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EL Estee Lauder

Consumer Staples, filed as LAUDER ESTEE COS INC (CL A), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab

Bought by 1 manager in 2026 Q2

  • 1 Owner
  • Max 1.2%
  • $3.5M
  • 1 reduce

In 2026 Q3 Murphy Pohlad trimmed Estee Lauder.

Who owns this now

Largest portfolio weights among holders, up to 1.2% (Murphy Pohlad, Murphy Pohlad Asset Management). Not free-float ownership.

  1. Murphy Pohlad Reduce 1.2%

Who owns EL

Sorted by value, long equity only, as of 2026 Q3.

History
Murphy Pohlad, Murphy Pohlad Asset Management 1.2% Reduce −0.9% 37,555 $3.5M History

1 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by EL's executives, directors and 10% owners in the last 12 months, from their Form 4s

All EL insider trades
  • None no insider bought on the open market
  • $1B sold by 9 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Paul J Fribourg Director
    Sale
    $10M 103,000 shares at $97.56 20% of stake
    Traded Sep 11–14 Filed Sep 15
    ↗
  2. Charlene Barshefsky Director
    Sale
    $373K 3,775 shares at $98.82 6.9% of stake
    Traded Sep 9 Filed Sep 10
    ↗
  3. Rashida La Lande Exec VP & General Counsel
    Sale
    $802K 7,766 shares at $103.32 100% of stake
    Traded Aug 28 Filed Aug 31
    ↗
  4. Rashida La Lande Exec VP & General Counsel
    Sale
    $554K 5,564 shares at $99.55 100% of stake
    Traded Aug 21 Filed Aug 25
    ↗
  5. Rashida La Lande Exec VP & General Counsel
    Sale
    $151K 1,604 shares at $94.45 100% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  6. Jane Lauder Director
    Sale
    $1.7M 17,840 shares at $94.38 23% of stake
    Traded Nov 26, 2025 Filed Dec 1, 2025
    ↗
  7. Meridith Webster Exec VP GlobalComm/PubAffairs
    Sale
    $477K 5,430 shares at $87.84 100% of stake
    Traded Nov 18, 2025 Filed Nov 19, 2025
    ↗
  8. Barry S Sternlicht Director
    Sale
    $365K 3,972 shares at $91.83 10% of stake
    Traded Nov 11, 2025 Filed Nov 12, 2025
    ↗
  9. Leonard A. Lauder 2013 Revocable Trust 10% owner
    Sale
    $250M 2,786,040 shares at $89.70 100% of stake
    Traded Nov 6, 2025 Filed Nov 7, 2025
    ↗
  10. Evelyn H. Lauder 2012 Marital Trust Two 10% owner
    Sale
    $255M 2,845,283 shares at $89.70 100% of stake
    Traded Nov 6, 2025 Filed Nov 7, 2025
    ↗
  11. LAL 2015 ELF Trust 10% owner
    Sale
    $509M 5,670,000 shares at $89.70 100% of stake
    Traded Nov 6, 2025 Filed Nov 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 16 option exercises, 11 share withholdings for taxes, and 3 conversions.

Congress

8 members of Congress traded EL in the last three years: 4 buys and 9 sales. 6 members listed it in 2025 annual reports.

All Congress trades
  1. Jonathan L. Jackson D-IL-1Joint Buy $50K–$100K Sep 28 filed Oct 19
  2. John Boozman R-ARJoint Buy $1K–$15K Jul 2 filed Aug 17
  3. Kevin Hern R-OK-1Joint Sell $1K–$15K Aug 5 filed Aug 10
  4. Dan Newhouse R-WA-4Spouse Partial sale $1K–$15K Apr 11, 2025 filed May 16, 2025
  5. Sheldon Whitehouse D-RI Sell $1K–$15K Apr 29, 2025 filed May 13, 2025
  6. Julie Johnson D-TX-32Joint Sell $1K–$15K Feb 12, 2025 filed Mar 12, 2025

SEC filings

Recent issuer filings from EDGAR, 12 shown.

Filed Form Detail Links
DEF 14A Filing Doc
DEFA14A Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 7.01,9.01 Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G/A — Filing Doc
8-K 5.02,9.01 Filing Doc
8-K/A 2.05,9.01 Filing Doc

Source: SEC EDGAR submissions, updated 12 days ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $15.91B $15.61B $14.33B $15.05B
Gross profit $11.35B $11.18B $10.6B $11.36B
Gross margin * 71.3% 71.7% 74.0% 75.5%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $9.14B $7.92B $7.07B $7.61B
Total non-current assets * $14.28B $13.76B $12.82B $12.15B
Total assets $23.42B $21.68B $19.89B $19.76B
Total current liabilities $6.24B $5.7B $5.44B $6.23B
Total non-current liabilities $10.76B $10.66B $10.59B $9.72B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $1.73B $2.36B $1.27B $1.77B
Cash from investing -$3.22B -$0.96B -$0.623B -$0.489B
Cash from financing $1.59B -$2.04B -$1.14B -$0.712B
Net change in cash $72M -$634M -$474M $577M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.