TD Waterhouse Canada Inc. Buys 14,389 Shares of lululemon athletica inc. $LULU

TD Waterhouse Canada Inc. lifted its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 73.8% in the second quarter, Holdings Channel.com reports. The fund owned 33,897 shares of the apparel retailer’s stock after acquiring an additional 14,389 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in lululemon athletica were worth $3,945,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Swiss Life Asset Management Ltd increased its position in lululemon athletica by 53.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 68,093 shares of the apparel retailer’s stock valued at $14,150,000 after purchasing an additional 23,623 shares during the period. Rayburn West Financial Services LLC bought a new stake in shares of lululemon athletica in the 4th quarter valued at $3,536,000. MUFG Securities EMEA plc boosted its stake in shares of lululemon athletica by 9,695.1% in the 4th quarter. MUFG Securities EMEA plc now owns 204,424 shares of the apparel retailer’s stock valued at $42,481,000 after purchasing an additional 202,337 shares during the last quarter. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund acquired a new stake in shares of lululemon athletica during the fourth quarter worth $13,989,000. Finally, OP Asset Management Ltd acquired a new stake in shares of lululemon athletica during the first quarter worth $1,664,000. 85.20% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, Director Charles Bergh purchased 4,275 shares of the business’s stock in a transaction on Monday, June 15th. The shares were acquired at an average price of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the acquisition, the director owned 10,365 shares in the company, valued at approximately $1,213,223.25. The trade was a 70.20% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Company insiders own 0.54% of the company’s stock.

lululemon athletica News Roundup

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

• Neutral Sentiment: lululemon’s valuation has become more attractive after the selloff, with shares near $100 and a reported P/E ratio below 9. However, comparisons with struggling Nike and other athletic retailers suggest the broader sector remains under pressure. Nike, Dick’s and lululemon article
• Neutral Sentiment: Reports that founder Chip Wilson is divorcing his wife without a prenuptial agreement have raised questions about the ownership and future disposition of related family assets, although no direct operational impact on lululemon has been established. Chip Wilson divorce report
• Negative Sentiment: Analysts and market commentators warn that the new CEO faces a potentially prolonged overhaul involving slowing sales, weaker brand momentum and competitive pressure. Articles characterize the stock’s decline as a warning that a turnaround could take several years. Lululemon turnaround risks
• Negative Sentiment: The company cut fiscal 2026 revenue and earnings guidance, citing a moderating sales trend that management attributed partly to negative media and social-media commentary. Fiscal 2026 outlook reduction
• Negative Sentiment: Underlying operating momentum appears weak: Americas revenue reportedly fell 8%, comparable sales declined 12%, and third-quarter guidance implies another 10%–11% decline. Reported gross-margin strength was also inflated by a one-time $134.5 million tariff refund, making normalized profitability less reassuring. Lululemon earnings analysis
• Negative Sentiment: Multiple firms lowered price targets or issued cautious ratings, including Morgan Stanley’s reported $83 target, while Truist maintained a Sell rating. Lululemon also plans to substantially reduce its pop-up store format, reflecting efforts to address weaker demand. Morgan Stanley price-target reduction
• Negative Sentiment: A shareholder law firm has solicited investors regarding potential fiduciary-duty violations by company insiders. The announcement does not establish wrongdoing, but it adds legal and headline risk while sentiment is already weak. Shareholder investigation announcement

lululemon athletica Stock Performance

Shares of NASDAQ LULU opened at $100.61 on Tuesday. The firm’s 50-day moving average price is $118.14 and its 200-day moving average price is $135.54. lululemon athletica inc. has a 1-year low of $97.99 and a 1-year high of $225.98. The firm has a market capitalization of $11.94 billion, a P/E ratio of 8.24, a P/E/G ratio of 2.05 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.79 by $1.13. The company had revenue of $2.42 billion for the quarter, compared to analysts’ expectations of $2.46 billion. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The business’s revenue was down 4.3% on a year-over-year basis. During the same quarter in the prior year, the firm earned $3.10 EPS. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. Equities research analysts forecast that lululemon athletica inc. will post 11.14 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on LULU shares. Rothschild & Co Redburn lowered their target price on shares of lululemon athletica from $160.00 to $110.00 and set a “sell” rating for the company in a research note on Tuesday, June 16th. Robert W. Baird decreased their price target on lululemon athletica from $140.00 to $115.00 and set a “neutral” rating for the company in a report on Friday. Piper Sandler lowered their price objective on lululemon athletica from $110.00 to $80.00 and set a “neutral” rating for the company in a research report on Friday. Guggenheim reissued a “neutral” rating on shares of lululemon athletica in a research note on Friday. Finally, UBS Group dropped their price objective on lululemon athletica from $120.00 to $106.00 and set a “neutral” rating on the stock in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Hold rating and five have given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $116.46.

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.