NewEdge Advisors LLC Has $2.29 Million Stake in lululemon athletica inc. $LULU

NewEdge Advisors LLC grew its position in lululemon athletica inc. (NASDAQ:LULU) by 41.8% in the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 14,922 shares of the apparel retailer’s stock after acquiring an additional 4,400 shares during the period. NewEdge Advisors LLC’s holdings in lululemon athletica were worth $2,285,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also modified their holdings of the business. NorthRock Partners LLC grew its position in lululemon athletica by 4.2% during the 3rd quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock worth $276,000 after acquiring an additional 62 shares during the last quarter. Murphy & Mullick Capital Management Corp raised its position in lululemon athletica by 4.3% in the 1st quarter. Murphy & Mullick Capital Management Corp now owns 1,578 shares of the apparel retailer’s stock valued at $242,000 after purchasing an additional 65 shares during the last quarter. IHT Wealth Management LLC raised its position in lululemon athletica by 1.7% in the 2nd quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer’s stock valued at $1,016,000 after purchasing an additional 73 shares during the last quarter. GW&K Investment Management LLC boosted its stake in lululemon athletica by 70.3% in the fourth quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock worth $39,000 after purchasing an additional 78 shares in the last quarter. Finally, Golden State Wealth Management LLC boosted its stake in lululemon athletica by 43.6% in the fourth quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer’s stock worth $58,000 after purchasing an additional 85 shares in the last quarter. 85.20% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several brokerages have recently commented on LULU. BTIG Research cut lululemon athletica from a “buy” rating to a “neutral” rating in a report on Friday, June 5th. Freedom Capital raised lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Friday, June 5th. Stifel Nicolaus reduced their price target 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, June 5th. JPMorgan Chase & Co. increased their price objective on shares of lululemon athletica from $149.00 to $154.00 and gave the stock a “neutral” rating in a report on Tuesday, August 4th. Finally, Barclays lowered their price objective on shares of lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating for the company in a research report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-four have issued a Hold rating and six have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Reduce” and an average target price of $148.54.

lululemon athletica Stock Performance

Shares of LULU opened at $119.55 on Friday. The business’s fifty day moving average price is $117.57 and its two-hundred day moving average price is $142.59. The firm has a market capitalization of $14.19 billion, a price-to-earnings ratio of 9.65, a PEG ratio of 3.92 and a beta of 0.86. lululemon athletica inc. has a 52 week low of $104.44 and a 52 week high of $225.98.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The company had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.44 billion. During the same quarter in the previous year, the company posted $2.60 earnings per share. The firm’s quarterly revenue was up 4.3% on a year-over-year basis. 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, research analysts forecast that lululemon athletica inc. will post 10.93 EPS for the current year.

Insider Buying and Selling

In other news, Director Charles V. Bergh acquired 4,275 shares of the stock in a transaction that occurred on Monday, June 15th. The stock was purchased at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This trade represents a 70.20% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by 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.