UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its holdings in lululemon athletica inc. (NASDAQ:LULU – Free Report) by 0.6% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 821,585 shares of the apparel retailer’s stock after purchasing an additional 4,901 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in lululemon athletica were worth $93,809,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC acquired a new position in lululemon athletica in the fourth quarter valued at approximately $429,000. NewEdge Advisors LLC grew its position in shares of lululemon athletica by 5.1% during the 1st 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 during the period. Glenview Trust co grew its position in shares of lululemon athletica by 39.9% during the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after buying an additional 284 shares during the period. Diversify Advisory Services LLC bought a new stake in shares of lululemon athletica in the 2nd quarter valued at $508,000. Finally, Raymond James Financial Inc. lifted its position in shares of lululemon athletica by 10.7% during the 2nd quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after acquiring an additional 10,891 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.
Analyst Ratings Changes
LULU has been the topic of several research analyst reports. Piper Sandler cut their target price on shares of lululemon athletica from $130.00 to $110.00 and set a “neutral” rating on the stock in a research note on Friday, June 5th. Needham & Company LLC reiterated a “hold” rating on shares of lululemon athletica in a report on Friday, June 5th. Freedom Capital upgraded lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Friday, June 5th. Robert W. Baird decreased their target price on lululemon athletica from $170.00 to $140.00 and set a “neutral” rating for the company in a research report on Friday, June 5th. Finally, Rothschild & Co Redburn dropped their price target on lululemon athletica from $160.00 to $110.00 and set a “sell” rating on the stock in a research note on Tuesday, June 16th. One analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have issued a Hold rating and five have assigned a Sell rating to the stock. According to MarketBeat, lululemon athletica presently has a consensus rating of “Reduce” and a consensus price target of $148.38.
More lululemon athletica News
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Some analysts argue that LULU appears undervalued after its steep decline. The company continues to generate substantial cash, and its premium brand, balance sheet and long-term growth potential could support a recovery if recent operational problems prove temporary. Lululemon Stock Looks Undervalued With Sentiment Still Weak LULU: A Cash Gusher At a Marked-Down Price
- Positive Sentiment: Short-term momentum had stabilized ahead of earnings, with recent seven-day and 30-day returns modestly positive. The stock’s low price-to-earnings multiple may attract value-oriented investors, although the discount reflects meaningful execution risks. Is lululemon athletica Cheap As Earnings Expectations Set a Tough Valuation Test?
- Neutral Sentiment: Telsey Advisory initiated or maintained a Hold view, signaling that the current valuation may be balanced by uncertainty about sales growth, margins and the company’s turnaround prospects. Lululemon Athletica Gets a Hold from Telsey Advisory
- Negative Sentiment: New CEO Heidi O’Neill faces a difficult turnaround, with investors looking for evidence that management can restore brand momentum and improve execution. The leadership transition adds uncertainty during an already challenging period. New Lululemon CEO Faces Steep Turnaround Challenge
- Negative Sentiment: LULU’s September 3 earnings report is the immediate catalyst. Analysts expect roughly $1.79 in quarterly EPS and $2.47 billion in revenue, implying weaker earnings and limited sales growth versus the prior-year period. Any miss, cautious guidance or margin deterioration could intensify selling. Lululemon’s Next Earnings Report Could Send the Stock Plummeting
Insider Activity at lululemon athletica
In related news, Director Charles V. Bergh bought 4,275 shares of the company’s stock in a transaction dated Monday, June 15th. The shares were bought at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the acquisition, the director directly owned 10,365 shares of the company’s stock, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.54% of the stock is currently owned by company insiders.
lululemon athletica Price Performance
Shares of NASDAQ LULU opened at $118.00 on Wednesday. The company has a 50-day moving average price of $118.42 and a 200-day moving average price of $137.35. The stock has a market capitalization of $14.00 billion, a P/E ratio of 9.52, a P/E/G ratio of 3.94 and a beta of 0.87. lululemon athletica inc. has a 1 year low of $104.44 and a 1 year high of $225.98.
lululemon athletica (NASDAQ:LULU – Get Free Report) last posted its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.44 billion. During the same quarter in the prior year, the business posted $2.60 EPS. The firm’s revenue was up 4.3% compared to the same quarter last year. 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. As a group, equities research analysts anticipate that lululemon athletica inc. will post 10.93 earnings per share for the current fiscal year.
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.
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