Great Lakes Advisors LLC Sells 3,031 Shares of lululemon athletica inc. $LULU

Great Lakes Advisors LLC reduced its stake in lululemon athletica inc. (NASDAQ:LULU) by 15.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 16,009 shares of the apparel retailer’s stock after selling 3,031 shares during the quarter. Great Lakes Advisors LLC’s holdings in lululemon athletica were worth $2,849,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Blue Trust Inc. lifted its holdings in lululemon athletica by 96.8% during the 2nd quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock worth $29,000 after purchasing an additional 61 shares during the last quarter. Trust Co. of Toledo NA OH acquired a new position in lululemon athletica in the 2nd quarter valued at $30,000. Tradewinds Capital Management LLC increased its position in lululemon athletica by 18,400.0% during the 3rd quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock worth $33,000 after buying an additional 184 shares during the period. Migdal Insurance & Financial Holdings Ltd. lifted its holdings in shares of lululemon athletica by 464.0% during the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock worth $34,000 after buying an additional 116 shares in the last quarter. Finally, Cromwell Holdings LLC lifted its holdings in shares of lululemon athletica by 89.9% during the third quarter. Cromwell Holdings LLC now owns 207 shares of the apparel retailer’s stock worth $37,000 after buying an additional 98 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

Wall Street Analysts Forecast Growth

LULU has been the topic of a number of recent research reports. Sanford C. Bernstein lowered shares of lululemon athletica from an “outperform” rating to a “market perform” rating and set a $190.00 price target on the stock. in a research report on Thursday, October 16th. Evercore ISI increased their target price on shares of lululemon athletica from $180.00 to $215.00 in a research report on Friday, December 12th. Daiwa Capital Markets raised their target price on shares of lululemon athletica from $174.00 to $205.00 and gave the stock a “neutral” rating in a report on Tuesday, December 16th. Jefferies Financial Group cut their price target on lululemon athletica from $200.00 to $185.00 and set a “hold” rating for the company in a research note on Friday. Finally, Piper Sandler raised their price objective on lululemon athletica from $165.00 to $190.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Two analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and an average price target of $227.05.

Insider Transactions at lululemon athletica

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the business’s stock in a transaction dated 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 owned 5,318 shares of the company’s stock, valued at approximately $1,084,872. The trade was a 71.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.54% of the stock is currently owned by corporate insiders.

lululemon athletica Price Performance

Shares of LULU opened at $174.50 on Friday. The firm has a 50 day simple moving average of $197.42 and a two-hundred day simple moving average of $188.91. lululemon athletica inc. has a one year low of $159.25 and a one year high of $422.87. The company has a market cap of $20.47 billion, a P/E ratio of 12.09, a P/E/G ratio of 10.65 and a beta of 1.01.

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

lululemon athletica 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.