lululemon athletica inc. $LULU Holdings Lifted by Wealthfront Advisers LLC

Wealthfront Advisers LLC raised its position in lululemon athletica inc. (NASDAQ:LULU) by 163.7% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 5,977 shares of the apparel retailer’s stock after purchasing an additional 3,710 shares during the quarter. Wealthfront Advisers LLC’s holdings in lululemon athletica were worth $1,063,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Cornerstone Planning Group LLC increased its position in lululemon athletica by 81.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after acquiring an additional 68 shares during the period. Blue Trust Inc. grew its stake in shares of lululemon athletica by 96.8% in the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock worth $29,000 after purchasing an additional 61 shares in the last quarter. Tradewinds Capital Management LLC grew its stake in shares of lululemon athletica by 18,400.0% in the third quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock worth $33,000 after purchasing an additional 184 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. increased its holdings in shares of lululemon athletica by 464.0% during the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock valued at $34,000 after purchasing an additional 116 shares during the period. Finally, Golden State Wealth Management LLC raised its stake in shares of lululemon athletica by 129.4% during the third quarter. Golden State Wealth Management LLC now owns 195 shares of the apparel retailer’s stock valued at $35,000 after purchasing an additional 110 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Zacks Research raised near‑term quarterly EPS forecasts for lululemon (Q3 2027 to $2.60 from $2.50; Q3 2028 to $2.75 from $2.66), which signals modest upside to short‑term earnings expectations even as the firm retains a “Hold” rating. (No external link provided)
• Neutral Sentiment: Zacks made small downward tweaks to some other-quarter estimates (Q4 2027 and Q4 2028 cuts are minor) and kept a Hold rating — a mixed analyst view that should temper but not radically change forward EPS consensus (~$14.36 FY). (No external link provided)
• Negative Sentiment: A wave of customer complaints and media stories reporting new Lululemon leggings being “see‑through” has surfaced across outlets; the quality/fit controversy is hitting sentiment and prompted a pullback in the stock earlier this week. lululemon athletica Faces Fresh Quality Complaints Over Yoga Pants Lululemon stock falls after another see-through leggings controversy More ‘see-through’ issues surface for Lululemon, and the stock is taking a hit
• Negative Sentiment: Media coverage is broad (MSN, Newsweek, Seeking Alpha) and includes commentary that the product issues raise reputational and execution risk; Seeking Alpha calls out leadership uncertainty as a reason investors should be patient despite valuation arguments. lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience Another pair of Lululemon leggings being called see-through
• Negative Sentiment: Coverage of the complaints coincided with a sharper intraday decline reported by market commentators, amplifying the short‑term technical pressure on the stock as investors price in potential returns, recalls or reputational damage. Lululemon (LULU) Falls More Steeply Than Broader Market: What Investors Need to Know

Insiders Place Their Bets

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the sale, the insider directly owned 5,318 shares of the company’s stock, valued at approximately $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica Stock Performance

NASDAQ LULU opened at $176.42 on Monday. The stock has a market capitalization of $20.70 billion, a P/E ratio of 12.23, a P/E/G ratio of 11.11 and a beta of 1.01. lululemon athletica inc. has a 1 year low of $159.25 and a 1 year high of $393.54. The business’s fifty day moving average is $196.09 and its two-hundred day moving average is $185.41.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.37. The business had revenue of $2.57 billion during the quarter, compared to analyst estimates of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The company’s revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company posted $2.53 EPS. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. On average, research analysts forecast that lululemon athletica inc. will post 14.36 earnings per share for the current year.

Wall Street Analyst Weigh In

LULU has been the subject of a number of recent analyst reports. UBS Group set a $206.00 target price on shares of lululemon athletica in a research report on Wednesday, December 31st. Robert W. Baird upped their price target on shares of lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. The Goldman Sachs Group increased their price objective on shares of lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Zacks Research raised lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Tuesday, November 4th. Finally, Jefferies Financial Group cut their target price on lululemon athletica from $200.00 to $185.00 and set a “hold” rating for the company in a research report on Friday, January 30th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $227.05.

lululemon athletica Company Profile

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.