lululemon athletica (NASDAQ:LULU) Shares Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (D-California) recently bought shares of lululemon athletica inc. (NASDAQ:LULU). In a filing disclosed on December 15th, the Representative disclosed that they had bought between $1,001 and $15,000 in lululemon athletica stock on November 12th.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Spotify Technology (NYSE:SPOT) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of Alphabet (NASDAQ:GOOGL) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of First Watch Restaurant Group (NASDAQ:FWRG) on 11/26/2025.
• Purchased $1,001 – $15,000 in shares of TKO Group (NYSE:TKO) on 11/26/2025.
• Sold $1,001 – $15,000 in shares of RBC Bearings (NYSE:RBC) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Stifel Financial (NYSE:SF) on 11/24/2025.
• Purchased $1,001 – $15,000 in shares of Logan Energy (CVE:LGN) on 11/24/2025.
• Sold $1,001 – $15,000 in shares of Primoris Services (NASDAQ:PRIM) on 11/24/2025.
• Purchased $15,001 – $50,000 in shares of LandBridge (NYSE:LB) on 11/21/2025.
• Purchased $50,001 – $100,000 in shares of LandBridge (NYSE:LB) on 11/20/2025.

lululemon athletica Trading Down 2.6%

Shares of LULU traded down $5.66 during trading hours on Friday, reaching $209.45. 15,947,961 shares of the company traded hands, compared to its average volume of 5,379,775. The stock’s fifty day moving average price is $178.13 and its 200 day moving average price is $198.98. The firm has a market cap of $24.84 billion, a price-to-earnings ratio of 14.51, a PEG ratio of 13.28 and a beta of 1.01. lululemon athletica inc. has a 12-month low of $159.25 and a 12-month high of $423.32.

lululemon athletica (NASDAQ:LULU) last posted its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS 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 the consensus estimate of $2.48 billion. During the same quarter last year, the firm posted $2.53 EPS. The firm’s 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. On average, research analysts forecast that lululemon athletica inc. will post 14.36 earnings per share for the current year.

lululemon athletica News Roundup

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

• Positive Sentiment: Elliott Management has amassed a >$1 billion stake and is proposing a new CEO (Jane Nielsen), creating an activist-led turnaround catalyst that sent shares sharply higher on the initial reports. Elliott stake Reuters story
• Positive Sentiment: Market reaction: major outlets reported a roughly 7% jump after the Elliott news — showing investor appetite for activist-driven management change as a near-term re-rating event. 247WallStreet article
• Positive Sentiment: Company growth initiatives — lululemon announced a record international expansion plan (six new markets in 2026 via franchise partners), which supports longer‑term revenue diversification beyond a soft U.S. market. BusinessWire expansion
• Neutral Sentiment: Analyst moves are mixed: Jefferies raised its price target to $200 but kept a Hold — marginally supportive but not a bullish upgrade. Consensus still skews to Hold. Benzinga note on Jefferies
• Neutral Sentiment: Small-format retail news: a new Houston Highland Village store opened with an in‑store café concept — good for local engagement but unlikely to move shares materially. MSN store opening
• Negative Sentiment: Insider selling: Celeste Burgoyne sold 13,511 shares (~$2.76M at ~$204), a large reduction in her stake — can be interpreted as profit‑taking or concern and may add downward pressure. InsiderTrades filing
• Negative Sentiment: Leadership and brand challenges: CEO Calvin McDonald is stepping down and multiple pieces highlight U.S. brand softness, tariff pressure and an underperforming domestic business — these underlying operational issues explain why activist involvement emerged and why uncertainty could weigh on shares until a credible new CEO is installed. The Motley Fool on CEO change

Analyst Ratings Changes

A number of research firms have recently issued reports on LULU. Baird R W downgraded lululemon athletica from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, September 23rd. BTIG Research reiterated a “buy” rating and set a $303.00 target price on shares of lululemon athletica in a report on Friday, December 12th. Sanford C. Bernstein lowered shares of lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 price target for the company. in a report on Thursday, October 16th. UBS Group increased their price objective on shares of lululemon athletica from $183.00 to $206.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Finally, Barclays upped their target price on lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a report on Friday, December 12th. One analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty-two have given a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $228.19.

Institutional Trading of lululemon athletica

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Horizon Investments LLC lifted its holdings in shares of lululemon athletica by 2.4% during the first quarter. Horizon Investments LLC now owns 1,610 shares of the apparel retailer’s stock worth $456,000 after purchasing an additional 38 shares during the period. GM Advisory Group LLC lifted its stake in lululemon athletica by 2.0% during the 1st quarter. GM Advisory Group LLC now owns 1,992 shares of the apparel retailer’s stock valued at $564,000 after acquiring an additional 40 shares during the period. Hancock Whitney Corp lifted its stake in lululemon athletica by 4.6% during the 1st quarter. Hancock Whitney Corp now owns 951 shares of the apparel retailer’s stock valued at $269,000 after acquiring an additional 42 shares during the period. Optimize Financial Inc boosted its holdings in shares of lululemon athletica by 2.3% in the 1st quarter. Optimize Financial Inc now owns 2,043 shares of the apparel retailer’s stock valued at $578,000 after acquiring an additional 45 shares during the last quarter. Finally, Novem Group increased its stake in shares of lululemon athletica by 1.4% in the second quarter. Novem Group now owns 3,201 shares of the apparel retailer’s stock worth $760,000 after acquiring an additional 45 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

Insiders Place Their Bets

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total value of $2,756,244.00. Following the sale, the insider directly 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nicole Neuburger sold 615 shares of lululemon athletica stock in a transaction dated Tuesday, September 30th. The shares were sold at an average price of $178.00, for a total value of $109,470.00. Following the transaction, the insider owned 8,993 shares of the company’s stock, valued at $1,600,754. The trade was a 6.40% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.54% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About lululemon athletica

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.