UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Acquires 4,901 Shares of lululemon athletica inc. $LULU

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of lululemon athletica inc. (NASDAQ:LULU) by 0.6% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 821,585 shares of the apparel retailer’s stock after acquiring an additional 4,901 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned approximately 0.69% of lululemon athletica worth $93,809,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. BlackRock Inc. bought a new stake in lululemon athletica in the 2nd quarter valued at $1,010,565,000. Geode Capital Management LLC boosted its position in lululemon athletica by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock worth $631,526,000 after purchasing an additional 71,464 shares during the period. Invesco Ltd. increased its holdings in shares of lululemon athletica by 28.7% in the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after purchasing an additional 490,127 shares during the last quarter. Morgan Stanley raised its position in shares of lululemon athletica by 2.8% in the fourth quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock valued at $456,592,000 after purchasing an additional 59,282 shares during the period. Finally, Flossbach Von Storch SE bought a new position in shares of lululemon athletica in the second quarter valued at about $207,392,000. 85.20% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at lululemon athletica

In other news, Director Charles V. Bergh acquired 4,275 shares of the stock in a transaction dated Monday, June 15th. The stock was bought at an average price of $117.05 per share, with a total value of $500,388.75. Following the completion of the purchase, the director directly owned 10,365 shares of the company’s stock, valued at $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 at the SEC website. 0.54% of the stock is currently owned by insiders.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Some analysts argue that LULU appears undervalued after its steep decline. The company continues to generate substantial cash, and its premium brand, balance sheet and long-term growth potential could support a recovery if recent operational problems prove temporary. Lululemon Stock Looks Undervalued With Sentiment Still Weak LULU: A Cash Gusher At a Marked-Down Price
• Positive Sentiment: Short-term momentum had stabilized ahead of earnings, with recent seven-day and 30-day returns modestly positive. The stock’s low price-to-earnings multiple may attract value-oriented investors, although the discount reflects meaningful execution risks. Is lululemon athletica Cheap As Earnings Expectations Set a Tough Valuation Test?
• Neutral Sentiment: Telsey Advisory initiated or maintained a Hold view, signaling that the current valuation may be balanced by uncertainty about sales growth, margins and the company’s turnaround prospects. Lululemon Athletica Gets a Hold from Telsey Advisory
• Negative Sentiment: New CEO Heidi O’Neill faces a difficult turnaround, with investors looking for evidence that management can restore brand momentum and improve execution. The leadership transition adds uncertainty during an already challenging period. New Lululemon CEO Faces Steep Turnaround Challenge
• Negative Sentiment: LULU’s September 3 earnings report is the immediate catalyst. Analysts expect roughly $1.79 in quarterly EPS and $2.47 billion in revenue, implying weaker earnings and limited sales growth versus the prior-year period. Any miss, cautious guidance or margin deterioration could intensify selling. Lululemon’s Next Earnings Report Could Send the Stock Plummeting

Wall Street Analysts Forecast Growth

Several analysts recently commented on LULU shares. The Goldman Sachs Group reduced their target price on shares of lululemon athletica from $177.00 to $122.00 and set a “neutral” rating for the company in a report on Friday, June 5th. Telsey Advisory Group lowered their price target on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a report on Friday, June 5th. Morgan Stanley restated an “underweight” rating and set a $93.00 price objective on shares of lululemon athletica in a report on Monday, July 6th. Evercore decreased their target price on lululemon athletica from $175.00 to $130.00 in a research report on Wednesday, June 3rd. Finally, Weiss Ratings lowered lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research note on Monday, August 24th. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have given a Hold rating and five have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Reduce” and a consensus target price of $148.38.

lululemon athletica Stock Down 1.9%

LULU stock opened at $118.00 on Wednesday. The company’s 50-day moving average price is $118.42 and its two-hundred day moving average price is $137.35. The firm has a market cap of $14.00 billion, a P/E ratio of 9.52, a P/E/G ratio of 3.94 and a beta of 0.87. lululemon athletica inc. has a 12 month low of $104.44 and a 12 month high of $225.98.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. The firm had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.44 billion. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The company’s revenue was up 4.3% compared to the same quarter last year. During the same quarter last year, the business 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. Equities analysts predict that lululemon athletica inc. will post 10.93 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.