Insiders Trades
Estee Lauder Companies Inc Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 10 Feb 2025.
Estee Lauder Companies Inc: what insiders have been doing
This page follows insider dealings at Estee Lauder Companies Inc as filed with SEC (Form 4), a company from the Luxury & Fashion sector based in New York City, United States. The group dates from 1946. From 18 October 2025 to 18 October 2026, the disclosure feed for Estee Lauder Companies Inc logged 35 filings by 18 insiders.
Only sales appear on the open market, 12 sales in all totalling €892.4M, filed by 7 insiders. Biggest ticket of the year: €442.4M, sold by LAL 2015 ELF Trust and made public on 7 November 2025.
With 35 filings in twelve months, the company is more active than the median of 19 filings across the 5,813 companies we follow on the same exchange. The full history, which starts in 2016, counts 8 purchases against 41 sales. For the fiscal year to 30 June 2026, the annual 10-K puts revenue at 15.05 bn USD and net income at 182.0 m USD, and the dividend at 1.40 USD per share.
The median gap between a trade and its publication by SEC (Form 4) is 2 days. The legal deadline for a Form 4 is two business days after the transaction. Selling is not necessarily a view on the stock: liquidity needs and diversification are common motives.
For comparison within the same market, see the insider buying recorded at GameStop Corp. and Heico Corp. These figures are compiled from regulatory filings published by SEC (Form 4). They describe what insiders did and are not a recommendation.
Insider Decl.
226
Thresholds
n/a
Buy Volume
€16M
8 ops. · all time
Sell Volume
€979M
41 ops. · all time
Who traded when
BuySalePaul J. Fribourg5 buys4 sales
Rashida La Lande3 sales
Akhil Shrivastava2 buys
Charlene Barshefsky1 sale
Evelyn H. Lauder 2012 Marital Trust Two1 sale
LAL 2015 ELF Trust1 sale
+2 other insiders
Since the insiders bought
- +49.0%Entry US$70.71 · Close at T+365 US$105.39
- +44.1%Entry US$68.71 · Close at T+365 US$99.01
- -53.8%Entry US$140.77 · Close at T+365 US$65.03
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate Estee Lauder Companies Inc Buy (bullish), based on 28 analysts. Average price target: US$107.34.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 16,471 of 24,148 companies
39.6
score / 100
Value35
Quality45
FCF yld3.5%
Earn yld0.5%
EV/EBITDA28.6x
ROE4.7%
Gross mgn76%
Net mgn1.2%
Debt/EBITDA5.6x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2026FY ended June 2026 · cache
US$99.73
Analyst consensus
28 analystsBuy
US$70.00Target US$107.34(+8%)US$127.00
Income statement
RevenueUS$15B
Gross profitUS$11.4B76% margin
EBITDAUS$1.6B11% margin
Net incomeUS$182M1.2% margin
Valuation
PER (trailing)199.5x
PER (forward)25.4x
P/Book9.5x
Beta1.27
Balance sheet & cash
Market capUS$36.1B
Total debtUS$9.2B
Free Cash FlowUS$1.3B
Debt / Equity243%
Profitability & ownership
ROE4.7%
ROA5.2%
% insiders0.3%
% institutions95.5%
Last declaration on 15 September 2026
Declarations226 total
45,000 shares@ US$96.780.012% mcap15.4% of flowClass A Common StockSEC:0001070938-26-000018:0
14,777 shares@ US$97.170.0039% mcap5.1% of flowClass A Common StockSEC:0001070938-26-000018:1
27,086 shares@ US$98.350.0073% mcap9.5% of flowClass A Common StockSEC:0001070938-26-000018:2
16,137 shares@ US$98.790.0044% mcap5.7% of flowClass A Common StockSEC:0001070938-26-000018:3
4,697 shares@ US$78.360.0010% mcap16.4% of flowClass A Common StockSEC:0001145766-26-000006:0
3,775 shares@ US$98.820.0010% mcap16.6% of flowClass A Common StockSEC:0001145766-26-000006:1
3,775 shares@ US$98.82100.0% of flowCommonSEC144:0001950047-26-009252
6,591 shares@ US$106.060.0019% mcap25.7% of flowClass A Common StockSEC:0001628280-26-059580:1
14,357 sharesClass A Common StockSEC:0001628280-26-059580:0
7,766 shares@ US$103.320.0022% mcap29.5% of flowClass A Common StockSEC:0001628280-26-059580:2
7,766 shares@ US$103.31559.2% of flowCommonSEC144:0001950047-26-008827
5,564 shares@ US$92.870.0014% mcap18.9% of flowClass A Common StockSEC:0001628280-26-058803:0
5,564 shares@ US$99.550.0015% mcap20.3% of flowClass A Common StockSEC:0001628280-26-058803:1
4,697 shares@ US$78.360.0010% mcap27.7% of flowClass A Common StockSEC:0001189770-26-000008:0
5,564 shares@ US$99.54540.8% of flowCommonSEC144:0001950047-26-008516
5,265.145 sharesClass A Common StockSEC:0002036658-26-000002:0
5,787 sharesClass A Common StockSEC:0001955038-26-000002:0
1,604 shares@ US$94.455.6% of flowClass A Common StockSEC:0001728090-25-000010:0
17,840 shares@ US$89.4721.9% of flowClass A Common StockSEC:0001008091-25-000012:0
5,430 shares@ US$87.84100.0% of flowClass A Common StockSEC:0001857146-25-000005:0
3,972 shares@ US$84.3527.9% of flowClass A Common StockSEC:0001034657-25-000009:0
5,670,000 shares@ US$89.70100.0% of flowClass A Common StockSEC:0001140361-25-041217:0
2,786,040 shares@ US$89.70100.0% of flowClass A Common StockSEC:0001140361-25-041219:0
2,845,283 shares@ US$89.70100.0% of flowClass A Common StockSEC:0001140361-25-041218:0
5,670,000 sharesClass A Common StockSEC:0001140361-25-040859:0
25 of 226 declarations
About Estee Lauder Companies Inc
The Estée Lauder Companies Inc. (NYSE: EL) is a leading global prestige beauty group headquartered in New York, United States, at 767 Fifth Avenue. Founded in 1946 by Estée and Joseph Lauder, the company built its reputation on skincare, makeup and fragrance, and has expanded over time through both organic growth and selective acquisitions. For investors, EL sits at the intersection of luxury, discretionary consumer spending and selective distribution, with a premium positioning and a highly international footprint.([esteelauder.com](https://www.esteelauder.com/corp_info?utm_source=openai))
The company markets a broad portfolio of well-known brands, including Estée Lauder, Clinique, M·A·C, La Mer, Bobbi Brown, Jo Malone London, Aveda, Tom Ford Beauty, Le Labo, KILIAN PARIS, Too Faced, Dr.Jart+, The Ordinary and other brands within the DECIEM family. Its product mix is concentrated in skincare, makeup, fragrance and hair care, sold through a multi-channel model that includes department stores, specialty retailers, travel retail, e-commerce and company-owned points of sale. The company says its products are sold in approximately 150 countries and territories, underscoring its scale and geographic diversification.([sec.gov](https://www.sec.gov/Archives/edgar/data/1001250/000100125025000107/fy2026q1exhibit991.htm?utm_source=openai))
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Competitively, Estée Lauder ranks among the key global names in prestige beauty, alongside other international luxury and cosmetics groups. Its moat is driven by brand equity, formulation and innovation capabilities, a deep selective-distribution network and the ability to monetize higher-margin categories, especially skincare and fragrance. That said, the business has faced a more difficult operating backdrop in recent years, reflecting post-pandemic normalization, pressure in travel retail, and inventory adjustments at wholesale partners.([sec.gov](https://www.sec.gov/Archives/edgar/data/1001250/000100125025000107/fy2026q1exhibit991.htm?utm_source=openai))
A major recent development is the company’s “Beauty Reimagined” strategy, launched in February 2025, which is designed to restore organic sales growth and improve operating profitability. In its fiscal first-quarter 2026 results released in October 2025, management reaffirmed guidance to return to positive sales growth and expand operating margin, highlighting early progress in execution and organizational agility. From an equity-research perspective, the name still represents a high-quality prestige-beauty franchise, but one that remains in an operational turnaround phase.([sec.gov](https://www.sec.gov/Archives/edgar/data/1001250/000100125025000107/fy2026q1exhibit991.htm?utm_source=openai))
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