Canada Pension Plan Investment Board purchased a new stake in lululemon athletica inc. (NASDAQ:LULU – Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund purchased 242,899 shares of the apparel retailer’s stock, valued at approximately $27,734,000.
Several other institutional investors and hedge funds have also bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of lululemon athletica in the 2nd quarter valued at approximately $1,010,565,000. Flossbach Von Storch SE bought a new stake in shares of lululemon athletica during the 2nd quarter worth approximately $207,392,000. Norges Bank acquired a new stake in shares of lululemon athletica during the 4th quarter worth approximately $362,598,000. Boston Partners acquired a new stake in shares of lululemon athletica during the 4th quarter worth approximately $304,875,000. Finally, Legal & General Group Plc acquired a new stake in shares of lululemon athletica during the 2nd quarter worth approximately $100,660,000. Institutional investors own 85.20% of the company’s stock.
Analyst Upgrades and Downgrades
Several brokerages have commented on LULU. Zacks Research upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Wednesday, August 19th. UBS Group cut their target price on lululemon athletica from $124.00 to $120.00 and set a “neutral” rating for the company in a research note on Tuesday. Truist Financial downgraded lululemon athletica from a “hold” rating to a “sell” rating and reduced their target price for the company from $115.00 to $94.00 in a report on Thursday, July 16th. Citigroup decreased their price target on lululemon athletica from $185.00 to $130.00 and set a “neutral” rating on the stock in a research note on Tuesday, June 9th. Finally, Freedom Capital raised lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-five have assigned a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Reduce” and a consensus price target of $148.38.
Insider Buying and Selling at lululemon athletica
In related news, Director Charles V. Bergh purchased 4,275 shares of the stock in a transaction dated Monday, June 15th. The stock was bought at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the acquisition, the director owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.54% of the company’s stock.
lululemon athletica Trading Up 5.1%
Shares of lululemon athletica stock opened at $120.81 on Friday. The firm has a market capitalization of $14.34 billion, a PE ratio of 9.75, a price-to-earnings-growth ratio of 3.77 and a beta of 0.86. The firm’s 50 day moving average is $117.94 and its 200 day moving average is $138.44. 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 released its quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. The business had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.44 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The firm’s quarterly revenue was up 4.3% compared to the same quarter last year. During the same period in the prior year, the company earned $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. As a group, research analysts anticipate that lululemon athletica inc. will post 10.93 earnings per share for the current year.
lululemon athletica News Summary
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Several earnings previews highlight lululemon’s strong history of exceeding analyst estimates and suggest the company has favorable conditions for another quarterly beat. International growth and momentum from the Power of Three ×2 strategy are expected to support results. Will Lululemon Beat Estimates Again in Its Next Earnings Report?
- Positive Sentiment: The upcoming report is expected to benefit from continued international expansion and execution of Power of Three ×2. A better-than-expected release could reinforce the recent improvement in investor sentiment around LULU. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?
- Neutral Sentiment: lululemon is scheduled to report quarterly results Thursday. Investors will likely focus on sales growth, international performance, margins and management’s outlook. The company’s previous quarter modestly exceeded consensus estimates, while full-year earnings guidance remains a key benchmark.
- Neutral Sentiment: Next week’s U.S. jobs report and other economic data could influence interest-rate expectations and broader consumer and retail stocks, potentially affecting LULU independently of its earnings fundamentals. The Week Ahead: August Jobs Report Takes Center Stage
- Negative Sentiment: Analysts expect North American softness and margin pressure to weigh on the quarter, creating execution risk even if international operations perform well. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?
- Negative Sentiment: UBS issued a pessimistic forecast for LULU, while a separate analyst downgrade previously pressured the shares. These actions signal continued concerns about valuation, growth durability and the company’s near-term outlook. UBS Group Issues Pessimistic Forecast for lululemon athletica Stock Price lululemon Shares Gap Down on Analyst Downgrade
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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