Wealth Enhancement Advisory Services LLC Buys 36,217 Shares of lululemon athletica inc. $LULU

Wealth Enhancement Advisory Services LLC raised its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 85.4% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 78,608 shares of the apparel retailer’s stock after purchasing an additional 36,217 shares during the quarter. Wealth Enhancement Advisory Services LLC owned approximately 0.07% of lululemon athletica worth $16,973,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in LULU. Cornerstone Planning Group LLC boosted its stake in shares of lululemon athletica by 81.9% in the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after purchasing an additional 68 shares during the last quarter. Murphy & Mullick Capital Management Corp raised its stake in lululemon athletica by 187.5% during the third quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer’s stock worth $27,000 after buying an additional 105 shares during the last quarter. GoalVest Advisory LLC bought a new position in lululemon athletica during the fourth quarter worth $27,000. Tradewinds Capital Management LLC lifted its holdings in lululemon athletica by 18,400.0% in the third quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock valued at $33,000 after buying an additional 184 shares during the period. Finally, Migdal Insurance & Financial Holdings Ltd. lifted its holdings in lululemon athletica by 464.0% in the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock valued at $34,000 after buying an additional 116 shares during the period. Institutional investors own 85.20% of the company’s stock.

lululemon athletica Price Performance

LULU stock opened at $158.72 on Thursday. The company’s 50-day moving average is $176.52 and its 200-day moving average is $180.36. The stock has a market capitalization of $18.62 billion, a PE ratio of 11.93, a price-to-earnings-growth ratio of 4.94 and a beta of 1.00. lululemon athletica inc. has a 1 year low of $156.64 and a 1 year high of $348.50.

lululemon athletica (NASDAQ:LULU) last issued 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 during the quarter, compared to analyst estimates of $3.59 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.The firm’s revenue was up .0% compared to the same quarter last year. During the same period in the previous year, the company posted $6.14 EPS. On average, analysts anticipate that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.

Key lululemon athletica News

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

• Positive Sentiment: Director insider purchase: Board director Charles Bergh bought 6,090 shares (~$1.0M), a vote of confidence from management that can reassure investors and support near‑term demand for the shares. Charles Bergh Acquires 6,090 Shares
• Positive Sentiment: Sustainability/innovation move: Lululemon is backing/working with Epoch Biodesign on enzymatic plastic recycling — a potentially material ESG and supply‑chain initiative that could lower raw‑material costs and improve brand positioning over time. Lululemon bets Epoch Biodesign
• Positive Sentiment: Board refresh: Coverage of the board refresh and the addition of retail veteran Chip Bergh underscores governance and strategic changes aimed at international growth and merchandising execution — a constructive governance development for medium‑term valuation. Lululemon Board Refresh With Chip Bergh
• Neutral Sentiment: Short‑interest reports appear unreliable: Multiple short‑interest posts show zeros/NaN, suggesting the data feed is erroneous — not a meaningful signal for days‑to‑cover at this time.
• Neutral Sentiment: Analyst focus & earnings call follow‑ups: Articles highlight key Q4 questions (tariffs, markdowns, product cadence) and recommend tracking international sales — these nuances drive modeling risk/reward but are not immediate catalysts. Analyst Questions From Q4 Call
• Neutral Sentiment: Research/feature pieces: Zacks and other outlets flag LULU as a “trending” or deeply discounted turnaround idea — sets investor debate between value upside vs. execution risk. Lululemon Is a Trending Stock
• Negative Sentiment: Analyst downgrade/target cut: Citigroup issued a pessimistic view/trimmed targets, reducing analyst‑driven upside and increasing near‑term selling pressure from cautious investors. Citigroup Issues Pessimistic Forecast
• Negative Sentiment: Sensational sell‑side coverage: A headline claims a ~50% plunge tied to a board director investment — such stories amplify volatility and can trigger stop‑loss selling even if underlying facts are mixed; monitor official filings and SEC disclosures. Lululemon Stock Plummets 50%

Insider Activity

In other news, Director Charles V. Bergh bought 6,090 shares of the business’s stock in a transaction that occurred on Friday, March 20th. The shares were bought at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the acquisition, the director directly owned 6,090 shares in the company, valued at approximately $999,978. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.54% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

A number of brokerages have weighed in on LULU. Bank of America decreased their price target on lululemon athletica from $220.00 to $200.00 and set a “neutral” rating for the company in a report on Tuesday, March 3rd. Wells Fargo & Company dropped their price objective on lululemon athletica from $175.00 to $150.00 and set an “equal weight” rating on the stock in a research note on Wednesday, March 18th. Citigroup cut their target price on lululemon athletica from $210.00 to $185.00 and set a “neutral” rating on the stock in a research report on Monday. Truist Financial decreased their target price on lululemon athletica from $200.00 to $170.00 and set a “hold” rating for the company in a research note on Wednesday, March 18th. Finally, Jefferies Financial Group lowered their target price on lululemon athletica from $200.00 to $185.00 and set a “hold” rating for the company in a report on Friday, January 30th. Two analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $214.47.

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.