PBU The Pension Fund of Early Childhood & Youth Educators bought a new stake in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 7,443 shares of the apparel retailer’s stock, valued at approximately $1,547,000.
A number of other institutional investors and hedge funds have also made changes to their positions in the business. Integrated Financial Solutions Inc. bought a new position in lululemon athletica during the 4th quarter valued at approximately $26,000. Murphy & Mullick Capital Management Corp increased its position in lululemon athletica by 187.5% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock valued at $27,000 after buying an additional 105 shares in the last quarter. GoalVest Advisory LLC bought a new position in lululemon athletica during the 4th quarter valued at approximately $27,000. Elyxium Wealth LLC bought a new position in lululemon athletica during the 4th quarter valued at approximately $31,000. Finally, MMA Asset Management LLC bought a new position in lululemon athletica during the 3rd quarter valued at approximately $36,000. Institutional investors own 85.20% of the company’s stock.
lululemon athletica Stock Down 8.6%
Shares of NASDAQ LULU opened at $114.23 on Friday. The firm’s 50-day moving average price is $141.19 and its 200-day moving average price is $169.96. The company has a market cap of $13.79 billion, a PE 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.
Insider Buying and Selling
In related news, insider Nicole Neuburger sold 622 shares of lululemon athletica stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total value of $100,142.00. Following the completion of the sale, the insider owned 19,156 shares of the company’s stock, valued at $3,084,116. The trade was a 3.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Andre Maestrini acquired 3,275 shares of the business’s stock in a transaction that occurred on Wednesday, April 1st. The stock was purchased at an average cost of $151.02 per share, with a total value of $494,590.50. Following the acquisition, the chief executive officer directly owned 34,551 shares of the company’s stock, valued at $5,217,892.02. This trade represents a 10.47% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.54% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades
LULU has been the subject of a number of analyst reports. Freedom Capital raised lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Friday. Weiss Ratings lowered lululemon athletica from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, March 31st. Citigroup reduced their price objective on lululemon athletica from $210.00 to $185.00 and set a “neutral” rating for the company in a research report on Monday, March 23rd. BofA reduced their price objective on lululemon athletica from $175.00 to $140.00 and set a “neutral” rating for the company in a research report on Friday. Finally, JPMorgan Chase & Co. reduced their price objective on lululemon athletica from $173.00 to $149.00 and set a “neutral” rating for the company in a research report on Friday. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $165.13.
Read Our Latest Stock Report on LULU
More 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.
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.
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