Prudential PLC Sells 4,907 Shares of lululemon athletica inc. $LULU

Prudential PLC cut its holdings in shares of lululemon athletica inc. (NASDAQ:LULU) by 29.8% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 11,571 shares of the apparel retailer’s stock after selling 4,907 shares during the quarter. Prudential PLC’s holdings in lululemon athletica were worth $2,405,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in the business. Vanguard Group Inc. increased its holdings in shares of 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 purchasing an additional 521,915 shares during the period. Geode Capital Management LLC increased its holdings in shares of 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. increased its stake in lululemon athletica by 28.7% in the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after acquiring an additional 490,127 shares during the last quarter. Norges Bank bought a new position in lululemon athletica in the fourth quarter valued at approximately $362,598,000. Finally, Dimensional Fund Advisors LP increased its stake in lululemon athletica by 32.3% in the third quarter. Dimensional Fund Advisors LP now owns 1,311,664 shares of the apparel retailer’s stock valued at $233,394,000 after acquiring an additional 319,934 shares during the last quarter. 85.20% of the stock is owned by institutional investors.

Insider Transactions at lululemon athletica

In other news, CEO Andre Maestrini bought 3,275 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was acquired at an average price of $151.02 per share, with a total value of $494,590.50. Following the transaction, the chief executive officer owned 34,551 shares of the company’s stock, valued at $5,217,892.02. This trade represents a 10.47% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Charles V. Bergh bought 6,090 shares of the firm’s stock in a transaction on Friday, March 20th. The shares were purchased at an average cost of $164.20 per share, with a total value of $999,978.00. Following the transaction, the director directly owned 6,090 shares in the company, valued at approximately $999,978. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. 0.54% of the stock is owned by corporate insiders.

lululemon athletica Price Performance

NASDAQ LULU opened at $114.23 on Monday. The company has a market capitalization of $13.79 billion, a price-to-earnings ratio of 9.22, a PEG ratio of 3.50 and a beta of 0.88. lululemon athletica inc. has a twelve month low of $109.36 and a twelve month high of $275.60. The stock has a fifty day simple moving average of $141.19 and a 200 day simple moving average of $170.00.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, topping the consensus estimate of $1.67 by $0.02. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The firm had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.44 billion. During the same period in the previous year, the business earned $2.60 EPS. The business’s quarterly revenue was up 4.3% compared to the same quarter last year. 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. Research analysts expect that lululemon athletica inc. will post 12.35 earnings per share for the current fiscal year.

lululemon athletica News Summary

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

• Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
• Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
• Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
• Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
• Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
• Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
• Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. The Goldman Sachs Group cut their target price on shares of lululemon athletica from $177.00 to $122.00 and set a “neutral” rating on the stock in a research report on Friday. Jefferies Financial Group cut their target price on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a research report on Friday. Truist Financial cut their target price on shares of lululemon athletica from $135.00 to $115.00 and set a “hold” rating on the stock in a research report on Friday. Wells Fargo & Company cut their target price on shares of lululemon athletica from $150.00 to $110.00 and set an “equal weight” rating on the stock in a research report on Friday. Finally, Stifel Nicolaus cut their target price on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have issued a Hold rating and three have given a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average price target of $165.13.

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.