Barnes Dennig Private Wealth Management LLC Invests $839,000 in lululemon athletica inc. $LULU

Barnes Dennig Private Wealth Management LLC acquired a new position in shares of lululemon athletica inc. (NASDAQ:LULU) in the third quarter, Holdings Channel reports. The fund acquired 4,717 shares of the apparel retailer’s stock, valued at approximately $839,000.

Several other institutional investors have also made changes to their positions in LULU. Brighton Jones LLC acquired a new position in shares of lululemon athletica in the 4th quarter worth approximately $429,000. Advisors Asset Management Inc. grew its holdings in shares of lululemon athletica by 21.6% in the 1st quarter. Advisors Asset Management Inc. now owns 2,928 shares of the apparel retailer’s stock worth $829,000 after purchasing an additional 521 shares during the last quarter. NewEdge Advisors LLC increased its position in shares of lululemon athletica by 5.1% during the 1st quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after purchasing an additional 186 shares in the last quarter. UniSuper Management Pty Ltd lifted its holdings in lululemon athletica by 13.5% during the 1st quarter. UniSuper Management Pty Ltd now owns 10,548 shares of the apparel retailer’s stock valued at $2,986,000 after purchasing an additional 1,252 shares during the last quarter. Finally, Ashton Thomas Private Wealth LLC boosted its position in lululemon athletica by 40.2% in the first quarter. Ashton Thomas Private Wealth LLC now owns 3,018 shares of the apparel retailer’s stock valued at $854,000 after buying an additional 865 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting lululemon athletica

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

• Neutral Sentiment: Analysis and sector context: pieces assessing LULU’s valuation and broader supply‑chain/trade risks provide context but no immediate catalyst; they note upside from proven fundamentals but flag risks from tariffs and geopolitics that could force sourcing changes. Assessing Lululemon Athletica (LULU) Valuation After Mixed Short And Long Term Share Returns Can Global Trade Policy Risks Reshape lululemon’s Supply Chain?
• Neutral Sentiment: Macro/peer mention: a MarketBeat piece on Western Digital’s Nasdaq‑100 inclusion references sector rotation themes (AI/data center demand) but does not materially affect LULU’s retail fundamentals. Western Digital’s Nasdaq-100 Entry Caps Its AI-Driven Comeback (LULU)
• Negative Sentiment: Leadership uncertainty: CEO Calvin McDonald has stepped down, creating executive-transition risk during a critical retail cycle; investors typically dislike sudden C‑suite turnover because it can delay strategy execution and increase short-term volatility. Lululemon’s McDonald Steps Down As CEO
• Negative Sentiment: Founder-board conflict: founder Chip Wilson’s clash with the board and involvement in a proxy/CEO search fight raises governance concerns and could distract management or spur activist-style outcomes that unsettle investors. Lululemon founder Chip Wilson scuffles with board amid CEO search
• Negative Sentiment: Retail crime incidents: multiple smash‑and‑grab robberies in Pennsylvania (surveillance video, U‑Haul getaway, thousands stolen) create near-term costs (inventory loss, increased security/insurance) and negative PR for store operations. These are operational/earnings risks if incidents spread. Police investigate smash-and grab at Ardmore Lululemon: Thousands stolen in U-Haul heist Police hunt for masked suspects who looted a Pennsylvania Lululemon in overnight smash and grab

Insider Activity at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the transaction, the insider 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 sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.54% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts recently commented on LULU shares. BTIG Research restated a “buy” rating and set a $303.00 price target on shares of lululemon athletica in a research report on Friday, December 12th. Zacks Research upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. Jefferies Financial Group boosted their target price on shares of lululemon athletica from $170.00 to $200.00 and gave the stock a “hold” rating in a research note on Thursday, December 18th. Baird R W cut shares of lululemon athletica from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 23rd. Finally, Rothschild & Co Redburn lowered their price target on shares of lululemon athletica from $230.00 to $160.00 and set a “sell” rating for the company in a report on Friday, September 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. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $228.19.

lululemon athletica Price Performance

NASDAQ LULU opened at $211.72 on Thursday. lululemon athletica inc. has a one year low of $159.25 and a one year high of $423.32. The firm has a market cap of $24.84 billion, a P/E ratio of 14.67, a P/E/G ratio of 13.31 and a beta of 1.01. The stock’s 50-day moving average is $187.83 and its 200-day moving average is $193.80.

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

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.