Potomac Capital Management Inc. Buys Shares of 4,400 lululemon athletica inc. $LULU

Potomac Capital Management Inc. bought a new stake in shares of lululemon athletica inc. (NASDAQ:LULU) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 4,400 shares of the apparel retailer’s stock, valued at approximately $914,000.

Several other large investors have also modified their holdings of the business. Vanguard Group Inc. boosted its position in shares of lululemon athletica by 3.9% during the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock valued at $2,452,394,000 after buying an additional 521,915 shares during the period. Geode Capital Management LLC boosted its position in shares of lululemon athletica by 2.4% during the fourth quarter. Geode Capital Management LLC now owns 3,049,911 shares of the apparel retailer’s stock valued at $631,526,000 after buying an additional 71,464 shares during the period. Invesco Ltd. boosted its position in shares of lululemon athletica by 28.7% during the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after buying an additional 490,127 shares during the period. Norges Bank purchased a new position in lululemon athletica in the 4th quarter worth about $362,598,000. Finally, Dimensional Fund Advisors LP increased its stake in lululemon athletica by 32.3% in the 3rd quarter. Dimensional Fund Advisors LP now owns 1,311,664 shares of the apparel retailer’s stock worth $233,394,000 after buying an additional 319,934 shares during the period. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica Price Performance

LULU stock opened at $121.36 on Wednesday. lululemon athletica inc. has a 12 month low of $109.36 and a 12 month high of $262.16. The firm’s 50-day moving average is $140.03 and its 200 day moving average is $169.36. The company has a market capitalization of $14.65 billion, a PE ratio of 9.80, a P/E/G ratio of 3.88 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The company had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.44 billion. During the same period in the prior year, the business earned $2.60 EPS. The firm’s quarterly revenue was up 4.3% on a year-over-year basis. 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. Sell-side analysts forecast that lululemon athletica inc. will post 11.47 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on LULU shares. BTIG Research downgraded shares of lululemon athletica from a “buy” rating to a “neutral” rating in a research note on Friday, June 5th. Wells Fargo & Company reduced their price target on shares of lululemon athletica from $150.00 to $110.00 and set an “equal weight” rating on the stock in a research note on Friday, June 5th. BNP Paribas Exane downgraded shares of 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, June 5th. Robert W. Baird reduced their price target on shares of lululemon athletica from $170.00 to $140.00 and set a “neutral” rating on the stock in a research note on Friday, June 5th. Finally, Daiwa Securities Group reduced their price target on shares of lululemon athletica from $173.00 to $120.00 and set a “neutral” rating on the stock in a research note on Tuesday. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-eight have assigned a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $154.26.

Insiders Place Their Bets

In related news, Director Charles V. Bergh bought 6,090 shares of the stock in a transaction on Friday, March 20th. The stock was bought at an average price of $164.20 per share, for a total transaction of $999,978.00. Following the completion of the acquisition, the director directly owned 6,090 shares in the company, valued at approximately $999,978. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, CEO Andre Maestrini bought 3,275 shares of the stock in a transaction on Wednesday, April 1st. The shares were bought at an average price of $151.02 per share, with a total value of $494,590.50. Following the acquisition, the chief executive officer 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. The SEC filing for this purchase provides additional information. 0.54% of the stock is owned by company insiders.

Key lululemon athletica News

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

• Positive Sentiment: Michael Burry reportedly bought Lululemon despite the recent selloff, which may signal that some value investors see the stock as oversold. Michael Burry says two beaten-down stocks offer better value than Microsoft — buys Lululemon despite headwinds
• Neutral Sentiment: Two analysts cut price targets but kept neutral/hold views: Citigroup lowered its target to $130 from $185, and Daiwa cut its target to $120 from $173. The reductions reflect lower expectations, even though both targets still imply limited upside from recent levels.
• Neutral Sentiment: Articles on Lululemon’s international sales note that overseas revenue is becoming increasingly important to the company’s growth story, but also that investors are watching closely to see whether that expansion can offset softer demand in North America. Lululemon (LULU) Reliance on International Sales: What Investors Need to Know
• Neutral Sentiment: Lululemon’s board settled a proxy dispute with founder Chip Wilson and added new independent directors, a governance reset that may help long-term oversight but does not directly address the near-term business slowdown. Lululemon Governance Reset Tests Board Changes Against Slumping Share Performance
• Negative Sentiment: Recent coverage says Lululemon’s forecast cut is highlighting challenges for the incoming CEO, with softer demand and weaker product launches weighing on sentiment. Lululemon shares drop as forecast cut spotlights challenges for incoming CEO
• Negative Sentiment: Several stories frame LULU as underperforming the broader consumer discretionary sector and lagging peers like Gap, reinforcing worries that the brand is losing momentum. Lululemon Athletica stock: Is LULU underperforming the consumer discretionary sector?

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.