EL ESTEE LAUDER COMPANIES INC Insider Trading

Director Jane Lauder sold 17,840 shares of EL at $94.38 (Nov 26); 100% of her 3 prior EL sales occurred before 90-day declines.

Jane Lauder sold 17,840 shares (23.3% of her pre-transaction holdings) at $94.38 on 2025-11-26. Her prior EL sales exhibit a consistent pattern: all 3 prior sells at this ticker were followed by negative 90-day returns (-0.5%, -2.6%, -12.2%, -23.8%, -3.4%, -21.3%), yielding a 100% well-timed rate at EL specifically. Fundamentally, the company reported negative full-year net income and annual revenue declined 8.2% year-over-year, though the latest quarter posted $3.5B revenue and $47.0M net income. Against this backdrop, her sale at a price 7.6% below the 52-week high ($102.52) and her consistent pattern of selling before declines warrants investor attention to whether near-term performance aligns with or diverges from that historical pattern.

10% owner Leonard A. Lauder 2013 Revocable Trust sells 2,786,040 shares of EL at $89.70 for $249.9M, exits position entirely.

The Leonard A. Lauder 2013 Revocable Trust divested its entire 2,786,040-share position in Estée Lauder at $89.70 on 2025-11-06, reducing holdings from 2.79M shares to zero shares and realizing $249,907,788.00 in proceeds. This complete exit by a 10% owner occurs against a backdrop of material headwinds: the company reported -8.2% annual revenue growth, posted negative full-year net income, and the stock is trading -14.4% from its 52-week high of $102.52. The sale price of $89.70 sits between the current price of $87.75 and the 52-week range, and the trust executed this liquidation during a period when the stock has declined -8.4% over 30 days and -3.2% over 90 days. The complete divestiture of such a large legacy position removes a historically tied stakeholder during a period of deteriorating operational momentum.

10% Owner Evelyn H. Lauder 2012 Marital Trust Two sells entire 2,845,283 share stake in EL for $255,221,885.10

Evelyn H. Lauder 2012 Marital Trust Two liquidated its entire position of 2,845,283 shares at $89.70 on November 6, 2025, divesting $255,221,885.10 and holding 0 shares post-transaction. This complete exit by a 10% owner occurs against a backdrop of material headwinds: Estée Lauder reported a full-year loss (negative net income) and annual revenue declining -8.2%, with the stock trading -14.4% from its 52-week high of $102.52. The sale was executed above the current price of $87.75, suggesting the trust's liquidity event predated or occurred amid ongoing weakness. The 100% stake liquidation signals a fundamental shift in the beneficial ownership structure of the company and removes a major long-term holder, warranting investor scrutiny of the trust's motivations and the timing relative to the company's reported performance trajectory.

LAL 2015 ELF Trust (10% owner) exits $508.6M EL stake entirely; company unprofitable, revenue down 8.2%

LAL 2015 ELF Trust liquidated its entire 5,670,000 share position in Estée Lauder at $89.70 on 2025-11-06, for total value $508,599,000.00, reducing holdings from 5.67M shares to 0 shares. The complete exit occurs against deteriorating fundamentals: annual revenue growth is -8.2%, the company was unprofitable over its most recent full fiscal year, and the stock has declined -14.4% from 52-week high of $102.52. The liquidation of a 10% ownership stake represents a material signal regarding the 10% owner's view of the investment, particularly given the timing relative to negative revenue trajectory and full-year operating losses.

Executive VP & General Counsel Rashida La Lande sells all 6,417 shares of EL at $91.88 for $589.6K; complete position exit.

La Lande Rashida's complete liquidation of her 6,417-share position at $91.88 represents a full exit from equity ownership in Estee Lauder at a point where the stock is -8.9% from its 52-week high of $100.78. The sale occurs in a company-specific context of material headwinds: Estee Lauder reported annual revenue decline of -8.2% and is unprofitable on a full-year basis, with the most recent quarter showing net income of $159.0M against revenue of $3.6B. The complete liquidation by a General Counsel carrying fiduciary responsibility merits attention given the company's recent operational trajectory and the executive's insider status, though without scheduled-transaction disclosures or comparative track record context, the underlying motivation cannot be definitively characterized.

Director Jane Lauder sold 15,699 shares (15.7K) of EL at $88.23 on 2025-08-21; stock now at $88.68, down 12.0% from 52-week high amid -8.2% annual revenue decline.

Jane Lauder, a Director, sold 15,699 shares for $1,385,122.77, reducing her EL holdings by 21.1% to 58,763 shares post-transaction. Her prior two sales at EL both demonstrated well-timed exits—the 2024-05-30 sale showed a 90d return of -23.8%, and the 2023-08-23 sale showed a 90d return of -21.3%—suggesting a pattern of selling ahead of price declines at this specific ticker. The company's recent fundamentals present headwinds: annual revenue growth is -8.2%, the company was unprofitable over its most recent full fiscal year, and the stock is currently trading 12.0% below its 52-week high. The timing of this sale against a backdrop of deteriorating profitability and prior well-timed exits by the same insider warrants attention to whether this reflects directional conviction about near-term performance.

Director Fribourg buys 45,500 shares in 2 transactions on 2025-02-07 for $2,957,333 at blended $65.00, expanding stake 9.6%

Director Paul J Fribourg executed 2 separate open-market purchases totaling 45,500 shares for $2,957,333, raising his holdings from 474,800 to 520,300 shares. The purchases occurred on 2025-02-07 at blended average price $65.00, when the stock has declined 6.4% over 30 days and sits -56.5% from its 52-week high of $157.94. Notably, Fribourg made 5 additional purchases at EL within the preceding 48 hours (on 2025-02-05 and 2025-02-06), indicating sustained accumulation activity. However, the company's latest quarter shows net income of $-590,000,000, annual revenue has contracted 1.9% year-over-year, and the P/E stands at 63.04—a high multiple for a declining business. His cross-ticker track record shows 17 prior buys with average 30-day return +21.0%, but his prior EL trades lack measurable 90-day outcomes and do not establish a pattern of well-timed entry points at this specific ticker.

Director Paul J Fribourg bought 87,000 shares at $65.80 avg (Feb 5-6); stock down -58.8% from 52-week high amid -$590.0M net loss

Director Fribourg executed 7 separate purchases totaling 87,000 shares for $5,724,373.20 across February 5–6, 2025, at a blended average price of $65.80, increasing his holdings by 22.4%. The timing coincides with significant fundamental weakness: the company reported $-590,000,000.00 net income in the latest quarter, annual revenue contracted -1.9%, and the stock trades at a P/E of 59.66 while down -58.8% from its 52-week high of $157.94. The price action is severe—a -11.7% decline over 30 days—yet the director initiated a substantial discretionary open-market purchase, acquiring shares at levels well below recent peaks. His prior trades at EL show positive short-term outcomes (three purchases in November 2024 each returned +15% to +16% within 30 days), though no 90-day timing pattern has yet been measurable. The scale of this purchase—87,000 shares into depressed pricing amid negative earnings—warrants examination of whether this reflects conviction in a recovery or signals broader strategic recalibration at the company.

CFO Akhil Shrivastava buys 700 EL shares at $65.79; stock down -58.8% from 52-week high amid net loss of $-590.0M.

CFO Akhil Shrivastava purchased 700 shares of Estee Lauder on 2025-02-05 at $65.79, increasing his holdings by 41.6% from 1,681 to 2,381 shares. The transaction occurred when the stock trades at $65.03, down 11.7% over 30 days and 58.8% below its 52-week high of $157.94. Estee Lauder reported a quarterly net loss of $-590.0M and annual revenue declined 1.9%, yet carries a P/E of 59.66, indicating the market is pricing in a recovery that has not yet materialized. While Shrivastava's cross-ticker track record shows 1 prior buy with a 30-day return of +23.1%, his same-ticker history at EL (one trade on 2024-11-14) does not yet provide a measurable 90-day outcome; timing pattern analysis across his history shows 0 of 0 prior buys were well-timed at the 90-day mark.

Director Paul J Fribourg buys 77,800 shares of Estée Lauder (EL) for $5.0M via 2 transactions on 2024-11-19 at $64.35–$64.83; stock down 26.8% in 30d, P/E 59.94, net income negative.

Director Paul J Fribourg executed 2 separate purchases totaling 77,800 shares for $5,016,181.20 at blended average price of $64.48 on 2024-11-19, increasing his holdings by 25.1% to 387,800 shares. The filing follows five rapid-succession purchases at EL over the prior 5 days (2024-11-14 through 2024-11-18), indicating sustained accumulation despite contemporaneous price weakness: the stock has declined 26.8% over the 30-day period and currently trades at $65.33, down 58.6% from its 52-week high of $157.94. Estée Lauder's recent fundamentals show revenue of $3,361,000,000.00 for the latest quarter, annual revenue decline of 1.9%, and net income of negative $156,000,000.00, with a P/E of 59.94—metrics that warrant scrutiny in context of sustained insider accumulation at depressed levels.