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EL · Estee Lauder Companies Inc
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TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+3.01% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET+4.32% 13F +710MSTR+17.56% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
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EL

ESTEE LAUDER COMPANIES INC
PHARMA & BIOTECH · PERFUMES, COSMETICS & OTHER TOILET PREPARATIONS · CIK 0001001250
FORM 144 · 2☆ WATCH
INSIDER NET · 180D
-$1.4M
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
445
13F, latest reported quarter
REVENUE GROWTH
+5.0%
XBRL, annual
NET MARGIN
1.2%
CONVERSIONS · 180D
3
codes C/M, not in net · $884.8K priced
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$1.4M over 180 days
-$1.4M over 90 days
below 64% of Pharma & Biotech
CONGRESS
no member of Congress has reported trading it
FUNDS
445 funds added or opened last quarter
more than 96% of Pharma & Biotech
REVENUE
+5.0% year over year
more than 54% of Pharma & Biotech
MARGIN
1.2% net margin
more than 67% of Pharma & Biotech
BUYBACKS
$70.0M repurchased, FY to 2026-06-30
more than 61% of Pharma & Biotech
SHORT
3.7 days to cover · settled 2026-07-31
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
445 funds added or opened positions in the latest 13F quarter, of 835 holders.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN +12.3%
+12.3%12M
-25%-6%+13%+32%2025-092025-102025-122026-032026-052026-072026-09 2025-11-06 · LAL 2015 ELF Trust sold $508.6M2025-11-06 · Evelyn H. Lauder 2012 Marital Trust Two sold $255.2M2025-11-06 · Leonard A. Lauder 2013 Revocable Trust sold $249.9M2025-11-26 · LAUDER JANE sold $1.7M2026-08-28 · La Lande Rashida sold $802.4K2026-08-21 · La Lande Rashida sold $553.9K2025-11-18 · Webster Meridith sold $477.0K2025-11-11 · STERNLICHT BARRY S sold $364.7K2025-11-26 · La Lande Rashida sold $151.5K2026-08-28 · RASHIDA LA LANDE filed to sell $802.3K2026-08-21 · RASHIDA LA LANDE filed to sell $553.9K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $1.4M sold by insiders over 180 days, 445 funds added last quarter, $1.4M in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, ESTEE LAUDER COMPANIES INC insiders sold a net $1.4M of stock across 146 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
La Lande Rashida
Exec VP & General Counsel
SELL
2026-08-28
7,766.0
$802.4K
La Lande Rashida
Exec VP & General Counsel
SELL
2026-08-21
5,564.0
$553.9K
LAUDER JANE
Director
SELL
2025-11-26
17,840.0
$1.7M
La Lande Rashida
Exec VP & General Counsel
SELL
2025-11-26
1,604.0
$151.5K
Webster Meridith
Exec VP GlobalComm/PubAffairs
SELL
2025-11-18
5,430.0
$477.0K
146 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 141 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported
BANK OF AMERICA CORP /DE/
21,249,057.0 sh
$1.7B
BlackRock, Inc.
20,829,012.0 sh
$1.6B
VANGUARD CAPITAL MANAGEMENT LLC
16,155,282.0 sh
$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC
12,382,455.0 sh
$977.6M
STATE STREET CORP
11,542,276.0 sh
$911.3M
SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
RASHIDA LA LANDE
FILED 2026-08-28
$802.3K
RASHIDA LA LANDE
FILED 2026-08-21
$553.9K
Fund concentration
N-PORT · funds ranked by how much of THEMSELVES they put in this stock — the conviction number 13F cannot show
Invesco S&P 500 Equal Weight Consumer Staples ETF
$5.8M POSITION · AS OF 2026-04-30
2.4%
Independent Franchise Partners US Equity Fund
$32.2M POSITION · AS OF 2026-03-31
2.1%
VanEck Morningstar Wide Moat ETF
$229.3M POSITION · AS OF 2026-03-31
2.0%
VanEck Morningstar Wide Moat Fund
$664.0K POSITION · AS OF 2026-03-31
2.0%
JNL/Morningstar Wide Moat Index Fund
$14.0M POSITION · AS OF 2026-03-31
2.0%
Hillman Value Fund
$1.6M POSITION · AS OF 2026-03-31
1.9%
SEC N-PORT, MONTHLY WITH A ~60-DAY PUBLIC LAG · FUNDS ≥ $10M · % = SHARE OF THE FUND'S OWN BOOK
Executive pay vs shareholder return · Fabrizio Freda
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2022
$21.8M
-$29.1M
$7.6M
+7%
+40%
2021
$25.5M
-$14.8M
$11.2M
+37%
+31%
2020
$66.0M
$198.8M
$9.9M
+70%
+23%
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2026-062025-062024-062023-06
REVENUE$15.0B$14.3B$15.6B$15.9B
GROSS PROFIT$11.4B$10.6B$11.2B$11.3B
OPERATING INCOME$780.0M$-785.0M$970.0M$1.5B
NET INCOME$182.0M$-1.1B$409.0M$1.0B
EPS (DILUTED)0.50-3.151.082.79
OPERATING CASH FLOW$1.8B$1.3B$2.4B$1.7B
BUYBACKS$70.0M$35.0M$35.0M$271.0M
DIVIDENDS PAID$508.0M$618.0M$947.0M$925.0M
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
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Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →