The Estée Lauder Companies Inc. (EL): A Bull Case Theory
We came across a bullish thesis on The Estée Lauder Companies Inc. on Brass Tacks Cap’s Substack. In this article, we will summarize the bulls’ thesis on EL.
Estee Lauder Companies Inc (EL)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eagle Capital Management Boykin Curry | 9,630,929 | $778,179,043 | -1% | 2.56% |
| 2. | Marshall Wace LLP Paul Marshall And Ian Wace | 2,222,968 | $179,615,815 | +40% | 0.2% |
| 3. | 1,651,600 | $133,449,280 | -24% | 0.02% | |
| 4. | 1,387,300 | $112,093,840 | -16% | 0.02% | |
| 5. | Contrarius Investment Management Stephen Mildenhall | 845,787 | $68,339,590 | 3.86% |
Insider Trading: Purchases See All
| 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 Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $91.65 | 3,702 | $339,288.30 | 15,479 | 2025-08-29 | Filing | |
| $91.88 | 6,417 | $589,593.96 | 0 | 2025-08-28 | Filing | |
| $91.07 | 3,723 | $339,053.61 | 50,049 | 2025-08-22 | Filing | |
| $88.23 | 15,699 | $1,385,122.77 | 58,763 | 2025-08-21 | Filing | |
| $67.76 | 10,969 | $743,259.44 | 295,838 | 2024-11-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 26,904,441 | $2,173,878,833 | 0.04% | |
| 2. | 16,745,026 | $1,352,998,125 | 0.03% | |
| 3. | 15,685,733 | $1,267,407,251 | 0.07% | |
| 4. | 12,130,307 | $980,128,806 | 0.14% | |
| 5. | 10,859,539 | $877,450,751 | 0.03% |
News See All
The Estée Lauder Companies Inc. (NYSE:EL) Q4 2025 Earnings Call Transcript
The Estée Lauder Companies Inc. (NYSE:EL) Q4 2025 Earnings Call Transcript August 20, 2025The Estée Lauder Companies Inc. misses on earnings expectations.
Morgan Stanley Upgrades Estée Lauder (EL) Ahead of Q4 Earnings
The Estée Lauder Companies Inc. (NYSE:EL) is one of the defensive stocks billionaires are buying amid US trade tariff uncertainty.
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The Estée Lauder Companies Inc. (EL): A Bull Case Theory
We came across a bullish thesis on The Estée Lauder Companies Inc. on 2x2 Capital’s Substack by Maaiz Khan. In this article, we will summarize the bulls’ thesis on EL.
Estee Lauder (EL), Consumer Stocks Jump 10.8%
Estee Lauder jumped by 10.82 percent on Monday to finish at $74.59 apiece, tracking a generally optimistic market environment following the United States’ trade deal progress with two of its trading...
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