Quantitative Investment Management LLC Makes New $2.40 Million Investment in lululemon athletica inc. $LULU

Quantitative Investment Management LLC acquired a new stake in shares of lululemon athletica inc. (NASDAQ:LULU) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 21,063 shares of the apparel retailer’s stock, valued at approximately $2,404,000.

Several other hedge funds have also recently made changes to their positions in the company. Uniplan Investment Counsel Inc. purchased a new stake in lululemon athletica during the 4th quarter valued at about $26,000. Elyxium Wealth LLC acquired a new position in shares of lululemon athletica in the fourth quarter valued at about $31,000. Rexford Capital Inc. purchased a new position in shares of lululemon athletica in the first quarter worth about $31,000. DV Equities LLC purchased a new position in shares of lululemon athletica in the fourth quarter worth about $31,000. Finally, Gould Capital LLC acquired a new stake in shares of lululemon athletica during the first quarter worth about $32,000. 85.20% of the stock is owned by institutional investors and hedge funds.

lululemon athletica Stock Performance

lululemon athletica stock opened at $120.81 on Monday. The firm has a market cap of $14.34 billion, a PE ratio of 9.75, a P/E/G ratio of 3.96 and a beta of 0.86. lululemon athletica inc. has a 12 month low of $104.44 and a 12 month high of $225.98. The stock’s 50 day simple moving average is $117.94 and its two-hundred day simple moving average is $138.18.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, beating the consensus estimate of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The firm had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.44 billion. During the same period in the previous year, the firm earned $2.60 EPS. The business’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. On average, equities research analysts forecast that lululemon athletica inc. will post 10.93 EPS for the current year.

Insider Buying and Selling at lululemon athletica

In other news, Director Charles V. Bergh acquired 4,275 shares of the firm’s stock in a transaction on Monday, June 15th. The stock was acquired at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the transaction, the director owned 10,365 shares in the company, valued at approximately $1,213,223.25. The trade was a 70.20% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 0.54% of the company’s stock.

Key lululemon athletica News

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

• Positive Sentiment: Several earnings previews highlight lululemon’s strong history of exceeding analyst estimates and suggest the company has favorable conditions for another quarterly beat. International growth and momentum from the Power of Three ×2 strategy are expected to support results. Will Lululemon Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: The upcoming report is expected to benefit from continued international expansion and execution of Power of Three ×2. A better-than-expected release could reinforce the recent improvement in investor sentiment around LULU. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?
• Neutral Sentiment: lululemon is scheduled to report quarterly results Thursday. Investors will likely focus on sales growth, international performance, margins and management’s outlook. The company’s previous quarter modestly exceeded consensus estimates, while full-year earnings guidance remains a key benchmark.
• Neutral Sentiment: Next week’s U.S. jobs report and other economic data could influence interest-rate expectations and broader consumer and retail stocks, potentially affecting LULU independently of its earnings fundamentals. The Week Ahead: August Jobs Report Takes Center Stage
• Negative Sentiment: Analysts expect North American softness and margin pressure to weigh on the quarter, creating execution risk even if international operations perform well. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?
• Negative Sentiment: UBS issued a pessimistic forecast for LULU, while a separate analyst downgrade previously pressured the shares. These actions signal continued concerns about valuation, growth durability and the company’s near-term outlook. UBS Group Issues Pessimistic Forecast for lululemon athletica Stock Price lululemon Shares Gap Down on Analyst Downgrade

Analyst Ratings Changes

LULU has been the topic of several research reports. The Goldman Sachs Group cut their price target on shares of lululemon athletica from $177.00 to $122.00 and set a “neutral” rating on the stock in a report on Friday, June 5th. UBS Group dropped their price objective on shares of lululemon athletica from $124.00 to $120.00 and set a “neutral” rating on the stock in a report on Tuesday, August 25th. Telsey Advisory Group cut their price objective on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a research note on Friday, June 5th. Morgan Stanley reissued an “underweight” rating and set a $93.00 target price on shares of lululemon athletica in a report on Monday, July 6th. Finally, Sanford C. Bernstein decreased their target price on shares of lululemon athletica from $170.00 to $145.00 and set a “market perform” rating for the company in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have given a Hold rating and five have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $148.38.

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.