21,485 lululemon athletica inc. $LULU Shares Purchased by M&G PLC

M&G PLC raised its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 4.4% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 509,533 shares of the apparel retailer’s stock after acquiring an additional 21,485 shares during the period. M&G PLC’s holdings in lululemon athletica were worth $48,915,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in LULU. Fulcrum Asset Management LLP grew its position in lululemon athletica by 17,160.7% in the 3rd quarter. Fulcrum Asset Management LLP now owns 19,332 shares of the apparel retailer’s stock worth $1,873,000 after purchasing an additional 19,220 shares during the period. Allspring Global Investments Holdings LLC boosted its stake in shares of lululemon athletica by 12.4% in the 3rd quarter. Allspring Global Investments Holdings LLC now owns 22,534 shares of the apparel retailer’s stock worth $2,160,000 after buying an additional 2,493 shares during the last quarter. J. Derek Lewis & Associates Inc. boosted its stake in shares of lululemon athletica by 38.2% in the 3rd quarter. J. Derek Lewis & Associates Inc. now owns 5,796 shares of the apparel retailer’s stock worth $558,000 after buying an additional 1,601 shares during the last quarter. Rayburn West Financial Services LLC boosted its stake in shares of lululemon athletica by 2.1% in the 3rd quarter. Rayburn West Financial Services LLC now owns 18,367 shares of the apparel retailer’s stock worth $1,767,000 after buying an additional 382 shares during the last quarter. Finally, 180 Wealth Advisors LLC grew its holdings in shares of lululemon athletica by 18.1% in the third quarter. 180 Wealth Advisors LLC now owns 7,955 shares of the apparel retailer’s stock worth $765,000 after acquiring an additional 1,221 shares during the period. 85.20% of the stock is owned by hedge funds and other institutional investors.

lululemon athletica Trading Up 1.6%

lululemon athletica stock opened at $112.53 on Tuesday. lululemon athletica inc. has a 12-month low of $90.38 and a 12-month high of $225.98. The firm has a market capitalization of $13.03 billion, a price-to-earnings ratio of 9.87, a P/E/G ratio of 2.67 and a beta of 0.84. The firm has a 50 day moving average of $102.00 and a 200 day moving average of $131.86.

lululemon athletica (NASDAQ:LULU) last issued its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, beating the consensus estimate of $1.79 by $1.13. The business had revenue of $2.42 billion for the quarter, compared to the consensus estimate of $2.46 billion. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The company’s revenue for the quarter was down 4.3% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.10 earnings per share. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. On average, analysts predict that lululemon athletica inc. will post 9.55 EPS for the current year.

Analysts Set New Price Targets

A number of analysts recently commented on LULU shares. Barclays reduced their price objective on lululemon athletica from $113.00 to $95.00 and set an “equal weight” rating for the company in a research report on Friday, September 4th. BMO Capital Markets initiated coverage on lululemon athletica in a research report on Wednesday, September 9th. They issued an “underperform” rating and a $70.00 target price on the stock. Piper Sandler cut their price target on lululemon athletica from $110.00 to $80.00 and set a “neutral” rating for the company in a research note on Friday, September 4th. BTIG Research reaffirmed a “neutral” rating on shares of lululemon athletica in a research report on Friday, September 4th. Finally, Morgan Stanley reduced their price target on shares of lululemon athletica from $93.00 to $83.00 and set an “underweight” rating for the company in a research report on Friday, September 4th. One equities research analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and seven have assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Reduce” and a consensus target price of $105.26.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: The U.S. Targeted Value Portfolio (DFAT) bought about $4 million of Lululemon shares on Nov. 5. The purchase offers a modest sign of institutional demand, though the fund recorded net selling overall. What U.S. Targeted Value Portfolio Bought: Lululemon Leads on Nov. 5
• Neutral Sentiment: Lululemon made two product-related appointments ahead of a planned relaunch. The appointments could support a product refresh, but the report provides no details on expected business or financial impact. Lululemon Makes Two Product Appointments as Relaunch Nears
• Negative Sentiment: Several law firms publicized a securities class action concerning investors who bought Lululemon shares between March 18 and Sept. 3, 2026. The complaints allege that the company misrepresented or downplayed business conditions, including brand and store-traffic deterioration, before a June guidance reduction. These are allegations, not findings; the lead-plaintiff deadline is Jan. 4, 2027. The repeated announcements may add to legal and reputational concerns. LULU Shareholder Alert: Securities Lawsuit
• Negative Sentiment: LULU’s latest-session gain still trailed the broader market, suggesting the move did not reflect stronger relative performance. Lululemon Increases Yet Falls Behind Market

lululemon athletica Profile