Estée Lauder Companies (EL)
Markets prestige skin care, makeup, fragrance and hair care through a global brand portfolio.
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Develops and sells prestige skin care, makeup, fragrance and hair care under brands including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD and The Ordinary. Revenue comes from wholesale and direct-to-consumer channels worldwide, while the Lauder family retains voting control through a dual-class share structure.
Develops, markets and sells prestige skin care, makeup, fragrance and hair care under more than 20 owned and licensed brands, including Estée Lauder, Clinique, M·A·C, La Mer, Jo Malone London, TOM FORD, Le Labo and The Ordinary. Distribution spans department stores, duty-free and specialty retailers, salons, brand stores and e-commerce across the Americas, Europe, emerging markets and Asia, including mainland China.
Uses shared product development, manufacturing and distribution to support its brands. Beauty Reimagined and One ELC emphasize innovation, consumer coverage and lower overhead. Fragrance delivered the strongest recent category growth while skin care remained the largest business. Results depend on retailer inventory, travel retail, Chinese demand, tariffs and foreign exchange; the Lauder family controls most shareholder voting power through a dual-class structure.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 30, 2026 | CICC | Upgrade | Rating: — | |
| Aug 25, 2026 | Berenberg Bank | Target | Target: $60 | Target: $92 |
| Aug 20, 2026 | Telsey Advisory | Reiterate | Rating: —Target: $90 | Target: $108 |
| Aug 20, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $128 | Target: $117 |
| Aug 20, 2026 | Jefferies | Reiterate | Rating: —Target: $88 | Target: $100 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $3.50B · Total debt $9.25B · Total assets $19.76B · Shareholders' equity $3.81B
- Revenue
- $3.62B
- Operating income
- −$334.0M
- Net income
- −$116.0M
HistoryDividendAnnual yield
| Institutions | 63.91% | 231.23M shares | |
|---|---|---|---|
| 888 holders · as of Jun 30, 2026 | |||
| Insiders | 14.18% | 51.32M shares | |
| 20 holders · as of Sep 15, 2026 | |||
| Strategic holders | 23.93% | 86.56M shares | |
| 2 holders · as of Feb 17, 2026 | |||
| Adds to | 102.02% | ||
361.80M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 102.02%; nothing is left for Other.
This company has 2 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
LAL Family CorporationStrategic | 19.18% | 69.40M | filed Feb 17, 2026 |
LAL Family Partners L.P.Institution | 19.18% | 69.40M | filed Feb 17, 2026 |
Jane Lauder1Insiderdirector, 10 percent owner | 6.22% | 22.49M A | filed Dec 1, 2025 |
Bank of America Corp /DE/Institution | 5.87% | 21.25M A | as of Jun 30, 2026 |
BlackRock, Inc.Institution | 5.76% | 20.83M A | as of Jun 30, 2026 |
- Jane Lauder's transaction reports restate only vehicles that traded; the 2024 ownership statement (22.49M) is used instead.
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | Paul J. Fribourg | director | −58,000 | $98.17 |
| Sep 11, 2026 | Paul J. Fribourg | director | −45,000 | $96.78 |
| Sep 9, 2026 | Charlene Barshefsky | director | −3,775 | $98.82 |
| Aug 28, 2026 | Rashida la Lande | officer: Exec VP & General Counsel | −7,766 | $103.32 |
| Aug 21, 2026 | Rashida la Lande | officer: Exec VP & General Counsel | −5,564 | $99.55 |
