OMERS ADMINISTRATION Corp Makes New $2.12 Million Investment in lululemon athletica inc. $LULU

OMERS ADMINISTRATION Corp bought a new stake in shares of lululemon athletica inc. (NASDAQ:LULU) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The fund bought 18,590 shares of the apparel retailer’s stock, valued at approximately $2,123,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of LULU. Swiss Life Asset Management Ltd boosted its holdings in shares of lululemon athletica by 53.1% in the fourth quarter. Swiss Life Asset Management Ltd now owns 68,093 shares of the apparel retailer’s stock worth $14,150,000 after buying an additional 23,623 shares during the last quarter. Oppenheimer Asset Management Inc. increased its holdings in lululemon athletica by 46.6% during the fourth quarter. Oppenheimer Asset Management Inc. now owns 25,594 shares of the apparel retailer’s stock valued at $5,319,000 after buying an additional 8,134 shares during the last quarter. Rayburn West Financial Services LLC purchased a new stake in lululemon athletica during the fourth quarter valued at approximately $3,536,000. Gateway Investment Advisers LLC raised its position in lululemon athletica by 60.0% in the fourth quarter. Gateway Investment Advisers LLC now owns 45,062 shares of the apparel retailer’s stock worth $9,364,000 after acquiring an additional 16,901 shares during the period. Finally, MUFG Securities EMEA plc raised its position in lululemon athletica by 9,695.1% in the fourth quarter. MUFG Securities EMEA plc now owns 204,424 shares of the apparel retailer’s stock worth $42,481,000 after acquiring an additional 202,337 shares during the period. 85.20% of the stock is owned by institutional investors.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: UBS expects Lululemon to potentially exceed second-quarter earnings expectations, supported by cost controls and share repurchases. The company is scheduled to report results on September 3. Lululemon Athletica Set to Top Second Quarter Earnings Expectations on Cost Control, Share Repurchases, UBS Says
• Positive Sentiment: Recent analyst commentary suggests LULU could benefit from disciplined expense management and buybacks even if revenue growth remains subdued. The company’s latest reported quarter also exceeded consensus estimates for revenue and earnings. Analysts Have Conflicting Sentiments on These Consumer Cyclical Companies
• Neutral Sentiment: Analyst sentiment is mixed ahead of the earnings release. UBS maintains a neutral view, while other coverage is focused on whether Lululemon can stabilize growth in its largest markets. Should You Buy Lululemon Stock Before Sept. 3?
• Negative Sentiment: UBS warned that Lululemon may reduce its fiscal 2026 earnings outlook because of weaker-than-expected sales in the U.S. and China. The firm reportedly expects a reduction of approximately $1.25 per share, raising concerns about the company’s longer-term growth trajectory. Lululemon May Cut Annual Earnings Outlook Amid Weak US, China Sales, Warns UBS
• Negative Sentiment: UBS lowered its LULU price target from $124 to $120 and kept a neutral rating, reflecting limited expected upside and persistent demand concerns. UBS Lowers Lululemon Price Target

lululemon athletica Price Performance

Shares of NASDAQ LULU opened at $116.35 on Thursday. The stock has a market cap of $13.81 billion, a PE ratio of 9.39, a price-to-earnings-growth ratio of 3.88 and a beta of 0.86. lululemon athletica inc. has a 1 year low of $104.44 and a 1 year high of $225.98. The firm has a fifty day moving average price of $117.70 and a 200-day moving average price of $138.97.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. The company had revenue of $2.47 billion for the quarter, compared to analysts’ expectations of $2.44 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. lululemon athletica’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same quarter in the previous year, the company earned $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. On average, research analysts expect that lululemon athletica inc. will post 10.93 EPS for the current year.

Insider Activity at lululemon athletica

In other lululemon athletica news, Director Charles V. Bergh acquired 4,275 shares of the stock in a transaction dated Monday, June 15th. The shares were acquired at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the transaction, the director directly owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. The trade was a 70.20% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. 0.54% of the stock is owned by insiders.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the stock. Morgan Stanley reissued an “underweight” rating and set a $93.00 price objective on shares of lululemon athletica in a research report on Monday, July 6th. Citigroup decreased their target price on lululemon athletica from $185.00 to $130.00 and set a “neutral” rating on the stock in a report on Tuesday, June 9th. Rothschild & Co Redburn lowered their target price on lululemon athletica from $160.00 to $110.00 and set a “sell” rating on the stock in a research report on Tuesday, June 16th. Zacks Research raised lululemon athletica from a “strong sell” rating to a “hold” rating in a report on Wednesday, August 19th. Finally, Evercore reduced their price target on lululemon athletica from $175.00 to $130.00 in a research report on Wednesday, June 3rd. One analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-five have issued a Hold rating and five have given a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Reduce” and a consensus price target of $148.38.

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.