TD Waterhouse Canada Inc. Buys 14,389 Shares of lululemon athletica inc. $LULU

TD Waterhouse Canada Inc. raised its stake in lululemon athletica inc. (NASDAQ:LULU) by 73.8% in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 33,897 shares of the apparel retailer’s stock after acquiring an additional 14,389 shares during the period. TD Waterhouse Canada Inc.’s holdings in lululemon athletica were worth $3,945,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Swiss Life Asset Management Ltd lifted its holdings in shares of lululemon athletica by 53.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 68,093 shares of the apparel retailer’s stock worth $14,150,000 after acquiring an additional 23,623 shares during the period. Rayburn West Financial Services LLC bought a new position in lululemon athletica in the fourth quarter valued at approximately $3,536,000. MUFG Securities EMEA plc raised its position in lululemon athletica by 9,695.1% during the fourth quarter. MUFG Securities EMEA plc now owns 204,424 shares of the apparel retailer’s stock valued at $42,481,000 after purchasing an additional 202,337 shares in the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in lululemon athletica during the fourth quarter worth $13,989,000. Finally, OP Asset Management Ltd bought a new stake in lululemon athletica during the first quarter worth $1,664,000. 85.20% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on LULU. Telsey Advisory Group decreased their price target on lululemon athletica from $122.00 to $110.00 and set a “market perform” rating on the stock in a research note on Friday. KeyCorp restated a “sector weight” rating on shares of lululemon athletica in a research report on Friday. Weiss Ratings downgraded lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research report on Monday, August 24th. Guggenheim reaffirmed a “neutral” rating on shares of lululemon athletica in a research note on Friday. Finally, Evercore decreased their target price on lululemon athletica from $175.00 to $130.00 in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and five have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus target price of $116.46.

lululemon athletica News Summary

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

• Neutral Sentiment: lululemon’s valuation has become more attractive after the selloff, with shares near $100 and a reported P/E ratio below 9. However, comparisons with struggling Nike and other athletic retailers suggest the broader sector remains under pressure. Nike, Dick’s and lululemon article
• Neutral Sentiment: Reports that founder Chip Wilson is divorcing his wife without a prenuptial agreement have raised questions about the ownership and future disposition of related family assets, although no direct operational impact on lululemon has been established. Chip Wilson divorce report
• Negative Sentiment: Analysts and market commentators warn that the new CEO faces a potentially prolonged overhaul involving slowing sales, weaker brand momentum and competitive pressure. Articles characterize the stock’s decline as a warning that a turnaround could take several years. Lululemon turnaround risks
• Negative Sentiment: The company cut fiscal 2026 revenue and earnings guidance, citing a moderating sales trend that management attributed partly to negative media and social-media commentary. Fiscal 2026 outlook reduction
• Negative Sentiment: Underlying operating momentum appears weak: Americas revenue reportedly fell 8%, comparable sales declined 12%, and third-quarter guidance implies another 10%–11% decline. Reported gross-margin strength was also inflated by a one-time $134.5 million tariff refund, making normalized profitability less reassuring. Lululemon earnings analysis
• Negative Sentiment: Multiple firms lowered price targets or issued cautious ratings, including Morgan Stanley’s reported $83 target, while Truist maintained a Sell rating. Lululemon also plans to substantially reduce its pop-up store format, reflecting efforts to address weaker demand. Morgan Stanley price-target reduction
• Negative Sentiment: A shareholder law firm has solicited investors regarding potential fiduciary-duty violations by company insiders. The announcement does not establish wrongdoing, but it adds legal and headline risk while sentiment is already weak. Shareholder investigation announcement

lululemon athletica Price Performance

Shares of LULU opened at $100.61 on Tuesday. lululemon athletica inc. has a 12-month low of $97.99 and a 12-month high of $225.98. The business has a 50-day simple moving average of $118.14 and a two-hundred day simple moving average of $135.54. The stock has a market cap of $11.94 billion, a PE ratio of 8.24, a PEG ratio of 2.05 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. The firm had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The business’s revenue for the quarter was down 4.3% on a year-over-year basis. During the same period last year, the firm posted $3.10 earnings per share. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. On average, equities research analysts expect that lululemon athletica inc. will post 11.14 EPS for the current year.

Insider Buying and Selling

In other lululemon athletica news, Director Charles Bergh bought 4,275 shares of the business’s stock in a transaction that occurred on Monday, June 15th. The shares were acquired at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the transaction, the director directly owned 10,365 shares in the company, valued at approximately $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.54% of the stock is currently owned by corporate insiders.

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.