Bank of New York Mellon Corp Grows Holdings in lululemon athletica inc. $LULU

Bank of New York Mellon Corp grew its holdings in lululemon athletica inc. (NASDAQ:LULU) by 5.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 608,387 shares of the apparel retailer’s stock after acquiring an additional 30,039 shares during the quarter. Bank of New York Mellon Corp’s holdings in lululemon athletica were worth $126,429,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of LULU. Integrated Financial Solutions Inc. purchased a new stake in lululemon athletica in the fourth quarter worth $26,000. Murphy & Mullick Capital Management Corp increased its stake in lululemon athletica by 187.5% in the third quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock worth $27,000 after purchasing an additional 105 shares during the period. GoalVest Advisory LLC purchased a new stake in lululemon athletica in the fourth quarter worth $27,000. Elyxium Wealth LLC purchased a new position in shares of lululemon athletica during the fourth quarter valued at $31,000. Finally, MMA Asset Management LLC purchased a new position in shares of lululemon athletica during the third quarter valued at $36,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica News Summary

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

• Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
• Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
• Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
• Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
• Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
• Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
• Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Analysts Set New Price Targets

Several equities analysts have recently commented on the company. BNP Paribas Exane lowered lululemon athletica from a “neutral” rating to an “underperform” rating and set a $88.00 price target on the stock. in a research note on Friday. Jefferies Financial Group cut their price target on lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a research note on Friday. Citigroup cut their price target on lululemon athletica from $210.00 to $185.00 and set a “neutral” rating on the stock in a research note on Monday, March 23rd. Stifel Nicolaus cut their price target on lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a research note on Friday. Finally, Freedom Capital upgraded lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-nine have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, lululemon athletica has a consensus rating of “Hold” and a consensus target price of $165.13.

Insiders Place Their Bets

In other lululemon athletica news, CEO Andre Maestrini purchased 3,275 shares of the stock in a transaction on Wednesday, April 1st. The stock was acquired at an average price of $151.02 per share, with a total value of $494,590.50. Following the completion of the acquisition, the chief executive officer owned 34,551 shares in the company, valued at $5,217,892.02. The trade was a 10.47% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Charles V. Bergh purchased 6,090 shares of the stock in a transaction on Friday, March 20th. The stock was acquired at an average cost of $164.20 per share, with a total value of $999,978.00. Following the acquisition, the director owned 6,090 shares of the company’s stock, valued at approximately $999,978. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica Price Performance

LULU opened at $114.23 on Friday. The business’s 50-day moving average is $141.19 and its two-hundred day moving average is $169.96. lululemon athletica inc. has a 1 year low of $109.36 and a 1 year high of $275.60. The firm has a market capitalization of $13.79 billion, a PE ratio of 9.22, a price-to-earnings-growth ratio of 3.52 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.67 by $0.02. lululemon athletica had a return on equity of 31.61% and a net margin of 13.03%.The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.44 billion. During the same quarter in the previous year, the firm earned $2.60 earnings per share. The firm’s quarterly revenue was up 4.3% compared to the same quarter last year. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. As a group, sell-side analysts expect that lululemon athletica inc. will post 12.35 EPS for the current 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.