1,466,961 Shares in lululemon athletica inc. $LULU Purchased by Boston Partners

Boston Partners acquired a new position in shares of lululemon athletica inc. (NASDAQ:LULU) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 1,466,961 shares of the apparel retailer’s stock, valued at approximately $304,875,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in LULU. Swiss Life Asset Management Ltd grew its stake in shares of lululemon athletica by 53.1% during the fourth quarter. Swiss Life Asset Management Ltd now owns 68,093 shares of the apparel retailer’s stock worth $14,150,000 after buying an additional 23,623 shares during the last quarter. Oppenheimer Asset Management Inc. raised its holdings in shares of lululemon athletica by 46.6% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 25,594 shares of the apparel retailer’s stock valued at $5,319,000 after purchasing an additional 8,134 shares during the period. Rayburn West Financial Services LLC acquired a new stake in shares of lululemon athletica in the 4th quarter worth about $3,536,000. Gateway Investment Advisers LLC raised its holdings in shares of lululemon athletica by 60.0% in the 4th quarter. Gateway Investment Advisers LLC now owns 45,062 shares of the apparel retailer’s stock worth $9,364,000 after acquiring an additional 16,901 shares during the last quarter. Finally, Pekin Hardy Strauss Inc. grew its position in lululemon athletica by 70.0% in the 3rd quarter. Pekin Hardy Strauss Inc. now owns 46,712 shares of the apparel retailer’s stock worth $8,311,000 after purchasing an additional 19,240 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the stock. Deutsche Bank Aktiengesellschaft reduced their target price on shares of lululemon athletica from $171.00 to $127.00 and set a “hold” rating for the company in a research report on Monday, June 8th. Piper Sandler decreased 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 report on Friday, June 5th. JPMorgan Chase & Co. cut their price target on shares of lululemon athletica from $173.00 to $149.00 and set a “neutral” rating on the stock in a report on Friday, June 5th. UBS Group lowered their price target on shares of lululemon athletica from $153.00 to $124.00 and set a “neutral” rating for the company in a research report on Sunday, June 7th. Finally, Stifel Nicolaus decreased their target price on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating for the company in a report on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-seven have given a Hold rating and four have issued a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Reduce” and a consensus target price of $154.26.

Insider Activity

In other news, insider Nicole Neuburger sold 622 shares of the business’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total transaction of $100,142.00. Following the transaction, the insider owned 19,156 shares of the company’s stock, valued at approximately $3,084,116. The trade was a 3.14% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Andre Maestrini acquired 3,275 shares of lululemon athletica stock in a transaction that occurred on Wednesday, April 1st. The stock was bought at an average price of $151.02 per share, for a total transaction of $494,590.50. Following the completion of the acquisition, the chief executive officer owned 34,551 shares in the company, valued at $5,217,892.02. This trade represents a 10.47% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $118.77 on Friday. lululemon athletica inc. has a 1 year low of $109.36 and a 1 year high of $252.24. The stock has a market cap of $14.09 billion, a price-to-earnings ratio of 9.59, a PEG ratio of 3.88 and a beta of 0.87. The firm’s 50-day moving average is $138.06 and its two-hundred day moving average is $168.36.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating the consensus estimate of $1.67 by $0.02. The firm had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.44 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. lululemon athletica’s revenue was up 4.3% on a year-over-year basis. During the same period last year, the firm posted $2.60 EPS. 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, equities analysts expect that lululemon athletica inc. will post 11.26 earnings per share for the current year.

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.