39,698 lululemon athletica inc. $LULU Shares Sold by Asset Management One Co. Ltd.

Key Points

• Asset Management One Co. cut its lululemon stake by 88% in the third quarter, selling 39,698 shares and retaining 5,407 shares valued at about $520,000.
• Analyst sentiment is cautious: MarketBeat reports a consensus “Reduce” rating and an average price target of $105.26, with several firms lowering targets or issuing sell-oriented ratings.
• Lululemon beat quarterly EPS estimates ($2.92 versus $1.79), but revenue missed forecasts and fell 4.3% year over year; the article also notes a securities class action alleging the company misled investors, which remains unresolved.

Asset Management One Co. Ltd. lessened its holdings in lululemon athletica inc. (NASDAQ:LULU - Free Report) by 88.0% in the third quarter, according to its most recent filing with the SEC. The institutional investor owned 5,407 shares of the apparel retailer's stock after selling 39,698 shares during the period. Asset Management One Co. Ltd.'s holdings in lululemon athletica were worth $520,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also bought and sold shares of the business. Gould Capital LLC purchased a new position in lululemon athletica in the 1st quarter worth approximately $32,000. Cassaday & Co Wealth Management LLC bought a new position in lululemon athletica in the 1st quarter worth approximately $38,000. Allied Private Wealth LLC purchased a new stake in lululemon athletica during the 2nd quarter valued at approximately $34,000. Ancora Advisors LLC purchased a new stake in lululemon athletica during the 2nd quarter valued at approximately $37,000. Finally, CX Institutional grew its holdings in lululemon athletica by 381.3% during the 2nd quarter. CX Institutional now owns 361 shares of the apparel retailer's stock valued at $41,000 after buying an additional 286 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on LULU shares. Zacks Research downgraded shares of lululemon athletica from a "hold" rating to a "strong sell" rating in a report on Thursday, September 17th. Guggenheim reiterated a "neutral" rating on shares of lululemon athletica in a report on Friday, September 4th. Robert W. Baird decreased their price target on shares of lululemon athletica from $140.00 to $115.00 and set a "neutral" rating on the stock in a research note on Friday, September 4th. BNP Paribas Exane decreased their price target on shares of lululemon athletica from $88.00 to $44.00 and set an "underperform" rating on the stock in a research note on Friday, September 4th. Finally, Stifel Nicolaus dropped their price objective on shares of lululemon athletica from $134.00 to $100.00 and set a "hold" rating for the company in a report on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have given a Hold rating and eight have issued a Sell rating to the company. Based on data from MarketBeat, lululemon athletica presently has a consensus rating of "Reduce" and an average target price of $105.26.

lululemon athletica Stock Down 0.8%

Shares of NASDAQ:LULU opened at $106.95 on Wednesday. The firm has a fifty day simple moving average of $102.46 and a two-hundred day simple moving average of $133.55. lululemon athletica inc. has a 52 week low of $90.38 and a 52 week high of $225.98. The stock has a market capitalization of $12.39 billion, a P/E ratio of 9.50, a PEG ratio of 2.57 and a beta of 0.84.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.79 by $1.13. The firm had revenue of $2.42 billion for the quarter, compared to analysts' expectations of $2.46 billion. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The business's revenue was down 4.3% compared to the same quarter last year. During the same period in the prior year, the company earned $3.10 EPS. 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 year.

Trending Headlines about lululemon athletica

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

• Neutral Sentiment: Michael Burry acknowledged near-term uncertainty around Lululemon but said he believes the company can recover after its steep decline. That view offers a counterpoint to the negative news, though it does not resolve concerns about the business outlook. Article: Michael Burry on Lululemon
• Negative Sentiment: A securities class action has been filed on behalf of investors who acquired LULU shares from March 18 through September 3, 2026. The suit alleges the company and certain officers violated federal securities laws; separate law-firm alerts say the allegations involve allegedly concealed weakening demand and overstated progress on a turnaround. These are allegations, not findings of wrongdoing. Investors seeking to serve as lead plaintiff face a January 4, 2027 deadline. The lawsuit could add legal costs and uncertainty. Article: Pomerantz class action announcement Article: Robbins LLP investor alert
• Negative Sentiment: Wolfe Research initiated coverage with an Underperform rating, adding to concerns about the stock’s outlook. Article: Wolfe Research coverage

lululemon athletica Company Profile

lululemon athletica inc. is a Vancouver, British Columbia-based designer, distributor and retailer of technical athletic apparel, footwear and accessories. The company serves consumers seeking products for yoga, running, training, fitness and other active lifestyles.

Its product portfolio includes women's and men's apparel, sports bras, leggings, tops, shorts, outerwear, footwear, bags and related accessories. lululemon sells its products through company-operated stores, e-commerce platforms and selected other channels, while also offering community-based fitness and wellness experiences connected to its brand.

Founded in 1998 by Chip Wilson, lululemon has expanded from its roots in yoga apparel into an international athletic and lifestyle brand.

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