881,587 Shares in lululemon athletica inc. $LULU Bought by Legal & General Group Plc

Legal & General Group Plc purchased a new stake in lululemon athletica inc. (NASDAQ:LULU) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 881,587 shares of the apparel retailer’s stock, valued at approximately $100,660,000.

Other large investors have also recently added to or reduced their stakes in the company. Uniplan Investment Counsel Inc. acquired a new position in lululemon athletica during the 4th quarter worth $26,000. Elyxium Wealth LLC acquired a new stake in shares of lululemon athletica in the 4th quarter valued at about $31,000. DV Equities LLC acquired a new stake in shares of lululemon athletica in the 4th quarter valued at about $31,000. Rexford Capital Inc. bought a new position in shares of lululemon athletica during the first quarter worth about $31,000. Finally, Gould Capital LLC bought a new position in shares of lululemon athletica during the first quarter worth about $32,000. 85.20% of the stock is currently owned by institutional investors.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Analysts expect international growth and the company’s Power of Three ×2 strategy to support second-quarter results. LULU also has a strong history of exceeding earnings estimates, giving investors a potential upside surprise catalyst. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors? Will Lululemon Beat Estimates Again?
• Positive Sentiment: Recent consensus commentary identifies favorable earnings-surprise indicators ahead of the report, potentially reinforcing the view that LULU can outperform quarterly expectations. Lululemon Expected to Beat Earnings Estimates
• Neutral Sentiment: The upcoming August jobs report and other economic data could influence interest-rate expectations and consumer-related stocks broadly, adding a macroeconomic factor ahead of the Federal Reserve’s September decision. The Week Ahead: August Jobs Report Takes Center Stage
• Negative Sentiment: UBS issued a pessimistic stock-price forecast, while a separate report cited an analyst downgrade that caused LULU shares to gap lower. These actions signal diminished confidence in the company’s near-term growth outlook. UBS Issues Pessimistic Forecast Lululemon Shares Gap Down on Analyst Downgrade
• Negative Sentiment: Analysts warn that weaker trends in the U.S. and China could prompt LULU to cut its fiscal 2026 outlook and lower longer-term growth expectations. North American softness and margin pressure remain central risks for the earnings report. Is Lululemon About to Cut Its 2026 Outlook? Lululemon Q2 Earnings Upcoming

Analysts Set New Price Targets

Several analysts recently weighed in on LULU shares. The Goldman Sachs Group lowered their price objective on lululemon athletica from $177.00 to $122.00 and set a “neutral” rating for the company in a report on Friday, June 5th. Jefferies Financial Group reduced their target price on lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a report on Friday, June 5th. Zacks Research raised lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 19th. Piper Sandler decreased their target price on lululemon athletica from $130.00 to $110.00 and set a “neutral” rating for the company in a research report on Friday, June 5th. Finally, Daiwa Securities Group lowered their price target on lululemon athletica from $173.00 to $120.00 and set a “neutral” rating for the company in a report on Tuesday, June 9th. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have assigned a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Reduce” and an average target price of $148.38.

lululemon athletica Stock Down 1.2%

Shares of LULU stock opened at $115.00 on Friday. The company has a market cap of $13.65 billion, a P/E ratio of 9.28, a PEG ratio of 3.82 and a beta of 0.86. The business has a 50 day moving average of $117.76 and a two-hundred day moving average of $138.56. lululemon athletica inc. has a 52 week low of $104.44 and a 52 week high of $225.98.

lululemon athletica (NASDAQ:LULU) last announced its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. The business had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.44 billion. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The business’s quarterly revenue was up 4.3% on a year-over-year basis. During the same period in the prior year, the firm earned $2.60 EPS. 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. Analysts expect that lululemon athletica inc. will post 10.93 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Charles V. Bergh bought 4,275 shares of the company’s stock in a transaction on Monday, June 15th. The shares were purchased at an average cost of $117.05 per share, with a total value of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. This represents a 70.20% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through the SEC website. 0.54% of the stock is currently owned by insiders.

About lululemon athletica

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.