | 33d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +52.1%S&P 500 +12.4% · +39.7 pts vs S&P 500 | Apr 8, 2026 | May 4, 2026 | 26d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +48.3%S&P 500 +11.8% · +36.5 pts vs S&P 500 | Apr 9, 2026 | May 4, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +59.9%After the saleS&P 500 +20.3% · +39.6 pts vs S&P 500 | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -8.5%After the saleS&P 500 +9.2% · -17.7 pts vs S&P 500 | Feb 2, 2026 | Mar 10, 2026 | 36d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +8.2%After the saleS&P 500 +10.9% · -2.7 pts vs S&P 500 | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +23.3%After the saleS&P 500 +14.1% · +9.2 pts vs S&P 500 | Sep 30, 2025 | Oct 10, 2025 | 10d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +23.9%After the saleS&P 500 +19.6% · +4.3 pts vs S&P 500 | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +37.9%S&P 500 +26.2% · +11.6 pts vs S&P 500 | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +45.7%After the saleS&P 500 +26.1% · +19.6 pts vs S&P 500 | Jun 16, 2025 | Jul 7, 2025 | 21d |
| Dan NewhouseSpouse | Stock | Sale | $1,001 - $15,000 | +96.8%After the saleS&P 500 +42.4% · +54.4 pts vs S&P 500 | Apr 11, 2025 | May 16, 2025 | 35d |
| Sheldon WhitehouseSelf | Stock | Sale (Full) | $1,001 - $15,000 | +82.4%After the saleS&P 500 +37.1% · +45.3 pts vs S&P 500 | Apr 29, 2025 | May 13, 2025 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +89.8%S&P 500 +42.0% · +47.8 pts vs S&P 500 | Apr 23, 2025 | May 12, 2025 | 19d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +105.2%S&P 500 +50.7% · +54.5 pts vs S&P 500 | Apr 5, 2025 | Apr 17, 2025 | 12d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in EL, filterable by party, chamber, type and account.
Members of Congress reporting a position
5 members · estimate, as of Oct 20, 20265 members report a position of $1,000 or more (estimated). The largest estimated position is in the $15,001 - $50,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Sheldon Whitehouse | Democrat · Senate | $15,001 - $50,000 | 0.1% |
| Frank Pallone, Jr. | Democrat · House | $15,001 - $50,000 | 8.0% |
| John Boozman | Republican · Senate | $1,001 - $15,000 | 0.4% |
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.1% |
| Jimmy Patronis | Republican · House | $1,001 - $15,000 | 0.4% |
A further member reports a position estimated under $1,000; that member is not listed.
Estimate, as of Oct 20, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling EL?
Across the 5 most recent open-market filings shown here, 0 were purchases and 5 were sales.
Which members of Congress have traded EL?
Jonathan L. Jackson, Ro Khanna, John Boozman, Kevin Hern, Michael T. McCaul, Dan Newhouse and others disclosed EL transactions in the filings shown here.
Which members of Congress hold EL?
5 members of Congress report a position of $1,000 or more in EL in the estimate we hold as of Oct 20, 2026. The two largest estimated positions belong to Sheldon Whitehouse and Frank Pallone, Jr.; John Boozman holds one of the next largest, in the $1,001 - $15,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is EL in the S&P 500 or the Nasdaq 100?
The Estée Lauder Companies Inc. is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are EL trades disclosed?
Insider filings on this page reached the public a median of 1 business day after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 21 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
