Intellectus Partners LLC Has $638,000 Stock Holdings in lululemon athletica inc. $LULU

Intellectus Partners LLC decreased its holdings in shares of lululemon athletica inc. (NASDAQ:LULU) by 61.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,070 shares of the apparel retailer’s stock after selling 4,845 shares during the quarter. Intellectus Partners LLC’s holdings in lululemon athletica were worth $638,000 at the end of the most recent reporting period.

Several other hedge funds have also added to or reduced their stakes in LULU. Brighton Jones LLC acquired a new stake in lululemon athletica during the 4th quarter valued at $429,000. NewEdge Advisors LLC lifted its holdings in lululemon athletica by 5.1% during the 1st quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock valued at $1,089,000 after purchasing an additional 186 shares during the last quarter. Glenview Trust co lifted its holdings in lululemon athletica by 39.9% during the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock valued at $237,000 after purchasing an additional 284 shares during the last quarter. Diversify Advisory Services LLC acquired a new stake in lululemon athletica during the 2nd quarter valued at $508,000. Finally, Raymond James Financial Inc. lifted its holdings in lululemon athletica by 10.7% during the 2nd quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after purchasing an additional 10,891 shares during the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Stock Performance

LULU opened at $124.92 on Friday. lululemon athletica inc. has a fifty-two week low of $116.63 and a fifty-two week high of $338.49. The company has a market capitalization of $15.08 billion, a P/E ratio of 9.39, a P/E/G ratio of 3.89 and a beta of 0.87. The stock has a fifty day moving average of $142.08 and a 200-day moving average of $170.35.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The company had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.43 billion. During the same quarter last year, the business earned $2.60 earnings per share. lululemon athletica’s 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. On average, equities research analysts predict that lululemon athletica inc. will post 12.26 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, CEO Andre Maestrini purchased 3,275 shares of the firm’s stock in a transaction that occurred on Wednesday, April 1st. The shares were bought at an average price of $151.02 per share, for a total transaction of $494,590.50. Following the completion of the transaction, the chief executive officer owned 34,551 shares of the company’s stock, valued at approximately $5,217,892.02. This trade represents a 10.47% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available through this link. Also, Director Charles V. Bergh purchased 6,090 shares of the firm’s stock in a transaction that occurred 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 transaction, the director directly owned 6,090 shares of the company’s stock, valued at $999,978. This trade represents a ? increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 0.54% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on LULU. Robert W. Baird dropped their target price on lululemon athletica from $190.00 to $170.00 and set a “neutral” rating for the company in a report on Thursday, May 7th. JPMorgan Chase & Co. dropped their target price on lululemon athletica from $196.00 to $173.00 in a report on Wednesday, May 6th. Telsey Advisory Group dropped their target price on lululemon athletica from $215.00 to $175.00 and set a “market perform” rating for the company in a report on Wednesday, March 18th. Evercore dropped their target price on lululemon athletica from $175.00 to $130.00 in a report on Wednesday. Finally, Sanford C. Bernstein dropped their target price on lululemon athletica from $180.00 to $170.00 and set a “market perform” rating for the company in a report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, twenty-eight have given a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $197.09.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Q1 revenue of about $2.47 billion and EPS of $1.69 both edged past analyst estimates, showing the business still generated a modest earnings beat despite a tougher backdrop.
• Positive Sentiment: Management said it saw some improvement in North America, including better full-price selling and tighter inventory discipline, which could support margins if sustained.
• Neutral Sentiment: Several analysts revised price targets lower, but some still see upside from current levels, reflecting a more cautious yet not fully bearish stance on the stock.
• Negative Sentiment: lululemon cut full-year guidance for both revenue and profit, with FY2026 EPS now guided well below consensus and sales expected to be flat to down instead of growing.
• Negative Sentiment: Second-quarter guidance also came in below expectations, signaling near-term weakness and suggesting the demand slowdown may continue.
• Negative Sentiment: Reports point to persistent sales weakness in the U.S. and waning brand appeal, which are fueling concern that lululemon may need a longer turnaround than investors had hoped.

lululemon athletica Company 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.