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.