lululemon athletica inc. $LULU Shares Sold by GRIMES & Co WEALTH MANAGEMENT LLC

GRIMES & Co WEALTH MANAGEMENT LLC trimmed its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 61.5% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 21,504 shares of the apparel retailer’s stock after selling 34,357 shares during the quarter. GRIMES & Co WEALTH MANAGEMENT LLC’s holdings in lululemon athletica were worth $3,826,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Blue Trust Inc. raised its stake in shares of lululemon athletica by 96.8% during the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock worth $29,000 after purchasing an additional 61 shares during the last quarter. Trust Co. of Toledo NA OH purchased a new position in lululemon athletica in the 2nd quarter valued at $30,000. Migdal Insurance & Financial Holdings Ltd. increased its stake in lululemon athletica by 464.0% in the 2nd quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock valued at $34,000 after buying an additional 116 shares during the period. Tradewinds Capital Management LLC raised its position in lululemon athletica by 18,400.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock worth $33,000 after buying an additional 184 shares during the last quarter. Finally, Cromwell Holdings LLC raised its position in lululemon athletica by 89.9% during the 3rd quarter. Cromwell Holdings LLC now owns 207 shares of the apparel retailer’s stock worth $37,000 after buying an additional 98 shares during the last quarter. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

lululemon athletica Price Performance

LULU opened at $209.04 on Tuesday. lululemon athletica inc. has a 1-year low of $159.25 and a 1-year high of $423.32. The stock has a market cap of $24.52 billion, a P/E ratio of 14.49, a P/E/G ratio of 12.57 and a beta of 1.01. The stock’s 50 day simple moving average is $190.26 and its 200 day simple moving average is $193.08.

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

More lululemon athletica News

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

• Positive Sentiment: Management said Q4 revenue and EPS are likely toward the high end of prior guidance, citing strong holiday sales — a direct catalyst for upward revisions to near-term earnings expectations. Business Wire: Lululemon Updates Q4 Expectations
• Positive Sentiment: Multiple media reports corroborate that Lululemon expects holiday-quarter revenue and profit at the top end of its prior forecast, reinforcing the management update and supporting sentiment into the ICR conference and upcoming print. Reuters: Lululemon Expects Q4 at Top End
• Positive Sentiment: Operationally, Lululemon’s guest-experience revamp (product activation, new store formats) is starting to lift store traffic and engagement, suggesting sustainable sales improvements beyond holiday promotions. Zacks: Guest Experience Revamp
• Positive Sentiment: Short interest fell meaningfully in December (6.01M shares, down ~20.7% vs mid-December) and short interest represented ~5.2% of shares — lower short exposure can reduce selling pressure into the quarter. (Data entry: Dec. 31 short-interest report)
• Neutral Sentiment: One Jan. 12 short-interest entry shows zero shares / NaN change versus Dec. 28 — this appears to be a data/reporting glitch and should be treated cautiously.
• Neutral Sentiment: Brokerage consensus remains a “Hold” on LULU, indicating some analysts are waiting for sustained margin or top-line improvements before moving to buy ratings. American Banking News: Consensus Rating

Insider Buying and Selling

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the firm’s stock in a transaction dated 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 directly owned 5,318 shares in the company, valued at approximately $1,084,872. This trade represents a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 0.54% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on LULU. BNP Paribas raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Monday, October 20th. Jefferies Financial Group lifted their price objective on lululemon athletica from $170.00 to $200.00 and gave the company a “hold” rating in a report on Thursday, December 18th. JPMorgan Chase & Co. boosted their target price on lululemon athletica from $191.00 to $203.00 and gave the stock a “neutral” rating in a research report on Friday, December 12th. UBS Group set a $206.00 price target on lululemon athletica in a report on Wednesday, December 31st. Finally, Evercore ISI upped their price objective on lululemon athletica from $180.00 to $215.00 in a report on Friday, December 12th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty-three have assigned a Hold rating and two have given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $228.19.

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.