lululemon athletica inc. $LULU Shares Bought by Leibman Financial Services Inc.

Leibman Financial Services Inc. grew its position in lululemon athletica inc. (NASDAQ:LULU) by 89.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 22,238 shares of the apparel retailer’s stock after purchasing an additional 10,522 shares during the period. lululemon athletica makes up 3.0% of Leibman Financial Services Inc.’s holdings, making the stock its 12th largest position. Leibman Financial Services Inc.’s holdings in lululemon athletica were worth $3,957,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Sandler Capital Management acquired a new stake in lululemon athletica in the 1st quarter valued at $484,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in lululemon athletica during the second quarter valued at $17,747,000. K.J. Harrison & Partners Inc grew its position in shares of lululemon athletica by 100.1% in the second quarter. K.J. Harrison & Partners Inc now owns 6,002 shares of the apparel retailer’s stock valued at $1,426,000 after purchasing an additional 3,002 shares during the period. Maverick Capital Ltd. grew its position in shares of lululemon athletica by 16.9% in the first quarter. Maverick Capital Ltd. now owns 372,305 shares of the apparel retailer’s stock valued at $105,385,000 after purchasing an additional 53,791 shares during the period. Finally, U S Global Investors Inc. purchased a new stake in shares of lululemon athletica during the second quarter worth about $760,000. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

lululemon athletica Price Performance

lululemon athletica stock opened at $212.54 on Tuesday. The firm has a 50 day simple moving average of $183.26 and a 200-day simple moving average of $194.63. The stock has a market cap of $24.93 billion, a price-to-earnings ratio of 14.73, a price-to-earnings-growth ratio of 12.89 and a beta of 1.01. lululemon athletica inc. has a 1-year low of $159.25 and a 1-year high of $423.32.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The firm’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the firm posted $2.53 earnings per share. 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. Equities analysts expect that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. BTIG Research reaffirmed a “buy” rating and issued a $303.00 price target on shares of lululemon athletica in a research note on Friday, December 12th. Weiss Ratings reiterated a “sell (d+)” rating on shares of lululemon athletica in a research report on Wednesday, October 8th. Robert W. Baird increased their price objective on lululemon athletica from $195.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Oppenheimer reaffirmed a “market perform” rating and set a $500.00 target price on shares of lululemon athletica in a research note on Friday, September 5th. Finally, Zacks Research upgraded shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Tuesday, November 4th. One research analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $228.19.

lululemon athletica News Summary

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

Insider Activity at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the completion of the transaction, the insider directly owned 5,318 shares in the company, valued at approximately $1,084,872. This represents a 71.76% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.54% of the stock is currently owned by company insiders.

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.