Osaic Holdings Inc. Grows Stock Holdings in lululemon athletica inc. $LULU

Osaic Holdings Inc. increased its stake in lululemon athletica inc. (NASDAQ:LULU) by 28.8% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 39,299 shares of the apparel retailer’s stock after buying an additional 8,797 shares during the quarter. Osaic Holdings Inc.’s holdings in lululemon athletica were worth $9,678,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Flaharty Asset Management LLC bought a new stake in lululemon athletica in the first quarter worth $29,000. Blue Trust Inc. grew its position in lululemon athletica by 96.8% during the 2nd quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock valued at $29,000 after purchasing an additional 61 shares during the last quarter. Trust Co. of Toledo NA OH bought a new stake in lululemon athletica during the 2nd quarter valued at about $30,000. Migdal Insurance & Financial Holdings Ltd. raised its holdings in lululemon athletica by 464.0% in the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock worth $34,000 after buying an additional 116 shares during the last quarter. Finally, MTM Investment Management LLC bought a new position in shares of lululemon athletica in the second quarter worth approximately $52,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

Key lululemon athletica News

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

• Positive Sentiment: Elliott Management has amassed a >$1 billion stake and is proposing a new CEO (Jane Nielsen), creating an activist-led turnaround catalyst that sent shares sharply higher on the initial reports. Elliott stake Reuters story
• Positive Sentiment: Market reaction: major outlets reported a roughly 7% jump after the Elliott news — showing investor appetite for activist-driven management change as a near-term re-rating event. 247WallStreet article
• Positive Sentiment: Company growth initiatives — lululemon announced a record international expansion plan (six new markets in 2026 via franchise partners), which supports longer‑term revenue diversification beyond a soft U.S. market. BusinessWire expansion
• Neutral Sentiment: Analyst moves are mixed: Jefferies raised its price target to $200 but kept a Hold — marginally supportive but not a bullish upgrade. Consensus still skews to Hold. Benzinga note on Jefferies
• Neutral Sentiment: Small-format retail news: a new Houston Highland Village store opened with an in‑store café concept — good for local engagement but unlikely to move shares materially. MSN store opening
• Negative Sentiment: Insider selling: Celeste Burgoyne sold 13,511 shares (~$2.76M at ~$204), a large reduction in her stake — can be interpreted as profit‑taking or concern and may add downward pressure. InsiderTrades filing
• Negative Sentiment: Leadership and brand challenges: CEO Calvin McDonald is stepping down and multiple pieces highlight U.S. brand softness, tariff pressure and an underperforming domestic business — these underlying operational issues explain why activist involvement emerged and why uncertainty could weigh on shares until a credible new CEO is installed. The Motley Fool on CEO change

lululemon athletica Stock Performance

lululemon athletica stock opened at $209.45 on Friday. lululemon athletica inc. has a one year low of $159.25 and a one year high of $423.32. The stock has a fifty day moving average of $178.13 and a 200 day moving average of $198.03. The stock has a market cap of $24.84 billion, a PE ratio of 14.51, a price-to-earnings-growth ratio of 12.93 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.22 by $0.37. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The business had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. During the same period last year, the firm posted $2.53 earnings per share. The business’s revenue for the quarter was up 7.1% on a year-over-year basis. 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, sell-side analysts predict that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

Insider Buying and Selling

In other news, insider Nicole Neuburger sold 615 shares of the business’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total transaction of $109,470.00. Following the completion of the sale, the insider owned 8,993 shares of the company’s stock, valued at $1,600,754. The trade was a 6.40% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Celeste Burgoyne sold 13,511 shares of the firm’s stock in a transaction 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 completion of the transaction, the insider directly owned 5,318 shares in the company, valued at approximately $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.54% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on LULU shares. Piper Sandler raised their price target on shares of lululemon athletica from $165.00 to $190.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Hsbc Global Res cut lululemon athletica from a “strong-buy” rating to a “hold” rating in a research note on Thursday, September 11th. Robert W. Baird upped their price target on lululemon athletica from $195.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 12th. Zacks Research raised lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Finally, Citigroup boosted their target price on lululemon athletica from $190.00 to $210.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. One equities research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $228.19.

lululemon athletica Company 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.