lululemon athletica inc. $LULU Shares Sold by Sumitomo Mitsui DS Asset Management Company Ltd

Sumitomo Mitsui DS Asset Management Company Ltd lowered its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 72.0% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,742 shares of the apparel retailer’s stock after selling 9,621 shares during the quarter. Sumitomo Mitsui DS Asset Management Company Ltd’s holdings in lululemon athletica were worth $360,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. IFP Advisors Inc lifted its stake in shares of lululemon athletica by 51.0% in the third quarter. IFP Advisors Inc now owns 5,142 shares of the apparel retailer’s stock valued at $495,000 after buying an additional 1,737 shares during the period. TD Waterhouse Canada Inc. grew its position in lululemon athletica by 3.4% during the third quarter. TD Waterhouse Canada Inc. now owns 35,042 shares of the apparel retailer’s stock worth $3,359,000 after buying an additional 1,145 shares in the last quarter. Chemistry Wealth Management LLC increased its stake in lululemon athletica by 98.7% during the third quarter. Chemistry Wealth Management LLC now owns 6,280 shares of the apparel retailer’s stock valued at $604,000 after acquiring an additional 3,119 shares during the period. Assenagon Asset Management S.A. increased its stake in lululemon athletica by 41.4% during the third quarter. Assenagon Asset Management S.A. now owns 161,483 shares of the apparel retailer’s stock valued at $15,533,000 after acquiring an additional 47,307 shares during the period. Finally, Elevated Private Wealth LLC increased its stake in lululemon athletica by 39.5% during the third quarter. Elevated Private Wealth LLC now owns 12,299 shares of the apparel retailer’s stock valued at $1,183,000 after acquiring an additional 3,482 shares during the period. 85.20% of the stock is currently owned by institutional investors and hedge funds.

lululemon athletica Stock Down 4.9%

NASDAQ LULU opened at $99.01 on Friday. The stock has a market cap of $11.47 billion, a P/E ratio of 9.17, a PEG ratio of 2.48 and a beta of 0.92. The company’s 50-day simple moving average is $103.86 and its 200 day simple moving average is $119.33. lululemon athletica inc. has a twelve month low of $90.38 and a twelve month high of $225.98.

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

Analyst Upgrades and Downgrades

Several equities analysts have commented on the company. Wells Fargo & Company cut their price target on lululemon athletica from $95.00 to $90.00 and set an “equal weight” rating for the company in a report on Monday, October 19th. The Goldman Sachs Group decreased their price objective on lululemon athletica from $111.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, September 4th. JPMorgan Chase & Co. lowered their price objective on lululemon athletica from $154.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, September 4th. Morgan Stanley lowered their price objective on lululemon athletica from $93.00 to $83.00 and set an “underweight” rating on the stock in a research report on Friday, September 4th. Finally, 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. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Hold rating and eight have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and an average target price of $105.26.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Board addition may support a product and leadership reset. lululemon appointed former Chief Product Officer Tara Poseley to its expanded board. Her more than 30 years of consumer and retail experience, along with the reported truce involving founder Chip Wilson, could help rebuild product momentum and ease governance tensions. Lululemon Announces Appointment of Tara Poseley to Board
• Positive Sentiment: Product-safety and compliance actions reduce some operational risk. The company reaffirmed its product-safety standards and agreed to a chemical-safety compliance deal with Texas officials. These steps may limit regulatory uncertainty, although they do not directly address slowing demand. Lululemon Agrees to Chemical Safety Compliance Deal
• Neutral Sentiment: Investors are reassessing the turnaround case. Recent commentary highlights the stock’s steep multiyear decline, potential rebound interest and mixed institutional positioning. The key question is whether new leadership and product initiatives can stabilize comparable sales and support the company’s lowered fiscal 2026 earnings outlook. What Changed for Lululemon Stock, and What Did Not?
• Negative Sentiment: Sector-wide retail selling is weighing on LULU. Premium athletic-apparel stocks, including lululemon, Under Armour and Nike, sold off more sharply than the broader retail sector. Investors are concerned that consumers may be reducing discretionary purchases ahead of the holiday season. Athletic Apparel Stocks Fall as Retail Selling Spreads
• Negative Sentiment: New bearish coverage adds valuation pressure. Wolfe Research initiated coverage with an “underperform” rating and a $75 price target, implying substantial downside from recently quoted levels. Wolfe Research Lululemon Coverage
• Negative Sentiment: A securities-fraud investigation announcement creates additional uncertainty. Bleichmar Fonti & Auld said it is investigating potential securities-law violations following significant stock declines. The announcement comes from a law firm seeking investor participation and does not establish wrongdoing, but it adds reputational and litigation risk. LULU Securities Fraud Investigation Announcement

lululemon athletica Profile

lululemon athletica inc. is a Vancouver, British Columbia-based designer, distributor and retailer of technical athletic apparel, footwear and accessories. The company serves consumers seeking products for yoga, running, training, fitness and other active lifestyles.

Its product portfolio includes women’s and men’s apparel, sports bras, leggings, tops, shorts, outerwear, footwear, bags and related accessories. lululemon sells its products through company-operated stores, e-commerce platforms and selected other channels, while also offering community-based fitness and wellness experiences connected to its brand.

Founded in 1998 by Chip Wilson, lululemon has expanded from its roots in yoga apparel into an international athletic and lifestyle brand.