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

5
Open-market insider filings shown
1d
Median delay on the insider filings, in business days
within the two business day rule
0 buys·5 sells
Purchases and sales in the filings shown
Get a push when an insider at The Estée Lauder Companies Inc. trades.

Free on iOS and Android.

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%

www.elcompanies.com

Earnings

6 reported quarters · next on Nov 2, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q4 FY2026reported Aug 19, 2026$0.39$0.32$3.6B$3.5BEPS beatRevenue beat
Q3 FY2026reported May 1, 2026$0.91$0.65$3.7B$3.7BEPS beatRevenue in line
Q2 FY2026reported Feb 5, 2026$0.89$0.84$4.2B$4.2BEPS beatRevenue in line
Q1 FY2026reported Oct 30, 2025$0.32$0.18$3.5B$3.4BEPS beatRevenue beat
Q4 FY2025reported Aug 20, 2025$0.09$0.09$3.4B$3.4BEPS beatRevenue in line
Q3 FY2025reported May 1, 2025$0.65$0.31$3.5B$3.5BEPS 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
ExecutiveSalaryStock awardsOtherTotal
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
HolderValueSharesShares vs prior qtr% of shares out
Bank of America Corp$1.7B21,249,057+53.5%5.87%
BlackRock, Inc.$1.6B20,829,012+12.3%5.75%
Vanguard Capital Management LLC$1.3B16,155,282+0.5%4.46%
Vanguard Portfolio Management LLC$977.6M12,382,455+2.0%3.42%
State Street Corp$911.3M11,542,276-2.1%3.18%
FMR LLC$840.5M10,645,550-41.2%2.94%
Eagle Capital Management LLC$711.4M9,010,180+13.6%2.49%
Geode Capital Management, LLC$523.9M6,661,809+0.1%1.84%
Invesco Ltd.$462.6M5,859,604+12.5%1.62%
Bank of New York Mellon Corp$459.5M5,819,569-14.3%1.61%
Independent Franchise Partners LLP$390.2M4,941,737-25.4%1.36%
Schroder Investment Management Group$294.5M3,729,923-53.5%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.

Know when the next EL filing is reported.

GetSignal watches Form 4 and STOCK Act filings and pushes each one to your phone as it is published, with the history behind it. Free on iOS and Android.

Open-market insider trades

5 filings shown · newest filing first
InsiderActionSharesPriceValueTrade dateDelay
(business days)
Paul J. FribourgDirectorSold · 3 lines58,000$98.17$5.7MSep 14, 2026filed Sep 15, 20261d
Paul J. FribourgDirectorSold45,000$96.78$4.4MSep 11, 2026filed Sep 15, 20262d
Charlene BarshefskyDirectorSold3,775$98.82$373KSep 9, 2026filed Sep 10, 20261d
Rashida La LandeExec VP & General CounselSold7,766$103.32$802KAug 28, 2026filed Aug 31, 20261d
Rashida La LandeExec VP & General CounselSold5,564$99.55$554KAug 21, 2026filed Aug 25, 20262d

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)
InsiderEventSharesDate
Jane LauderDirectorStock award2.88Sep 15, 2026
Gary M. LauderDirectorStock award16Sep 15, 2026
William P. LauderDirectorStock award2.88Sep 15, 2026
Richard F. ZanninoDirectorStock award50Sep 15, 2026
Arturo NunezDirectorStock award16Sep 15, 2026
Dana StrongDirectorStock award2.88Sep 15, 2026
Jennifer TejadaDirectorStock award16Sep 15, 2026
Charlene BarshefskyDirectorStock award86Sep 15, 2026
Eric Louis ZinterhoferDirectorStock award19Sep 15, 2026
Jennifer HymanDirectorStock award16Sep 15, 2026
Paul J. FribourgDirectorStock award206Sep 15, 2026
Annabelle Yu LongDirectorStock award2.88Sep 15, 2026
Barry S. SternlichtDirectorStock award242Sep 15, 2026
Charlene BarshefskyDirectorOption exercise4,697Sep 9, 2026
Akhil ShrivastavaExec VP & CFOStock award47,222Aug 27, 2026
Roberto CanevariExec VP & CvcoStock award41,189Aug 27, 2026
Rashida La LandeExec VP & General CounselTax withholding6,591Aug 27, 2026
Rashida La LandeExec VP & General CounselStock award47,222Aug 27, 2026
Rashida La LandeExec VP & General CounselOption exercise14,357Aug 27, 2026
Meridith WebsterExec VP Globalcomm/PubaffairsStock award24,486Aug 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 allowed

Since 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.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Jonathan L. JacksonJointStockPurchase$50,001 - $100,000+13.7%S&P 500 -0.7% · +14.4 pts vs S&P 500Sep 28, 2026Oct 19, 202621d
Ro KhannaStockPurchase$1,001 - $15,000+28.3%S&P 500 +0.3% · +28.0 pts vs S&P 500Aug 3, 2026Sep 4, 202632d
John BoozmanJointStockPurchase$1,001 - $15,000+29.8%S&P 500 +2.0% · +27.8 pts vs S&P 500Jul 2, 2026Aug 17, 202646d
Kevin HernJointStockSale$1,001 - $15,000+25.0%After the saleS&P 500 -1.3% · +26.2 pts vs S&P 500Aug 5, 2026Aug 10, 20265d
Ro KhannaStockSale$1,001 - $15,000+19.2%After the saleS&P 500 +1.3% · +17.9 pts vs S&P 500May 27, 2026Jun 9, 202613d
Ro KhannaStockPurchase$1,001 - $15,000+45.8%S&P 500 +10.8% · +35.0 pts vs S&P 500Apr 13, 2026May 11, 202628d
Michael T. McCaulStockPurchase$1,001 - $15,000+53.7%S&P 500 +16.0% · +37.7 pts vs S&P 500Apr 1, 2026May 4, 202633d
Michael T. McCaulStockPurchase$1,001 - $15,000+52.1%S&P 500 +12.4% · +39.7 pts vs S&P 500Apr 8, 2026May 4, 202626d
Michael T. McCaulStockPurchase$1,001 - $15,000+48.3%S&P 500 +11.8% · +36.5 pts vs S&P 500Apr 9, 2026May 4, 202625d
Ro KhannaStockSale$1,001 - $15,000+59.9%After the saleS&P 500 +20.3% · +39.6 pts vs S&P 500Mar 30, 2026Apr 7, 20268d
Michael T. McCaulStockSale$1,001 - $15,000-8.5%After the saleS&P 500 +9.2% · -17.7 pts vs S&P 500Feb 2, 2026Mar 10, 202636d
Michael T. McCaulStockSale$15,001 - $50,000+8.2%After the saleS&P 500 +10.9% · -2.7 pts vs S&P 500Oct 27, 2025Nov 10, 202514d
Michael T. McCaulStockSale$1,001 - $15,000+23.3%After the saleS&P 500 +14.1% · +9.2 pts vs S&P 500Sep 30, 2025Oct 10, 202510d
Michael T. McCaulStockSale$1,001 - $15,000+23.9%After the saleS&P 500 +19.6% · +4.3 pts vs S&P 500Aug 21, 2025Sep 11, 202521d
Ro KhannaStockPurchase$1,001 - $15,000+37.9%S&P 500 +26.2% · +11.6 pts vs S&P 500Jun 23, 2025Jul 9, 202516d
Michael T. McCaulStockSale$15,001 - $50,000+45.7%After the saleS&P 500 +26.1% · +19.6 pts vs S&P 500Jun 16, 2025Jul 7, 202521d
Dan NewhouseSpouseStockSale$1,001 - $15,000+96.8%After the saleS&P 500 +42.4% · +54.4 pts vs S&P 500Apr 11, 2025May 16, 202535d
Sheldon WhitehouseSelfStockSale (Full)$1,001 - $15,000+82.4%After the saleS&P 500 +37.1% · +45.3 pts vs S&P 500Apr 29, 2025May 13, 202514d
Ro KhannaStockPurchase$1,001 - $15,000+89.8%S&P 500 +42.0% · +47.8 pts vs S&P 500Apr 23, 2025May 12, 202519d
Michael T. McCaulStockPurchase$1,001 - $15,000+105.2%S&P 500 +50.7% · +54.5 pts vs S&P 500Apr 5, 2025Apr 17, 202512d

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.

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, 2026

5 members report a position of $1,000 or more (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Sheldon WhitehouseDemocrat · Senate$15,001 - $50,0000.1%
Frank Pallone, Jr.Democrat · House$15,001 - $50,0008.0%
John BoozmanRepublican · Senate$1,001 - $15,0000.4%
Lucy McBathDemocrat · House$1,001 - $15,0000.1%
Jimmy PatronisRepublican · House$1,001 - $15,0000.4%

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

POpen-market purchase. Bought with their own money at the market price.
SOpen-market sale. Sold on the market. A sale marked scheduled was set up in advance under a Rule 10b5-1 plan, often months before.

COMPENSATION PLUMBING

AStock award. Granted as pay, not bought.
MOption exercise. Converting options already held into shares.
FTax withholding. Shares handed back to the company to pay the tax on a grant.
GGift. Given away, with no money changing hands.

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.

Related companies

traded by the same members

See every company we track