Wealth Advisory Solutions LLC Sells 10,513 Shares of lululemon athletica inc. $LULU

Wealth Advisory Solutions LLC decreased its holdings in lululemon athletica inc. (NASDAQ:LULU) by 53.2% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 9,232 shares of the apparel retailer’s stock after selling 10,513 shares during the quarter. Wealth Advisory Solutions LLC’s holdings in lululemon athletica were worth $1,643,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also added to or reduced their stakes in LULU. Blue Trust Inc. increased its position in shares of lululemon athletica by 96.8% during the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock valued at $29,000 after buying an additional 61 shares during the period. Trust Co. of Toledo NA OH bought a new stake in lululemon athletica during the 2nd quarter valued at approximately $30,000. Tradewinds Capital Management LLC grew its holdings in shares of lululemon athletica by 18,400.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock worth $33,000 after acquiring an additional 184 shares during the period. Migdal Insurance & Financial Holdings Ltd. raised its position in shares of lululemon athletica by 464.0% in the 2nd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock worth $34,000 after acquiring an additional 116 shares in the last quarter. Finally, Cromwell Holdings LLC lifted its stake in shares of lululemon athletica by 89.9% in the 3rd quarter. Cromwell Holdings LLC now owns 207 shares of the apparel retailer’s stock valued at $37,000 after purchasing an additional 98 shares during the period. 85.20% of the stock is owned by hedge funds and other institutional investors.

Key lululemon athletica News

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

• Positive Sentiment: Company update: Lululemon said it now expects Q4 net revenue and diluted EPS to be toward the high end of its prior guidance ranges after strong holiday demand — a clear near-term revenue and earnings beat signal that supports upside. lululemon athletica inc. Updates Revenue and Earnings Expectations for the Fourth Quarter Ahead of the ICR Conference
• Positive Sentiment: Analyst/press coverage reinforcing the beat: multiple outlets (Reuters, WSJ, Barron’s, Yahoo) reported the same high‑end guidance message, increasing investor confidence that holiday sales momentum carried into quarter close. Lululemon expects holiday-quarter revenue, profit to be top end of prior forecast
• Positive Sentiment: Operational tailwinds: the company’s guest‑experience revamp and new store formats are starting to lift store traffic and engagement, suggesting durability beyond promotional holiday strength. Is lululemon’s Guest Experience Revamp Improving Store Traffic?
• Positive Sentiment: Short interest moved lower in December (6,013,088 shares, down ~20.7% vs mid-December), reducing short-pressure risk and potentially amplifying upside on positive news. (Data entry)
• Neutral Sentiment: Data anomaly: a January short-interest entry shows zero/NaN values — likely a reporting glitch rather than a real market development; ignore until corrected. (Data entry)
• Negative Sentiment: Governance concerns: reporting flagged ongoing governance turmoil even as the company celebrated a strong holiday quarter — such governance noise can cap multiple expansions or introduce volatility despite good operating results. Lululemon Signals Strong Holiday Quarter Amid Governance Turmoil

Analyst Upgrades and Downgrades

A number of equities analysts have issued reports on the company. Piper Sandler increased their price objective on lululemon athletica from $165.00 to $190.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. UBS Group set a $206.00 target price on shares of lululemon athletica in a research report on Wednesday, December 31st. Dbs Bank dropped their price objective on shares of lululemon athletica from $165.00 to $134.00 in a research note on Friday, September 19th. Bank of America upped their price objective on shares of lululemon athletica from $185.00 to $220.00 and gave the stock a “neutral” rating in a report on Friday, December 12th. Finally, Daiwa Capital Markets lifted their target price on shares of lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty-three have assigned a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $228.19.

Insider Buying and Selling

In other news, insider Celeste Burgoyne sold 13,511 shares of the 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 of the company’s stock, valued at $1,084,872. This represents a 71.76% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Company insiders own 0.54% of the company’s stock.

lululemon athletica Trading Up 2.5%

lululemon athletica stock opened at $209.04 on Tuesday. The firm has a market cap of $24.52 billion, a price-to-earnings ratio of 14.49, a PEG ratio of 12.57 and a beta of 1.01. The stock has a fifty day simple moving average of $190.26 and a two-hundred day simple moving average of $193.08. lululemon athletica inc. has a 12 month low of $159.25 and a 12 month high of $423.32.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, topping the consensus estimate of $2.22 by $0.37. The company had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.lululemon athletica’s revenue for the quarter was up 7.1% on a year-over-year basis. During the same period last year, the company earned $2.53 EPS. 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, equities research analysts forecast that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

About lululemon athletica

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.