Stelac Advisory Services LLC Acquires 14,789 Shares of lululemon athletica inc. $LULU

Stelac Advisory Services LLC grew its holdings in lululemon athletica inc. (NASDAQ:LULU) by 523.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,615 shares of the apparel retailer’s stock after acquiring an additional 14,789 shares during the period. lululemon athletica accounts for approximately 1.1% of Stelac Advisory Services LLC’s holdings, making the stock its 26th largest position. Stelac Advisory Services LLC’s holdings in lululemon athletica were worth $3,134,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Cornerstone Planning Group LLC lifted its stake in shares of lululemon athletica by 81.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after purchasing an additional 68 shares during the last quarter. Murphy & Mullick Capital Management Corp increased its position in lululemon athletica by 187.5% during the third quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock worth $27,000 after buying an additional 105 shares during the last quarter. Tradewinds Capital Management LLC raised its holdings in lululemon athletica by 18,400.0% during the third quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock valued at $33,000 after buying an additional 184 shares in the last quarter. Migdal Insurance & Financial Holdings Ltd. lifted its position in shares of lululemon athletica by 464.0% in the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock worth $34,000 after buying an additional 116 shares during the last quarter. Finally, Golden State Wealth Management LLC boosted its stake in shares of lululemon athletica by 129.4% during the 3rd quarter. Golden State Wealth Management LLC now owns 195 shares of the apparel retailer’s stock worth $35,000 after acquiring an additional 110 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

More lululemon athletica News

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

• Positive Sentiment: Analyst/Investors bullish case: A Seeking Alpha piece argues LULU looks cheap on a historically low P/E, highlights potential upside from CEO transition, activist involvement (Chip Wilson and Elliott), and a $1.6B buyback authorization as catalysts that could support a rebound. Article Title
• Neutral Sentiment: Q4 outlook and metrics: Zacks and Yahoo roundups examining Wall Street expectations for the quarter ended Jan-2026 aim to give deeper context beyond headline revenue/EPS — useful for judging near-term operating momentum when results arrive. Article Title
• Neutral Sentiment: Credit/analyst tone: Telsey Advisory Group issued a Market Perform rating, suggesting measured expectations from some sell‑side coverage rather than a strong buy or sell signal. Article Title
• Neutral Sentiment: Consumer interest: lifestyle coverage (MSN) highlights lululemon as a preferred workout brand — a soft signal of ongoing consumer awareness but not a direct near‑term catalyst. Article Title
• Negative Sentiment: Founder escalation on governance: Chip Wilson, a large shareholder and founder, published an open letter warning prospective CEO candidates that the current board is “unfit” to support visionary leadership and called for board refreshment — increasing uncertainty around the CEO search and raising governance risk. Article Title
• Negative Sentiment: Market pressure and sentiment hit: Coverage (Forbes) reports sustained share weakness, an eight‑day losing streak and a sizable market‑cap pullback, reflecting investor concern over leadership uncertainty and governance headlines. Article Title

lululemon athletica Price Performance

Shares of lululemon athletica stock traded up $0.61 during midday trading on Friday, hitting $158.80. The company had a trading volume of 527,495 shares, compared to its average volume of 2,498,668. lululemon athletica inc. has a 1-year low of $156.64 and a 1-year high of $348.50. The business’s 50 day simple moving average is $185.25 and its two-hundred day simple moving average is $182.84. The stock has a market cap of $18.63 billion, a PE ratio of 10.98, a P/E/G ratio of 10.25 and a beta of 1.00.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion during the quarter, compared to the consensus estimate of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The business’s revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.53 EPS. On average, sell-side analysts expect that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently commented on LULU. Deutsche Bank Aktiengesellschaft began coverage on lululemon athletica in a report on Thursday, January 8th. They set a “hold” rating on the stock. Guggenheim started coverage on lululemon athletica in a research report on Wednesday, December 10th. They set a “neutral” rating for the company. Robert W. Baird increased their price target on lululemon athletica from $195.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 12th. BNP Paribas Exane reduced their price objective on shares of lululemon athletica from $230.00 to $206.00 and set a “neutral” rating for the company in a research note on Friday, January 23rd. Finally, The Goldman Sachs Group lowered their target price on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating on the stock in a research note on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $223.40.

Insider Buying and Selling at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction dated Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total value of $2,756,244.00. Following the completion of the sale, the insider owned 5,318 shares in the company, valued at approximately $1,084,872. This trade represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.54% of the company’s stock.

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.