SCHEDULE 13G/A: FMR LLC & Abigail Johnson Report 4.7% Stake in Estee Lauder

Sentiment:

Beneficial Ownership Report


FMR LLC and Abigail P. Johnson have filed an amended Schedule 13G, reporting a beneficial ownership of 4.7% of Estee Lauder Companies Inc.'s Class A Common Stock as of September 30, 2025.

Summary

  • FMR LLC and Abigail P. Johnson jointly filed an Amendment No. 1 to Schedule 13G.
  • The filing reports beneficial ownership of 10,933,253.82 shares of LAUDER ESTEE COS INC Class A Common Stock.
  • This represents 4.7% of the total outstanding Class A Common Stock.
  • The event date requiring this filing was September 30, 2025.
  • FMR LLC, a Delaware entity, holds sole voting power over 8,147,203.73 shares and sole dispositive power over 10,933,253.82 shares.
  • Abigail P. Johnson, a U.S. citizen, holds sole dispositive power over 10,933,253.82 shares.
  • The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
  • Abigail P. Johnson is a Director, Chairman, and CEO of FMR LLC, and members of the Johnson family are predominant owners of FMR LLC's Series B voting common shares.

Sentiment

Score: 5

Explanation: Neutral, as this is a routine disclosure of passive ownership and does not contain performance or strategic information.

Future Outlook

NA

Management Comments

  • The securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities.

Industry Context

NA

Stakeholder Impact

  • Shareholders: Provides transparency on significant institutional ownership, which can be a factor in market perception.

Key Dates

DateDescription
2023-01-03Effective date of Power of Attorney for FMR LLC.
2023-01-10Date of Schedule 13G filing by FMR LLC where Power of Attorney was incorporated by reference.
2023-01-26Effective date of Power of Attorney for Abigail P. Johnson.
2023-01-31Date of Schedule 13G filing by FMR LLC where Abigail P. Johnson's Power of Attorney was incorporated by reference.
2025-09-30Date of event which requires filing of this statement (beneficial ownership calculation date).
2025-11-04Date of signing of the Schedule 13G by FMR LLC and Abigail P. Johnson.

Keywords

Estee Lauder, EL, FMR LLC, Abigail P. Johnson, Schedule 13G, Class A Common Stock, Beneficial Ownership, Institutional Ownership, SEC Filing

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