OP Asset Management Ltd Invests $1.66 Million in lululemon athletica inc. $LULU

OP Asset Management Ltd purchased a new stake in lululemon athletica inc. (NASDAQ:LULU) in the 1st quarter, Holdings Channel reports. The fund purchased 10,871 shares of the apparel retailer’s stock, valued at approximately $1,664,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of LULU. Norges Bank acquired a new stake in lululemon athletica in the fourth quarter valued at $362,598,000. Boston Partners acquired a new position in shares of lululemon athletica during the 4th quarter worth $304,875,000. Invesco Ltd. grew its stake in shares of lululemon athletica by 28.7% during the 3rd quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after purchasing an additional 490,127 shares during the period. Goldman Sachs Group Inc. increased its holdings in shares of lululemon athletica by 77.3% in the 4th quarter. Goldman Sachs Group Inc. now owns 979,054 shares of the apparel retailer’s stock valued at $203,457,000 after purchasing an additional 426,860 shares in the last quarter. Finally, Contrarius Group Holdings Ltd purchased a new position in shares of lululemon athletica in the 4th quarter valued at about $86,441,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Stock Performance

Shares of NASDAQ LULU opened at $117.57 on Monday. The stock has a market cap of $13.95 billion, a price-to-earnings ratio of 9.49, a PEG ratio of 3.78 and a beta of 0.88. lululemon athletica inc. has a 52 week low of $104.44 and a 52 week high of $252.24. The company’s 50-day moving average price is $128.61 and its 200 day moving average price is $163.38.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, beating the consensus estimate of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The firm had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.44 billion. During the same period last year, the firm posted $2.60 EPS. The firm’s revenue for the quarter was up 4.3% on a year-over-year basis. 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, research analysts expect that lululemon athletica inc. will post 11.14 earnings per share for the current year.

Analyst Ratings Changes

LULU has been the topic of a number of research analyst reports. BTIG Research downgraded shares of lululemon athletica from a “buy” rating to a “neutral” rating in a report on Friday, June 5th. Weiss Ratings cut shares of lululemon athletica from a “hold (c-)” rating to a “sell (d+)” rating in a report on Tuesday, March 31st. Sanford C. Bernstein reduced their price target on shares of lululemon athletica from $170.00 to $145.00 and set a “market perform” rating for the company in a research report on Wednesday, June 3rd. BNP Paribas Exane lowered lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 price target on the stock. in a research note on Friday, June 5th. Finally, UBS Group lowered their price target on lululemon athletica from $153.00 to $124.00 and set a “neutral” rating on the stock in a report on Sunday, June 7th. One equities research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-six have assigned a Hold rating and four have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $152.88.

Insider Buying and Selling

In related news, Director Charles V. Bergh bought 4,275 shares of the stock in a transaction on Monday, June 15th. The shares were purchased at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the acquisition, the director owned 10,365 shares in the company, valued at $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, CEO Andre Maestrini purchased 3,275 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were bought at an average cost of $151.02 per share, with a total value of $494,590.50. Following the transaction, the chief executive officer directly owned 34,551 shares of the company’s stock, valued at $5,217,892.02. This represents a 10.47% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders own 0.54% of the company’s stock.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Shareholders elected three management-backed directors, including former Levi Strauss CEO Chip Bergh, Unilever executive Esi Eggleston Bracey, and finance veteran Teri List, helping finalize a truce with founder Chip Wilson and giving incoming leadership more room to focus on a turnaround. Reuters article
• Positive Sentiment: The board settlement appears to resolve a distracting proxy dispute, which could improve governance visibility and allow management to concentrate on reviving growth and sentiment around the brand. Proactive Investors article
• Neutral Sentiment: Several articles highlighted broader concerns that Lululemon has been a weak performer relative to past expectations, with investors still focused on whether the company can restore stronger revenue growth and rebuild confidence. Yahoo Finance article
• Neutral Sentiment: Commentary from Michael Burry and other market observers added attention to LULU, but these items were mostly opinion-driven and did not change the core near-term business outlook. Business Insider article

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.