Estee Lauder's (EL) Revenue Is Growing Again. Its Margin Is Not.
The Estee Lauder Companies Inc. (NYSE:EL) closed at $91.97 on October 2, up 3.73% over twelve months. Revenue grew 6.30% in the most recent quarter, so the top line has turned.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eagle Capital Management Boykin Curry | 9,010,180 | $711,353,742 | +14% | 2.17% |
| 2. | AQR Capital Management Cliff Asness | 1,603,690 | $124,991,591 | +147% | 0.04% |
| 3. | 1,092,500 | $86,252,875 | +95% | 0.01% | |
| 4. | 1,024,700 | $80,900,065 | +32% | 0.01% | |
| 5. | 800,000 | $63,160,000 | +12208% | 0.1% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $65.47 | 600 | $39,282.00 | 520,300 | 2025-02-07 | Filing | |
| $64.99 | 44,900 | $2,918,051.00 | 519,700 | 2025-02-07 | Filing | |
| $65.79 | 700 | $46,053.00 | 2,381 | 2025-02-05 | Filing | |
| $66.34 | 3,700 | $245,458.00 | 474,800 | 2025-02-06 | Filing | |
| $65.67 | 21,672 | $1,423,200.24 | 471,100 | 2025-02-06 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $98.79 | 16,137 | $1,594,174.23 | 417,300 | 2026-09-14 | Filing | |
| $98.35 | 27,086 | $2,663,908.10 | 433,437 | 2026-09-14 | Filing | |
| $97.17 | 14,777 | $1,435,881.09 | 460,523 | 2026-09-14 | Filing | |
| $96.78 | 45,000 | $4,355,100.00 | 475,300 | 2026-09-11 | Filing | |
| $98.82 | 3,775 | $373,045.50 | 50,971 | 2026-09-09 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 1,450,367 | $134,550,553 | 0.3% | |
| 2. | 546,138 | $50,665,245 | 0.68% | |
| 3. | 308,220 | $28,593,300 | 0.28% | |
| 4. | 230,475 | $21,749,926 | 1.15% | |
| 5. | 163,258 | $15,145,445 | 0.01% |