Rep. Jonathan L. Jackson (D-IL) Buys EL Stock
Financial Disclosure Report
Clerk of the House of Representatives • Legislative Resource Center • B81 Cannon Building • Washington, DC 20515
Filer Information
- Name:
- Rep. Jonathan L. Jackson (D)
- Status:
- Member — House
- Party:
- Democrat
Filing Information
- Filing Type:
- Periodic Transaction Report
- Filing Year:
- 2026
- Filing Date:
- Oct 19, 2026
Schedule B: Transactions
| Asset | Transaction | Date | Amount |
|---|---|---|---|
| The Estée Lauder Companies Inc. ($EL) | Buy | Sep 28, 2026 | $50,001 - $100,000 |
Summary of the filed report, not the original document.
Key Points
- Democratic Representative Jonathan L. Jackson purchased shares of The Estée Lauder Companies Inc. in a trade valued between $50,001 and $100,000 on September 28, 2026.
- The beauty products maker recently traded around $106.05, sitting above its 50-day and 200-day moving averages as it heads toward its November earnings report.
- Wall Street firms adjusted their views on the stock ahead of the trade, with Jefferies and Barclays issuing target updates during the late summer.
Since the trade, $EL is down 2.4% after 1 week and up 10.7% to date (from the $95.57 close on Sep 28, 2026).
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Democratic Representative Jonathan L. Jackson bought shares of The Estée Lauder Companies Inc. (NYSE: EL), according to a periodic transaction report filed with the House of Representatives on October 19, 2026. The trade took place on September 28, 2026, and carried a disclosed value between $50,001 and $100,000.
EL
The Estée Lauder Companies Inc.
Jonathan L. Jackson vs. the S&P 500
Hypothetical returns from Jonathan L. Jackson's disclosed trades, not real profit or advice. How we model this.
Inside Rep. Jonathan L. Jackson's Estée Lauder Trade
The transaction from the Illinois Democrat represents a notable allocation to the consumer sector. Because congressional stock disclosures report holdings in broad cash ranges rather than exact share counts or dollar figures, the exact size of the stake remains tied to that $50,001 to $100,000 bracket. The disclosure was filed publicly via the Clerk of the House of Representatives.
Other Institutional Activity in The Estée Lauder Companies Inc.
Large asset managers adjusted their positions in the beauty giant earlier in the year. Eagle Capital Management LLC expanded its holdings by 1,077,287 shares for a total of 9,010,180 shares valued at $956,340,499 in a report dated June 30, 2026. Conversely, Bank Of New York Mellon Corporation trimmed its stake by 973,438 shares, ending with 5,819,569 shares worth about $617,689,050. Eagle Capital Management also reported an earlier reduction of 796,934 shares in a filing dated May 15, 2026, leaving it with 7,932,601 shares valued at $626,278,824.
The Estée Lauder Companies Inc. Stock Up 1.4%
The stock recently traded around $106.05 as of October 20, 2026, up about 11.0% from its event-day close of $95.57 on September 28, 2026. Shares sit roughly 9.4% above their 50-day moving average and about 15.6% above their 200-day moving average. The company carries a market capitalization of roughly $38.33 billion.
Recent Earnings
For the trailing twelve months, the company generated $15,048,999,936 in revenue along with earnings of $0.50 per share. The firm reported a net profit margin of 1.2% and a return on equity of 4.7%. Its next corporate earnings update is scheduled for November 2, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
-
Forward outlook
6 target raises vs 2 cuts.
-
EPS & revenue
EPS beat estimates by 36.2%. Revenue missed estimates by 2.3%.
-
Profit surprise
EBITDA missed by 28 percent. Operating income missed by 38 percent.
-
Pre-earnings setup
Expectations were about average.
-
Analyst signal
6 target raises, 2 target cuts.
-
Earnings quality
Gross margin down 3.9 points. Operating margin up 1.0 points. Positive free cash flow.
Earnings Call Summary
Estée Lauder returned to growth with a three percent organic sales increase in the quarter, with strong performance in Mainland China and fragrance. The company expanded operating margins by 300 basis points and beat earnings per share expectations by raising unit sales and executing cost cuts through their restructuring plan. Management emphasized that new product launches, expanded online channels like Amazon and TikTok Shop, and stronger consumer demand in China are driving momentum heading into the holiday season.
Guidance The company expects flat to three percent organic sales growth for the full year. Management said the first half should be stronger because of easier comparisons, but the second half will face tougher comparisons to last year. They are investing in consumer-facing items like stores and marketing while reducing other costs to improve profit margins over time.
Neutral report. Results and guidance were close to expectations, with limited evidence of a reset either way.
Dividend
The company pays an annual dividend rate of $1.40 per share, which translates to a dividend yield of 1.32% based on recent market pricing. The payout ratio sits at 280.0%.
Insider Buying and Selling at The Estée Lauder Companies Inc.
Company insiders executed several sales ahead of the congressional trade. General Counsel Rashida K. La Lande sold 5,564 shares on August 21, 2026, at an average price of $99.55 for a total value of $553,896, followed by the sale of 7,766 shares on August 28, 2026, at $103.32 per share valued at $802,383. Director Charlene Barshefsky disposed of 3,775 shares on September 9, 2026, at $98.82 per share worth $373,046. Additionally, Director Paul J Fribourg parted with 103,000 shares on September 14, 2026, in a transaction valued at $10,049,063.
Analysts Set New Price Targets
Wall Street firms evaluated the stock through late summer and early autumn. Jefferies maintained a Hold rating while lifting its target from $88.00 to $100.00 on August 20, 2026. Canaccord Genuity kept a Hold rating on August 20, 2026, raising its target from $85.00 to $90.00. Barclays maintained an Equal-Weight rating on August 21, 2026, while moving its target from $80.00 to $97.00. Later in October, Wells Fargo maintained an Equal-Weight rating with a $95.00 target, while Barclays upgraded the stock to Overweight and set a $108.00 target. The broader analyst community gives the company a consensus buy rating with a mean price target of $109.02 across 28 opinions.
About The Estée Lauder Companies Inc.
The Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. Headquartered in New York, the firm operates across major international markets supplying premium beauty brands.
Bottom Line
Investors will look toward the upcoming earnings report on November 2, 2026, for further updates on financial performance. Congressional trade disclosures provide a window into lawmaker transactions without signaling broader market direction.
Related Filing Alerts
Source: Jonathan L. Jackson's STOCK Act disclosure on $EL (Sep 28, 2026). Written by software, not financial advice. How we make alerts