lululemon athletica inc. $LULU Shares Sold by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. lowered its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 92.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 3,306 shares of the apparel retailer’s stock after selling 40,332 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in lululemon athletica were worth $377,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Brighton Jones LLC purchased a new position in shares of lululemon athletica in the 4th quarter valued at approximately $429,000. NewEdge Advisors LLC raised its stake in shares of 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 purchasing an additional 186 shares during the last quarter. Glenview Trust co raised its stake in shares of 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 purchasing an additional 284 shares during the last quarter. Diversify Advisory Services LLC acquired a new stake in shares of lululemon athletica during the second quarter worth $508,000. Finally, Raymond James Financial Inc. lifted its holdings in shares of 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 purchasing an additional 10,891 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

Insider Transactions at lululemon athletica

In related news, Director Charles Bergh bought 4,275 shares of the company’s stock in a transaction on Monday, June 15th. The stock was bought at an average cost of $117.05 per share, with a total value of $500,388.75. Following the completion of the acquisition, the director owned 10,365 shares in the company, valued at approximately $1,213,223.25. This represents a 70.20% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.54% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have issued reports on LULU shares. Sanford C. Bernstein dropped their price objective on shares of lululemon athletica from $145.00 to $115.00 and set a “market perform” rating on the stock in a research note on Friday. Freedom Capital upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Friday, June 5th. The Goldman Sachs Group lowered their target price on shares of lululemon athletica from $111.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday. Guggenheim reissued a “neutral” rating on shares of lululemon athletica in a report on Friday. Finally, Piper Sandler reduced their price objective on shares of lululemon athletica from $110.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have assigned a Hold rating and five have assigned a Sell rating to the stock. Based on data from MarketBeat.com, lululemon athletica has an average rating of “Reduce” and an average target price of $116.46.

Key lululemon athletica News

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

• Positive Sentiment: Fiscal Q2 adjusted EPS of $2.92 exceeded the $1.79 consensus estimate. However, approximately $0.86 per share of the result came from tariff refunds, making the beat less indicative of underlying operating strength. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
• Positive Sentiment: Michael Burry reportedly remains bullish and indicated he may buy more shares below $100, offering a contrarian vote of confidence despite the disappointing results. Lululemon Sinks 20% After Second Guidance Cut
• Neutral Sentiment: Incoming CEO Heidi O’Neill takes over next week, putting renewed focus on whether a product refresh, stronger marketing and improved traffic can restore growth. Lululemon forecast cut hits shares, underscores challenge for next CEO
• Neutral Sentiment: Analyst opinion became more cautious: Goldman Sachs, Barclays, JPMorgan, Morgan Stanley, Piper Sandler and others lowered price targets, though several retained neutral or market-perform ratings and some targets remain above the stock’s recent level.
• Negative Sentiment: Q2 revenue fell 4% year over year to $2.42 billion, below the $2.46 billion consensus, while comparable sales dropped 9%. Americas revenue declined 8% and comparable sales fell 12%, signaling weakness in the company’s core market. Lululemon shares tumble on weak China, North America sales
• Negative Sentiment: Management reduced fiscal 2026 revenue guidance to $10.35 billion-$10.50 billion and EPS guidance to $9.48-$9.73. Q3 revenue is expected to decline 10%-11%, reinforcing concerns that the slowdown will persist.
• Negative Sentiment: The CEO transition, uneven product acceptance, softer store traffic, intense competition and a stronger-than-expected jobs report that increased rate concerns compounded the pressure on the apparel retailer’s valuation.

lululemon athletica Stock Performance

lululemon athletica stock opened at $100.61 on Monday. The company has a market cap of $11.94 billion, a P/E ratio of 8.24, a price-to-earnings-growth ratio of 2.05 and a beta of 0.87. lululemon athletica inc. has a one year low of $97.99 and a one year high of $225.98. The business has a fifty day moving average of $118.42 and a two-hundred day moving average of $136.08.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, topping analysts’ consensus estimates of $1.79 by $1.13. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The business had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. During the same period in the prior year, the company posted $3.10 EPS. The business’s revenue for the quarter was down 4.3% on a year-over-year basis. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. Sell-side analysts predict that lululemon athletica inc. will post 11.14 EPS for the current 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.