21,460 Shares in lululemon athletica inc. $LULU Acquired by Chicago Partners Investment Group LLC

Key Points

• Chicago Partners Investment Group initiated a lululemon position, buying 21,460 shares valued at about $2.125 million; institutional investors and hedge funds own 85.2% of the stock.
• Lululemon beat quarterly EPS estimates, reporting $2.92 versus $1.79 expected, but revenue fell 4.3% year over year and came in below forecasts. The company issued FY2026 EPS guidance of $9.48–$9.73.
• Analyst sentiment is cautious: MarketBeat’s consensus rating is “Reduce,” with a $105.26 average price target, while most analysts rate the shares Hold and several have cut their targets.

Chicago Partners Investment Group LLC bought a new position in shares of lululemon athletica inc. (NASDAQ:LULU - Free Report) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 21,460 shares of the apparel retailer's stock, valued at approximately $2,125,000.

A number of other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new position in lululemon athletica during the second quarter worth about $1,010,565,000. Flossbach Von Storch SE acquired a new position in lululemon athletica in the second quarter worth approximately $207,392,000. Legal & General Group Plc acquired a new position in lululemon athletica in the second quarter worth approximately $100,660,000. Bank of America Corp DE increased its holdings in shares of lululemon athletica by 17.6% in the first quarter. Bank of America Corp DE now owns 846,381 shares of the apparel retailer's stock valued at $129,581,000 after buying an additional 126,917 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in shares of lululemon athletica by 0.6% in the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 821,585 shares of the apparel retailer's stock valued at $93,809,000 after buying an additional 4,901 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors and hedge funds.

lululemon athletica Stock Down 0.9%

LULU opened at $110.79 on Friday. The stock has a fifty day moving average of $102.16 and a 200-day moving average of $132.24. The firm has a market capitalization of $12.83 billion, a P/E ratio of 9.07, a PEG ratio of 2.64 and a beta of 0.84. lululemon athletica inc. has a 12-month low of $90.38 and a 12-month high of $225.98.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced its quarterly earnings data on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, topping analysts' consensus estimates 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 last year, the company posted $3.10 EPS. 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. On average, analysts expect that lululemon athletica inc. will post 9.55 earnings per share for the current fiscal year.

Analysts Set New Price Targets

LULU has been the subject of several research reports. Weiss Ratings lowered lululemon athletica from a "sell (d+)" rating to a "sell (d)" rating in a research note on Monday, October 26th. Truist Financial reaffirmed a "sell" rating and set a $82.00 target price (down from $94.00) on shares of lululemon athletica in a research report on Friday, September 4th. KeyCorp reaffirmed a "sector weight" rating on shares of lululemon athletica in a report on Friday, September 4th. Stifel Nicolaus decreased their price target on lululemon athletica from $134.00 to $100.00 and set a "hold" rating for the company in a research report on Friday, September 4th. Finally, Wells Fargo & Company dropped their price target on lululemon athletica from $95.00 to $90.00 and set an "equal weight" rating on the stock in a research note on Monday, October 19th. One investment analyst has rated the stock with a Strong Buy rating, twenty-two have issued a Hold rating and seven have issued a Sell rating to the company's stock. According to MarketBeat.com, the company has an average rating of "Reduce" and a consensus target price of $105.26.

More lululemon athletica News

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

• Positive Sentiment: Zacks Research upgraded LULU from “strong sell” to “hold,” a modest improvement in its rating outlook. Zacks Research rating
• Neutral Sentiment: Lululemon named Ben Hallam chief brand officer, effective November 9, and announced Emily Sunderland as chief strategy officer. The hires could reinforce brand and strategic execution, though no expected financial effects were disclosed. Leadership appointments
• Neutral Sentiment: The company unveiled its Ventscape cold-weather running vest at a trade event in China, adding a new product to its running range; sales impact is not yet known. Ventscape run vest launch
• Negative Sentiment: Several law firms publicized a pending investor class action covering purchases from March 18 to September 3, 2026. The complaint alleges Lululemon understated weakening demand before guidance reductions and a sharp stock decline; these are allegations, not established findings. The lead-plaintiff deadline is January 4, 2027. The litigation adds legal and reputational uncertainty. Investor suit details

lululemon athletica Profile

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