EL | ESTEE LAUDER COMPANIES-CL A

CUSIP: 518439104

2 Funds Holding

70K Total Shares

$7M Total Value

$40.6B

Market Cap

—

P/E Ratio

37.0

Forward P/E

$-0.50

EPS (TTM)

1.25%

Dividend Yield

$3.1B

Cash

$9.5B

Total Debt

247M

Shares Out

$48.37

$121.64

52-Week Range

Fund / Manager Click to search	Shares	Value	% of Portfolio	Cost Basis	Est. Return
Hillman Capital Management\|Mark Hillman	54.8K	$6M	3.61%	$117.14	+2.01%
Lindsell Train\|N. Train & M. Lindsell	15.5K	$2M	0.04%	$154.82	-25.30%

Quarter:

Fund / Manager Click to search	Action	Change	Shares After	Value	Price
2025-Q4
Hillman Capital Management	SELL	-22.5%	54.8K	$6M	$96.69
2025-Q3
Scion Asset Management	SELL	EXIT	—	—	$89.00
Hillman Capital Management	SELL	-13.4%	70.7K	$6M	$89.00
Lindsell Train	BUY	+7.5%	15.5K	$1M	$89.00
Markel Group	SELL	EXIT	—	—	$89.00
2025-Q2
Scion Asset Management	BUY	+225.0%	650.0K	$53M	$64.42
Hillman Capital Management	SELL	-14.3%	81.6K	$7M	$64.42
2025-Q1
Scion Asset Management	BUY	+100.0%	200.0K	$13M	$71.91
Hillman Capital Management	SELL	-8.9%	95.3K	$6M	$71.91
2024-Q4
Hillman Capital Management	BUY	+27.9%	104.6K	$8M	$78.17
Scion Asset Management	BUY	NEW	100.0K	$7M	$78.17
Markel Group	BUY	+7.1%	15.0K	$1M	$78.17
2024-Q3
AKO Capital	SELL	EXIT	—	—	$92.87
Hillman Capital Management	BUY	+19.3%	81.8K	$8M	$92.87
Lindsell Train	BUY	+26.3%	14.4K	$1M	$92.87
Markel Group	BUY	NEW	14.0K	$1M	$92.87
2024-Q2
AKO Capital	SELL	-48.0%	1.4M	$150M	$131.66
Hillman Capital Management	BUY	+48.2%	68.6K	$7M	$131.66
2024-Q1
AKO Capital	BUY	+44.8%	2.7M	$418M	$145.02
Hillman Capital Management	BUY	+5.2%	46.3K	$7M	$145.02
2023-Q4
AKO Capital	BUY	+304.8%	1.9M	$274M	$135.84
Polen Capital Management	SELL	EXIT	—	—	$135.84
Hillman Capital Management	BUY	NEW	44.0K	$6M	$135.84
Lindsell Train	BUY	+8.6%	11.4K	$2M	$135.84
2023-Q3
Fundsmith	SELL	EXIT	—	—	$163.52
AKO Capital	SELL	-21.7%	462.2K	$67M	$163.52
Polen Capital Management	BUY	+6.7%	135.7K	$20M	$163.52
2023-Q2
Fundsmith	SELL	-0.2%	5.4M	$1.1B	$199.88
AKO Capital	SELL	-3.1%	590.0K	$116M	$199.88
Polen Capital Management	BUY	+5.6%	127.2K	$25M	$199.88
Lindsell Train	BUY	+11.7%	10.5K	$2M	$199.88
2023-Q1
Fundsmith	SELL	-4.4%	5.4M	$1.3B	$252.88
AKO Capital	SELL	-30.4%	609.0K	$150M	$252.88
Polen Capital Management	SELL	-3.0%	120.5K	$30M	$252.88
2022-Q4
Fundsmith	SELL	-4.6%	5.7M	$1.4B	$222.29
AKO Capital	SELL	-24.3%	874.5K	$217M	$222.29
Polen Capital Management	BUY	NEW	124.2K	$31M	$222.29
Lindsell Train	BUY	+7.1%	9.4K	$2M	$222.29
2022-Q3
Fundsmith	BUY	+0.1%	6.0M	$1.3B	$257.11
AKO Capital	SELL	-11.1%	1.2M	$249M	$257.11
2022-Q2
Fundsmith	BUY	+2.7%	6.0M	$1.5B	$257.26
AKO Capital	BUY	+0.5%	1.3M	$331M	$257.26
2022-Q1
Fundsmith	SELL	-19.1%	5.8M	$1.6B	$300.33
AKO Capital	BUY	+1.2%	1.3M	$352M	$300.33
2021-Q4
Fundsmith	BUY	+4.9%	7.2M	$2.7B	$341.55
AKO Capital	BUY	+6.2%	1.3M	$473M	$341.55
Third Point LLC	SELL	EXIT	—	—	$341.55
Polen Capital Management	SELL	EXIT	—	—	$341.55
2021-Q3
Fundsmith	BUY	+0.0%	6.8M	$2.0B	$326.96
AKO Capital	SELL	-13.5%	1.2M	$361M	$326.96
Third Point LLC	SELL	-8.7%	1.0M	$300M	$326.96
Polen Capital Management	SELL	-98.4%	2.7K	$812000	$326.96
2021-Q2
Fundsmith	BUY	+0.3%	6.8M	$2.2B	$302.63
AKO Capital	SELL	-1.7%	1.4M	$443M	$302.63
Third Point LLC	BUY	+13.5%	1.1M	$348M	$302.63
Polen Capital Management	BUY	+3.3%	168.2K	$54M	$302.63
2021-Q1
Fundsmith	BUY	+0.3%	6.8M	$2.0B	$284.69
AKO Capital	SELL	-10.1%	1.4M	$412M	$284.69
Third Point LLC	BUY	+382.5%	965.0K	$281M	$284.69
Polen Capital Management	BUY	+0.1%	162.8K	$47M	$284.69
2020-Q4
Fundsmith	SELL	-0.2%	6.8M	$1.8B	$245.32
AKO Capital	SELL	-3.0%	1.6M	$419M	$245.32
Third Point LLC	BUY	NEW	200.0K	$53M	$245.32
Polen Capital Management	SELL	-3.6%	162.6K	$43M	$245.32
2020-Q3
Fundsmith	BUY	+0.6%	6.8M	$1.5B	$207.63
AKO Capital	BUY	+1.6%	1.6M	$354M	$207.63
Polen Capital Management	BUY	NEW	168.7K	$37M	$207.63
2020-Q2
Fundsmith	BUY	+0.3%	6.8M	$1.3B	$175.49
AKO Capital	BUY	+37.5%	1.6M	$301M	$175.49
Lindsell Train	BUY	NEW	8.8K	$2M	$175.49
2020-Q1
Fundsmith	SELL	-2.0%	6.7M	$1.1B	$198.73
AKO Capital	BUY	+23.7%	1.2M	$185M	$198.73
2019-Q4
Fundsmith	BUY	+1.6%	6.9M	$1.4B	$193.27
AKO Capital	SELL	-3.8%	939.1K	$194M	$193.27
2019-Q3
Fundsmith	BUY	+1.6%	6.8M	$1.3B	$190.83
AKO Capital	SELL	-16.7%	976.1K	$194M	$190.83
2019-Q2
Fundsmith	BUY	+0.4%	6.7M	$1.2B	$169.92
AKO Capital	SELL	-2.4%	1.2M	$215M	$169.92
2019-Q1
Fundsmith	BUY	+5.6%	6.6M	$1.1B	$154.71
AKO Capital	BUY	+14.2%	1.2M	$199M	$154.71
2018-Q4
Fundsmith	BUY	+6.8%	6.3M	$913M	$138.92
AKO Capital	BUY	+38.0%	1.1M	$137M	$138.92
2018-Q3
Fundsmith	BUY	+19.6%	5.9M	$855M	$139.66
AKO Capital	BUY	+6.1%	761.4K	$111M	$139.66
2018-Q2
Fundsmith	BUY	+14.1%	4.9M	$702M	$148.78
AKO Capital	BUY	+14.2%	717.5K	$102M	$148.78
2018-Q1
Fundsmith	BUY	+12.1%	4.3M	$645M	$138.44
AKO Capital	SELL	-3.7%	628.1K	$94M	$138.44
Gardner Russo & Quinn	SELL	EXIT	—	—	$138.44

6 Months Insider Sentiment

100%

Buy $0 Sell $1016.7M

0 Buys

8 Sells

-1016.7M Net

0 Grants

Largest

$508.6M Trust

$255.2M Evelyn

$249.9M Trust

Date	Insider Click to search	Role Click to search	Type	Shares	Price	Value
Nov 26, 2025	Lande Rashida La	Exec VP & General Counsel	SELL	1.6K	$94.45	$151K
Nov 26, 2025	LAUDER JANE	Director, 10% Owner	EXERCISE	17.8K	$89.47	$1.6M
Nov 26, 2025	LAUDER JANE	Director, 10% Owner	SELL	17.8K	$94.38	$1.7M
Nov 18, 2025	Meridith Webster	Exec VP GlobalComm/PubAffairs	SELL	5.4K	$87.84	$477K
Nov 11, 2025	Barry S Sternlicht	Director	SELL	4.0K	$91.83	$365K
Nov 11, 2025	Barry S Sternlicht	Director	EXERCISE	4.0K	$84.35	$335K
Nov 06, 2025	LAL 2015 ELF Trust	10% Owner	SELL	5.67M	$89.70	$508.6M
Nov 06, 2025	Leonard A. Lauder 2013 Revocable Trust	10% Owner	SELL	2.79M	$89.70	$249.9M
Nov 06, 2025	H. Lauder 2012 Marital Trust Two Evelyn	10% Owner	SELL	2.85M	$89.70	$255.2M
Aug 29, 2025	Lynn Forester	Director	SELL	3.7K	$91.65	$339K
Aug 29, 2025	Lynn Forester	Director	EXERCISE	4.0K	$84.35	$335K

EL | ESTEE LAUDER COMPANIES-CL A

Institutional Ownership of ESTEE LAUDER COMPANIES-CL A

Trading Activity for ESTEE LAUDER COMPANIES-CL A

Insider Trading for ESTEE LAUDER COMPANIES-CL A