Northwestern Mutual Wealth Management Co. Reduces Stock Holdings in lululemon athletica inc. $LULU

Northwestern Mutual Wealth Management Co. cut its holdings in lululemon athletica inc. (NASDAQ:LULU) by 92.4% during the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,306 shares of the apparel retailer’s stock after selling 40,332 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in lululemon athletica were worth $377,000 as of its most recent SEC filing.

A number of other large investors have also recently added to or reduced their stakes in the business. Uniplan Investment Counsel Inc. acquired a new stake in shares of lululemon athletica in the fourth quarter valued at approximately $26,000. Elyxium Wealth LLC purchased a new stake in lululemon athletica in the 4th quarter valued at approximately $31,000. DV Equities LLC acquired a new stake in lululemon athletica during the 4th quarter valued at $31,000. GW&K Investment Management LLC grew its holdings in lululemon athletica by 70.3% during the 4th quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer’s stock valued at $39,000 after buying an additional 78 shares during the last quarter. Finally, Rexford Capital Inc. purchased a new position in lululemon athletica during the first quarter worth $31,000. 85.20% of the stock is owned by institutional investors and hedge funds.

Insider Activity at lululemon athletica

In related news, Director Charles Bergh acquired 4,275 shares of the company’s stock in a transaction dated Monday, June 15th. The stock was bought at an average price of $117.05 per share, with a total value of $500,388.75. Following the purchase, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. The trade was a 70.20% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.54% of the stock is currently owned by corporate insiders.

lululemon athletica Price Performance

LULU stock opened at $100.61 on Monday. The stock has a market capitalization of $11.94 billion, a price-to-earnings ratio of 8.24, a price-to-earnings-growth ratio of 2.05 and a beta of 0.87. lululemon athletica inc. has a 52-week low of $97.99 and a 52-week high of $225.98. The stock’s fifty day simple moving average is $118.42 and its 200-day simple moving average is $136.08.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating the consensus estimate of $1.79 by $1.13. lululemon athletica had a return on equity of 27.69% and a net margin of 12.78%.The firm had revenue of $2.42 billion during the quarter, compared to analyst estimates of $2.46 billion. During the same period in the prior year, the firm posted $3.10 earnings per share. The business’s quarterly revenue was down 4.3% compared to the same quarter last year. 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. As a group, analysts anticipate that lululemon athletica inc. will post 11.14 earnings per share for the current fiscal year.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Fiscal Q2 adjusted EPS of $2.92 exceeded the $1.79 consensus estimate. However, approximately $0.86 per share of the result came from tariff refunds, making the beat less indicative of underlying operating strength. lululemon Q2 Earnings Beat on Tariff Refunds Despite Revenue Miss
• Positive Sentiment: Michael Burry reportedly remains bullish and indicated he may buy more shares below $100, offering a contrarian vote of confidence despite the disappointing results. Lululemon Sinks 20% After Second Guidance Cut
• Neutral Sentiment: Incoming CEO Heidi O’Neill takes over next week, putting renewed focus on whether a product refresh, stronger marketing and improved traffic can restore growth. Lululemon forecast cut hits shares, underscores challenge for next CEO
• Neutral Sentiment: Analyst opinion became more cautious: Goldman Sachs, Barclays, JPMorgan, Morgan Stanley, Piper Sandler and others lowered price targets, though several retained neutral or market-perform ratings and some targets remain above the stock’s recent level.
• Negative Sentiment: Q2 revenue fell 4% year over year to $2.42 billion, below the $2.46 billion consensus, while comparable sales dropped 9%. Americas revenue declined 8% and comparable sales fell 12%, signaling weakness in the company’s core market. Lululemon shares tumble on weak China, North America sales
• Negative Sentiment: Management reduced fiscal 2026 revenue guidance to $10.35 billion-$10.50 billion and EPS guidance to $9.48-$9.73. Q3 revenue is expected to decline 10%-11%, reinforcing concerns that the slowdown will persist.
• Negative Sentiment: The CEO transition, uneven product acceptance, softer store traffic, intense competition and a stronger-than-expected jobs report that increased rate concerns compounded the pressure on the apparel retailer’s valuation.

Analyst Ratings Changes

A number of equities analysts have recently weighed in on LULU shares. Robert W. Baird cut their price target on lululemon athletica from $140.00 to $115.00 and set a “neutral” rating for the company in a report on Friday. Guggenheim reiterated a “neutral” rating on shares of lululemon athletica in a research report on Friday. JPMorgan Chase & Co. cut their target price on shares of lululemon athletica from $154.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday. Morgan Stanley reduced their target price on shares of lululemon athletica from $93.00 to $83.00 and set an “underweight” rating on the stock in a report on Friday. Finally, Stifel Nicolaus decreased their price target on shares of lululemon athletica from $134.00 to $100.00 and set a “hold” rating on the stock in a research note on Friday. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have given a Hold rating and five have issued a Sell rating to the company. Based on data from MarketBeat.com, lululemon athletica has a consensus rating of “Reduce” and a consensus price target of $116.46.

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.