Market Cap
$33.6B
EL
ESTEE LAUDER COMPANIES INC
$91.29 ▲ +1.22%
Prev close $90.19Market cap$33.6B
ConsensusHold
12-mo target$107.13 (+17.3%)
▲ Bullish
Analyst conviction 6/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)38 New Institutional Positions12 Institutional ExitsCongressional Activity (1) Consumer & Retail
Snapshot
The big-picture read on EL right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (55%)
Inst. Holders
50 funds
Inst. Value
$15.0B
Inst. Activity
38 buys / 12 sells
Insider Activity
$0.00 buy / $11.8M sell
Insider Net $
-$11.8M
Social Sentiment
50° Neutral
SEC Reports
5
Congressional
6 trades
Price chart 30d -9.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 16, 2026 SEC
Two Estée Lauder directors sold a combined $4.73M in open-market transactions over a one-week window, with Director Paul
CLUSTER — Impact 3/10
Sep 15, 2026 Insider
Zinterhofer Eric Louis was granted 8.41 shares
Director @ $96.25 ($809.46)
Sep 15, 2026 Insider
STERNLICHT BARRY S was granted 68.05 shares
Director @ $96.25 ($6.5K)
Sep 15, 2026 Insider
Sep 11, 2026 SEC FRIBOURG PAUL J was granted 52.85 shares
Director @ $96.25 ($5.1K)
The Eastern District of New York granted Estée Lauder's motion to dismiss a lawsuit seeking unpaid ERISA benefits for a
COURT-RULING — Impact 4/10
Sep 9, 2026 Event
Nakul Karkare, M.D. v. Estee Lauder Companies, Inc.
Court ruling (nyed) — Docket: 2:22-cv-03835
Sep 7, 2026 dark_pool
Aug 19, 2026 SEC Dark Pool: EL — 3.0M shares, 64,508 trades
Week starting 2026-09-07. Total ATS volume: 3,015,659 shares across 64,508 trades.
Estee Lauder reported fiscal Q4 2026 adjusted EPS of $0.39, a 17.4% miss vs. the $0.47 consensus, though revenue of $3.6
8-K — Impact 6/10
Analyst ratings buy % +12.2%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
55% rate it Buy or better · 38 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Aug 20, 2026 | Jefferies | MAINTAIN | Hold | 53% |
| Aug 20, 2026 | Canaccord Genuity | MAINTAIN | Hold | 47% |
| Aug 20, 2026 | Telsey Advisory Group | MAINTAIN | Market Perform | 51% |
| Aug 20, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Aug 20, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 20, 2026 | JP Morgan | MAINTAIN | Overweight | 55% |
| Aug 20, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 20, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 20, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 14 | 16 | 1 | 0 | 55% | |
| Aug 1, 2026 | 7 | 12 | 16 | 1 | 0 | 53% | |
| Jul 1, 2026 | 7 | 12 | 16 | 1 | 0 | 53% | |
| Jun 1, 2026 | 7 | 11 | 15 | 1 | 0 | 53% | |
| May 1, 2026 | 7 | 10 | 16 | 1 | 0 | 50% | |
| Apr 1, 2026 | 7 | 10 | 16 | 1 | 0 | 50% | |
| Mar 1, 2026 | 7 | 11 | 16 | 1 | 0 | 51% | |
| Feb 1, 2026 | 6 | 12 | 16 | 1 | 0 | 51% |
Price targets
Where 28 covering analysts think EL trades over the next 12 months.
$107.13 +17.3% upside Buy
Current$91.29 Low$70.00 Median$107.00 High$127.00 28 analysts
$70.00$127.00
Analyst rating Buy· 2.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 2 bullish, 0 bearish, 2 mixed, 1 neutral · avg impact 4.8/10.
NEUTRALCLUSTER3/10
Two Estée Lauder directors sold a combined $4.73M in open-market transactions over a one-week window
Sep 16, 2026
BULLISHCOURT-RULING4/10
The Eastern District of New York granted Estée Lauder's motion to dismiss a lawsuit seeking unpaid E
Sep 11, 2026
MIXED8-K6/10
Estee Lauder reported fiscal Q4 2026 adjusted EPS of $0.39, a 17.4% miss vs. the $0.47 consensus, th
Aug 19, 2026
BULLISHINST-CLUSTER4/10
Three active asset managers (Assenagon Asset Management, Swedbank Ab, and Wealth Enhancement Advisor
Jul 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 9, 2026
Enforcement
Nakul Karkare, M.D. v. Estee Lauder Companies, Inc.
Court ruling (nyed) — Docket: 2:22-cv-03835
Sep 7, 2026
dark_pool
Dark Pool: EL — 3.0M shares, 64,508 trades
Week starting 2026-09-07. Total ATS volume: 3,015,659 shares across 64,508 trades.
Aug 31, 2026
dark_pool
Dark Pool: EL — 4.4M shares, 86,837 trades
Week starting 2026-08-31. Total ATS volume: 4,352,648 shares across 86,837 trades.
Aug 24, 2026
dark_pool
Dark Pool: EL — 5.0M shares, 84,596 trades
Week starting 2026-08-24. Total ATS volume: 4,985,349 shares across 84,596 trades.
Aug 19, 2026
earnings_calendar
EL Q4 2026 Earnings After Market Close — 2026-08-19
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.51 | $0.45–$0.59 | 58.0% | +6.7% | 11↑ 4↓ | $3.6B | 21 |
| Next Q | $1.21 | $1.15–$1.28 | 35.7% | +2.9% | 11↑ 4↓ | $4.4B | 20 |
| Current FY | $3.32 | $3.20–$3.52 | 32.4% | +0.0% | 21↑ 4↓ | $15.7B | 29 |
| Next FY | $3.91 | $3.49–$4.30 | 17.7% | -0.1% | 12↑ 4↓ | $16.4B | 28 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.506 | — |
| 7d ago | $0.502 | +0.003 |
| 30d ago | $0.474 | +0.032 |
| 60d ago | $0.475 | +0.031 |
| 90d ago | $0.474 | +0.031 |
Institutional ownership
Which big funds own EL (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $15.0B total value (190,666,279 shares) as of 2026-Q2. Top holders: BANK, BlackRock,, VANGUARD. Net buying activity: 38 institutions added/increased vs 12 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 21,249,057 | $1.7B | 11.2% | ADD +53.5% |
| BlackRock, Inc. | 20,829,012 | $1.6B | 10.9% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,155,282 | $1.3B | 8.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 12,382,455 | $977.6M | 6.5% | — |
| STATE STREET CORP | 11,542,276 | $911.3M | 6.1% | — |
| FMR LLC | 10,645,550 | $840.5M | 5.6% | TRIM -41.2% |
| EAGLE CAPITAL MANAGEMENT LLC | 9,010,180 | $711.4M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,661,809 | $523.9M | 3.5% | — |
| Invesco Ltd. | 5,859,604 | $462.6M | 3.1% | — |
| Bank of New York Mellon Corp | 5,819,569 | $459.5M | 3.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 13,843,765 | 21,249,057 | +53.5% | $1.7B |
| FMR LLC | TRIM | 18,113,752 | 10,645,550 | -41.2% | $840.5M |
| Independent Franchise Partners LLP | TRIM | 6,628,540 | 4,941,737 | -25.4% | $390.2M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | TRIM | 8,018,556 | 3,729,923 | -53.5% | $294.5M |
| Amundi | ADD | 1,909,911 | 2,979,014 | +56.0% | $235.2M |
| NORGES BANK | NEW | — | 2,927,691 | — | $231.1M |
| UBS Group AG | ADD | 1,539,166 | 2,004,253 | +30.2% | $158.2M |
| DIMENSIONAL FUND ADVISORS LP | ADD | 1,192,531 | 1,648,814 | +38.3% | $130.2M |
| ALLIANCEBERNSTEIN L.P. | DOUBLED | 269,420 | 1,216,775 | +351.6% | $87.3M |
| JANE STREET GROUP, LLC | DOUBLED | 303,622 | 1,101,396 | +262.8% | $87.0M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
21 insiders, 50 transactions. Net -$11.8M — $0.00 bought, $11.8M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 15, 2026 | Zinterhofer Eric Louis | Director | AWARD | 8.41 | $96.25 | $809.46 |
| Sep 15, 2026 | STERNLICHT BARRY S | Director | AWARD | 68.05 | $96.25 | $6.5K |
| Sep 15, 2026 | FRIBOURG PAUL J | Director | AWARD | 52.85 | $96.25 | $5.1K |
| Sep 15, 2026 | Long Annabelle Yu | Director | AWARD | 2.88 | $96.25 | $277.20 |
| Sep 15, 2026 | STERNLICHT BARRY S | Director | AWARD | 174.27 | $96.25 | $16.8K |
| Sep 15, 2026 | FRIBOURG PAUL J | Director | AWARD | 152.95 | $96.25 | $14.7K |
| Sep 15, 2026 | Hyman Jennifer | Director | AWARD | 16.03 | $96.25 | $1.5K |
| Sep 15, 2026 | Zinterhofer Eric Louis | Director | AWARD | 10.23 | $96.25 | $984.64 |
| Sep 15, 2026 | BARSHEFSKY CHARLENE | Director | AWARD | 86.09 | $96.25 | $8.3K |
| Sep 15, 2026 | Lauder William P | Director | AWARD | 2.88 | $96.25 | $277.20 |
Congressional trades
EL trades disclosed by members of Congress, with disclosure delay.
3 members · 4 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026 | Kevin Hern | R | HOUSE | SELL | $1,001 - $15,000 | The Estee Lauder Cos Inc | Aug 11, 2026(7d) |
| Jul 2, 2026 | John Boozman | R | SENATE | BUY | $1,001 - $15,000 | The Estee Lauder Cos Inc | Aug 17, 2026(47d) |
| Apr 9, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | The Estee Lauder Cos Inc | May 11, 2026(33d) |
| Apr 8, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | The Estee Lauder Cos Inc | May 11, 2026(34d) |
| Apr 1, 2026 | Michael McCaul | R | HOUSE | BUY | $1,001 - $15,000 | The Estee Lauder Cos Inc | May 11, 2026(41d) |
| Feb 2, 2026 | Michael McCaul | R | HOUSE | SELL | $1,001 - $15,000 | The Estee Lauder Cos Inc | Mar 12, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for EL.
Shares short
7,097,830
Settlement Sep 15, 2026
Change vs prior
+2.1%
Semi-monthly cycle
Days to cover
2.5
At avg daily volume
Of shares outstanding
≈2.0%
Estimate — not % of float
All EL filing & press-release reports (5)
- CLUSTER reportSep 16, 2026
- COURT-RULING reportSep 11, 2026
- 8-K reportAug 19, 2026
- INST-CLUSTER reportJul 17, 2026
- 8-K reportMar 24, 2026