7,443 Shares in lululemon athletica inc. $LULU Bought by PBU The Pension Fund of Early Childhood & Youth Educators

PBU The Pension Fund of Early Childhood & Youth Educators acquired a new position in lululemon athletica inc. (NASDAQ:LULU) in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund acquired 7,443 shares of the apparel retailer’s stock, valued at approximately $1,547,000.

Several other large investors also recently modified their holdings of LULU. Norges Bank bought a new stake in shares of lululemon athletica in the fourth quarter worth $362,598,000. Vanguard Group Inc. lifted its position in lululemon athletica by 3.9% during the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock valued at $2,452,394,000 after purchasing an additional 521,915 shares in the last quarter. Invesco Ltd. lifted its position in lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after purchasing an additional 490,127 shares in the last quarter. Goldman Sachs Group Inc. lifted its position in lululemon athletica by 77.3% during the fourth quarter. Goldman Sachs Group Inc. now owns 979,054 shares of the apparel retailer’s stock valued at $203,457,000 after purchasing an additional 426,860 shares in the last quarter. Finally, Victory Capital Management Inc. lifted its position in lululemon athletica by 321.2% during the third quarter. Victory Capital Management Inc. now owns 497,689 shares of the apparel retailer’s stock valued at $88,554,000 after purchasing an additional 379,536 shares in the last quarter. Institutional investors own 85.20% of the company’s stock.

Insider Activity

In other news, insider Nicole Neuburger sold 622 shares of the business’s stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total value of $100,142.00. Following the transaction, the insider directly owned 19,156 shares in the company, valued at $3,084,116. The trade was a 3.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Charles V. Bergh acquired 6,090 shares of the stock in a transaction dated Friday, March 20th. The stock was acquired at an average price of $164.20 per share, for a total transaction of $999,978.00. Following the completion of the transaction, the director directly owned 6,090 shares of the company’s stock, valued at approximately $999,978. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Company insiders own 0.54% of the company’s stock.

lululemon athletica Stock Down 8.6%

Shares of lululemon athletica stock opened at $114.23 on Friday. The stock’s 50-day simple moving average is $141.19 and its 200-day simple moving average is $169.96. lululemon athletica inc. has a 52 week low of $109.36 and a 52 week high of $275.60. The company has a market capitalization of $13.79 billion, a price-to-earnings ratio of 9.22, a PEG ratio of 3.52 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating the consensus estimate of $1.67 by $0.02. lululemon athletica had a return on equity of 31.61% and a net margin of 13.03%.The business had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.44 billion. During the same period in the previous year, the business earned $2.60 earnings per share. The business’s revenue was up 4.3% on a year-over-year basis. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. On average, equities analysts expect that lululemon athletica inc. will post 12.35 earnings per share for the current year.

Key Headlines Impacting lululemon athletica

Here are the key news stories impacting lululemon athletica this week:

• Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
• Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
• Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
• Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
• Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
• Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
• Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on LULU shares. BTIG Research downgraded lululemon athletica from a “buy” rating to a “neutral” rating in a research report on Friday. Barclays lowered their target price on lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating on the stock in a research report on Friday. Robert W. Baird lowered their target price on lululemon athletica from $170.00 to $140.00 and set a “neutral” rating on the stock in a research report on Friday. Telsey Advisory Group lowered their target price on lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a research report on Friday. Finally, Needham & Company LLC reiterated a “hold” rating on shares of lululemon athletica in a research report on Friday. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-nine have assigned a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $165.13.

About lululemon athletica

lululemon athletica inc. is a design-focused athletic apparel company known for performance-oriented apparel, footwear and accessories. The company’s product portfolio centers on technical apparel for yoga, running, training and everyday active lifestyle use and includes tops, bottoms, outerwear, underwear, bags and a growing footwear assortment. lululemon emphasizes fabric science and product innovation, marketing garments that blend performance features with lifestyle styling.

Products are developed in-house and produced through a network of third-party manufacturers.