Wealth Enhancement Advisory Services LLC Has $16.97 Million Stock Position in lululemon athletica inc. $LULU

Wealth Enhancement Advisory Services LLC lifted its holdings in shares of lululemon athletica inc. (NASDAQ:LULU) by 85.4% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 78,608 shares of the apparel retailer’s stock after acquiring an additional 36,217 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in lululemon athletica were worth $16,973,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently made changes to their positions in LULU. Aventura Private Wealth LLC bought a new stake in lululemon athletica during the 4th quarter worth approximately $39,000. Fragasso Financial Advisors Inc bought a new position in shares of lululemon athletica in the fourth quarter valued at approximately $719,000. Lake Hills Wealth Management LLC bought a new position in shares of lululemon athletica in the fourth quarter valued at approximately $451,000. Davis Investment Partners LLC boosted its position in shares of lululemon athletica by 2.9% during the fourth quarter. Davis Investment Partners LLC now owns 2,064 shares of the apparel retailer’s stock valued at $435,000 after buying an additional 58 shares during the last quarter. Finally, Park Avenue Securities LLC bought a new stake in lululemon athletica during the fourth quarter worth $283,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Price Performance

Shares of NASDAQ:LULU opened at $158.72 on Thursday. lululemon athletica inc. has a 1 year low of $156.64 and a 1 year high of $348.50. The company has a market capitalization of $18.62 billion, a PE ratio of 11.93, a price-to-earnings-growth ratio of 4.94 and a beta of 1.00. The business has a fifty day moving average price of $176.52 and a two-hundred day moving average price of $180.36.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 EPS for the quarter, topping analysts’ consensus estimates of $4.78 by $0.23. The company had revenue of $3.64 billion for the quarter, compared to analysts’ expectations of $3.59 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The business’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period in the previous year, the business posted $6.14 EPS. Sell-side analysts anticipate that lululemon athletica inc. will post 14.36 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts recently commented on the company. Wells Fargo & Company lowered their price target on lululemon athletica from $175.00 to $150.00 and set an “equal weight” rating for the company in a research report on Wednesday, March 18th. The Goldman Sachs Group cut their price objective on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating on the stock in a report on Wednesday, March 11th. Bank of America lowered their target price on shares of lululemon athletica from $220.00 to $200.00 and set a “neutral” rating for the company in a report on Tuesday, March 3rd. Jefferies Financial Group dropped their price target on shares of lululemon athletica from $200.00 to $185.00 and set a “hold” rating on the stock in a research report on Friday, January 30th. Finally, Stifel Nicolaus cut their price target on shares of lululemon athletica from $210.00 to $176.00 and set a “hold” rating on the stock in a report on Wednesday, March 18th. Two investment analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $214.47.

More lululemon athletica News

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

• Positive Sentiment: Director insider purchase: Board director Charles Bergh bought 6,090 shares (~$1.0M), a vote of confidence from management that can reassure investors and support near‑term demand for the shares. Charles Bergh Acquires 6,090 Shares
• Positive Sentiment: Sustainability/innovation move: Lululemon is backing/working with Epoch Biodesign on enzymatic plastic recycling — a potentially material ESG and supply‑chain initiative that could lower raw‑material costs and improve brand positioning over time. Lululemon bets Epoch Biodesign
• Positive Sentiment: Board refresh: Coverage of the board refresh and the addition of retail veteran Chip Bergh underscores governance and strategic changes aimed at international growth and merchandising execution — a constructive governance development for medium‑term valuation. Lululemon Board Refresh With Chip Bergh
• Neutral Sentiment: Short‑interest reports appear unreliable: Multiple short‑interest posts show zeros/NaN, suggesting the data feed is erroneous — not a meaningful signal for days‑to‑cover at this time.
• Neutral Sentiment: Analyst focus & earnings call follow‑ups: Articles highlight key Q4 questions (tariffs, markdowns, product cadence) and recommend tracking international sales — these nuances drive modeling risk/reward but are not immediate catalysts. Analyst Questions From Q4 Call
• Neutral Sentiment: Research/feature pieces: Zacks and other outlets flag LULU as a “trending” or deeply discounted turnaround idea — sets investor debate between value upside vs. execution risk. Lululemon Is a Trending Stock
• Negative Sentiment: Analyst downgrade/target cut: Citigroup issued a pessimistic view/trimmed targets, reducing analyst‑driven upside and increasing near‑term selling pressure from cautious investors. Citigroup Issues Pessimistic Forecast
• Negative Sentiment: Sensational sell‑side coverage: A headline claims a ~50% plunge tied to a board director investment — such stories amplify volatility and can trigger stop‑loss selling even if underlying facts are mixed; monitor official filings and SEC disclosures. Lululemon Stock Plummets 50%

Insider Buying and Selling

In related news, Director Charles V. Bergh acquired 6,090 shares of the stock in a transaction on Friday, March 20th. The shares were acquired at an average price of $164.20 per share, with a total value of $999,978.00. Following the completion of the transaction, the director owned 6,090 shares in the company, valued at approximately $999,978. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.54% of the company’s stock.

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.