lululemon athletica inc. $LULU Shares Purchased by Goldman Sachs Group Inc.

Goldman Sachs Group Inc. lifted its holdings in lululemon athletica inc. (NASDAQ:LULU) by 77.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 979,054 shares of the apparel retailer’s stock after acquiring an additional 426,860 shares during the quarter. Goldman Sachs Group Inc.’s holdings in lululemon athletica were worth $203,457,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in LULU. Brighton Jones LLC acquired a new stake in shares of lululemon athletica in the fourth quarter worth $429,000. NewEdge Advisors LLC boosted its holdings in lululemon athletica by 5.1% during the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after buying an additional 186 shares in the last quarter. Glenview Trust co boosted its holdings in lululemon athletica by 39.9% during the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after buying an additional 284 shares in the last quarter. Diversify Advisory Services LLC purchased a new stake in lululemon athletica during the second quarter worth $508,000. Finally, Raymond James Financial Inc. boosted its holdings in lululemon athletica by 10.7% during the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock worth $26,759,000 after buying an additional 10,891 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Key lululemon athletica News

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.

lululemon athletica Stock Down 8.6%

LULU opened at $114.23 on Friday. The company has a market cap 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 inc. has a 52-week low of $109.36 and a 52-week high of $275.60. The firm’s fifty day simple moving average is $141.19 and its two-hundred day simple moving average is $169.96.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.67 by $0.02. The business had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.44 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.61%. The company’s revenue was up 4.3% compared to the same quarter last year. During the same period last year, the firm posted $2.60 earnings per share. 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, research analysts forecast that lululemon athletica inc. will post 12.35 EPS for the current year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on LULU shares. Bank of America lowered their price target on shares of lululemon athletica from $175.00 to $140.00 and set a “neutral” rating on the stock in a report on Friday. Jefferies Financial Group lowered their price target on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a report on Friday. Telsey Advisory Group lowered their price target on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a report on Friday. BTIG Research downgraded shares of lululemon athletica from a “buy” rating to a “neutral” rating in a report on Friday. Finally, UBS Group lowered their price target on shares of lululemon athletica from $153.00 to $124.00 and set a “neutral” rating on the stock in a report on Monday, June 1st. One equities research 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 given a Sell rating to the company. According to MarketBeat, lululemon athletica presently has an average rating of “Hold” and an average target price of $165.13.

Insider Buying and Selling at lululemon athletica

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

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.