Monaco Asset Management SAM Has $7.27 Million Position in lululemon athletica inc. $LULU

Monaco Asset Management SAM reduced its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 49.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,000 shares of the apparel retailer’s stock after selling 34,000 shares during the quarter. lululemon athletica accounts for 1.3% of Monaco Asset Management SAM’s portfolio, making the stock its 18th largest position. Monaco Asset Management SAM’s holdings in lululemon athletica were worth $7,273,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently bought and sold shares of LULU. Norges Bank acquired a new position in lululemon athletica during the fourth quarter worth $362,598,000. Vanguard Group Inc. raised its stake in lululemon athletica by 3.9% during the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock worth $2,452,394,000 after acquiring an additional 521,915 shares in the last quarter. Invesco Ltd. raised its stake in lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after acquiring an additional 490,127 shares in the last quarter. Victory Capital Management Inc. raised its stake in lululemon athletica by 321.2% during the third quarter. Victory Capital Management Inc. now owns 497,689 shares of the apparel retailer’s stock worth $88,554,000 after acquiring an additional 379,536 shares in the last quarter. Finally, Dimensional Fund Advisors LP raised its stake in lululemon athletica by 32.3% during the third quarter. Dimensional Fund Advisors LP now owns 1,311,664 shares of the apparel retailer’s stock worth $233,394,000 after acquiring an additional 319,934 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: BTIG Research reaffirmed its Buy rating on lululemon and raised its price target to $225, implying meaningful upside from current levels. BTIG reiterates buy on lululemon
• Positive Sentiment: Lululemon reached a cooperation agreement with founder Chip Wilson, ending the proxy fight and adding board members, which could reduce governance uncertainty ahead of the CEO transition. Lululemon board truce with founder resets governance
• Neutral Sentiment: Options markets are pricing in a possible move of about 9.4% after the upcoming earnings report, highlighting that a larger-than-usual post-earnings swing is possible. Lululemon earnings could swing stock
• Neutral Sentiment: Several previews suggest Q1 earnings may decline, with investors focused on whether China, men’s, and digital growth can offset soft North American demand and tariff pressure on margins. Lululemon pre-Q1 earnings article
• Negative Sentiment: Analysts warned that lululemon may not have the right setup for an earnings beat, reinforcing concerns that the upcoming report could disappoint if trends in the Americas remain weak. Zacks earnings preview

lululemon athletica Stock Performance

Shares of NASDAQ:LULU opened at $131.25 on Monday. lululemon athletica inc. has a twelve month low of $116.63 and a twelve month high of $340.25. The firm has a market cap of $15.84 billion, a PE ratio of 9.87, a price-to-earnings-growth ratio of 4.04 and a beta of 0.88. The business has a fifty day moving average of $144.96 and a 200-day moving average of $171.56.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share for the quarter, beating analysts’ consensus estimates of $4.78 by $0.23. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The company had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.59 billion. During the same period last year, the company posted $6.14 earnings per share. The firm’s quarterly revenue was up .0% compared to the same quarter last year. On average, analysts anticipate that lululemon athletica inc. will post 12.26 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have issued reports on LULU. UBS Group dropped their price objective on lululemon athletica from $189.00 to $176.00 and set a “neutral” rating for the company in a research note on Wednesday, March 18th. BNP Paribas Exane dropped their price objective on lululemon athletica from $206.00 to $170.00 and set a “neutral” rating for the company in a research note on Wednesday, March 18th. Weiss Ratings lowered lululemon athletica from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, March 31st. Piper Sandler lowered their target price on lululemon athletica from $190.00 to $130.00 and set a “neutral” rating for the company in a research note on Friday, May 22nd. Finally, Robert W. Baird lowered their target price on lululemon athletica from $190.00 to $170.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, lululemon athletica presently has an average rating of “Hold” and an average target price of $201.66.

Insider Activity

In other news, insider Nicole Neuburger sold 622 shares of the firm’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total value of $100,142.00. Following the completion of the sale, the insider directly owned 19,156 shares in the company, valued at approximately $3,084,116. This trade represents a 3.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, CEO Andre Maestrini acquired 3,275 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was purchased at an average price of $151.02 per share, with a total value of $494,590.50. Following the completion of the transaction, the chief executive officer owned 34,551 shares of the company’s stock, valued at approximately $5,217,892.02. This trade represents a 10.47% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 0.54% of the stock is currently owned by corporate insiders.

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.