EL options flow: unusual options activity in Estee Lauder Companies Inc.

Updated 28 September 2026, 09:54 ET

Over the last week the tape recorded 17 unusual options prints in Estee Lauder Companies Inc. (EL), $2.0M of tracked premium, leaning firmly bullish. Bullish premium was $1.4M against $272K bearish; $427K went into calls and $1.5M into puts, a put call ratio of 3.59. The largest print was $1.2M of EL 21 Jan 2028 $110 puts on 25 September 2026, executed at bid. The last session with prints, 25 September 2026, added 2 prints and $1.3M of premium. EL closed at $94.47 on 25 September 2026, down 0.9%.

This week's unusual flow

Unusual prints17
Tracked premium$2.0M
Net premium+$1.2M
Bullish premium$1.4M
Bearish premium$272K
Call premium$427K
Put premium$1.5M
P/C ratio3.59
Sweeps41%
Size over OI9
Whale prints1
High conviction3

Prints from 21 September 2026 to 25 September 2026, 5 sessions. Delayed tier: every print is shown twenty minutes after it executed, and the page is rebuilt after each session.

Net premium is bullish minus bearish premium. The put call ratio is put premium divided by call premium, weighted by money rather than by contract count. Sweeps is the share of prints executed across several exchanges at once. Read the guide: Reading the Pulse.

Largest prints of the week

DateContractTypeSizeOpen int.PremiumExecutionSentimentTier
25 Sep 2026EL 21 Jan 2028 $110 putsTrade492249$1.2MAt bidBullishWhale
25 Sep 2026EL 16 Oct 2026 $95 putsSweep262158$86KAt askBearishHigh conviction
21 Sep 2026EL 18 Dec 2026 $135 putsTrade200$80KAt askNeutral
21 Sep 2026EL 18 Dec 2026 $100 callsSweep126457$71KAt askBullishNotable
24 Sep 2026EL 21 Jan 2028 $115 callsTrade371,564$53KAt bidBearish
23 Sep 2026EL 15 Jan 2027 $105 callsSweep76512$49KAt bidBearish
21 Sep 2026EL 18 Dec 2026 $115 callsSweep226184$45KAt askBullishHigh conviction
24 Sep 2026EL 21 Jan 2028 $115 callsTrade301,564$43KAt bidBearish
24 Sep 2026EL 21 Jan 2028 $115 callsTrade301,564$40KAt bidBearish
21 Sep 2026EL 18 Dec 2026 $135 putsTrade100$40KAt askNeutral
21 Sep 2026EL 18 Dec 2026 $135 putsTrade100$40KAt askNeutral
21 Sep 2026EL 18 Dec 2026 $135 putsTrade100$40KAt askNeutral

Size above open interest means the trade opened a position larger than everything that existed in the contract the night before. Above ask and below bid are the most aggressive executions. Read the guide: Size versus open interest.

Where the money is aimed

ExpiryPrintsPremiumCalls shareNet premium
21 Jan 20284$1.3M10%+$1.1M
18 Dec 202610$444K46%+$202K
16 Oct 20261$86K0%-$86K
15 Jan 20271$49K100%-$49K
2 Oct 20261$39K100%+$39K

The most premium, $1.3M, is aimed at the 21 Jan 2028 expiry; the nearest expiry with unusual prints is 2 Oct 2026.

A print in a contract expiring this week is a view about the next few days, often about a known event; a print months out is a different kind of statement. Read the guide: 0DTE options flow.

The last session, 25 September 2026

Prints2
Premium$1.3M
Net premium+$1.1M
Sweeps50%
DateContractTypeSizeOpen int.PremiumExecutionSentimentTier
25 Sep 2026EL 21 Jan 2028 $110 putsTrade492249$1.2MAt bidBullishWhale
25 Sep 2026EL 16 Oct 2026 $95 putsSweep262158$86KAt askBearishHigh conviction

Every print in EL with its full detail, the live tape, one tap filters and saved screeners: open EL in Options Sentiment Screener.

Price

Last close$94.47
Day-0.94%
1 week+1.11%
1 month-10.08%
3 months+17.30%
1 year+10.71%
52 week high$121.64
52 week low$66.22
Volume2,798,706
Market cap$34.5B

The live quote and the price chart sit beside the ticker's flow in the app: open EL in Options Sentiment Screener.

Analysts

The most recent analyst targets on file, from 15 firms, have a median of $104, 10.1% above the last close.

Calls bought at a strike above the average target are a bet that the analysts are too cautious; puts far below the price in a name they like are protection or a strong disagreement. Read the guide: Reading one ticker's flow.

About Estee Lauder Companies Inc.

Exchange
NYSE
Sector
Consumer Staples
Industry
Consumer Goods
Headquarters
New York, New York
Website
elcompanies.com

Estée Lauder Companies Inc. manufactures, markets, and sells skin care, makeup, fragrance, and hair care products worldwide. The company offers a range of skin care products, including moisturizers, serums, cleansers, toners, body care, exfoliators, acne care and oil correctors, facial masks, cleansing devices, and sun care products. It also provides fragrance products in various forms comprising eau de parfum sprays and colognes, as well as lotions, powders, creams, candles, and soaps.

In the same sector

Flow pages for other Consumer Staples names in the S&P 500:

WMT Walmart Inc.COST Costco Wholesale Corp.KO Coca Cola Co.PG Procter & Gamble Co.PM Philip Morris International Inc.PEP PepsiCo Inc.MO Altria Group, Inc.MNST Monster Beverage Corp.

Learn

The live tape for EL with every print's execution detail, one tap filters for calls, puts, sweeps and 0DTE, saved screeners and, for Realtime subscribers, push alerts and no delay. The same screen is in the iOS and Android apps.

Open EL in Options Sentiment Screener