Florida Trust Wealth Management Co Purchases Shares of 4,031 lululemon athletica inc. $LULU

Florida Trust Wealth Management Co acquired a new stake in lululemon athletica inc. (NASDAQ:LULU) during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,031 shares of the apparel retailer’s stock, valued at approximately $717,000.

Several other institutional investors have also recently made changes to their positions in LULU. Geode Capital Management LLC lifted its holdings in lululemon athletica by 16.2% in the 2nd quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock worth $700,502,000 after purchasing an additional 413,062 shares in the last quarter. Invesco Ltd. lifted its holdings in shares of lululemon athletica by 23.3% in the second quarter. Invesco Ltd. now owns 1,710,425 shares of the apparel retailer’s stock worth $406,363,000 after buying an additional 322,816 shares in the last quarter. Flossbach Von Storch SE boosted its position in shares of lululemon athletica by 17.0% during the second quarter. Flossbach Von Storch SE now owns 1,640,217 shares of the apparel retailer’s stock worth $389,683,000 after acquiring an additional 238,332 shares during the last quarter. Mawer Investment Management Ltd. grew its stake in lululemon athletica by 2.8% during the second quarter. Mawer Investment Management Ltd. now owns 1,359,440 shares of the apparel retailer’s stock valued at $322,976,000 after acquiring an additional 36,664 shares in the last quarter. Finally, Franklin Resources Inc. increased its holdings in lululemon athletica by 10.3% in the 2nd quarter. Franklin Resources Inc. now owns 1,055,574 shares of the apparel retailer’s stock valued at $250,783,000 after acquiring an additional 98,439 shares during the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica Stock Down 1.5%

LULU stock opened at $201.87 on Tuesday. lululemon athletica inc. has a twelve month low of $159.25 and a twelve month high of $423.32. The stock has a market capitalization of $23.68 billion, a price-to-earnings ratio of 13.99, a price-to-earnings-growth ratio of 12.44 and a beta of 1.01. The firm’s fifty day simple moving average is $194.17 and its two-hundred day simple moving average is $191.76.

lululemon athletica (NASDAQ:LULU) last released its quarterly 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. The firm had revenue of $2.57 billion during the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The firm’s revenue for the quarter was up 7.1% compared to the same quarter last year. During the same period in the previous year, the company earned $2.53 EPS. 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, equities research analysts expect that lululemon athletica inc. will post 14.36 EPS for the current year.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Raised Q4 guidance and valuation context — Lululemon raised fourth-quarter earnings guidance, improving near‑term earnings visibility and prompting analysts to re‑rate valuation models; that supports a constructive baseline for the stock. A Look At Lululemon Athletica (LULU) Valuation After Raised Fourth Quarter Earnings Guidance
• Positive Sentiment: Activist interest highlights turnaround case — a Seeking Alpha piece outlines activist/investor interest and argues the stock is mispriced given international growth, strong balance sheet, and accelerated buybacks, which could pressure management toward value‑enhancing actions. lululemon athletica: Activist Interest Reinforces A Mispriced Turnaround Story
• Positive Sentiment: Insider/insider‑aligned buying — a reported purchase of LULU shares by Rep. Dan Newhouse signals insider/insider‑adjacent confidence and can be picked up by investors as a small positive signal. Rep. Dan Newhouse Purchases Shares of lululemon athletica inc. (NASDAQ:LULU)
• Positive Sentiment: Long‑term contrarian thesis remains — another analysis frames LULU as a contrarian pick for 2026, citing international momentum (notably China), cost actions and product/speed‑to‑market initiatives that could restore US comp growth and margins. lululemon: My Contrarian Pick For 2026
• Neutral Sentiment: CEO choice could affect Vancouver office market — reporting notes that a potential external or local CEO pick may influence real estate decisions in Vancouver; this is more relevant to local commercial landlords than LULU fundamentals. Potential Lululemon CEO pick may impact Vancouver office real estate
• Neutral Sentiment: Experts: next CEO must refine strategy — coverage stresses the next CEO’s need to drive product innovation and execution; important for medium‑term performance but not an immediate catalyst. Lululemon’s next CEO will need to refine and innovate: experts
• Negative Sentiment: Founder escalates proxy fight to remove Advent from board — Chip Wilson is pushing to oust Advent from the board, creating governance conflict and uncertainty that can pressure sentiment and increase headline risk. Lululemon founder Chip Wilson seeks Advent’s ouster in proxy fight, Semafor reports
• Negative Sentiment: Proxy fight escalation adds execution risk — additional reporting on Wilson’s campaign to remove Advent increases the likelihood of a drawn‑out governance battle that can distract management and deter some investors. Lululemon Founder Chip Wilson Escalates Proxy Fight to Remove Advent From Board

Insider Activity

In other news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction that occurred on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the transaction, the insider owned 5,318 shares of the company’s stock, valued at approximately $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. 0.54% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have commented on LULU. Stifel Nicolaus reissued a “hold” rating and set a $210.00 price objective on shares of lululemon athletica in a report on Tuesday, December 30th. Guggenheim began coverage on lululemon athletica in a research note on Wednesday, December 10th. They set a “neutral” rating for the company. Piper Sandler lifted their price objective on lululemon athletica from $165.00 to $190.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. BNP Paribas Exane increased their target price on lululemon athletica from $146.00 to $230.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on shares of lululemon athletica in a research report on Thursday, January 8th. They issued a “hold” rating on the stock. One equities research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty-three have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target 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.