4,864 lululemon athletica inc. $LULU Shares Sold by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. lessened its stake in lululemon athletica inc. (NASDAQ:LULU) by 28.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 11,959 shares of the apparel retailer’s stock after selling 4,864 shares during the quarter. Rakuten Investment Management Inc.’s holdings in lululemon athletica were worth $1,158,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in shares of lululemon athletica during the 2nd quarter valued at $1,010,565,000. Flossbach Von Storch SE purchased a new position in shares of lululemon athletica during the 2nd quarter valued at $207,392,000. Bank of America Corp DE grew its holdings in shares of lululemon athletica by 17.6% during the 1st quarter. Bank of America Corp DE now owns 846,381 shares of the apparel retailer’s stock valued at $129,581,000 after acquiring an additional 126,917 shares in the last quarter. Amundi increased its stake in shares of lululemon athletica by 32.8% in the first quarter. Amundi now owns 670,655 shares of the apparel retailer’s stock worth $102,677,000 after acquiring an additional 165,790 shares during the last quarter. Finally, Legal & General Group Plc acquired a new position in shares of lululemon athletica in the second quarter worth $100,660,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. The Goldman Sachs Group cut their price objective on lululemon athletica from $111.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, September 4th. Robert W. Baird lowered their target price on lululemon athletica from $140.00 to $115.00 and set a “neutral” rating on the stock in a research note on Friday, September 4th. Stifel Nicolaus dropped their target price on lululemon athletica from $134.00 to $100.00 and set a “hold” rating on the stock in a research report on Friday, September 4th. Weiss Ratings downgraded lululemon athletica from a “sell (d+)” rating to a “sell (d)” rating in a research note on Monday, October 26th. Finally, KeyCorp reiterated a “sector weight” rating on shares of lululemon athletica in a report on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and seven have issued a Sell rating to the stock. According to MarketBeat, lululemon athletica presently has a consensus rating of “Reduce” and a consensus target price of $105.26.

lululemon athletica News Summary

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

• Positive Sentiment: Zacks Research upgraded LULU from “strong sell” to “hold,” a modest improvement in its rating outlook. Zacks Research rating
• Neutral Sentiment: Lululemon named Ben Hallam chief brand officer, effective November 9, and announced Emily Sunderland as chief strategy officer. The hires could reinforce brand and strategic execution, though no expected financial effects were disclosed. Leadership appointments
• Neutral Sentiment: The company unveiled its Ventscape cold-weather running vest at a trade event in China, adding a new product to its running range; sales impact is not yet known. Ventscape run vest launch
• Negative Sentiment: Several law firms publicized a pending investor class action covering purchases from March 18 to September 3, 2026. The complaint alleges Lululemon understated weakening demand before guidance reductions and a sharp stock decline; these are allegations, not established findings. The lead-plaintiff deadline is January 4, 2027. The litigation adds legal and reputational uncertainty. Investor suit details

lululemon athletica Trading Down 0.9%

lululemon athletica stock opened at $110.79 on Friday. lululemon athletica inc. has a 1-year low of $90.38 and a 1-year high of $225.98. The firm’s fifty day simple moving average is $102.16 and its 200-day simple moving average is $132.24. The company has a market capitalization of $12.83 billion, a P/E ratio of 9.07, a P/E/G ratio of 2.64 and a beta of 0.84.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.79 by $1.13. The firm had revenue of $2.42 billion during the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. lululemon athletica’s revenue for the quarter was down 4.3% on a year-over-year basis. During the same period in the prior year, the company 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 predict that lululemon athletica inc. will post 9.55 earnings per share for the current year.

lululemon athletica Profile