The Estée Lauder Companies Inc. (NYSE:EL) Q3 2026 Earnings Call Transcript
Operator: Good day, everyone, and welcome to the Estée Lauder Company's Fiscal 2026 Third Quarter Conference Call. Today's webcast is being recorded.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Eagle Capital Management Boykin Curry | 7,932,601 | $569,322,774 | -10% | 1.91% |
| 2. | 780,000 | $55,980,600 | -31% | 0.01% | |
| 3. | Eminence Capital Ricky Sandler | 698,350 | $50,120,580 | 1.15% | |
| 4. | AQR Capital Management Cliff Asness | 651,834 | $45,237,307 | +266% | 0.02% |
| 5. | 563,000 | $40,406,510 | -46% | 0.01% |
| 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 |
|---|---|---|---|---|---|---|
| $94.38 | 17,840 | $1,683,739.20 | 58,763 | 2025-11-26 | Filing | |
| $94.45 | 1,604 | $151,497.80 | 0 | 2025-11-26 | Filing | |
| $87.84 | 5,430 | $476,971.20 | 0 | 2025-11-18 | Filing | |
| $91.83 | 3,972 | $364,748.76 | 34,812 | 2025-11-11 | Filing | |
| $89.70 | 2,786,040 | $249,907,788.00 | 0 | 2025-11-06 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 18,545,509 | $1,331,011,172 | 0.02% | |
| 2. | 18,113,752 | $1,300,024,015 | 0.07% | |
| 3. | 16,072,739 | $1,153,540,478 | 0.02% | |
| 4. | 13,843,765 | $993,566,985 | 0.07% | |
| 5. | 12,144,964 | $871,644,066 | 0.04% |