ELNYSEPerfumes, Cosmetics & Other Toilet PreparationsFiscal year ends June 30
ESTEE LAUDER COMPANIES INC
Financials through Q4 FY2026, quarter ended Jun 30, 2026Last filing: 10-K on Aug 19, 2026
$105.78+1.24 (+1.19%)
Close on Oct 19, 2026
- Market cap
- $38.68B
- P/E (TTM)
- 211.6
- Dividend yield
- 1.32%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
63.5%
230M of 362M shares
Institutional holders
827
108 new, 101 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
0 buys · 14 sales
Net sold $1.03B
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| LAL Family Partners L.P. | 69,402,943 | 21.90% | 13G (passive) amendment | Dec 31, 2025 |
| LAL Family Corporation | 69,402,943 | 21.90% | 13G (passive) amendment | Dec 31, 2025 |
| Jane A. Lauder | 22,491,580 | 8.90% | 13D (active) amendment | Dec 4, 2024 |
| Aerin Lauder | 19,102,009 | 7.20% | 13D (active) amendment | May 26, 2026 |
| Vanguard Capital Management | 18,590,065 | 7.51% | 13G (passive) | Mar 31, 2026 |
| BlackRock, Inc. | 18,586,595 | 7.50% | 13G (passive) amendment | Jun 30, 2026 |
| Managed Account Advisors LLC | 18,529,374 | 7.50% | 13G (passive) | Jun 30, 2026 |
| Jane A. Lauder 2003 Revocable Trust u/a/d November 6, 2003 Jane A. Lauder as Grantor | 17,161,010 | 6.80% | 13D (active) amendment | Dec 4, 2024 |
| Abigail P. Johnson | 16,456,400 | 7.00% | 13G (passive) | Dec 31, 2025 |
| Vanguard Portfolio Management | 12,416,128 | 5.02% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bank Of America Corp /De/ | 21,249,057 | 5.87% | $1.68B | +7,405,292 | 0.11% |
| BlackRock, Inc. | 20,829,012 | 5.76% | $1.64B | +2,283,503 | 0.02% |
| Vanguard Capital Management LLC | 16,155,282 | 4.47% | $1.28B | +82,543 | 0.03% |
| Vanguard Portfolio Management LLC | 12,382,455 | 3.42% | $977.59M | +237,491 | 0.04% |
| State Street Corp | 11,542,276 | 3.19% | $911.26M | −250,695 | 0.03% |
| FMR LLC | 10,645,550 | 2.94% | $840.47M | −7,468,202 | 0.04% |
| Eagle Capital Management LLC | 9,010,180 | 2.49% | $711.35M | +1,077,579 | 2.17% |
| Geode Capital Management, LLC | 6,661,809 | 1.84% | $523.88M | +8,540 | 0.03% |
| Invesco Ltd. | 5,859,604 | 1.62% | $462.62M | +649,563 | 0.04% |
| Bank of New York Mellon Corp | 5,819,569 | 1.61% | $459.46M | −973,587 | 0.08% |
| Independent Franchise Partners LLP | 4,941,737 | 1.37% | $390.15M | −1,686,803 | 2.56% |
| Schroder Investment Management Group | 3,729,923 | 1.03% | $294.48M | −4,288,633 | 0.21% |
| Morgan Stanley | 3,528,886 | 0.98% | $278.61M | +412,737 | 0.01% |
| Van Eck Associates Corp | 3,523,987 | 0.97% | $278.22M | +19,194 | 0.17% |
| Capital World Investors | 3,217,199 | 0.89% | $254.00M | −856,097 | 0.03% |
| Amundi | 2,979,014 | 0.82% | $235.19M | +1,069,103 | 0.06% |
| Norges Bank | 2,927,691 | 0.81% | $231.14M | New | 0.02% |
| Goldman Sachs Group Inc | 2,912,750 | 0.81% | $229.96M | +352,321 | 0.02% |
| Franklin Resources Inc | 2,661,408 | 0.74% | $210.12M | −90,241 | 0.05% |
| Price T Rowe Associates Inc /Md/ | 2,529,023 | 0.70% | $199.67K | −491,439 | 0.02% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 827 | 230M | 63.5% | 108 / 333 | 280 / 101 | 33M | 33M |
| Q1 2026 | 836 | 230M | 63.5% | 121 / 316 | 270 / 158 | 62M | 38M |
| Q4 2025 | 889 | 235M | 64.8% | 155 / 321 | 273 / 68 | 42M | 26M |
| Q3 2025 | 822 | 220M | 60.7% | 127 / 264 | 303 / 106 | 30M | 30M |
| Q2 2025 | 810 | 220M | 60.9% | 134 / 298 | 277 / 108 | 32M | 27M |
| Q1 2025 | 792 | 216M | 59.6% | 95 / 288 | 292 / 125 | 30M | 27M |
| Q4 2024 | 841 | 212M | 58.7% | 148 / 248 | 341 / 210 | 50M | 42M |
| Q3 2024 | 917 | 205M | 56.8% | 109 / 334 | 350 / 171 | 54M | 42M |
| Q2 2024 | 990 | 208M | 57.6% | 97 / 331 | 421 / 152 | 26M | 35M |
| Q1 2024 | 1,056 | 218M | 60.3% | 130 / 425 | 346 / 95 | 26M | 21M |
| Q4 2023 | 1,034 | 214M | 59.1% | 158 / 298 | 479 / 140 | 34M | 22M |
| Q3 2023 | 1,033 | 202M | 55.8% | 101 / 389 | 406 / 181 | 27M | 26M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EL | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 7,854,509 | 2.17% | $620.11M | 0.03% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 6,408,664 | 1.77% | $505.96M | 0.03% | Jun 30, 2026 |
| Vanguard Mid-Cap Index Fund | 5,358,106 | 1.48% | $423.02M | 0.19% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 3,401,875 | 0.94% | $268.58M | 0.03% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 3,163,681 | 0.87% | $281.41M | 0.03% | May 31, 2026 |
| VanEck Morningstar Wide Moat ETF | 3,148,384 | 0.87% | $248.56M | 2.14% | Jun 30, 2026 |
| Vanguard Value Index Fund | 2,351,580 | 0.65% | $185.66M | 0.07% | Jun 30, 2026 |
| State Street(R) Consumer Staples Select Sector SPDR(R) ETF | 2,190,747 | 0.61% | $172.96M | 1.27% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 2,181,894 | 0.60% | $183.06M | 0.19% | Jul 31, 2026 |
| Strategic Advisers Fidelity U.S. Total Stock Fund | 2,127,404 | 0.59% | $189.23M | 0.08% | May 31, 2026 |
| American Balanced Fund | 1,588,593 | 0.44% | $125.42M | 0.04% | Jun 30, 2026 |
| Invesco Equity and Income Fund | 1,522,608 | 0.42% | $135.44M | 1.04% | May 31, 2026 |
| Franklin Mutual Shares Fund | 1,435,468 | 0.40% | $113.33M | 1.63% | Jun 30, 2026 |
| Vanguard Institutional Index Fund | 1,342,651 | 0.37% | $106.00M | 0.03% | Jun 30, 2026 |
| Fidelity Contrafund | 1,161,310 | 0.32% | $91.69M | 0.05% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Fabrizio Freda | President and CEO, Director | 295,838 | 0.08% | Nov 5, 2024 |
| Roberto Canevari | Exec VP & CVCO | 10,403 | 0.00% | Aug 31, 2026 |
| Meridith Webster | Exec VP GlobalComm/PubAffairs | 0 | – | Aug 31, 2026 |
| Michael Bowes | Exec VP & CPO | 2,349 | 0.00% | Aug 31, 2026 |
| Lande Rashida La | Exec VP & General Counsel | 0 | – | Aug 31, 2026 |
| la Faverie Stephane de | President and CEO | 18,630 | 0.01% | Aug 31, 2026 |
| Akhil Shrivastava | Exec VP & CFO | 10,034 | 0.00% | Aug 31, 2026 |
| Hudis Jane Hertzmark | Exec VP & CBO | 33,462 | 0.01% | Aug 31, 2026 |
| Hendrik Rene Lammers | EVP & CR&IO | 6 | 0.00% | Aug 31, 2026 |
| Ronald S. Lauder | Chairman, Clinique Labs, LLC, 10% owner | 4,781,574 | 1.32% | Apr 10, 2026 |
| Peter Jueptner | Group President | 7,354 | 0.00% | Nov 5, 2024 |
| Michael O'Hare | EVP-Global Human Resources | 9,540 | 0.00% | Nov 5, 2024 |
| Carl P. Haney | EVP Research Prod & Innovation | 11,847 | 0.00% | Nov 5, 2024 |
| Gary M. Lauder | Director, 10% owner | 1,324,512 | 0.37% | Sep 16, 2026 |
| Paul J. Fribourg | Director | 437,437 | 0.12% | Sep 16, 2026 |
| Jennifer Tejada | Director | 2,000 | 0.00% | Sep 16, 2026 |
| Richard F. Zannino | Director | 16,856 | 0.00% | Sep 16, 2026 |
| Eric Louis Zinterhofer | Director | 9,385,608 | 2.59% | Sep 16, 2026 |
| Barry S. Sternlicht | Director | 74,784 | 0.02% | Sep 16, 2026 |
| Annabelle Yu Long | Director | – | – | Sep 16, 2026 |
| Charlene Barshefsky | Director | 84,746 | 0.02% | Sep 16, 2026 |
| Arturo Nunez | Director | – | – | Sep 16, 2026 |
| Dana Strong | Director | – | – | Sep 16, 2026 |
| Jennifer Hyman | Director | 2,350 | 0.00% | Sep 16, 2026 |
| William P. Lauder | Director, 10% owner | 8,585,468 | 2.37% | Sep 16, 2026 |
| Jane Lauder | Director, 10% owner | 17,512,623 | 4.84% | Sep 16, 2026 |
| Angela Wei Dong | Director | – | – | Sep 17, 2025 |
| Lynn Forester | Director | 19,181 | 0.01% | Sep 17, 2025 |
| Richard D. Parsons | Director | 3,042 | 0.00% | Nov 12, 2024 |
| RSL Shares Trust u/a/d March 2, 2026 | 10% owner | – | – | Apr 10, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Paul J. Fribourg Director | Sep 14, 2026 | Sale | −27,086 | $98.35 | $2.66M | 433,437 |
| Paul J. Fribourg Director | Sep 14, 2026 | Sale | −16,137 | $98.79 | $1.59M | 417,300 |
| Paul J. Fribourg Director | Sep 14, 2026 | Sale | −14,777 | $97.17 | $1.44M | 460,523 |
| Paul J. Fribourg Director | Sep 11, 2026 | Sale | −45,000 | $96.78 | $4.36M | 475,300 |
| Charlene Barshefsky Director | Sep 9, 2026 | Option exercise | +4,697 | $78.36 | $368.06K | 54,746 |
| Charlene Barshefsky Director | Sep 9, 2026 | Sale | −3,775 | $98.82 | $373.05K | 50,971 |
| Lande Rashida La Exec VP & General Counsel | Aug 28, 2026 | Sale | −7,766 | $103.32 | $802.38K | 0 |
| Lande Rashida La Exec VP & General Counsel | Aug 27, 2026 | Tax withholding | −6,591 | $106.06 | $699.04K | 7,766 |
| Lande Rashida La Exec VP & General Counsel | Aug 27, 2026 | Option exercise | +14,357 | – | – | 14,357 |
| Lande Rashida La Exec VP & General Counsel | Aug 21, 2026 | Sale | −5,564 | $99.55 | $553.90K | 0 |
| Lande Rashida La Exec VP & General Counsel | Aug 21, 2026 | Option exercise | +5,564 | $92.87 | $516.73K | 5,564 |
| Richard F. Zannino Director | Aug 21, 2026 | Option exercise | +4,697 | $78.36 | $368.06K | 16,856 |
| Akhil Shrivastava Exec VP & CFO | Feb 27, 2026 | Option exercise | +5,265.15 | – | – | 10,034 |
| Akhil Shrivastava Exec VP & CFO | Feb 27, 2026 | Tax withholding | −1,912.15 | $109.01 | $208.44K | 8,122 |
| la Faverie Stephane de President and CEO | Feb 27, 2026 | Tax withholding | −2,333 | $109.01 | $254.32K | 18,630 |
| la Faverie Stephane de President and CEO | Feb 27, 2026 | Option exercise | +5,787 | – | – | 20,963 |
| Jane Lauder Director, 10% owner | Nov 26, 2025 | Option exercise | +17,840 | $89.47 | $1.60M | 76,603 |
| Jane Lauder Director, 10% owner | Nov 26, 2025 | Sale | −17,840 | $94.38 | $1.68M | 58,763 |
| Lande Rashida La Exec VP & General Counsel | Nov 26, 2025 | Sale | −1,604 | $94.45 | $151.50K | 0 |
| Meridith Webster Exec VP GlobalComm/PubAffairs | Nov 18, 2025 | Sale | −5,430 | $87.84 | $476.97K | 0 |
| Barry S. Sternlicht Director | Nov 11, 2025 | Option exercise | +3,972 | $84.35 | $335.04K | 38,784 |
| Barry S. Sternlicht Director | Nov 11, 2025 | Sale | −3,972 | $91.83 | $364.75K | 34,812 |
| 2015 ELF Trust LAL 10% owner | Nov 6, 2025 | Sale | −5,670,000 | $89.70 | $508.60M | 0 |
| A. Lauder 2013 Revocable Trust Leonard 10% owner | Nov 6, 2025 | Sale | −2,786,040 | $89.70 | $249.91M | 0 |
| H. Lauder 2012 Marital Trust Two Evelyn 10% owner | Nov 6, 2025 | Sale | −2,845,283 | $89.70 | $255.22M | 0 |
| H. Lauder 2012 Marital Trust Two Evelyn 10% owner | Nov 4, 2025 | Conversion | +2,845,283 | – | – | 2,845,283 |
| 2015 ELF Trust LAL 10% owner | Nov 4, 2025 | Conversion | +5,670,000 | – | – | 5,670,000 |
| A. Lauder 2013 Revocable Trust Leonard 10% owner | Nov 4, 2025 | Conversion | +2,519,402 | – | – | 2,786,040 |
| Hudis Jane Hertzmark Exec VP & CBO | Nov 3, 2025 | Option exercise | +10,984 | – | – | 33,462 |
| Hudis Jane Hertzmark Exec VP & CBO | Nov 3, 2025 | Tax withholding | −6,077 | $94.87 | $576.52K | 27,385 |
| Lande Rashida La Exec VP & General Counsel | Nov 3, 2025 | Tax withholding | −1,985 | $94.87 | $188.32K | 1,604 |
| Lande Rashida La Exec VP & General Counsel | Nov 3, 2025 | Option exercise | +3,589 | – | – | 3,589 |
| Michael Bowes Exec VP & CPO | Nov 3, 2025 | Option exercise | +1,673.73 | – | – | 2,349 |
| Michael Bowes Exec VP & CPO | Nov 3, 2025 | Tax withholding | −596.73 | $94.87 | $56.61K | 1,752 |
| William P. Lauder Director, 10% owner | Nov 3, 2025 | Tax withholding | −4,005 | $94.87 | $379.95K | 13,300 |
| William P. Lauder Director, 10% owner | Nov 3, 2025 | Option exercise | +7,238 | – | – | 17,305 |
| la Faverie Stephane de President and CEO | Nov 3, 2025 | Tax withholding | −5,015 | $94.87 | $475.77K | 15,176 |
| la Faverie Stephane de President and CEO | Nov 3, 2025 | Option exercise | +9,066 | – | – | 20,191 |
| Akhil Shrivastava Exec VP & CFO | Nov 3, 2025 | Option exercise | +3,682.77 | – | – | 6,064 |
| Akhil Shrivastava Exec VP & CFO | Nov 3, 2025 | Tax withholding | −1,294.77 | $94.87 | $122.83K | 4,769 |
| Roberto Canevari Exec VP & CVCO | Nov 3, 2025 | Tax withholding | −3,300 | $94.87 | $313.07K | 10,403 |
| Roberto Canevari Exec VP & CVCO | Nov 3, 2025 | Option exercise | +6,876 | – | – | 13,703 |
| Meridith Webster Exec VP GlobalComm/PubAffairs | Nov 3, 2025 | Tax withholding | −1,262 | $94.87 | $119.73K | 5,430 |
| Meridith Webster Exec VP GlobalComm/PubAffairs | Nov 3, 2025 | Option exercise | +3,497 | – | – | 6,692 |
| Lynn Forester Director | Aug 29, 2025 | Option exercise | +3,972 | $84.35 | $335.04K | 19,181 |
| Lynn Forester Director | Aug 29, 2025 | Sale | −3,702 | $91.65 | $339.29K | 15,479 |
| Lande Rashida La Executive VP & General Counsel | Aug 28, 2025 | Sale | −6,417 | $91.88 | $589.59K | 0 |
| Lande Rashida La Executive VP & General Counsel | Aug 27, 2025 | Tax withholding | −7,940 | $91.38 | $725.56K | 6,417 |
| Lande Rashida La Executive VP & General Counsel | Aug 27, 2025 | Option exercise | +14,357 | – | – | 14,357 |
| Richard F. Zannino Director | Aug 25, 2025 | Option exercise | +3,972 | $84.35 | $335.04K | 12,159 |
| Charlene Barshefsky Director | Aug 22, 2025 | Option exercise | +3,972 | $84.35 | $335.04K | 53,772 |
| Charlene Barshefsky Director | Aug 22, 2025 | Sale | −3,723 | $91.07 | $339.05K | 50,049 |
| Jane Lauder Director, 10% owner | Aug 21, 2025 | Sale | −15,699 | $88.23 | $1.39M | 58,763 |
| Jane Lauder Director, 10% owner | Aug 21, 2025 | Option exercise | +15,699 | $77.35 | $1.21M | 74,462 |
| Paul J. Fribourg Director | Feb 7, 2025 | Buy | +600 | $65.47 | $39.28K | 520,300 |
| Paul J. Fribourg Director | Feb 7, 2025 | Buy | +44,900 | $64.99 | $2.92M | 519,700 |
| Paul J. Fribourg Director | Feb 6, 2025 | Buy | +3,700 | $66.34 | $245.46K | 474,800 |
| Paul J. Fribourg Director | Feb 6, 2025 | Buy | +18,628 | $64.57 | $1.20M | 449,428 |
| Paul J. Fribourg Director | Feb 6, 2025 | Buy | +21,672 | $65.67 | $1.42M | 471,100 |
| Paul J. Fribourg Director | Feb 5, 2025 | Buy | +25,700 | $65.63 | $1.69M | 413,500 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Barshefsky 2012 Famil U/A Dtd 12/31/2012 Charlene Director | Sep 9, 2026 | 3,775 | $373.05K | Sep 9, 2026 | Stock Option Exercise |
| La Lande Rashida Officer | Aug 28, 2026 | 7,766 | $802.34K | Aug 28, 2026 | Restricted Stock |
| La Lande Rashida Officer | Aug 21, 2026 | 5,564 | $553.87K | Aug 21, 2026 | Stock Option Exercise |
| Lauder Jane Director, 10% Stockholder | Nov 26, 2025 | 17,840 | $1.68M | Nov 26, 2025 | Stock Option Exercise |
| La Lande Rashida Officer | Nov 26, 2025 | 1,604 | $151.50K | Nov 26, 2025 | Restricted Stock |
| Webster Meridith Officer | Nov 18, 2025 | 5,430 | $476.99K | Nov 18, 2025 | Restricted Stock |
| S. Sternlicht Barry Director | Nov 12, 2025 | 3,972 | $364.76K | Nov 11, 2025 | Stock Option Exercise |
| Forester Lynn Director | Aug 29, 2025 | 3,702 | $339.28K | Aug 29, 2025 | Stock Option Exercise |
| La Lande Rashida Officer | Aug 28, 2025 | 6,417 | $589.61K | Aug 28, 2025 | Restricted Stock |
| Barshefsky 2012 Famil U/A Dtd 12/31/2012 Charlene Director | Aug 22, 2025 | 3,723 | $339.07K | Aug 22, 2025 | Stock Option Exercise |
| Jueptner Peter Officer | Aug 22, 2025 | 7,619 | $691.96K | Aug 22, 2025 | Stock Option Exercise |
| Jueptner Peter Officer | Aug 21, 2025 | 7,619 | $669.30K | Aug 21, 2025 | Stock Option Exercise |
| Lauder Jane Director, 10% Stockholder | Aug 21, 2025 | 15,699 | $1.39M | Aug 21, 2025 | Stock Option Exercise |
| O'Hare Michael Officer | May 2, 2025 | 9,540 | $560.19K | May 2, 2025 | RSU |
| Tracey Thomas Travis Officer | Dec 10, 2024 | 6,370 | $518.65K | Dec 10, 2024 | PERFORMANCE SHARES |