Insider and congress filings
The Estée Lauder Companies Inc. (EL)
About The Estée Lauder Companies Inc.
from the company's filings and listing- Exchange
- NYSE
- Sector
- Consumer Defensive
- Industry
- Household & Personal Products
- Chief executive
- Stephane de la Faverie
- Employees
- 41,800
- Listed since
- -
- Market value
- $35.7B
- Price to earnings
- 197.5
- Earnings per share
- $0.50
- Dividend yield
- 1.42%
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 | $0.83 | $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 marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way; basis unverified means we could not classify the reported figure. A flag reads n/a only when a number is missing. An estimate is a forecast made by analysts, not a company target.
Executive pay
as filed for 2025 · proxy filed Sep 25, 2025| Executive | Salary | Stock awards | Other | Total |
|---|---|---|---|---|
| Rashida La LandeExecutive Vice President and General Counsel | $784K | $6.0M | $4.1M | $10.9M |
| Stéphane de La FaveriePresident and Chief Executive Officer | $1.4M | $5.4M | $2.7M | $9.6M |
| Jane Hertzmark HudisExecutive Vice President, Chief Brand Officer | $1.3M | $3.3M | $1.9M | $6.9M |
| Akhil ShrivastavaExecutive Vice President and Chief Financial Officer | $840K | $1.8M | $951K | $3.7M |
The summary compensation table from the 2025 proxy statement, current executives only. 3 executives who have since left the company are named in that filing and not shown here. Read the filing
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Change | Of company |
|---|---|---|---|---|
| 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% | 3.19% |
| 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 45 days after the quarter ends, so these are positions as they stood on Jun 30, 2026. For a manager's whole book see the fund directory.
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Open-market insider trades
2 filings of 379 on record| Insider | Action | Shares | Price | Value | Trade date | Delay |
|---|---|---|---|---|---|---|
| Rashida La LandeExec VP & General Counsel | Sold | 7,766 | $103.32 | $802K | Aug 28, 2026 | 3d |
| Rashida La LandeExec VP & General Counsel | Sold | 5,564 | $99.55 | $554K | Aug 21, 2026 | 4d |
One row is one filing. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count.
Congress trades in EL
20 disclosures of 144 on record · median 21d of the 45 allowed| Member | Type | Action | Amount disclosed | Since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +16.6%S&P +0.6% · vs S&P 500 +16.0% | Aug 3, 2026 | Sep 4, 2026 | 32d |
| John BoozmanJointFiled late | Stock | Purchase | $1,001 - $15,000 | +18.0%S&P +2.3% · vs S&P 500 +15.7% | Jul 2, 2026 | Aug 17, 2026 | 46d |
| Kevin HernJoint | Stock | Sale | $1,001 - $15,000 | +13.6%S&P -0.9% · vs S&P 500 +14.5% | Aug 5, 2026 | Aug 10, 2026 | 5d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +8.3%S&P +1.6% · vs S&P 500 +6.7% | May 27, 2026 | Jun 9, 2026 | 13d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +32.5%S&P +11.1% · vs S&P 500 +21.4% | Apr 13, 2026 | May 11, 2026 | 28d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +38.9%S&P +16.6% · vs S&P 500 +22.4% | Apr 1, 2026 | May 4, 2026 | 33d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +37.5%S&P +13.0% · vs S&P 500 +24.5% | Apr 8, 2026 | May 4, 2026 | 26d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +34.0%S&P +12.3% · vs S&P 500 +21.7% | Apr 9, 2026 | May 4, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +45.3%S&P +20.7% · vs S&P 500 +24.7% | Mar 30, 2026 | Apr 7, 2026 | 8d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | -17.3%S&P +9.7% · vs S&P 500 -27.0% | Feb 2, 2026 | Mar 10, 2026 | 36d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | -2.2%S&P +11.4% · vs S&P 500 -13.7% | Oct 27, 2025 | Nov 10, 2025 | 14d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +11.5%S&P +14.6% · vs S&P 500 -3.2% | Sep 30, 2025 | Oct 10, 2025 | 10d |
| Michael T. McCaul | Stock | Sale | $1,001 - $15,000 | +12.0%S&P +20.2% · vs S&P 500 -8.2% | Aug 21, 2025 | Sep 11, 2025 | 21d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +25.3%S&P +26.7% · vs S&P 500 -1.4% | Jun 23, 2025 | Jul 9, 2025 | 16d |
| Michael T. McCaul | Stock | Sale | $15,001 - $50,000 | +39.2%S&P +27.8% · vs S&P 500 +11.5% | Jun 16, 2025 | Jul 7, 2025 | 21d |
| Dan NewhouseSpouse | Stock | Sale | $1,001 - $15,000 | +77.8%S&P +43.1% · vs S&P 500 +34.7% | Apr 11, 2025 | May 16, 2025 | 35d |
| Sheldon WhitehouseSelf | Stock | Sale (Full) | $1,001 - $15,000 | +65.8%S&P +37.6% · vs S&P 500 +28.2% | Apr 29, 2025 | May 13, 2025 | 14d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +72.5%S&P +42.4% · vs S&P 500 +30.1% | Apr 23, 2025 | May 12, 2025 | 19d |
| Michael T. McCaul | Stock | Purchase | $1,001 - $15,000 | +85.5%S&P +51.4% · vs S&P 500 +34.1% | Apr 5, 2025 | Apr 17, 2025 | 12d |
| Julie JohnsonJoint | Stock | Sale | $1,001 - $15,000 | +43.1%S&P +26.3% · vs S&P 500 +16.8% | Feb 12, 2025 | Mar 12, 2025 | 28d |
Since the trade: the stock's move from the trade date to the latest close we hold, as of Sep 10, 2026, an estimate, with the S&P 500 over the same window and the difference against it. The figures describe the stock after the trade, not the member's result: the filing carries a band, not a fill, and a sale keeps the same sign, so a positive figure after a sale means the stock kept rising. An option row carries the underlying stock's move. A row marked n/a has no market price. Not investment advice.
Members of Congress reporting a position
4 members · estimate, as of Sep 10, 20264 members report a position (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 | 7.6% |
| John Boozman | Republican · Senate | $1,001 - $15,000 | 0.3% |
| Jimmy Patronis | Republican · House | $1,001 - $15,000 | 0.4% |
A further 1 member reports a position estimated under $1,000; those are not listed.
Estimate, as of Sep 10, 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.
Awards, option exercises and gifts (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Stephane de la FaveriePresident and CEO | Stock award | 174,899 | Aug 27, 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 |
| Hendrik Rene LammersEVP & Cr&io | Stock award | 46,145 | Aug 27, 2026 |
| Michael BowesExec VP & CPO | Stock award | 22,737 | Aug 27, 2026 |
| Meridith WebsterExec VP Globalcomm/Pubaffairs | Stock award | 24,486 | Aug 27, 2026 |
| Hudis Jane HertzmarkExec VP & CBO | Stock award | 77,935 | 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 |
| Rashida La LandeExec VP & General Counsel | Option exercise | 5,564 | Aug 21, 2026 |
| Richard F. ZanninoDirector | Option exercise | 4,697 | Aug 21, 2026 |
| Eric Louis ZinterhoferDirector | Stock award | 328 | Jul 21, 2026 |
| Paul J. FribourgDirector | Stock award | 410 | Jul 21, 2026 |
| Barry S. SternlichtDirector | Stock award | 328 | Jul 21, 2026 |
| Eric Louis ZinterhoferDirector | Stock award | 19 | Jun 15, 2026 |
| Charlene BarshefskyDirector | Stock award | 92 | Jun 15, 2026 |
| Paul J. FribourgDirector | Stock award | 218 | Jun 15, 2026 |
| Jennifer HymanDirector | Stock award | 17 | Jun 15, 2026 |
| Gary M. LauderDirector | Stock award | 17 | Jun 15, 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.
Questions
Are insiders buying or selling EL?
Across the 2 most recent open-market filings shown here, 0 were purchases and 2 were sales.
Which members of Congress have traded EL?
Ro Khanna, John Boozman, Kevin Hern, Michael T. McCaul, Dan Newhouse, Sheldon Whitehouse and others disclosed EL transactions in the filings shown here.
Which members of Congress hold EL?
4 members of Congress report a position in EL in the estimate we hold as of Sep 10, 2026. The three largest estimated positions belong to Sheldon Whitehouse, Frank Pallone, Jr. and John Boozman. 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 Sep 10, 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 4 days after the transaction, 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 Sep 10, 2026.