Leibman Financial Services Inc. Grows Holdings in lululemon athletica inc. $LULU

Leibman Financial Services Inc. lifted its stake in lululemon athletica inc. (NASDAQ:LULU) by 89.8% during the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 22,238 shares of the apparel retailer’s stock after acquiring an additional 10,522 shares during the quarter. lululemon athletica accounts for 3.0% of Leibman Financial Services Inc.’s investment portfolio, making the stock its 12th largest position. Leibman Financial Services Inc.’s holdings in lululemon athletica were worth $3,957,000 as of its most recent filing with the SEC.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC purchased a new position in shares of lululemon athletica during the fourth quarter worth $429,000. CreativeOne Wealth LLC raised its holdings in shares of lululemon athletica by 66.4% in the 1st quarter. CreativeOne Wealth LLC now owns 1,326 shares of the apparel retailer’s stock valued at $375,000 after buying an additional 529 shares during the period. Canada Pension Plan Investment Board lifted its stake in lululemon athletica by 141.9% during the 1st quarter. Canada Pension Plan Investment Board now owns 117,232 shares of the apparel retailer’s stock worth $33,184,000 after acquiring an additional 68,769 shares in the last quarter. Vident Advisory LLC boosted its holdings in lululemon athletica by 86.2% during the 1st quarter. Vident Advisory LLC now owns 3,918 shares of the apparel retailer’s stock valued at $1,109,000 after acquiring an additional 1,814 shares during the period. Finally, Baird Financial Group Inc. boosted its holdings in lululemon athletica by 4.2% during the 1st quarter. Baird Financial Group Inc. now owns 61,250 shares of the apparel retailer’s stock valued at $17,337,000 after acquiring an additional 2,471 shares during the period. Institutional investors and hedge funds own 85.20% of the company’s stock.

lululemon athletica Stock Performance

NASDAQ:LULU opened at $212.54 on Tuesday. lululemon athletica inc. has a 1 year low of $159.25 and a 1 year high of $423.32. The stock has a market cap of $24.93 billion, a P/E ratio of 14.73, a P/E/G ratio of 12.89 and a beta of 1.01. The stock has a 50-day simple moving average of $183.26 and a 200-day simple moving average of $194.63.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.37. The business had revenue of $2.57 billion for the quarter, compared to analyst estimates of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the company earned $2.53 EPS. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. On average, equities research analysts predict that lululemon athletica inc. will post 14.36 EPS for the current year.

Insider Buying and Selling at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total value of $2,756,244.00. Following the completion of the transaction, the insider owned 5,318 shares in the company, valued at approximately $1,084,872. This represents a 71.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this link. Corporate insiders own 0.54% of the company’s stock.

Analyst Upgrades and Downgrades

LULU has been the topic of several research reports. BNP Paribas raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Monday, October 20th. Wells Fargo & Company upped their target price on shares of lululemon athletica from $160.00 to $175.00 and gave the stock an “equal weight” rating in a research note on Friday, December 12th. William Blair lowered shares of lululemon athletica from an “outperform” rating to a “market perform” rating in a report on Friday, September 5th. Jefferies Financial Group raised their price target on shares of lululemon athletica from $170.00 to $200.00 and gave the company a “hold” rating in a research report on Thursday, December 18th. Finally, Daiwa Capital Markets upped their price objective on lululemon athletica from $174.00 to $205.00 and gave the stock a “neutral” rating in a research report on Tuesday, December 16th. One equities research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, thirty-two have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $228.19.

Key Stores Impacting lululemon athletica

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

• Positive Sentiment: Expanded buyback capacity remains a tailwind: Lululemon’s $1 billion add to its repurchase program (bringing total buyback capacity to roughly $1.6B) supports per-share metrics and signals management’s ability to return capital to shareholders. These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs
• Positive Sentiment: Analyst sentiment and recent earnings give a floor: After the Dec. 11 quarter (EPS beat and raised guidance) several analysts lifted targets late in the year, creating a supportive backdrop that helps explain buying interest despite headline noise. 2025’s Most Downgraded Stocks: Buy, Sell, or Hold in 2026
• Neutral Sentiment: Company response tempers immediacy: Lululemon issued a formal comment after Wilson’s notice stating shareholders aren’t required to act now and that the board and management have engaged with him previously, which may limit short-term disruption. lululemon Comments on Chip Wilson’s Notice to Nominate Director Candidates
• Neutral Sentiment: Leadership transition remains a key context: The proxy push comes as the company is conducting a CEO search following Calvin McDonald’s planned departure — a governance issue that is material but may be resolved over months. Why Lululemon founder Chip Wilson wants to shake up the board ahead of CEO’s departure
• Negative Sentiment: Founder launches proxy fight and nominates three directors, escalating a public governance battle that increases uncertainty around strategy and the CEO appointment process — a common near-term negative for stocks facing activist-led contests. Chip Wilson Nominates Three Independent Director Candidates for Election
• Negative Sentiment: Major media coverage of the fight (WSJ, CNBC, Financial Post, IBD) amplifies uncertainty and could pressure sentiment if the proxy contest becomes prolonged or public disputes increase. Lululemon Founder Chip Wilson Launches Proxy Fight to Change Board

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.