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Overview
Smart money at a glance
Filings to Sep 30, 2026Net selling: insiders sold $11.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $2K to $30K in total in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$11.8M netNet selling
- CongressSTOCK Act, last 180 days
- $2K to $30K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 10 added, 1 cutMore adding
- Federal contractsUSAspending.gov, last 12 months
- No awardsNone on record
Key stats
Fundamentals Sep 30- Open
- $95.31
- 52-wk high
- $120.38
- High
- $96.66
- 52-wk low
- $65.74
- Low
- $94.05
- Prev close
- $95.57
- Mkt cap
- $34.14B
- P/E
- 192.6x
- Volume
- 2.05M
- Fwd P/E
- 29.8x
- Beta
- 1.27
- Div yield
- 1.46%
- P/S
- 2.3x
- P/B
- 9.4x
- Profit margin
- +1.2%
- Op margin
- +7.0%
- ROE
- +4.8%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about EL filings
Are insiders buying or selling Estee Lauder Companies Inc (EL) stock?
Net selling: insiders sold $11.8M and bought $0 of EL stock on the open market in the 90 days to Sep 30, 2026, according to SEC Form 4 filings. The largest was Fribourg, Paul J (Director), who sold $10M. The latest filing was on Sep 15, 2026.
Which members of Congress have traded EL recently?
Rep. Kevin Hern (R) sold $1K to $15K on Aug 5, 2026, disclosed 5 days later. Sen. John Boozman (R) bought $1K to $15K on Jul 2, 2026, disclosed 46 days later. In total, 2 members disclosed 2 EL trades with trade dates in the last 180 days, filed a median 26 days after trading.
How current is this EL smart-money data?
This summary uses filings available on Sep 30, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- AQ
AQR
$79.8M
added
- QR
Qube Research
$68.3M
bought
- BO
Bank of America
$684.0M
added
What insiders are doing
Sells (3)
- FP
Fribourg Paul J
$10.0M
sold
- BC
Barshefsky Charlene
$373K
sold
- LL
La Lande Rashida
$802K
sold
What Congress is doing
Buys (1)
Sells (1)
How top traders are positioned
No tracked top-trader positions in EL right now.
Live Hyperliquid positioning - not every stock is covered
Activist stakes, short interest & more
Earnings
Earnings came in 21.9% above what analysts expected.
Earnings per share
$0.32 expected
Revenue
$3.55B expected
Company adjusted EPS
From the company's release
Compared on the analyst basis, which counts earnings differently from the company.
GAAP EPS was $50.00 and adjusted EPS was $2.51. The analyst basis could not be confirmed, so no beat or miss is shown.
Reports Oct 29, 2026, in 29 days
Estimates as of Sep 30, 2026
EPS expected
$0.45 to $0.59
Revenue expected
19 analysts
Last 30 days
Analysts raising estimates
Estimate drift
Change in 30 days
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $3.48B | $4.23B | $3.71B | $3.63B |
| Cost of what it sold | $927.0M | $994.0M | $876.0M | $890.0M |
| Gross profit | $2.55B | $3.23B | $2.84B | $2.74B |
| What it spent | ||||
| Sales and admin | $2.30B | $2.63B | $2.28B | $2.48B |
| Total operating expenses | $2.30B | $2.63B | $2.28B | $2.48B |
| What was left | ||||
| Operating profit | $258.0M | $608.0M | $557.0M | $254.0M |
| Interest on debt | $86.0M | $82.0M | $82.0M | $84.0M |
| Profit before tax | $109.0M | $333.0M | $179.0M | -$104.0M |
| Tax | $62.0M | $171.0M | $90.0M | $12.0M |
| Net profit | $47.0M | $162.0M | $89.0M | -$116.0M |
| EBITDA | $395.0M | $615.0M | $462.0M | $175.0M |
Technicals
Price structure
This stock's price action is mixed.
Trend
Mixed
45 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage is mixed
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Macro
22 macro signals shaping EL right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
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