Kepler Cheuvreux Suisse SA Buys Shares of 18,540 lululemon athletica inc. $LULU

Kepler Cheuvreux Suisse SA purchased a new position in shares of lululemon athletica inc. (NASDAQ:LULU) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor purchased 18,540 shares of the apparel retailer’s stock, valued at approximately $3,299,000.

Several other large investors have also made changes to their positions in LULU. Hussman Strategic Advisors Inc. increased its position in lululemon athletica by 66.7% during the 3rd quarter. Hussman Strategic Advisors Inc. now owns 21,000 shares of the apparel retailer’s stock worth $3,737,000 after purchasing an additional 8,400 shares in the last quarter. Pacer Advisors Inc. boosted its position in lululemon athletica by 2,598.9% in the third quarter. Pacer Advisors Inc. now owns 475,957 shares of the apparel retailer’s stock valued at $84,687,000 after buying an additional 458,322 shares in the last quarter. Pacific Heights Asset Management LLC boosted its position in lululemon athletica by 44.4% in the third quarter. Pacific Heights Asset Management LLC now owns 65,000 shares of the apparel retailer’s stock valued at $11,565,000 after buying an additional 20,000 shares in the last quarter. WINTON GROUP Ltd bought a new stake in shares of lululemon athletica during the second quarter worth $3,276,000. Finally, Mediolanum International Funds Ltd grew its stake in shares of lululemon athletica by 72.8% during the third quarter. Mediolanum International Funds Ltd now owns 54,318 shares of the apparel retailer’s stock worth $9,729,000 after buying an additional 22,891 shares during the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on LULU shares. Barclays increased their price target on lululemon athletica from $180.00 to $189.00 and gave the company an “equal weight” rating in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft initiated coverage on lululemon athletica in a research report on Thursday, January 8th. They set a “hold” rating on the stock. Daiwa Securities Group increased their target price on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a research report on Tuesday, December 16th. Raymond James Financial reissued a “strong-buy” rating on shares of lululemon athletica in a research note on Thursday, January 22nd. Finally, Evercore boosted their price target on lululemon athletica from $180.00 to $215.00 in a report on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, lululemon athletica currently has an average rating of “Hold” and an average price target of $225.78.

Insider Buying and Selling

In related news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total value of $2,756,244.00. Following the sale, the insider directly owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.54% of the stock is owned by insiders.

lululemon athletica Stock Down 2.0%

Shares of NASDAQ:LULU opened at $166.43 on Wednesday. The firm has a market cap of $19.52 billion, a P/E ratio of 11.53, a P/E/G ratio of 10.69 and a beta of 1.00. lululemon athletica inc. has a 12-month low of $159.25 and a 12-month high of $348.50. The business has a fifty day simple moving average of $187.14 and a 200 day simple moving average of $183.16.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion for the quarter, compared to analyst estimates of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The business’s revenue was up 7.1% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.53 EPS. 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, equities research analysts expect that lululemon athletica inc. will post 14.36 EPS for the current year.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Analysts and models expect LULU to beat upcoming earnings, which could provide a short-term catalyst if results and guidance beat expectations. Lululemon Expected to Beat Earnings (Zacks)
• Positive Sentiment: Product innovation: Lululemon unveiled “ShowZero” sweat-concealing technology aimed at tennis/high-sweat categories — a potential long-term revenue tailwind if it helps expand category share. ShowZero sweat-concealing technology (Yahoo)
• Positive Sentiment: Telsey Advisory reaffirmed a “market perform” rating and a $215 price target, signaling some analyst conviction that the stock has upside from current levels if execution stabilizes. Telsey reaffirms market perform (Benzinga)
• Neutral Sentiment: Valuation and positioning analyses highlight that LULU has shown prolonged share-price weakness; some pieces suggest the current price may already reflect downgraded growth expectations for the next several years. Valuation review after share weakness (Yahoo)
• Neutral Sentiment: Sustainability/partner news: Lululemon is tied to a plastics-recycling partner (Samsara Eco) that could help long-term supply-chain ESG goals, but this is unlikely to move near-term sentiment. Samsara recycling partnership (Yahoo)
• Negative Sentiment: Regulatory hit: Australian authorities fined Lululemon roughly $702k for spam/marketing-email breaches — a direct, near-term cost and reputational distraction, cited across multiple outlets. Lululemon penalised $702K for spam breaches (MirageNews)
• Negative Sentiment: Analyst pressure: UBS lowered its 12-month price target to $189 (from $206) and kept a neutral stance, signaling expectations for weaker guidance and weighing on investor sentiment. UBS lowers price target to $189 (Proactive Investors)
• Negative Sentiment: Governance/distraction risk: Founder Chip Wilson has escalated public criticism about the company’s direction, a recurring source of governance noise that can amplify volatility. Founder escalates fight over company future (TheStreet)
• Negative Sentiment: Share performance: Recent trading shows the stock materially underperforming broader indices and posting multi-period declines, which can trigger further downside as investors reduce allocations. Recent share decline (Yahoo)

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.