Gateway Investment Advisers LLC Has $9.36 Million Stock Position in lululemon athletica inc. $LULU

Gateway Investment Advisers LLC increased its holdings in shares of lululemon athletica inc. (NASDAQ:LULU) by 60.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 45,062 shares of the apparel retailer’s stock after acquiring an additional 16,901 shares during the quarter. Gateway Investment Advisers LLC’s holdings in lululemon athletica were worth $9,364,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Cornerstone Planning Group LLC increased its holdings in shares of lululemon athletica by 81.9% during the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock worth $25,000 after acquiring an additional 68 shares during the last quarter. Integrated Financial Solutions Inc. acquired a new position in shares of lululemon athletica during the 4th quarter worth approximately $26,000. Murphy & Mullick Capital Management Corp increased its holdings in shares of lululemon athletica by 187.5% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock worth $27,000 after acquiring an additional 105 shares during the last quarter. GoalVest Advisory LLC acquired a new position in shares of lululemon athletica during the 4th quarter worth approximately $27,000. Finally, Golden State Wealth Management LLC increased its holdings in shares of lululemon athletica by 129.4% during the 3rd quarter. Golden State Wealth Management LLC now owns 195 shares of the apparel retailer’s stock worth $35,000 after acquiring an additional 110 shares during the last quarter. 85.20% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Wilson publishes a shareholder letter outlining a creative, product‑led turnaround and names three independent board nominees he says will restore lululemon’s “cool” and innovation focus; that plan could be seen as a constructive strategic roadmap if it gains shareholder support. Chip Wilson Issues Letter to lululemon Shareholders
• Neutral Sentiment: Trade and macro headwinds remain a drag on growth, but commentators note lululemon’s strong balance sheet — this keeps the company’s long‑term optionality intact even as near‑term comps and margins are pressured. Trade Barriers Have Been a Huge Negative for Lululemon Stock Investors
• Negative Sentiment: Founder Wilson is actively urging shareholders to vote for his board nominees, escalating a public governance battle that increases near‑term uncertainty around management and strategy. Lululemon Founder Chip Wilson Urges Shareholders To Vote for His Board Nominees
• Negative Sentiment: Analysts have trimmed targets: JPMorgan cut its price target to $173 and Robert W. Baird lowered its target to $170 — both moves signal reduced near‑term expectations and can weigh on sentiment. lululemon athletica (NASDAQ:LULU) Given New $173.00 Price Target at JPMorgan Chase & Co. lululemon price target lowered by Robert W. Baird
• Negative Sentiment: Coverage highlights an ongoing CEO succession dispute (founder opposes former‑Nike exec Heidi O’Neill) and recent short‑term share weakness, reinforcing volatility until governance and leadership issues are resolved. Lululemon Athletica Inc. (LULU) On Edge Amid Next CEO Squabbles Lululemon (LULU) Stock Sinks As Market Gains: Here’s Why

Analyst Upgrades and Downgrades

A number of research analysts recently weighed in on LULU shares. UBS Group decreased their target price on lululemon athletica from $189.00 to $176.00 and set a “neutral” rating on the stock in a report on Wednesday, March 18th. Deutsche Bank Aktiengesellschaft started coverage on lululemon athletica in a report on Thursday, January 8th. They set a “hold” rating on the stock. Telsey Advisory Group decreased their target price on lululemon athletica from $215.00 to $175.00 and set a “market perform” rating on the stock in a report on Wednesday, March 18th. JPMorgan Chase & Co. decreased their target price on lululemon athletica from $196.00 to $173.00 in a report on Wednesday. Finally, Wells Fargo & Company decreased their target price on lululemon athletica from $175.00 to $150.00 and set an “equal weight” rating on the stock in a report on Wednesday, March 18th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus price target of $203.80.

lululemon athletica Price Performance

LULU opened at $133.59 on Friday. The business has a fifty day simple moving average of $159.15 and a 200 day simple moving average of $176.79. The company has a market capitalization of $16.13 billion, a PE ratio of 10.04, a price-to-earnings-growth ratio of 4.06 and a beta of 0.90. lululemon athletica inc. has a 1 year low of $127.80 and a 1 year high of $340.25.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.78 by $0.23. The business had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.59 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The firm’s quarterly revenue was up .0% on a year-over-year basis. During the same period in the previous year, the company posted $6.14 EPS. Equities analysts anticipate that lululemon athletica inc. will post 12.31 earnings per share for the current fiscal year.

Insider Activity

In related news, CEO Andre Maestrini bought 3,275 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was purchased at an average cost of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer owned 34,551 shares in the company, valued at $5,217,892.02. The trade was a 10.47% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Charles V. Bergh bought 6,090 shares of the business’s stock in a transaction dated Friday, March 20th. The shares were bought at an average price of $164.20 per share, with a total value of $999,978.00. Following the completion of the transaction, the director owned 6,090 shares in the company, valued at approximately $999,978. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.54% of the company’s stock.

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.