Gotham Asset Management LLC Boosts Stock Position in lululemon athletica inc. $LULU

Gotham Asset Management LLC increased its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 215.6% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 282,434 shares of the apparel retailer’s stock after buying an additional 192,956 shares during the quarter. Gotham Asset Management LLC’s holdings in lululemon athletica were worth $58,693,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in shares of lululemon athletica by 3.9% during the 3rd 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 during the period. Geode Capital Management LLC raised its stake 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. 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 purchasing an additional 490,127 shares during the period. Morgan Stanley boosted its holdings in lululemon athletica by 2.8% in the 4th 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 last quarter. Finally, Norges Bank purchased a new stake in shares of lululemon athletica in the 4th quarter valued at approximately $362,598,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Stock Down 3.2%

LULU stock opened at $111.76 on Thursday. The stock has a market cap of $13.26 billion, a price-to-earnings ratio of 9.02, a PEG ratio of 3.72 and a beta of 0.87. lululemon athletica inc. has a fifty-two week low of $109.36 and a fifty-two week high of $252.24. The business has a 50 day moving average price of $135.58 and a 200 day moving average price of $166.96.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping the consensus estimate of $1.67 by $0.02. The business had revenue of $2.47 billion during 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%. The company’s revenue was up 4.3% compared to the same quarter last year. During the same quarter in the previous year, the firm 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, sell-side analysts anticipate that lululemon athletica inc. will post 11.14 EPS for the current year.

Analyst Upgrades and Downgrades

LULU has been the topic of several analyst reports. Evercore reduced their price target on shares of lululemon athletica from $175.00 to $130.00 in a research report on Wednesday, June 3rd. Needham & Company LLC reissued a “hold” rating on shares of lululemon athletica in a research note on Friday, June 5th. UBS Group lowered their price target on lululemon athletica from $153.00 to $124.00 and set a “neutral” rating for the company in a report on Sunday, June 7th. Wells Fargo & Company reduced their price objective on shares of lululemon athletica from $150.00 to $110.00 and set an “equal weight” rating on the stock in a report on Friday, June 5th. Finally, Deutsche Bank Aktiengesellschaft decreased their price target on lululemon athletica from $171.00 to $127.00 and set a “hold” rating on the stock in a research note on Monday, June 8th. One research analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-six have assigned a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Reduce” and an average price target of $152.88.

Insider Activity at lululemon athletica

In related news, insider Nicole Neuburger sold 622 shares of the firm’s stock in a transaction that occurred on Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total transaction of $100,142.00. Following the transaction, the insider owned 19,156 shares in the company, valued at $3,084,116. This trade represents a 3.14% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Charles V. Bergh purchased 4,275 shares of the business’s stock in a transaction on Monday, June 15th. The shares were purchased at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the transaction, the director owned 10,365 shares of the company’s stock, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 13,640 shares of company stock valued at $1,994,957 over the last ninety days. Insiders own 0.54% of the company’s stock.

lululemon athletica News Summary

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

• Positive Sentiment: Director Charles V. Bergh bought 4,275 shares of Lululemon stock for about $500,000 at $117.05 per share, a meaningful insider vote of confidence that may reassure investors about the company’s long-term outlook. Article Title
• Neutral Sentiment: The company continues to draw investor attention after reporting solid quarterly results earlier this month, including earnings and revenue that slightly beat expectations, though guidance and analyst commentary remain cautious. Article Title
• Negative Sentiment: Lululemon apologized after a Great Wall of China yoga event sparked backlash over the use of a drum that was widely seen as culturally insensitive, creating fresh reputational risk in a key growth market. Article Title
• Negative Sentiment: Additional coverage of the China controversy may be amplifying concerns that the incident could hurt brand perception and growth ambitions in the region. Article Title
• Negative Sentiment: Rothschild & Co Redburn cut its price target on Lululemon to $110 from $160 and maintained a sell rating, reinforcing the market’s cautious stance on the stock. Article Title

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.