415,963 Shares in lululemon athletica inc. $LULU Acquired by Contrarius Group Holdings Ltd

Contrarius Group Holdings Ltd acquired a new position in lululemon athletica inc. (NASDAQ:LULU) in the 4th quarter, Holdings Channel reports. The firm acquired 415,963 shares of the apparel retailer’s stock, valued at approximately $86,441,000. lululemon athletica comprises 4.2% of Contrarius Group Holdings Ltd’s investment portfolio, making the stock its 9th biggest position.

Several other hedge funds also recently added to or reduced their stakes in LULU. Integrated Financial Solutions Inc. purchased a new position in lululemon athletica in the fourth quarter worth approximately $26,000. Murphy & Mullick Capital Management Corp increased its position in shares of 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 acquired a new stake in shares of lululemon athletica during the 4th quarter worth about $27,000. Elyxium Wealth LLC acquired a new stake in shares of lululemon athletica during the 4th quarter worth about $31,000. Finally, MMA Asset Management LLC acquired a new stake in shares of lululemon athletica during the 3rd quarter worth about $36,000. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $114.23 on Monday. The business has a 50-day moving average of $141.19 and a 200 day moving average of $170.00. lululemon athletica inc. has a 12 month low of $109.36 and a 12 month high of $275.60. The stock has a market capitalization of $13.79 billion, a price-to-earnings ratio of 9.22, a price-to-earnings-growth ratio of 3.50 and a beta of 0.88.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. The company had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.44 billion. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.lululemon athletica’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same period last year, the business 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. Equities research analysts anticipate that lululemon athletica inc. will post 12.35 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on LULU shares. Weiss Ratings downgraded lululemon athletica from a “hold (c-)” rating to a “sell (d+)” rating in a research report on Tuesday, March 31st. The Goldman Sachs Group reduced their price target on shares of lululemon athletica from $177.00 to $122.00 and set a “neutral” rating on the stock in a research note on Friday. Jefferies Financial Group reduced their price target on shares of lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a research note on Friday. BTIG Research downgraded shares of lululemon athletica from a “buy” rating to a “neutral” rating in a research note on Friday. Finally, Robert W. Baird reduced their price target on shares of lululemon athletica from $170.00 to $140.00 and set a “neutral” rating on the stock in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $165.13.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
• Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
• Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
• Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
• Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
• Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
• Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Insider Activity at lululemon athletica

In other news, insider Nicole Neuburger sold 622 shares of the company’s stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total transaction of $100,142.00. Following the sale, the insider 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 transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Andre Maestrini acquired 3,275 shares of the business’s stock in a transaction dated Wednesday, April 1st. The shares were bought at an average cost of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer directly owned 34,551 shares of the company’s stock, valued at approximately $5,217,892.02. This trade represents a 10.47% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 0.54% of the company’s stock.

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.