Clean Yield Group lessened its holdings in lululemon athletica inc. (NASDAQ:LULU – Free Report) by 28.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 9,457 shares of the apparel retailer’s stock after selling 3,743 shares during the quarter. Clean Yield Group’s holdings in lululemon athletica were worth $1,965,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors also recently added to or reduced their stakes in the company. Integrated Financial Solutions Inc. purchased a new position in lululemon athletica in the 4th quarter worth $26,000. GoalVest Advisory LLC purchased a new position in lululemon athletica in the 4th quarter worth $27,000. Cornerstone Planning Group LLC raised its position in lululemon athletica by 81.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock worth $25,000 after purchasing an additional 68 shares during the period. Murphy & Mullick Capital Management Corp raised its position in lululemon athletica by 187.5% in the 3rd 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. Finally, Tradewinds Capital Management LLC raised its position in lululemon athletica by 18,400.0% in the 3rd quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock worth $33,000 after purchasing an additional 184 shares during the period. Hedge funds and other institutional investors own 85.20% of the company’s stock.
Insider Activity at lululemon athletica
In related news, Director Charles V. Bergh purchased 6,090 shares of lululemon athletica stock in a transaction that occurred on Friday, March 20th. The shares were bought at an average price of $164.20 per share, for a total transaction of $999,978.00. Following the completion of the transaction, the director directly owned 6,090 shares of the company’s stock, valued at $999,978. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Andre Maestrini purchased 3,275 shares of lululemon athletica stock in a transaction that occurred on Wednesday, April 1st. The shares were bought at an average price of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer directly owned 34,551 shares of the company’s stock, valued at $5,217,892.02. This trade represents a 10.47% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 0.54% of the stock is owned by corporate insiders.
lululemon athletica Stock Up 1.3%
lululemon athletica (NASDAQ:LULU – Get Free Report) last announced its quarterly earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.78 by $0.23. The business had revenue of $3.64 billion for the quarter, compared to analyst estimates of $3.59 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The company’s revenue was up .0% on a year-over-year basis. During the same quarter last year, the firm earned $6.14 EPS. As a group, sell-side analysts expect that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.
lululemon athletica News Summary
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: Analyst / investor take that LULU’s valuation is now compressed to multi-year levels and the share price may be bottoming, framing the pullback as a potential buying opportunity. Lululemon Stock Trades at 2018 Levels Despite Record Revenue: Time to Buy?
- Neutral Sentiment: Company and regulators: Lululemon says it doesn’t use PFAS and is cooperating with investigators; Chinese operations/consumers are being reassured about product safety as the story spreads on social media. This helps limit immediate commercial fallout but leaves uncertainty. Lululemon China ensures product safety amid ‘forever chemical’ concerns
- Neutral Sentiment: Operational outlook: Management is focused on restoring pricing power after heavy markdowns in 2025 through tighter inventory, product innovation and a shift back to full-price selling — a longer-run positive if execution holds. Can Lululemon Restore Pricing Power Against Increasing Discounts?
- Negative Sentiment: Regulatory/legal risk: The Texas AG opened a formal probe into whether Lululemon’s products contain PFAS and whether marketing misled consumers; the inquiry raises potential compliance costs, recalls or litigation exposure. Texas PFAS Probe Tests Lululemon Brand Strength And Investor Confidence
- Negative Sentiment: Industry/media amplification: Multiple outlets and social media in China are amplifying the probe, increasing reputational risk in a key growth market and potentially pressuring near-term sales and gross margins. Lululemon Sparks China Social Media Debate On Texas PFAS Probe
- Negative Sentiment: Legal commentary warns the probe could spawn broader litigation trends against “clean” consumer brands, which would increase contingent liabilities and investor uncertainty. Amanda Demanda: Lululemon PFAS Investigation Signals Litigation Risk for “Clean” Consumer Brands
- Negative Sentiment: Opinion pressure: Commentary (e.g., WSJ opinion) frames the AG action as aggressive and keeps the story in the headlines, which can prolong volatility even if substantive findings are limited. Opinion | Ken Paxton Wants Your Lululemon Yoga Pants
Analysts Set New Price Targets
A number of equities analysts recently commented on LULU shares. Jefferies Financial Group decreased their target price on shares of lululemon athletica from $200.00 to $185.00 and set a “hold” rating on the stock in a research report on Friday, January 30th. Truist Financial decreased their target price on shares of lululemon athletica from $200.00 to $170.00 and set a “hold” rating on the stock in a research report on Wednesday, March 18th. BNP Paribas Exane cut their price target on shares of lululemon athletica from $206.00 to $170.00 and set a “neutral” rating on the stock in a report on Wednesday, March 18th. Barclays cut their price target on shares of lululemon athletica from $203.00 to $161.00 and set an “equal weight” rating on the stock in a report on Wednesday, March 18th. Finally, Telsey Advisory Group cut their price target on shares of lululemon athletica from $215.00 to $175.00 and set a “market perform” rating on the stock in a report on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have assigned a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $206.77.
View Our Latest Analysis on lululemon athletica
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.
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