LM Advisors LLC Invests $522,000 in lululemon athletica inc. $LULU

LM Advisors LLC bought a new position in shares of lululemon athletica inc. (NASDAQ:LULU) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,568 shares of the apparel retailer’s stock, valued at approximately $522,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in LULU. Brighton Jones LLC purchased a new position in lululemon athletica in the fourth quarter valued at approximately $429,000. NewEdge Advisors LLC raised its holdings in lululemon athletica by 5.1% during the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after purchasing an additional 186 shares in the last quarter. Glenview Trust co lifted its position in shares of lululemon athletica by 39.9% during the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after buying an additional 284 shares during the last quarter. Diversify Advisory Services LLC purchased a new stake in shares of lululemon athletica during the 2nd quarter worth approximately $508,000. Finally, Raymond James Financial Inc. boosted its holdings in shares of lululemon athletica by 10.7% in the 2nd quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after buying an additional 10,891 shares in the last quarter. 85.20% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at lululemon athletica

In related news, Director Charles V. Bergh purchased 4,275 shares of the stock in a transaction that occurred on Monday, June 15th. The shares were purchased at an average price of $117.05 per share, with a total value of $500,388.75. Following the completion of the acquisition, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This represents a 70.20% increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Company insiders own 0.54% of the company’s stock.

lululemon athletica Price Performance

LULU stock opened at $121.07 on Friday. The company has a market cap of $14.37 billion, a price-to-earnings ratio of 9.77, a price-to-earnings-growth ratio of 3.97 and a beta of 0.86. The company has a fifty day moving average price of $117.42 and a 200 day moving average price of $140.39. 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 quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.67 by $0.02. The company had revenue of $2.47 billion for the quarter, compared to the consensus estimate 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 for the quarter 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. As a group, analysts anticipate that lululemon athletica inc. will post 10.93 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts recently commented on the stock. Deutsche Bank Aktiengesellschaft dropped their target price on shares of lululemon athletica from $171.00 to $127.00 and set a “hold” rating on the stock in a research report on Monday, June 8th. Wells Fargo & Company reduced their price target on shares of lululemon athletica from $110.00 to $105.00 and set an “equal weight” rating for the company in a research report on Tuesday, July 21st. Stifel Nicolaus decreased their price objective on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating for the company in a research note on Friday, June 5th. Sanford C. Bernstein dropped their price objective on lululemon athletica from $170.00 to $145.00 and set a “market perform” rating on the stock in a report on Wednesday, June 3rd. Finally, Morgan Stanley reiterated an “underweight” rating and set a $93.00 target price on shares of lululemon athletica in a research report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and an average target price of $148.54.

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.