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

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

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Cornerstone Planning Group LLC lifted its position in lululemon athletica by 81.9% during the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock worth $25,000 after buying an additional 68 shares in the last quarter. Integrated Financial Solutions Inc. bought a new stake in lululemon athletica during the 4th quarter worth about $26,000. Murphy & Mullick Capital Management Corp raised its holdings in lululemon athletica by 187.5% during the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock worth $27,000 after purchasing an additional 105 shares during the last quarter. GoalVest Advisory LLC bought a new position in shares of lululemon athletica in the 4th quarter worth $27,000. Finally, Elyxium Wealth LLC bought a new stake in shares of lululemon athletica in the 4th quarter valued at about $31,000. Institutional investors and hedge funds own 85.20% of the company’s stock.

Key Stories 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.

Insider Activity

In related news, CEO Andre Maestrini acquired 3,275 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was bought at an average price of $151.02 per share, with a total value of $494,590.50. Following the acquisition, the chief executive officer owned 34,551 shares in the company, valued at $5,217,892.02. This represents a 10.47% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nicole Neuburger sold 622 shares of the stock in a transaction that occurred on 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. The trade was a 3.14% decrease in their position. The SEC filing for this sale provides additional information. 0.54% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

LULU has been the subject of a number of research reports. Weiss Ratings cut lululemon athletica from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, March 31st. Robert W. Baird decreased their price target on shares of lululemon athletica from $190.00 to $170.00 and set a “neutral” rating for the company in a research note on Thursday, May 7th. Bank of America decreased their price target on shares of lululemon athletica from $220.00 to $200.00 and set a “neutral” rating for the company in a research note on Tuesday, March 3rd. Evercore decreased their price target on shares of lululemon athletica from $175.00 to $130.00 in a research note on Wednesday. Finally, The Goldman Sachs Group decreased their price target on shares of lululemon athletica from $200.00 to $184.00 and set a “neutral” rating for the company in a research note on Wednesday, March 11th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have assigned a Hold rating and two have issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average price target of $197.09.

lululemon athletica Trading Down 0.9%

NASDAQ LULU opened at $124.92 on Friday. The company has a market cap of $15.08 billion, a PE ratio of 9.39, a PEG ratio of 3.89 and a beta of 0.87. lululemon athletica inc. has a 12 month low of $116.63 and a 12 month high of $338.49. The stock has a 50 day moving average of $142.08 and a 200-day moving average of $170.35.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings data on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating the consensus estimate of $1.67 by $0.02. The company had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.43 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The firm’s revenue for the quarter was up 4.3% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.60 EPS. 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. As a group, sell-side analysts predict that lululemon athletica inc. will post 12.26 EPS for the current fiscal year.

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.