The Estée Lauder Companies Inc.

The Estée Lauder Companies Inc.

Consumer Defensive

NYSE:EL · New York Stock Exchange

Market Cap $32.44B Beta 1.25 P/E (TTM) -131.2
$89.69 +1.90%

+$1.67 today

52W Low $66.22High $121.64

Vol 1.65M · Avg 4.44M

EPS (TTM)-$0.68
Div Yield1.56%
Household & Personal Products

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-29.3%

avg 23.4%

ROIC

6.4%

avg 11.8%

ROA

-5.7%

avg 7.9%

Analysis

ROIC is currently the strongest return metric at 6.4% versus its period average of 11.8%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Rashida K. La Lande

Executive Vice President & General Counsel$4.39M51$20,963.15<0.01%

Stephane de la Faverie

Chief Executive Officer, President & Director$2.71M52$20,963.15<0.01%

Jane Hertzmark Hudis

Executive Vice President & Chief Brand Officer$2.41M65$789.08<0.01%

Akhil Shrivastava

Executive Vice President & Chief Financial Officer$1.33M52$10,034.18<0.01%

Meridith Webster

Chief Communications and Public Affairs Officer50$0.00<0.01%

Brian J. Franz

Chief Technology, Data & Analytics Officer61

Michael Bowes

Executive Vice President & Chief People Officer55$2,348.95<0.01%

Aude Gandon

Chief Digital & Marketing Officer

Deborah Krulewitch

Senior Vice President of Corporate Administration

Laraine A. Mancini

Senior Vice President Finance & Strategy & Head of Investor Relations56$0.00<0.01%

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

11

$1.02B

Net Sentiment

$1.02B

Net selling

Most Active

LAUDER JANE

2 transactions

DateInsiderTypeSharesPriceValue
Nov 26, 2025

LAUDER JANE

Direct

Sell17.8K$94.38$1,683,739.20
Nov 26, 2025

La Lande Rashida

Direct

Sell1.6K$94.45$151,497.80
Nov 18, 2025

Webster Meridith

Direct

Sell5.4K$87.84$476,971.20
Nov 11, 2025

STERNLICHT BARRY S

Direct

Sell4.0K$91.83$364,748.76
Nov 6, 2025

Leonard A. Lauder 2013 Revocable Trust

Direct

Sell2.79M$89.70$249,907,788.00
Nov 6, 2025

Evelyn H. Lauder 2012 Marital Trust Two

Direct

Sell2.85M$89.70$255,221,885.10
Nov 6, 2025

LAL 2015 ELF Trust

Direct

Sell5.67M$89.70$508,599,000.00
Aug 29, 2025

FORESTER LYNN

Direct

Sell3.7K$91.65$339,288.30
Aug 28, 2025

La Lande Rashida

Direct

Sell6.4K$91.88$589,593.96
Aug 22, 2025

BARSHEFSKY CHARLENE

Indirect

Sell3.7K$91.07$339,053.61

1–10 of 11

Analysis

Insiders reported 0 buys worth $0.00 and 11 sells worth $1.02B over the last 12 months. That adds up to net selling of $1.02B. LAUDER JANE was the most active insider with 2 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/A+9.3%
+4.9% (15yr)4 analysts
RevenueN/AN/A+3.5%
+3.5% (15yr)12 analysts
Net IncomeN/AN/A+8.3%
+4.4% (15yr)12 analysts
EBITN/AN/A+7.0%
+1.1% (15yr)12 analysts

Analysis

Recent growth has been strongest in EPS at +9.3% over three years. Forward estimates point to EPS at +4.9% (15yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages EL?

The Estée Lauder Companies Inc. (EL) lists 10 active executives. The top listed executive is Meridith Webster, Chief Communications and Public Affairs Officer.

Are EL insiders buying or selling?

Recent insider activity shows net selling of $978.05M.

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