EL

EL Earnings Preview

The Estée Lauder Companies Inc. · Consumer Defensive · $27B

10d until earnings

EL Earnings

Friday, May 01 2026
EPS Estimate
$0.65
$0.59 – $0.69
Revenue Estimate
$3.7B
Current Price
$77.85

Data Signal Summary

2 bullish
1 bearish
Insider buying cluster Put/call 0.3 (bullish skew) Price downtrend

Key Context

Analyst Consensus
mixed
Insider Activity
buying
Price Trend
downtrend
From 52w High
-0.5%
Est. Revisions (30d)
-0.3% 3up/7dn
Analyst Target (mean)
$97 $65–$125 +25%
Options P/C Ratio
0.26
Est. Dispersion
16% 19 analysts
Insider Cluster
strong buy (officer)

Recent Activity

insider trades 63 transactions
Other · FREDA FABRIZIO (Chief Executive Officer) ·19,833 shares
Other · SHRIVASTAVA AKHIL (Chief Financial Officer) ·5,265 shares
Sell · LAUDER JANE A (Director and Beneficial Owner of more than 10% of a Class of Security) ·17,840 shares ·$1,683,739
Exercise · LAUDER JANE A (Director and Beneficial Owner of more than 10% of a Class of Security) ·17,840 shares ·$1,596,145
Sell · LA LANDE RASHIDA K (General Counsel) ·1,604 shares ·$151,498
58 more
Sell · WEBSTER MERIDITH P ·5,430 shr ·$476,971
Sell · STERNLICHT BARRY S ·3,972 shr ·$364,749
Exercise · STERNLICHT BARRY S ·3,972 shr ·$335,038
Sell · LAL 2015 ELF TRUST ·5,670,000 shr ·$508,599,000
Sell · EVELYN H. LAUDER 2012 MARITAL TRUST TWO ·2,845,283 shr ·$255,221,885
Sell · LEONARD A LAUDER 2013 REVOCABLE TRUST ·2,786,040 shr ·$249,907,788
Other · LAL 2015 ELF TRUST ·5,670,000 shr
Other · EVELYN H. LAUDER 2012 MARITAL TRUST TWO ·2,845,283 shr
Other · LEONARD A LAUDER 2013 REVOCABLE TRUST ·2,519,402 shr
Other · LAUDER WILLIAM P ·7,238 shr
Other · DE LA FAVERIE STEPHANE ·9,066 shr
Other · SHRIVASTAVA AKHIL ·3,682 shr
Other · BOWES MICHAEL ·1,673 shr
Other · LA LANDE RASHIDA K ·3,589 shr
Other · HERTZMARK HUDIS JANE ·10,984 shr
Other · CANEVARI ROBERTO ·6,876 shr
Other · WEBSTER MERIDITH P ·3,497 shr
Sell · FORESTER LYNN ·3,702 shr ·$339,288
Exercise · FORESTER LYNN ·3,972 shr ·$335,038
Sell · LA LANDE RASHIDA K ·6,417 shr ·$589,594
Other · LA LANDE RASHIDA K ·14,357 shr
Exercise · ZANNINO RICHARD F ·3,972 shr ·$335,038
Sell · BARSHEFSKY CHARLENE ·3,723 shr ·$339,054
Exercise · BARSHEFSKY CHARLENE ·3,972 shr ·$335,038
Sell · LAUDER JANE A ·15,699 shr ·$1,385,123
Exercise · LAUDER JANE A ·15,699 shr ·$1,214,318
Buy · FRIBOURG PAUL J ·45,500 shr ·$2,957,333
Buy · FRIBOURG PAUL J ·87,000 shr ·$5,724,373
Buy · SHRIVASTAVA AKHIL ·700 shr ·$46,053
Buy · FRIBOURG PAUL J ·77,800 shr ·$5,016,181
Buy · FRIBOURG PAUL J ·153,000 shr ·$9,862,777
Buy · FRIBOURG PAUL J ·157,000 shr ·$10,045,534
Buy · SHRIVASTAVA AKHIL ·1,000 shr ·$65,000
Other · LAUDER WILLIAM P ·4,596 shr
Other · LAUDER JANE A ·3,079 shr
Other · SHRIVASTAVA AKHIL ·476 shr
Other · HANEY CARL P ·8,181 shr
Other · HERTZMARK HUDIS JANE ·16,600 shr
Other · O'HARE MICHAEL F ·8,468 shr
Other · CANEVARI ROBERTO ·4,370 shr
Other · WEBSTER MERIDITH P ·1,640 shr
Other · DE LA FAVERIE STEPHANE ·10,687 shr
Other · JUEPTNER PETER ·3,901 shr
Sell · FREDA FABRIZIO ·10,969 shr ·$743,259
Other · DE LA FAVERIE STEPHANE ·5,787 shr
Other · FREDA FABRIZIO ·195,940 shr
Sell · BARSHEFSKY CHARLENE ·3,437 shr ·$315,963
Exercise · BARSHEFSKY CHARLENE ·4,374 shr ·$311,997
Sell · FORESTER LYNN ·3,890 shr ·$364,143
Exercise · FORESTER LYNN ·4,374 shr ·$311,997
Sell · LAUDER JANE A ·14,976 shr ·$1,815,990
Exercise · LAUDER JANE A ·14,976 shr ·$1,141,620
Sell · JUEPTNER PETER ·12,786 shr ·$1,670,107
Exercise · JUEPTNER PETER ·12,786 shr ·$974,677
Other · WEBSTER MERIDITH P ·787 shr
Sell · TRAVIS TRACEY THOMAS ·14,493 shr ·$1,967,135
Exercise · ZANNINO RICHARD F ·4,374 shr ·$311,997
Other · CANEVARI ROBERTO ·1,996 shr
analyst ratings 3 ratings
JP Morgan Overweight 3d ago
Citigroup Buy 5d ago
Barclays Equal-Weight 6d ago