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President Donald Trump signals a peace deal is close and luxury stocks give investors a glimpse of what a peace rebound could look like.

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EssilorLuxottica hat seinen Aktionären die Option gegeben, ihre Dividende in neuen Aktien zu erhalten. Diese Entscheidung wurde auf der jüngsten Hauptversammlung getroffen. Für diejenigen, die stattdessen eine Barauszahlung wählen, werden neue Aktien geschaffen.

EssilorLuxottica, ein Unternehmen für Brillen und optische Instrumente, steht an der Schnittstelle zwischen Konsumgütern und Gesundheitswesen. Das Unternehmen operiert in den Bereichen Rahmen, Sonnenbrille, Linsen und Vertrieb, was es eng mit Trends im Konsum und der Nachfrage nach Sehbehinderung verbindet.

Diese neue Aktien-Dividenden-Option gibt Investoren die Wahl zwischen sofortiger Barauszahlung und zusätzlicher Beteiligung in ENXTPA:EL. Dies kann die Cash-Retention des Unternehmens und seine Gesamtaktienanzahl beeinflussen. Leser, die sich mit der Kapitalallokation und Flexibilität des Konzerns beschäftigen, können dies als nützliches Signal sehen, wenn sie EssilorLuxottica mit anderen Unternehmen vergleichen, die unterschiedliche Dividendenstrukturen anbieten.

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Haftungsausschluss: Der Text wurde mit Hilfe einer KI zusammengefasst und übersetzt. Für Aussagen aus dem Originaltext wird keine Haftung übernommen!

Kombinierte Fähigkeiten unterstützen wachsenden Bedarf an skalierbaren Anpassungserfahrungen über Branchen und Kanäle hinweg. VU Custom, ein führender End-to-End-Angebot für Produktanpassungssoftware für Verbrauchergütermarken, hat heute bekannt gegeben, dass es YR ID, eine Softwareplattform, die online, im Einzelhandel und bei Live-Produktanpassungserfahrungen für globale Marken betreibt, übernommen hat. Die Transaktion bringt zwei komplementäre Softwareunternehmen zusammen, die sich an den schnell wachsenden Bedarf für Anpassungsinfrastruktur über Branchen, Verkaufskanäle und Produktionsumgebungen hinweg orientieren.

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EssilorLuxottica Ergebnis der Zahlung von Dividenden in Aktien und Aufzeichnung des entsprechenden Kapitalerhöhungs Paris, Frankreich (1. Juni 2026) – Die Jahreshauptversammlung von EssilorLuxottica hat beschlossen, den Aktionären die Option zu gewähren, ihre Dividende in Aktien zu erhalten. Der Preis für neu ausgegebene Aktien zur Zahlung der Dividende wurde auf Euro 175,06 pro Aktie festgesetzt. Dieser Preis entspricht 90 % des Durchschnitts der am Euronext Paris angezeigten Eröffnungspreise über die zwanzig Handelstage vor dem Datum der Jahreshauptversammlung weniger der endgültigen Dividende, die für das abgelaufene Geschäftsjahr bis zum 31. Dezember 2025 verteilt werden soll, wobei dies auf die nächste Euro-Zent gerundet wird. Die Frist zur Ausübung der Option zur Zahlung der Dividende in neu ausgegebenen Aktien war vom 7. Mai 2026 bis einschließlich 28. Mai 2026 (außer für Aktionäre, deren Anteile in reiner Einzelaktiengestalt gehalten werden und die diese Option spätestens am 26. Mai 2026 per normaler Post oder am 27. Mai 2026 über das Internet ausübten). Am Ende der Ausübungfrist wurden 41.925.217 Rechte für die Zahlung der Dividende in Aktien des Jahres 2025 ausgeübt. Zum Zweck der Dividendenzahlung in Aktien werden 957.954 neue Aktien ausgegeben, was 0,21 % des Anteils von EssilorLuxottica an der Gesellschaftsaktie zum Stichtag 30. April 2026 entspricht. Die Abwicklung und Lieferung der Aktien sowie ihre Aufnahme in den Handel am Euronext Paris erfolgen am 3. Juni 2026. Die neu ausgegebenen Aktien verleihen denselben Rechten wie die bestehenden Aktien und tragen aktuelle Dividendenrechte, die das Recht auf jede Verteilung ab dem Datum ihrer Ausgabe verleihen. Die Gesamtdividende in bar, die an die Aktionäre gezahlt wird, die keine Aktioption gewählt haben, beträgt Euro 1.669.314.172 und wird ebenfalls am 3. Juni 2026 ausgezahlt.

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Ein Erbe des Ray-Ban-Billionärs Leonardo Del Vecchio wirft die Genehmigungsverfahren für einen etwa 10-Milliarden-Euro-Deal in Frage, der das Kontrollstück von EssilorLuxottica SA's größtem Aktionär umgestalten würde. Der Sohn von Del Vecchios Witwe, Rocco Basilico, hat am Freitag in einem luxemburgischen Gericht eine Klage eingereicht und könnte die Pläne für Leonardo Maria Del Vecchio, eines der sechs Kinder von Del Vecchio, aufzukaufen, komplizieren oder verzögern. Der Deal wurde im letzten Monat von den Aktionären des Familienholding-Unternehmens Delfin Sarl genehmigt.

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EssilorLuxottica Offenlegung von Transaktionen in eigenen Aktien Paris, Frankreich (4. Mai 2026 - 18:00 Uhr) – Im Einklang mit der von der Hauptversammlung vom 30. April 2025 gewährten Genehmigung und im Hinblick auf die nach der Annahme der relevanten Resolution durchgeführten Transaktionen, im Einklang mit der von der Hauptversammlung vom 28. April 2026 gewährten Genehmigung, erklärt EssilorLuxottica, dass von 27. April 2026 bis 28. April 2026, einschließlich, die folgenden Aktienrückkäufe durchgeführt wurden:

Name des Emittenten Identitätscode des Emittenten Tag der Transaktion Identitätscode der Finanzinstrumente Gesamtdurchschnittlicher täglicher Kaufpreis (€) * Börse (MIC-Code) ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 27/04/2026 FR0000121667 179.400 186,3945 XPAR ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 27/04/2026 FR0000121667 92.950 186,3526 DXE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 27/04/2026 FR0000121667 13.000 186,3968 TQE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 27/04/2026 FR0000121667 18.650 186,3620 AQE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 28/04/2026 FR0000121667 70.651 186,1886 XPAR ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 28/04/2026 FR0000121667 36.176 186,3077 DXE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 28/04/2026 FR0000121667 5.933 186,1553 TQE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 28/04/2026 FR0000121667 8.954 186,1184 AQE GESAMT 425.714 186,3333

• Auf vier Dezimalstellen gerundet

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EssilorLuxottica

EssilorLuxottica 2026 Annual Shareholders’ Meeting

All resolutions proposed by the Board of Directors adopted Dividend of Euro 4.00 per share, with option for payment in shares

Paris, France (28 April 2026 – 6:00 pm CEST) – EssilorLuxottica Annual Shareholders’ Meeting was held today at 3 Mazarium in Paris. Shareholders approved all 30 resolutions submitted by the Board of Directors to the Ordinary and Extraordinary General Meeting, including the distribution of a Euro 4.00 dividend per share for the financial year 2025 and the compensation policy applicable to the Company’s Executive Corporate Officers.

“The trust expressed by our shareholders at today’s General Meeting reflects a shared belief in the profound transformation we’re delivering. Our clear and bold strategy, leveraging our expertise across vision care, wearables and building on our journey in med-tech, is already translating into tangible results, as evidenced by today’s approval of a Euro 4.00 dividend, nearly doubling since 2018. With the continued confidence of our shareholders, we’ll continue to lead with ambition and execute with excellence to create lasting value for all our stakeholders,” commented Francesco Milleri, Chairman and CEO, and Paul du Saillant, Deputy CEO at EssilorLuxottica after the Meeting.

Payment of the dividend and option for payment of the dividend in shares

The resolution granting shareholders the option to receive their final dividend to be paid for the financial year ended on December 31, 2025, in shares has also been approved. As duly acknowledged by the Board of Directors, the price for newly issued shares for the payment of the dividend has been set at Euro 175.06 per share.

This price corresponds to 90% of the average of the opening prices on Euronext Paris during the twenty trading days preceding the date of the Annual General Meeting less the amount of the final dividend to be distributed for the financial year ended on December 31, 2025, this total being rounded up to the next euro cent. The ex-dividend date1 is set on May 5, 2026. The record date2 is set on May 6, 2026.

Shareholders will be entitled to opt for payment of the dividend in newly issued shares between May 7, 2026 and May 28, 2026, inclusive, (except for shareholders holding shares in pure registered form who have to exercise such option at the latest on May 26, 2026 by regular mail or May 27 via the website). To exercise such option, shareholders have to address their request to the authorized financial intermediaries. For shareholders holding shares in pure registered form, the request will have to be addressed to the Company’s agent (Uptevia, 90 – 110 Esplanade du Général de Gaulle – 92931 Paris La Défense Cedex). For shareholders who have not exercised their option by the abovementioned deadlines, the final dividend will be entirely paid in cash.

An application will be made to admit the new shares for trading on Euronext Paris market. The new ordinary shares allocated in payment will confer the same rights as the existing shares and carry current dividend rights (“jouissance courante”), i.e. they will confer the right to any distribution paid out as from the date of their issuance.

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If the amount of the final dividend in respect of which the option will be exercised does not correspond to a whole number of shares, the shareholder will receive the number of shares rounded down to the nearest inferior whole number, and a balancing payment in cash (“soulte”). The payment of the dividend or the delivery of the new shares following the exercise of the option will take place on June 3, 2026.

Shareholders may connect to www.essilorluxottica.com to consult the Questions & Answers dedicated to the payment of dividend in shares.

Forthcoming Shareholder Key Dates

Ex date1: May 5, 2026 Record date2: May 6, 2026 Period to exercise the option: May 7, 2026 to May 28, 2026, inclusive Date of payment: June 3, 2026

Webcast of the Annual Shareholders’ Meeting

To access the replay webcast of the Annual General Meeting that will be made available at 6:30 pm CEST, please visit this link.

Notes 1 First date from which EssilorLuxottica shares are traded without the dividend rights. 2 Date on which positions are determined by the central securities depository at close of business.

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EssilorLuxottica

Disclosure of transactions in own shares

Paris, France (April 27, 2026 - 6:00 pm) – In accordance with the authorization granted by the Annual Shareholders’ Meeting on April 30, 2025, EssilorLuxottica declares that on April 24, 2026, the following share buybacks were carried out:

Name of the issuer Identity code of the issuer Day of the transaction Identity code of the financial instrument Total daily volume (in number of shares) Daily weighted average purchase price of the shares (€) * Market (MIC Code) ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 24/04/2026 FR0000121667 169,451 186.5274 XPAR ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 24/04/2026 FR0000121667 89,263 186.3983 DXE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 24/04/2026 FR0000121667 12,021 186.2426 TQE ESSILORLUXOTTICA SA 549300M3VH1A3ER1TB49 24/04/2026 FR0000121667 18,187 186.3860 AQE TOTAL 288,922 186.4668

• Rounded to four decimal places

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Shareholders of Delfin, the family holding company that controls EssilorLuxottica, voted Monday to approve a roughly €10 billion ($11.8 billion to $12 billion) deal that would allow Leonardo Maria Del Vecchio to buy out two of his siblings and become the company's largest individual shareholder.

Reuters reported that the proposal passed a shareholder threshold at a special meeting on Monday. Bloomberg said most of the eight shareholders approved the plan, while Il Sole 24 Ore, via Reuters, said six out of eight were in favor. It is still unclear if this vote is enough to finalize the deal, since lenders also play a role.

Through an investment vehicle, Leonardo Maria Del Vecchio — who serves as Ray-Ban brand president at EssilorLuxottica and is turning 31 next week — would take on the combined 25% stake belonging to his siblings Luca and Paola. That would bring his total holding in Delfin to 37.5%.

To back the transaction, Bloomberg reported that Leonardo Maria Del Vecchio has been negotiating a financing package with UniCredit, BNP Paribas, and Credit Agricole. One structure under consideration would be a bridge loan, Bloomberg reported, which would allow time to weigh options for Delfin's holdings and governance.

Delfin's 32.4% stake gives it a controlling position in EssilorLuxottica, the Franco-Italian group whose portfolio spans the Ray-Ban, Oakley, and Persol labels, fashion licenses including Prada and Chanel, and retail chains such as Sunglass Hut and LensCrafters. Delfin's other significant investments include sizable positions in Italian financial institutions Assicurazioni Generali and Banca Monte dei Paschi di Siena.

The deal could end a governance deadlock that has gripped Delfin since the death of its founder, Leonardo Del Vecchio, in June 2022. When he died, the elder Del Vecchio left Delfin in equal shares to eight people: his six children, his widow Nicoletta Zampillo, and Rocco Basilico, whom Zampillo had from a prior relationship. Governance rules embedded in that arrangement set an extremely high bar for approvals, leaving dividends locked at a tenth of profits and making it impossible to reconstitute the Delfin board. Bloomberg reported that Basilico was expected to oppose the plan, according to La Repubblica.

Shareholders also voted Monday on a second proposal: distributing 80% of Delfin's profits as dividends over the 2025 to 2027 period, with seven of eight heirs in favor, according to Reuters.

Francesco Milleri, a longtime confidant of the late founder, holds dual roles as chairman of Delfin and chief executive of EssilorLuxottica. A Delfin representative declined to comment to Bloomberg on the shareholder vote.

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EssilorLuxottica Société anonyme has agreed to acquire Italian high precision CNC machinery company Faro, adding new manufacturing capabilities to its operations. The group has also taken a stake in Thai optical retailer Top Charoen, extending its retail reach in Asia to nearly 20,000 stores worldwide. These moves come alongside continued growth from AI glasses and the Ray Ban brand, reinforcing EssilorLuxottica's position in eyewear and smart glasses.

EssilorLuxottica, traded as ENXTPA:EL, is making these moves while its share price stands at €191.8. Over the past year the stock has declined 22.7%, although the 3 year and 5 year returns of 12.3% and 46.7% show that long term holders have seen different outcomes across timeframes. Investors looking at the current news may wish to set it against that mixed performance record.

The Faro acquisition and Top Charoen investment indicate continued evolution in both EssilorLuxottica's manufacturing base and store footprint, alongside product growth in areas such as AI glasses. For readers, the key questions are how efficiently the company integrates these assets and whether the larger global network and technology base eventually support more resilient earnings and cash flows.

Stay updated on the most important news stories for EssilorLuxottica Société anonyme by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on EssilorLuxottica Société anonyme.ENXTPA:EL Earnings & Revenue Growth as at Apr 2026

📰 Beyond the headline: 1 risk and 2 things going right for EssilorLuxottica Société anonyme that every investor should see.

The Faro deal and the Top Charoen investment both point in the same direction: EssilorLuxottica is trying to tighten control of its supply chain while widening distribution for higher value products like AI glasses and Ray Ban frames. Vertical integration via Faro could help the group fine tune frame quality and production lead times, which matters when working with partners such as Meta Platforms and competing with players like ZEISS, Hoya or Safilo. On the retail side, adding roughly 2,000 stores in Thailand deepens exposure to Asian consumers and gives more shelf space for its own brands and myopia management solutions. The Q1 2026 update, with 10.8% revenue growth at constant exchange rates and equal contribution from Professional Solutions and Direct to Consumer, shows that both wholesale and retail channels are currently pulling their weight. For you as an investor, the key issue is whether tighter manufacturing control and a bigger store base in faster growing regions offset the execution, regulatory and cost risks highlighted in recent research on EssilorLuxottica.

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How This Fits Into The EssilorLuxottica Société anonyme Narrative

The Faro acquisition and Top Charoen stake line up with the narrative around vertical integration, supply chain diversification and deeper direct-to-consumer reach, all intended to support long term growth in eyewear and smart glasses. Heavier investment in premium products and retail expansion in new geographies could pressure margins if consumer demand weakens or if smart eyewear remains margin dilutive, which ties back to the narrative’s concern over economic and technology risks. The specific focus on Thai retail scale and on high precision CNC machinery for frames adds extra detail on execution that is not fully captured in the higher level narrative about global expansion and MedTech exposure.

Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for EssilorLuxottica Société anonyme to help decide what it's worth to you.

The Risks and Rewards Investors Should Consider

⚠️ Integration risk around Faro and Top Charoen, including the possibility of higher costs or slower than expected operational benefits from new manufacturing and retail assets. ⚠️ Greater exposure to premium eyewear and smart glasses may increase sensitivity to consumer spending cycles and regulatory scrutiny in emerging medical and wearable categories. 🎁 Vertical integration through Faro could support better control over product quality, capacity and supply chain resilience for frames and smart eyewear. 🎁 The expanded store base in Thailand and across Asia gives EssilorLuxottica more direct access to growing middle class consumers and more control over in store brand presentation.

What To Watch Going Forward

From here, it is worth tracking how EssilorLuxottica reports on Faro’s contribution to efficiency in frame production and whether management highlights tangible benefits such as lower lead times or more flexible product launches. On the retail side, watch for updates on Top Charoen’s integration, store rebranding or format changes, and how the group uses this network to scale AI glasses, myopia management products and Ray Ban in Asia. Commentary on margins in Direct to Consumer and Professional Solutions during future quarters will help you judge whether the balance between growth, technology spending and cost control is moving in a direction you are comfortable with.

To stay informed on how the latest news affects the investment narrative for EssilorLuxottica Société anonyme, visit the community page for EssilorLuxottica Société anonyme to keep up with the top community narratives.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include EL.PA.

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