Intech Investment Management LLC Has $4.61 Million Stock Position in lululemon athletica inc. $LULU

Intech Investment Management LLC boosted its holdings in lululemon athletica inc. (NASDAQ:LULU) by 137.1% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,898 shares of the apparel retailer’s stock after buying an additional 14,976 shares during the quarter. Intech Investment Management LLC’s holdings in lululemon athletica were worth $4,608,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Empirical Asset Management LLC bought a new stake in shares of lululemon athletica during the 3rd quarter valued at approximately $551,000. Chase Investment Counsel Corp bought a new stake in shares of lululemon athletica during the third quarter worth $711,000. Mufg Securities Americas Inc. increased its holdings in shares of lululemon athletica by 20.0% during the third quarter. Mufg Securities Americas Inc. now owns 2,941 shares of the apparel retailer’s stock worth $523,000 after buying an additional 491 shares in the last quarter. Lake Street Private Wealth LLC lifted its stake in shares of lululemon athletica by 26.0% in the 3rd quarter. Lake Street Private Wealth LLC now owns 1,962 shares of the apparel retailer’s stock valued at $349,000 after acquiring an additional 405 shares during the last quarter. Finally, AXQ Capital LP acquired a new stake in shares of lululemon athletica during the 3rd quarter valued at $392,000. Institutional investors own 85.20% of the company’s stock.

lululemon athletica Trading Down 0.5%

Shares of LULU opened at $185.17 on Friday. The firm’s fifty day simple moving average is $192.63 and its two-hundred day simple moving average is $184.65. lululemon athletica inc. has a 12 month low of $159.25 and a 12 month high of $367.01. The stock has a market capitalization of $21.72 billion, a P/E ratio of 12.83, a price-to-earnings-growth ratio of 11.66 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.37. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The firm had revenue of $2.57 billion during the quarter, compared to analyst estimates of $2.48 billion. During the same period last year, the company posted $2.53 EPS. The business’s quarterly revenue was up 7.1% on a year-over-year basis. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. As a group, research analysts predict that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms have commented on LULU. Needham & Company LLC reiterated a “hold” rating on shares of lululemon athletica in a research report on Friday, November 21st. Weiss Ratings raised lululemon athletica from a “sell (d+)” rating to a “hold (c-)” rating in a research note on Thursday, February 5th. Barclays lifted their target price on shares of lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Daiwa Securities Group upped their price target on shares of lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a research report on Tuesday, December 16th. Finally, The Goldman Sachs Group raised their price target on shares of lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $227.05.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: Lululemon is expanding its international footprint (100th EMEA store, first entry into Poland) and launching a new Unrestricted Power gym‑wear line aimed at strength training consumers — initiatives that support longer‑term revenue growth and diversification. Lululemon Expands Global Footprint
• Neutral Sentiment: lululemon issued a formal response saying it has engaged with Mr. Wilson in good faith and disagrees with some of his characterizations — this reduces the chance of an immediate operational shock but leaves the governance dispute unresolved. lululemon Responds to Chip Wilson’s Statements
• Negative Sentiment: Founder Chip Wilson has escalated demands to oust four directors and has nominated director candidates — an activist campaign that increases the risk of board turnover, executive distraction and short‑term share volatility. Lululemon Founder Escalates Demand to Oust Four Directors
• Negative Sentiment: Wilson is also pushing for immediate declassification of the board and governance changes in a public shareholder letter — moves that could lead to a contested proxy, legal/solicitation costs and strategic uncertainty. Lululemon Founder Demands Immediate Declassification
• Negative Sentiment: Analyst commentary highlights extra uncertainty around lululemon’s CEO search and governance backdrop, which could keep multiple firms cautious until the board situation and leadership plan are clearer. Piper Sandler Cautious About Lululemon

Insider Activity

In other news, insider Celeste Burgoyne sold 13,511 shares of the firm’s stock in a transaction that occurred on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the sale, the insider owned 5,318 shares of the company’s stock, valued at $1,084,872. This trade represents a 71.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.54% of the company’s stock.

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.