Krane Funds Advisors LLC Invests $1.93 Million in lululemon athletica inc. $LULU

Krane Funds Advisors LLC bought a new stake in lululemon athletica inc. (NASDAQ:LULU) in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor bought 9,300 shares of the apparel retailer’s stock, valued at approximately $1,933,000.

A number of other hedge funds have also recently modified their holdings of LULU. Syon Capital LLC purchased a new position in lululemon athletica during the fourth quarter worth about $547,000. ING Groep NV increased its holdings in lululemon athletica by 92.0% during the 4th quarter. ING Groep NV now owns 4,054 shares of the apparel retailer’s stock worth $842,000 after purchasing an additional 1,943 shares during the period. MCF Advisors LLC grew its holdings in lululemon athletica by 139.2% during the 4th quarter. MCF Advisors LLC now owns 244 shares of the apparel retailer’s stock worth $51,000 after acquiring an additional 142 shares in the last quarter. Pinebridge Investments LLC acquired a new stake in lululemon athletica in the fourth quarter valued at $2,725,000. Finally, PBU The Pension Fund of Early Childhood & Youth Educators purchased a new stake in lululemon athletica during the fourth quarter worth approximately $1,547,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

Analysts Set New Price Targets

Several research firms have issued reports on LULU. Stifel Nicolaus decreased their price objective on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating for the company in a research note on Friday. BTIG Research downgraded shares of lululemon athletica from a “buy” rating to a “neutral” rating in a research report on Friday. BNP Paribas Exane cut 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. JPMorgan Chase & Co. reduced their price objective on lululemon athletica from $173.00 to $149.00 and set a “neutral” rating for the company in a report on Friday. Finally, Freedom Capital raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average price target of $165.13.

Insider Transactions at lululemon athletica

In other lululemon athletica news, Director Charles V. Bergh acquired 6,090 shares of the company’s stock in a transaction on Friday, March 20th. The shares were bought at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the acquisition, the director directly owned 6,090 shares of the company’s stock, valued at $999,978. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nicole Neuburger sold 622 shares of the stock in a transaction on Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total transaction of $100,142.00. Following the transaction, the insider owned 19,156 shares in the company, valued at $3,084,116. This trade represents a 3.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.54% of the company’s stock.

Key lululemon athletica News

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.

lululemon athletica Stock Performance

Shares of lululemon athletica stock opened at $114.23 on Monday. The business’s fifty day moving average price is $141.19 and its 200 day moving average price is $170.00. The stock has a market capitalization of $13.79 billion, a P/E ratio of 9.22, a PEG ratio of 3.50 and a beta of 0.88. lululemon athletica inc. has a twelve month low of $109.36 and a twelve month high of $275.60.

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 analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The business had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.44 billion. During the same quarter in the previous year, the business earned $2.60 EPS. The company’s revenue for the quarter 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. As a group, sell-side analysts predict that lululemon athletica inc. will post 12.35 EPS for the current year.

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.