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EL · Estee Lauder Companies Inc
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EL Estee Lauder Companies (EL) Insider Trading, Ownership & Congress Trades

Consumer Goods · Perfumes, cosmetics & other toilet preparations · CIK 0001001250
Quote by TradingView
Congress · 1Form 144 · 3
Insider buyers, 180 days
0
Funds added, last quarter
446
13F, latest reported quarter
Conversions, 180 days
4
Codes C/M, not in net · $1.3M priced

What the filings say about EL

Insiders, 180 days
-$11.8M net sold
3 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 1 sold
Latest: purchase, 2026-09-28
Planned sales (Form 144), 90 days
$1.7M
3 notices

Estee Lauder Companies insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, ESTEE LAUDER COMPANIES INC insiders sold a net $11.8M of stock across 151 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.

Insider
Filed
Shares
Value
Since filing
FRIBOURG PAUL J
Director
SELL
2026-09-15 SECtraded 2026-09-14
14,777
$1.4M
+13.7%
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (19 buys, 1 sale), the last on Sep 11, 2026.
  • +8.4% median (+3.8% mean) 90-day return after 8 previous buys.
  • The trade is 3.2% of the 460,523 shares held after it.
  • 2 other insiders sold within 30 days.
  • 446 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director FRIBOURG PAUL J sold about $1.4M of EL on Sep 14, 2026; 2 other insiders sold within 30 days and 446 funds added in the latest 13F quarter.
FRIBOURG PAUL J
Director
SELL
2026-09-15 SECtraded 2026-09-14
27,086
$2.7M
+13.7%
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (19 buys, 1 sale), the last on Sep 11, 2026.
  • +8.4% median (+3.8% mean) 90-day return after 8 previous buys.
  • The trade is 6.2% of the 433,437 shares held after it.
  • 2 other insiders sold within 30 days.
  • 446 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director FRIBOURG PAUL J sold about $2.7M of EL on Sep 14, 2026; 2 other insiders sold within 30 days and 446 funds added in the latest 13F quarter.
FRIBOURG PAUL J
Director
SELL
2026-09-15 SECtraded 2026-09-14
16,137
$1.6M
+13.7%
Context
  • 20 earlier Form 4 trades (code P or S) here by this insider (19 buys, 1 sale), the last on Sep 11, 2026.
  • +8.4% median (+3.8% mean) 90-day return after 8 previous buys.
  • The trade is 3.9% of the 417,300 shares held after it.
  • 2 other insiders sold within 30 days.
  • 446 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director FRIBOURG PAUL J sold about $1.6M of EL on Sep 14, 2026; 2 other insiders sold within 30 days and 446 funds added in the latest 13F quarter.
FRIBOURG PAUL J
Director
SELL
2026-09-15 SECtraded 2026-09-11
45,000
$4.4M
+13.7%
Context
  • 19 earlier Form 4 trades (code P or S) here by this insider (19 buys), the last on Feb 7, 2025.
  • +8.4% median (+3.8% mean) 90-day return after 8 previous buys.
  • The trade is 9.5% of the 475,300 shares held after it.
  • 2 other insiders sold within 30 days.
  • 446 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director FRIBOURG PAUL J sold about $4.4M of EL on Sep 11, 2026; 2 other insiders sold within 30 days and 446 funds added in the latest 13F quarter.
BARSHEFSKY CHARLENE
Director
SELL
2026-09-10 SECtraded 2026-09-09
3,775
$373.0K
+11.9%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 22, 2025.
  • The trade is 7.4% of the 50,970 shares held after it.
  • 2 other insiders sold within 30 days.
  • 446 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director BARSHEFSKY CHARLENE sold about $373.0K of EL on Sep 9, 2026; 2 other insiders sold within 30 days and 446 funds added in the latest 13F quarter.
151 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 146 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$11.8M over 180 days
-$11.8M over 90 days
below 82% of Consumer Goods
Congress
1 member bought in the last year
the lowest in Consumer Goods
Funds
446 funds bought in last quarter
more than 91% of Consumer Goods
Revenue
+5.0% year over year
more than 61% of Consumer Goods
Margin
1.2% net margin
below 51% of Consumer Goods
Buybacks
$70.0M repurchased, FY to 2026-06-30
more than 70% of Consumer Goods
Short interest
2.7% of the float short (float per yahoo 2026-10-26) · 2.1 days to cover · settled 2026-09-30
What changed in the last 30 days
Oct 19Rep. Jonathan Jackson sold $50K to $100K, disclosed 21 days after the trade
Why it matters
House members report a bracket, not an exact amount, and have 45 days to do it; the trade is weeks old when it becomes public.

Watch EL

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+11.4%12M
-31%-14%+4%+22%2025-102025-122026-022026-042026-062026-082026-10 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 $249.9M2026-09-11 · FRIBOURG PAUL J sold $4.4M2026-09-14 · FRIBOURG PAUL J sold $2.7M2025-11-26 · LAUDER JANE sold $1.7M2026-09-14 · FRIBOURG PAUL J sold $1.6M2026-09-14 · FRIBOURG PAUL J sold $1.4M2026-08-28 · La Lande Rashida sold $802.4K2026-08-21 · La Lande Rashida sold $553.9K2025-11-18 · Webster Meridith sold $477.0K2026-09-09 · BARSHEFSKY CHARLENE sold $373.0K2025-11-11 · STERNLICHT BARRY S sold $364.7K2025-11-26 · La Lande Rashida sold $151.5K2026-09-09 · CHARLENE BARSHEFSKY 2012 FAMIL U/A DTD 12/31/2012 filed to sell $373.0K2026-08-28 · RASHIDA LA LANDE filed to sell $802.3K2026-08-21 · RASHIDA LA LANDE filed to sell $553.9K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns EL: institutional holders (13F)

13F holdings, latest reported quarter
BANK OF AMERICA CORP /DE/
21,249,057 sh
$1.7B
BlackRock, Inc.
20,829,012 sh
$1.6B
VANGUARD CAPITAL MANAGEMENT LLC
16,155,282 sh
$1.3B
VANGUARD PORTFOLIO MANAGEMENT LLC
12,382,455 sh
$977.6M
STATE STREET CORP
11,542,276 sh
$911.3M

Congress trades in EL

STOCK Act disclosures, US House only, filed up to 45 days after the trade
Jonathan Jackson
Bought 2026-09-28 · disclosed 21 days later
$50,001 - $100,000
Kevin Hern
Sold 2026-08-05 · disclosed 5 days later
$1,001 - $15,000
Dan Newhouse
Sold 2025-04-11 · disclosed 35 days later
$1,001 - $15,000
Julie Johnson
Sold 2025-02-12 · disclosed 28 days later
$1,001 - $15,000
Julie Johnson
Bought 2025-01-15 · disclosed 28 days later
$1,001 - $15,000
All stocks members of Congress are buying · Every member's trades

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

EL planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
CHARLENE BARSHEFSKY 2012 FAMIL U/A DTD 12/31/2012
Filed 2026-09-09
$373.0K
RASHIDA LA LANDE
Filed 2026-08-28
$802.3K
RASHIDA LA LANDE
Filed 2026-08-21
$553.9K

EL mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco S&P 500 Equal Weight Consumer Staples ETF
$7.3M position · as of 2026-07-31
3.0%
Invesco Dorsey Wright Consumer Staples Momentum ETF
$2.2M position · as of 2026-07-31
2.6%
USGI GLOBAL LUXURY GOODS FUND
$1.2M position · as of 2026-06-30
2.4%
AMG River Road Mid Cap Value Fund
$9.2M position · as of 2026-07-31
2.3%
Hillman Value Fund
$1.8M position · as of 2026-06-30
2.3%
VanEck Morningstar Wide Moat Fund
$770.6K position · as of 2026-06-30
2.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Fabrizio Freda
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, 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). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $11.8M sold by insiders over 180 days, 446 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $1.7M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
ELFFNKOPTONPGVTSIECLATERMHKCHDCALLEVICODI

EL financials

Revenue growth
+5.0%
XBRL, annual
Net margin
1.2%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$15.0B
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+1.2%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
$1.3B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.92x
long-term 2026-06-30 plus current 2026-06-30; equity 2026-06-30
Cash flow to debt
0.24x
TTM operating cash flow over long-term 2026-06-30 plus current 2026-06-30
Return on equity
+4.7%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+0.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
n/a
effective tax rate 65%, not meaningful
Return on capital employed
+5.6%
operating income (EBIT proxy) over average of 2025-06-30 and 2026-06-30 minus current liabilities
P/E, trailing
221.78x
close 2026-10-23 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
n/a
no share count filed
FCF yield
n/a
no share count filed
PEG, trailing
n/a
prior-year trailing EPS was a loss, growth undefined
Price as of 2026-10-23. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
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
Long-term debt$6.8B$7.3B$7.3B$7.1B
Buybacks$70.0M$35.0M$35.0M$271.0M
Dividends paid$508.0M$618.0M$947.0M$925.0M
SEC XBRL, fiscal years, as known on 2026-10-27

EL Stock Sonar score 6/7 axes

Find similar shapesCompare

EL ranks highest on risk and compliance (82nd percentile) and growth (61st), and lowest on insider conviction (8th), among Consumer Goods peers.

ProfitHealthGrowthInsidersInstitutionsRisk
Profitability
48
Inputs
  • Return on equity+4.7% · 46 pct, sector of 105
  • Return on assets+0.9% · 47 pct, sector of 124
  • Return on invested capitaleffective tax rate 65%, not meaningful
  • Return on capital employed+5.6% · 50 pct, sector of 108
Financial health
25
Inputs
  • Debt to equity1.92x · 10 pct, sector of 112
  • Cash flow to debt0.24x · 41 pct, sector of 96
Growth
61
Inputs
  • Revenue growth, YoY+5.0% · 61 pct, sector of 145
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
8
Inputs
  • Net Form 4 buying (codes P and S), 180d-$11.8M · 16 pct, sector of 80
  • Insider buyers, 180d0 · 0 pct, sector of 80
Institutional and government
54
Inputs
  • Funds adding, latest quarter446 · 91 pct, sector of 123
  • Congress net buyers, 365d0 · 40 pct, universe of 719
  • Federal contracts, 180dno federal contracts in 180 days
  • Lobbying spend, 4 quarters$200K · 30 pct, universe of 1,063
Risk and compliance
82
Inputs
  • Short interest, % of float+2.7% · 60 pct, sector of 157
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5y0.00 per $1B · 100 pct, sector of 102
  • New text in Risk Factors, latest 10-K+5.8% · 86 pct, sector of 111
1 not measured: US patents
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

EL filings, in plain words

Are Estee Lauder Companies insiders buying or selling EL?

In the 180 days to 2026-10-27, Estee Lauder Companies insiders were net sellers, a net $11.8M across purchases and sales reported on Form 4, by 3 sellers.

Have members of Congress traded EL?

Yes. In the year to 2026-10-27, 1 House member disclosed buying EL and 1 House member disclosed selling it; the latest on record is a purchase by Jonathan Jackson dated 2026-09-28.

Are there planned insider sales of EL?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-27, covering $1.7M of stock; the latest, by CHARLENE BARSHEFSKY 2012 FAMIL U/A DTD 12/31/2012, was filed 2026-09-09.

Read the full summary

In the 180 days to 2026-10-27, Estee Lauder Companies insiders were net sellers of EL, a net $11.8M across purchases and sales reported on Form 4 by 3 sellers. None of the 7 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-27, 1 member of Congress disclosed buying EL and 1 member disclosed selling it; the latest on record is a purchase by Jonathan Jackson dated 2026-09-28. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-27, covering $1.7M of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.

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