RFG Advisory LLC Has $2.26 Million Position in lululemon athletica inc. $LULU

RFG Advisory LLC increased its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 12.8% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,519 shares of the apparel retailer’s stock after purchasing an additional 1,082 shares during the quarter. RFG Advisory LLC’s holdings in lululemon athletica were worth $2,262,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in LULU. N.E.W. Advisory Services LLC acquired a new stake in shares of lululemon athletica during the first quarter worth approximately $25,000. Cornerstone Planning Group LLC lifted its stake in lululemon athletica by 506.3% in the first quarter. Cornerstone Planning Group LLC now owns 97 shares of the apparel retailer’s stock valued at $26,000 after acquiring an additional 81 shares during the last quarter. Flaharty Asset Management LLC acquired a new stake in lululemon athletica in the first quarter valued at approximately $29,000. Blue Trust Inc. lifted its stake in lululemon athletica by 96.8% in the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock valued at $29,000 after acquiring an additional 61 shares during the last quarter. Finally, Trust Co. of Toledo NA OH acquired a new stake in lululemon athletica in the second quarter valued at approximately $30,000. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of analysts have issued reports on the stock. UBS Group reduced their target price on shares of lululemon athletica from $240.00 to $185.00 and set a “neutral” rating for the company in a research note on Friday, September 5th. BTIG Research reiterated a “buy” rating and issued a $303.00 target price on shares of lululemon athletica in a research note on Wednesday, October 8th. Dbs Bank reduced their target price on shares of lululemon athletica from $165.00 to $134.00 in a research note on Friday, September 19th. Wells Fargo & Company reduced their target price on shares of lululemon athletica from $205.00 to $160.00 and set an “equal weight” rating for the company in a research note on Friday, September 5th. Finally, 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. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating, twenty-six have assigned a Hold rating and four have issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $232.29.

Insider Buying and Selling

In related news, insider Nicole Neuburger sold 615 shares of the company’s stock in a transaction on Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total transaction of $109,470.00. Following the completion of the transaction, the insider directly owned 8,993 shares in the company, valued at $1,600,754. This represents a 6.40% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.54% of the stock is currently owned by insiders.

lululemon athletica Price Performance

Shares of LULU opened at $167.10 on Thursday. The company has a market capitalization of $19.81 billion, a PE ratio of 11.36, a price-to-earnings-growth ratio of 10.57 and a beta of 1.07. lululemon athletica inc. has a one year low of $159.25 and a one year high of $423.32. The company’s fifty day moving average price is $182.65 and its 200 day moving average price is $233.42.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, September 4th. The apparel retailer reported $3.10 EPS for the quarter, topping the consensus estimate of $2.86 by $0.24. The firm had revenue of $2.53 billion for the quarter, compared to the consensus estimate of $2.55 billion. lululemon athletica had a net margin of 16.38% and a return on equity of 42.05%. The business’s quarterly revenue was up 6.5% on a year-over-year basis. During the same quarter last year, the firm posted $3.15 EPS. lululemon athletica has set its FY 2025 guidance at 12.770-12.970 EPS. Q3 2025 guidance at 2.180-2.230 EPS. Analysts anticipate that lululemon athletica inc. will post 14.36 earnings per share for the current year.

lululemon athletica Company Profile

Lululemon Athletica Inc, together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories.