lululemon athletica inc. $LULU Holdings Boosted by Fulcrum Asset Management LLP

Fulcrum Asset Management LLP raised its stake in lululemon athletica inc. (NASDAQ:LULU) by 17,160.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 19,332 shares of the apparel retailer’s stock after purchasing an additional 19,220 shares during the period. Fulcrum Asset Management LLP’s holdings in lululemon athletica were worth $1,873,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently bought and sold shares of the stock. Allspring Global Investments Holdings LLC lifted its stake in shares of lululemon athletica by 12.4% in the third quarter. Allspring Global Investments Holdings LLC now owns 22,534 shares of the apparel retailer’s stock valued at $2,160,000 after buying an additional 2,493 shares during the period. J. Derek Lewis & Associates Inc. grew its position in lululemon athletica by 38.2% during the third quarter. J. Derek Lewis & Associates Inc. now owns 5,796 shares of the apparel retailer’s stock worth $558,000 after buying an additional 1,601 shares in the last quarter. Rayburn West Financial Services LLC increased its stake in lululemon athletica by 2.1% during the third quarter. Rayburn West Financial Services LLC now owns 18,367 shares of the apparel retailer’s stock valued at $1,767,000 after acquiring an additional 382 shares during the period. 180 Wealth Advisors LLC increased its stake in lululemon athletica by 18.1% during the third quarter. 180 Wealth Advisors LLC now owns 7,955 shares of the apparel retailer’s stock valued at $765,000 after acquiring an additional 1,221 shares during the period. Finally, Parallel Advisors LLC increased its stake in lululemon athletica by 17.0% during the third quarter. Parallel Advisors LLC now owns 2,440 shares of the apparel retailer’s stock valued at $235,000 after acquiring an additional 354 shares during the period. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Robert W. Baird cut 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, September 4th. Cantor Fitzgerald started coverage on lululemon athletica in a research report on Tuesday. They set a “neutral” rating and a $121.00 price objective on the stock. Sanford C. Bernstein lowered their price objective on lululemon athletica from $145.00 to $115.00 and set a “market perform” rating on the stock in a research report on Friday, September 4th. Stifel Nicolaus cut their target price on lululemon athletica from $134.00 to $100.00 and set a “hold” rating for the company in a research note on Friday, September 4th. Finally, Bank of America reduced their target price on lululemon athletica from $140.00 to $122.00 and set a “neutral” rating for the company in a research report on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Hold rating and seven have given a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Reduce” and an average price target of $105.92.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Lululemon named Ben Hallam Chief Brand Officer and Emily Sunderland Chief Strategy Officer, adding consumer-brand and strategy experience to its leadership team. The company also launched a cold-weather running vest developed with input from its ambassador community. These moves may support its brand and product strategy, though their financial impact is not yet clear. Article: Lululemon Names Ben Hallam and Emily Sunderland to Top Roles
• Neutral Sentiment: Cantor Fitzgerald began coverage with a “neutral” rating and a $121 price target, which the report described as 9.6% above the cited share price. The target suggests potential upside, but the rating signals a cautious, balanced outlook. Article: Cantor Fitzgerald Initiates Coverage at Neutral
• Negative Sentiment: Several law firms publicized a securities class action against Lululemon and certain officers, with a January 4, 2027 deadline to seek lead-plaintiff status. The complaint alleges that the company misrepresented business conditions, including store and digital traffic and conversion trends. These are allegations, not proven findings, but the litigation headlines may add uncertainty and weigh on investor confidence. Article: Pomerantz Announces Class Action Filing

lululemon athletica Stock Down 1.9%

Shares of LULU opened at $110.37 on Wednesday. The company has a 50-day moving average price of $101.80 and a two-hundred day moving average price of $131.43. The stock has a market cap of $12.78 billion, a price-to-earnings ratio of 9.04, a P/E/G ratio of 2.68 and a beta of 0.84. lululemon athletica inc. has a 12 month low of $90.38 and a 12 month high of $225.98.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%. The company had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same period in the prior year, the company posted $3.10 EPS. The company’s revenue was down 4.3% compared to the same quarter last year. 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 expect that lululemon athletica inc. will post 9.55 EPS for the current fiscal year.

lululemon athletica Profile

lululemon athletica inc. is a Canadian athletic apparel and lifestyle company founded in Vancouver in 1998. It designs and sells technical clothing and accessories for activities including yoga, running, training and other forms of exercise, as well as everyday wear. Its product range includes apparel for women and men, footwear, bags and other fitness-related accessories. The company sells through its own retail stores and e-commerce channels, serving customers in North America and international markets. lululemon also supports fitness and wellness communities through events and other local initiatives, extending its brand beyond its products and retail operations.