Nisa Investment Advisors LLC Purchases 4,982 Shares of lululemon athletica inc. $LULU

Nisa Investment Advisors LLC raised its position in lululemon athletica inc. (NASDAQ:LULU) by 119.8% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 9,141 shares of the apparel retailer’s stock after purchasing an additional 4,982 shares during the period. Nisa Investment Advisors LLC’s holdings in lululemon athletica were worth $1,900,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of the company. Hussman Strategic Advisors Inc. grew its position in lululemon athletica by 66.7% during the third quarter. Hussman Strategic Advisors Inc. now owns 21,000 shares of the apparel retailer’s stock worth $3,737,000 after buying an additional 8,400 shares in the last quarter. Pacer Advisors Inc. raised its holdings in shares of lululemon athletica by 2,598.9% in the 3rd quarter. Pacer Advisors Inc. now owns 475,957 shares of the apparel retailer’s stock valued at $84,687,000 after acquiring an additional 458,322 shares in the last quarter. Pacific Heights Asset Management LLC boosted its position in shares of lululemon athletica by 44.4% during the 3rd quarter. Pacific Heights Asset Management LLC now owns 65,000 shares of the apparel retailer’s stock valued at $11,565,000 after acquiring an additional 20,000 shares during the last quarter. WINTON GROUP Ltd bought a new stake in shares of lululemon athletica during the 2nd quarter valued at about $3,276,000. Finally, Mediolanum International Funds Ltd grew its holdings 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 purchasing an additional 22,891 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

lululemon athletica Stock Performance

NASDAQ LULU opened at $155.72 on Friday. lululemon athletica inc. has a 1-year low of $143.96 and a 1-year high of $340.25. The stock has a 50-day moving average of $170.39 and a 200-day moving average of $179.68. The firm has a market cap of $18.80 billion, a PE ratio of 11.71, a price-to-earnings-growth ratio of 4.79 and a beta of 1.07.

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

lululemon athletica News Roundup

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

• Positive Sentiment: CEO Andre Maestrini bought 3,275 shares at ~$151 (increasing his stake ~10.5%), a signal of insider confidence in the company’s outlook. SEC filing: Form 4 filing
• Neutral Sentiment: Zacks Research issued a series of mixed estimate changes—raising some long‑quarter targets (Q4 2027/2028) while cutting near‑term quarterly and FY2027/FY2028 forecasts—creating uneven guidance assumptions for investors (mixed signal for near-term earnings momentum).
• Neutral Sentiment: Industry peer pressure: Nike’s weaker guidance for China and margin/headwind reporting is weighing on the athleisure/retail group, which can pressure LULU sentiment despite company-specific differences. Top 2 S&P 500 Stocks to Watch
• Neutral Sentiment: Tire on tariffs and margin pressure in the apparel/sportswear supply chain are being highlighted across coverage; these macro/operational risks are relevant for Lululemon’s margin outlook. Tariff & margin article
• Negative Sentiment: Citi reduced its price target to $185 from $210 (reiterated Neutral), which can put downward pressure on the stock by resetting upside expectations. Citi cuts PT
• Negative Sentiment: Analyst commentary and model work suggest the investment thesis is being “reset” — fair‑value estimates were trimmed amid slower growth and execution risk, signaling more cautious sentiment from some research shops. Investment story reset
• Negative Sentiment: One analyst trimmed the Q2 EPS estimate for Lululemon, adding to near‑term earnings downside risk and analyst uncertainty. Q2 EPS estimate decreased
• Negative Sentiment: Customers have filed a suit seeking part of a future tariff refund, an incremental legal/PR overhang (likely limited financially but negative for sentiment). Customer lawsuit

Analyst Upgrades and Downgrades

A number of brokerages recently weighed in on LULU. Raymond James Financial reaffirmed a “strong-buy” rating on shares of lululemon athletica in a research note on Thursday, January 22nd. BTIG Research decreased their price target on shares of lululemon athletica from $250.00 to $225.00 and set a “buy” rating on the stock in a report on Wednesday, March 18th. Truist Financial lowered their price objective on shares of lululemon athletica from $200.00 to $170.00 and set a “hold” rating on the stock in a research report on Wednesday, March 18th. Bank of America dropped their price objective 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. Finally, JPMorgan Chase & Co. cut their target price on shares of lululemon athletica from $209.00 to $196.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have given a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat.com, lululemon athletica has a consensus rating of “Hold” and an average price target of $206.77.

Insider Buying and Selling

In other news, Director Charles V. Bergh purchased 6,090 shares of the stock in a transaction that occurred on Friday, March 20th. The stock was bought at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the acquisition, the director directly owned 6,090 shares of the company’s stock, valued at $999,978. This represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Andre Maestrini purchased 3,275 shares of the company’s stock in a transaction on Wednesday, April 1st. The shares were purchased at an average cost of $151.02 per share, with a total value of $494,590.50. Following the transaction, the chief executive officer directly owned 34,551 shares in the company, valued at $5,217,892.02. This trade represents a 10.47% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate 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.