lululemon athletica inc. $LULU Shares Acquired by M&G PLC

M&G PLC raised its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 32.9% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 303,881 shares of the apparel retailer’s stock after acquiring an additional 75,247 shares during the period. M&G PLC owned approximately 0.26% of lululemon athletica worth $54,091,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of the company. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in lululemon athletica during the 2nd quarter worth approximately $17,747,000. K.J. Harrison & Partners Inc raised its position in shares of lululemon athletica by 100.1% during the 2nd quarter. K.J. Harrison & Partners Inc now owns 6,002 shares of the apparel retailer’s stock valued at $1,426,000 after acquiring an additional 3,002 shares in the last quarter. Hussman Strategic Advisors Inc. lifted its stake in lululemon athletica by 66.7% during the third quarter. Hussman Strategic Advisors Inc. now owns 21,000 shares of the apparel retailer’s stock worth $3,737,000 after purchasing an additional 8,400 shares during the last quarter. Alpha Wealth Funds LLC acquired a new position in lululemon athletica in the second quarter worth $470,000. Finally, Pacer Advisors Inc. boosted its holdings in lululemon athletica by 2,598.9% in the third quarter. Pacer Advisors Inc. now owns 475,957 shares of the apparel retailer’s stock worth $84,687,000 after purchasing an additional 458,322 shares during the period. 85.20% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, insider Celeste Burgoyne sold 13,511 shares of lululemon athletica stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the transaction, the insider directly owned 5,318 shares in the company, valued at approximately $1,084,872. This trade represents a 71.76% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.54% of the stock is owned by company insiders.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $176.42 on Monday. lululemon athletica inc. has a 1-year low of $159.25 and a 1-year high of $393.54. The business’s fifty day moving average price is $196.09 and its two-hundred day moving average price is $185.41. The company has a market capitalization of $20.70 billion, a P/E ratio of 12.23, a PEG ratio of 11.11 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The company had revenue of $2.57 billion for the quarter, compared to analyst estimates of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The company’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $2.53 earnings per share. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. On average, research analysts expect that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the stock. Evercore increased their target price on shares of lululemon athletica from $180.00 to $215.00 in a report on Friday, December 12th. Jefferies Financial Group cut their target price on shares of lululemon athletica from $200.00 to $185.00 and set a “hold” rating on the stock in a report on Friday, January 30th. JPMorgan Chase & Co. upped their target price on lululemon athletica from $203.00 to $209.00 and gave the company a “neutral” rating in a report on Tuesday, January 20th. Telsey Advisory Group reiterated a “market perform” rating and set a $215.00 price target on shares of lululemon athletica in a research report on Monday, January 26th. Finally, Bank of America boosted their price objective on lululemon athletica from $185.00 to $220.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $227.05.

More lululemon athletica News

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

• Positive Sentiment: Zacks Research raised near‑term quarterly EPS forecasts for lululemon (Q3 2027 to $2.60 from $2.50; Q3 2028 to $2.75 from $2.66), which signals modest upside to short‑term earnings expectations even as the firm retains a “Hold” rating. (No external link provided)
• Neutral Sentiment: Zacks made small downward tweaks to some other-quarter estimates (Q4 2027 and Q4 2028 cuts are minor) and kept a Hold rating — a mixed analyst view that should temper but not radically change forward EPS consensus (~$14.36 FY). (No external link provided)
• Negative Sentiment: A wave of customer complaints and media stories reporting new Lululemon leggings being “see‑through” has surfaced across outlets; the quality/fit controversy is hitting sentiment and prompted a pullback in the stock earlier this week. lululemon athletica Faces Fresh Quality Complaints Over Yoga Pants Lululemon stock falls after another see-through leggings controversy More ‘see-through’ issues surface for Lululemon, and the stock is taking a hit
• Negative Sentiment: Media coverage is broad (MSN, Newsweek, Seeking Alpha) and includes commentary that the product issues raise reputational and execution risk; Seeking Alpha calls out leadership uncertainty as a reason investors should be patient despite valuation arguments. lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience Another pair of Lululemon leggings being called see-through
• Negative Sentiment: Coverage of the complaints coincided with a sharper intraday decline reported by market commentators, amplifying the short‑term technical pressure on the stock as investors price in potential returns, recalls or reputational damage. Lululemon (LULU) Falls More Steeply Than Broader Market: What Investors Need to Know

lululemon athletica 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.