Estee Lauder Companies Inc. Class A (EL)

In the past six months, The Estée Lauder Companies' stock price has seen notable movements. As of January 9, 2026, the share price was $113.73, representing an increase of 51.64% over the period from January 13, 2025. The stock reached a 52-week high of $110.52 on January 6, 2026, reflecting a 22.84% gain in the last six months. For Q4 Fiscal 2025, the company reported an EPS of $0.09 and revenue of $3.41 billion, but the stock declined by 5.75% in pre-market trading. For Q1 Fiscal 2026, Estée Lauder reported net sales increasing 4% to $3.5 billion and adjusted diluted net earnings per common share increased to $0.32. The company announced a quarterly dividend of $0.35, which was paid on December 15, 2025. Analyst ratings have been mixed, and insider selling has been reported.

Demand for The Estée Lauder Companies' products is influenced by seasonal variations, with the holiday season being a crucial period. The company strategically uses holiday-themed packaging and promotions to drive sales. Demand for skincare and hair care products has shown more resilience compared to makeup and fragrance during challenging economic periods. The company also focuses on investing in holiday activation to boost consumer acquisition.

The Estée Lauder Companies Inc. is a global leader in the prestige beauty industry, focusing on manufacturing, marketing, and selling high-quality skincare, makeup, fragrance, and hair care products. The company's portfolio includes over 20 brands, such as Estée Lauder, Clinique, MAC Cosmetics, La Mer, and Jo Malone London. Skincare represented approximately 49% of fiscal 2025 sales, makeup accounted for about 29%, fragrance made up approximately 17%, and hair care and other products constituted about 5%.

The Estée Lauder Companies has a significant global presence, selling products in approximately 150 countries and territories, with affiliate offices in over 50 countries and regions. Key geographic regions for sales are the Americas (31% of fiscal 2025 revenue), Europe, the Middle East, and Africa (EMEA), including travel retail (37% of fiscal 2025 revenue), and Asia/Pacific (APAC), including Mainland China (32% of fiscal 2025 revenue). The company meets consumers through various retail channels, including in-store environments, online shopping, and travel retail.

The Estée Lauder Companies has maintained its reputation as a leader in prestige beauty, emphasizing innovation, quality, and sustainability. The company launched its "Beauty Reimagined" strategic vision in February 2025, aiming to restore sustainable sales growth and achieve a solid double-digit adjusted operating margin. Estée Lauder continues to invest in sustainability initiatives, with a goal to achieve net-zero carbon emissions by 2030. Recent events impacting its reputation include the acquisition of a minority stake in XINÚ, the announcement of Daisy Edgar-Jones as a new Global Brand Ambassador, and the introduction of an AI-Powered Scent Advisor Experience.

The Estée Lauder Companies Inc. is predominantly owned by institutional investors, who hold between 55.15% and 95.63% of the Class A common stock float. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. The Lauder family retains significant control through their Class B shares, holding an estimated 82% of the outstanding voting power. Leonard A. Lauder is the largest individual shareholder, owning 6.05 million shares, representing 1.68% of the company.