This filing is purely administrative — no change in stake, no new demands, and no strategic shift. Monitor for any future amendments that disclose changes in ownership or intentions, particularly given the Lauder family's controlling structure via the Stockholders' Agreement and the company's ongoing restructuring program.
Price Chart
Executive Summary
This is an administrative amendment to Schedule 13D filed by the Trust Under Article 2 of The Zinterhofer 2008 Descendants Trust and Eric Louis Zinterhofer (ELZ) regarding their beneficial ownership of Estée Lauder Class A Common Stock. The filing updates the reporting group to add ELZ as a new Reporting Person following his appointment as co-trustee of the trust on September 16, 2026, and confirms his entry into the Stockholders' Agreement. The trust's beneficial ownership remains unchanged at 4,910,594 shares of Class B Common Stock (1.9% of Class A on an as-converted basis, 3.5% of voting power), and ELZ's total beneficial ownership is 4,913,374 shares (including options). No new activist demands, stake changes, or strategic proposals are disclosed.
Key Financial Metrics
Key Facts
- Eric Louis Zinterhofer (ELZ) added as a Reporting Person following his appointment as co-trustee of the 2008 Descendants Trust on September 16, 2026.
- The 2008 Descendants Trust beneficially owns 4,910,594 shares of Class B Common Stock, convertible into Class A Common Stock on a 1:1 basis.
- ELZ's total beneficial ownership is 4,913,374 shares of Class A Common Stock (including 2,780 shares from stock options exercisable within 60 days).
- The trust's ownership represents 1.9% of outstanding Class A Common Stock (as-converted) and 3.5% of aggregate voting power.
- ELZ became party to the Stockholders' Agreement in his capacity as trustee, which contains right-of-first-offer restrictions on share transfers.
- No transactions in Class A Common Stock were effected by the Reporting Persons during the past sixty days.
- The Reporting Persons state they have no current plans or proposals of the type set forth in Item 4 of Schedule 13D.
Financial Impact
No financial impact — this is a routine administrative update to the reporting group with no change in beneficial ownership or strategic intentions.
Risk Factors
- No material risks identified from this filing — it is a routine update to the reporting group.
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13D/A Filing (Primary) | 0001140361-26-037143 |
| Document: ef20082443_ex99-1.htm | 0001140361-26-037143 |
| Document: 0001140361-26-037143-index-headers.html | 0001140361-26-037143 |
| Document: 0001140361-26-037143-index.html | 0001140361-26-037143 |
| Document: 0001140361-26-037143.txt | 0001140361-26-037143 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 20, 2026 6d ago | Institutional Cluster | $103.66 $107.72 | ▲ +3.92% | ▲ +5.10% | $108.37 (+4.54%) |
Sep 30, 2026 27d ago | DEFA14A | $92.77 $90.19 | ▼ −2.78% | ▼ −2.96% | $108.37 (+16.82%) |
Sep 30, 2026 27d ago | DEF 14A | $92.77 $90.19 | ▼ −2.78% | ▼ −2.96% | $108.37 (+16.82%) |
Sep 18, 2026 5w ago | SC 13D/A | $96.34 $100.29 | ▲ +4.10% | ▲ +4.12% | $108.37 (+12.49%) |
Sep 15, 2026 5w ago | Insider Cluster | $95.60 $93.86 | ▼ −1.82% | ▼ −2.95% | $108.37 (+13.36%) |
Sep 15, 2026 6w ago | Insider Cluster | $95.60 $93.86 | ▼ −1.82% | ▼ −2.95% | $108.37 (+13.36%) |
Sep 9, 2026 6w ago | Court Ruling | $96.47 $97.12 | ▲ +0.67% | ▼ −0.18% | $108.37 (+12.34%) |
Aug 19, 2026 9w ago | 8-K | $98.01 $96.15 | ▼ −1.90% | ▼ −1.06% | $108.37 (+10.57%) |
Jul 16, 2026 14w ago | Institutional Cluster | $82.13 $83.64 | ▲ +1.84% | ▲ +2.00% | $108.37 (+31.95%) |
Mar 24, 2026 31w ago | 8-K | $71.16 $72.81 | ▲ +2.32% | ▲ +1.75% | $108.37 (+52.30%) |
US Market Status
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