Estee Lauder Companies-cl A

Total institutional holdings plunged $8.27B in the latest quarter; net sellers (436) outnumbered net buyers (421) and exits (159) dwarfed new buys (105). Insider data is absent, leaving institutional distribution as the sole signal.

Confirmation

A further decrease in institutional positions next quarter would solidify the bearish case.

Invalidation Risk

A reversal to accumulation by major institutions would invalidate this verdict.

The above is AI-generated from public regulatory filings and summarizes historical data only. It is not investment advice and should not be used as the basis for any buy or sell decision.

Insider Trading (Form 4)

12-Month Buy/Sell Activity

Feb 25

BuySell

操作	內部人	職稱	交易日	金額
賣出	LAUDER JANE	Director	2025-11-26	$1.68M
賣出	La Lande Rashida	Exec VP & General Counsel	2025-11-26	$151K
賣出	Webster Meridith	Exec VP GlobalComm/PubAffairs	2025-11-18	$477K
賣出	STERNLICHT BARRY S	Director	2025-11-11	$365K
賣出	Leonard A. Lauder 2013 Revocable Trust	Insider	2025-11-06	$249.91M
賣出	Evelyn H. Lauder 2012 Marital Trust Two	Insider	2025-11-06	$255.22M
賣出	LAL 2015 ELF Trust	Insider	2025-11-06	$508.60M
賣出	FORESTER LYNN	Director	2025-08-29	$339K

View all insider trades →

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-07

2026-07-07 (/A)

Estée Lauder has expanded its Profit Recovery and Growth Plan with new restructuring initiatives focused on reorganizing its sales model, modernizing digital technology, and reshaping corporate functions. The total expected cost for these approved initiatives is now about $1.748 billion before tax, with completion targeted by the end of fiscal 2027.

View Full Filing (SEC EDGAR)

View all Form 8-K filings

FAQ

Who are the top institutional investors holding ESTEE LAUDER COMPANIES-CL A (EL)?

Major stakeholders currently include BlackRock, Inc. ($1.3B), FMR LLC ($1.3B), Vanguard Capital Management LLC ($1.2B). Based on the latest 13F filings, there are a total of 834 tracked investment funds and institutions maintaining positions in EL.

What is the overall institutional sentiment toward EL recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $8.3B, driven by 421 managers accumulating shares while 436 reduced their exposure.

Which institutions have been selling or reducing their EL positions?

In the latest period, 277 funds trimmed their holdings, and 159 managers completely exited their positions. The aggregate reported sell value was $12.5B.

Are there any notable investors adding EL to their portfolios?

Yes, buying activity remains notable. 105 institutions opened new positions in {ticker}, and 316 existing holders added to their shares. The total reported buy value for the quarter amounted to $9.0B.