NewEdge Advisors LLC Has $2.29 Million Position in lululemon athletica inc. $LULU

NewEdge Advisors LLC lifted its holdings in lululemon athletica inc. (NASDAQ:LULU) by 41.8% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 14,922 shares of the apparel retailer’s stock after purchasing an additional 4,400 shares during the period. NewEdge Advisors LLC’s holdings in lululemon athletica were worth $2,285,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in LULU. Geode Capital Management LLC grew its holdings in lululemon athletica by 2.4% in the 4th quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock valued at $631,526,000 after buying an additional 71,464 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock worth $391,544,000 after buying an additional 490,127 shares during the last quarter. Morgan Stanley lifted its holdings in shares of lululemon athletica by 2.8% during the fourth quarter. Morgan Stanley now owns 2,197,158 shares of the apparel retailer’s stock worth $456,592,000 after buying an additional 59,282 shares during the last quarter. Norges Bank bought a new stake in shares of lululemon athletica in the fourth quarter valued at approximately $362,598,000. Finally, Boston Partners bought a new stake in shares of lululemon athletica in the fourth quarter valued at approximately $304,875,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Daiwa Securities Group dropped their target price on shares of lululemon athletica from $173.00 to $120.00 and set a “neutral” rating on the stock in a research report on Tuesday, June 9th. JPMorgan Chase & Co. increased their price target on shares of lululemon athletica from $149.00 to $154.00 and gave the company a “neutral” rating in a report on Tuesday, August 4th. Stifel Nicolaus decreased their price target on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a research report on Friday, June 5th. Telsey Advisory Group decreased their price target on shares of lululemon athletica from $175.00 to $122.00 and set a “market perform” rating on the stock in a research report on Friday, June 5th. Finally, Freedom Capital upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Friday, June 5th. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-four have assigned a Hold rating and six have given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Reduce” and an average price target of $148.54.

lululemon athletica Trading Down 0.0%

Shares of LULU opened at $119.55 on Friday. The stock has a market cap of $14.19 billion, a PE ratio of 9.65, a PEG ratio of 3.92 and a beta of 0.86. lululemon athletica inc. has a 1 year low of $104.44 and a 1 year high of $225.98. The stock has a 50 day simple moving average of $117.57 and a 200-day simple moving average of $142.59.

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

Insider Activity

In related news, Director Charles V. Bergh acquired 4,275 shares of the business’s stock in a transaction on Monday, June 15th. The stock was bought at an average cost of $117.05 per share, with a total value of $500,388.75. Following the completion of the acquisition, the director owned 10,365 shares in the company, valued at $1,213,223.25. The trade was a 70.20% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Insiders own 0.54% of the company’s stock.

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.