American Century Companies Inc. Has $62.60 Million Stock Holdings in lululemon athletica inc. $LULU

American Century Companies Inc. trimmed its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 70.8% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 351,811 shares of the apparel retailer’s stock after selling 851,869 shares during the quarter. American Century Companies Inc.’s holdings in lululemon athletica were worth $62,598,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in LULU. Westside Investment Management Inc. lifted its holdings in lululemon athletica by 15.4% during the second quarter. Westside Investment Management Inc. now owns 420 shares of the apparel retailer’s stock worth $100,000 after acquiring an additional 56 shares in the last quarter. Twin Capital Management Inc. increased its holdings in shares of lululemon athletica by 1.6% in the second quarter. Twin Capital Management Inc. now owns 3,734 shares of the apparel retailer’s stock worth $887,000 after acquiring an additional 58 shares in the last quarter. MGO One Seven LLC raised its position in shares of lululemon athletica by 4.5% during the third quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock worth $238,000 after purchasing an additional 58 shares during the period. Greenleaf Trust raised its position in shares of lululemon athletica by 2.7% during the third quarter. Greenleaf Trust now owns 2,319 shares of the apparel retailer’s stock worth $413,000 after purchasing an additional 62 shares during the period. Finally, Cornerstone Planning Group LLC lifted its holdings in shares of lululemon athletica by 81.9% during the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after purchasing an additional 68 shares in the last quarter. Institutional investors own 85.20% of the company’s stock.

lululemon athletica News Roundup

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

• Positive Sentiment: Company product/marketing boost — lululemon unveiled ShowZero™, its first sweat‑concealing technology for high‑sweat activities and rolled it out with ambassador Frances Tiafoe. This is a tangible product innovation and a high‑profile marketing push that could support near‑term sales and brand momentum. Article Title
• Neutral Sentiment: Upcoming earnings call is an immediate catalyst — lululemon scheduled Q4 & full‑year FY2025 results and a March 17 conference call; investors may be trimming ahead of that event to manage risk. Article Title
• Neutral Sentiment: Technical/valuation debate — some analysts and chartists point to a double‑bottom setup and call LULU “cheap,” which can attract bargain hunters but also encourages chopping trading. That debate contributes to mixed intraday flows. Article Title
• Neutral Sentiment: Recent session weakness summarized — market writeups note LULU dipped more than the broader market in the latest session, reflecting a mix of investor positioning and newsflow rather than a single shock event. Article Title
• Negative Sentiment: Analyst pressure — Bank of America cut its price target from $220 to $200 and moved to a “neutral” rating, reducing buy-side conviction and removing an optimistic price anchor for investors. That downgrade is weighing on sentiment. Article Title
• Negative Sentiment: Boardroom/governance risk — founder Chip Wilson has escalated a proxy fight, calling for board changes. The governance battle increases uncertainty and can pressure the stock as investors pause until outcomes (or settlements) become clearer. Article Title

Insider Transactions at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the firm’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 value of $2,756,244.00. Following the completion of the sale, the insider directly owned 5,318 shares of the company’s stock, valued at $1,084,872. This trade represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. 0.54% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

LULU has been the subject of a number of research reports. Barclays increased their target price on lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research note on Friday, December 12th. Needham & Company LLC reissued a “hold” rating on shares of lululemon athletica in a research report on Friday, November 21st. Evercore boosted their price objective on shares of lululemon athletica from $180.00 to $215.00 in a research report on Friday, December 12th. Robert W. Baird upped their target price on shares of lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Finally, Citigroup lifted their price target on lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Two investment analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, lululemon athletica currently has an average rating of “Hold” and an average price target of $226.36.

lululemon athletica Price Performance

Shares of LULU stock opened at $173.21 on Thursday. The company has a fifty day moving average price of $190.40 and a two-hundred day moving average price of $184.15. lululemon athletica inc. has a one year low of $159.25 and a one year high of $363.88. The stock has a market cap of $20.32 billion, a P/E ratio of 12.00, a P/E/G ratio of 10.98 and a beta of 1.00.

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

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.