lululemon athletica inc. $LULU Shares Sold by Kestra Private Wealth Services LLC

Kestra Private Wealth Services LLC decreased its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 36.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,542 shares of the apparel retailer’s stock after selling 5,506 shares during the period. Kestra Private Wealth Services LLC’s holdings in lululemon athletica were worth $1,983,000 at the end of the most recent quarter.

Other hedge funds have also recently bought and sold shares of the company. Brighton Jones LLC acquired a new position in shares of lululemon athletica in the fourth quarter worth $429,000. NewEdge Advisors LLC grew its stake in shares of lululemon athletica by 5.1% in the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after acquiring an additional 186 shares in the last quarter. Glenview Trust co boosted its holdings in lululemon athletica by 39.9% in the second 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 period. Diversify Advisory Services LLC purchased a new position in lululemon athletica in the second quarter valued at $508,000. Finally, Raymond James Financial Inc. boosted its holdings in lululemon athletica by 10.7% in the second 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 period. Institutional investors and hedge funds own 85.20% of the company’s stock.

Insider Activity

In other news, insider Nicole Neuburger sold 622 shares of the company’s stock in a transaction dated Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total value of $100,142.00. Following the completion of the sale, the insider directly owned 19,156 shares of the company’s stock, valued at approximately $3,084,116. This represents a 3.14% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Charles V. Bergh bought 6,090 shares of lululemon athletica stock in a transaction dated Friday, March 20th. The stock was acquired at an average cost of $164.20 per share, with a total value of $999,978.00. Following the completion of the acquisition, the director directly owned 6,090 shares of the company’s stock, valued at approximately $999,978. The trade was a ? increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $137.70 on Friday. The firm’s fifty day simple moving average is $162.13 and its 200-day simple moving average is $177.40. The stock has a market capitalization of $16.62 billion, a price-to-earnings ratio of 10.35, a PEG ratio of 4.24 and a beta of 1.07. lululemon athletica inc. has a 12 month low of $136.90 and a 12 month high of $340.25.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 EPS for the quarter, beating analysts’ consensus estimates of $4.78 by $0.23. The business had revenue of $3.64 billion for the quarter, compared to analysts’ expectations of $3.59 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The company’s quarterly revenue was up .0% on a year-over-year basis. During the same period in the previous year, the company posted $6.14 EPS. Analysts anticipate that lululemon athletica inc. will post 12.31 earnings per share for the current year.

lululemon athletica News Summary

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

• Positive Sentiment: Founder-led activism could force board changes that some investors view as a catalyst to restore brand focus and long-term value. Chip Wilson Issues Letter to lululemon Shareholders
• Neutral Sentiment: Analysts and commentators are re?pricing LULU as governance and CEO succession risk climbs; valuation pieces note fading price momentum and that investors must weigh activist outcomes against underlying fundamentals. A Look At Lululemon Athletica (LULU) Valuation As Proxy Battle And CEO Succession Raise Governance Questions
• Neutral Sentiment: Recent trading commentary notes LULU has underperformed the broader market recently, reflecting investor caution while the proxy fight and competitive pressures play out. Lululemon (LULU) Dips More Than Broader Market: What You Should Know
• Negative Sentiment: Wilson publicly questioned the board’s choice of new CEO Heidi O’Neill and escalated his proxy campaign, increasing uncertainty around leadership and strategy — a near-term negative for sentiment. Update: Lululemon Athletica Founder Raises Concerns Over New CEO Appointment
• Negative Sentiment: Disclosure in the company’s proxy shows Wilson has advised rivals (Alo, Vuori), raising conflict questions and prompting investor unease; that filing coincided with a sharp share decline. Lululemon Files Proxy Revealing Founder Advises Rivals as Shares Drop 30%
• Negative Sentiment: Coverage across outlets (Reuters, WSJ, Boston Globe) highlights an intensifying proxy fight and governance concerns — amplifying downside pressure as investors reassess governance risk and competitive threats. Lululemon Athletica founder Wilson raises doubts on new CEO pick amid proxy battle
• Negative Sentiment: Some outlets report LULU testing 52?week lows after the founder’s support for rivals and the public dispute, signaling elevated short?term risk for the stock. Lululemon (LULU) Stock Plunges to 52-Week Low Amid Founder’s Support for Rivals

Analyst Upgrades and Downgrades

LULU has been the subject of a number of recent research reports. BNP Paribas Exane decreased their target price on lululemon athletica from $206.00 to $170.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. JPMorgan Chase & Co. decreased their target price on lululemon athletica from $209.00 to $196.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. Jefferies Financial Group decreased their target price on lululemon athletica from $170.00 to $145.00 and set a “hold” rating for the company in a report on Tuesday. BTIG Research decreased their target price on lululemon athletica from $250.00 to $225.00 and set a “buy” rating for the company in a report on Wednesday, March 18th. Finally, Wells Fargo & Company decreased their target price on lululemon athletica from $175.00 to $150.00 and set an “equal weight” rating for the company in a report on Wednesday, March 18th. One research analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, twenty-eight have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $205.34.

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.