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64,135 Shares in lululemon athletica inc. $LULU Bought by Beacon Pointe Advisors LLC

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Key Points

  • Beacon Pointe Advisors acquired 64,135 lululemon shares worth approximately $7.3 million, while institutional investors collectively own 85.2% of the company.
  • Analyst sentiment remains cautious: multiple firms cut price targets or downgraded the stock, contributing to a consensus “Reduce” rating and average target of $148.38.
  • Lululemon recently beat quarterly estimates with $1.69 in EPS and $2.47 billion in revenue, but investors remain focused on North American softness, margin pressure and upcoming earnings guidance.
  • MarketBeat previews top five stocks to own in September.

Beacon Pointe Advisors LLC bought a new position in lululemon athletica inc. (NASDAQ:LULU - Free Report) in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 64,135 shares of the apparel retailer's stock, valued at approximately $7,323,000. Beacon Pointe Advisors LLC owned approximately 0.05% of lululemon athletica as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC acquired a new position in shares of lululemon athletica during the fourth quarter worth $429,000. NewEdge Advisors LLC raised its position in shares of lululemon athletica by 5.1% during the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer's stock worth $1,089,000 after acquiring an additional 186 shares during the last quarter. Glenview Trust co raised its position in shares of lululemon athletica by 39.9% during the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer's stock worth $237,000 after acquiring an additional 284 shares during the last quarter. Diversify Advisory Services LLC acquired a new position in shares of lululemon athletica in the second quarter worth approximately $508,000. Finally, Raymond James Financial Inc. lifted its stake in shares of lululemon athletica by 10.7% in the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer's stock worth $26,759,000 after acquiring an additional 10,891 shares during the period. 85.20% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

LULU has been the subject of a number of recent analyst reports. BNP Paribas Exane downgraded shares of lululemon athletica from a "neutral" rating to an "underperform" rating and set a $88.00 target price for the company. in a research report on Friday, June 5th. Daiwa Securities Group dropped their price target on shares of lululemon athletica from $173.00 to $120.00 and set a "neutral" rating on the stock in a research report on Tuesday, June 9th. UBS Group reduced their price objective on shares of lululemon athletica from $124.00 to $120.00 and set a "neutral" rating on the stock in a research note on Tuesday, August 25th. Citigroup decreased their price objective on shares of lululemon athletica from $185.00 to $130.00 and set a "neutral" rating for the company in a research report on Tuesday, June 9th. Finally, Freedom Capital raised shares of lululemon athletica from a "strong sell" rating to a "hold" rating in a research note on Friday, June 5th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have assigned a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Reduce" and an average price target of $148.38.

Get Our Latest Analysis on LULU

More lululemon athletica News

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

  • Positive Sentiment: Several earnings previews highlight lululemon’s strong history of exceeding analyst estimates and suggest the company has favorable conditions for another quarterly beat. International growth and momentum from the Power of Three ×2 strategy are expected to support results. Will Lululemon Beat Estimates Again in Its Next Earnings Report?
  • Positive Sentiment: The upcoming report is expected to benefit from continued international expansion and execution of Power of Three ×2. A better-than-expected release could reinforce the recent improvement in investor sentiment around LULU. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?
  • Neutral Sentiment: lululemon is scheduled to report quarterly results Thursday. Investors will likely focus on sales growth, international performance, margins and management’s outlook. The company’s previous quarter modestly exceeded consensus estimates, while full-year earnings guidance remains a key benchmark.
  • Neutral Sentiment: Next week’s U.S. jobs report and other economic data could influence interest-rate expectations and broader consumer and retail stocks, potentially affecting LULU independently of its earnings fundamentals. The Week Ahead: August Jobs Report Takes Center Stage
  • Negative Sentiment: Analysts expect North American softness and margin pressure to weigh on the quarter, creating execution risk even if international operations perform well. lululemon Q2 Earnings Upcoming: Is It Likely to Surprise Investors?
  • Negative Sentiment: UBS issued a pessimistic forecast for LULU, while a separate analyst downgrade previously pressured the shares. These actions signal continued concerns about valuation, growth durability and the company’s near-term outlook. UBS Group Issues Pessimistic Forecast for lululemon athletica Stock Price lululemon Shares Gap Down on Analyst Downgrade

Insider Activity at lululemon athletica

In related news, Director Charles V. Bergh acquired 4,275 shares of the stock in a transaction dated Monday, June 15th. The stock was purchased at an average cost of $117.05 per share, with a total value of $500,388.75. Following the completion of the purchase, the director directly owned 10,365 shares in the company, valued at $1,213,223.25. This trade represents a 70.20% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.54% of the stock is currently owned by company insiders.

lululemon athletica Trading Up 5.1%

lululemon athletica stock opened at $120.81 on Friday. The firm has a market capitalization of $14.34 billion, a price-to-earnings ratio of 9.75, a price-to-earnings-growth ratio of 3.96 and a beta of 0.86. The firm's fifty day moving average price is $117.94 and its two-hundred day moving average price is $138.44. lululemon athletica inc. has a 1-year low of $104.44 and a 1-year high of $225.98.

lululemon athletica (NASDAQ:LULU - Get Free Report) last posted its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, topping the consensus estimate of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The company had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.44 billion. During the same period in the previous year, the firm posted $2.60 earnings per share. The firm's revenue for the quarter was up 4.3% on a year-over-year basis. 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 forecast that lululemon athletica inc. will post 10.93 EPS for the current year.

lululemon athletica Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for lululemon athletica (NASDAQ:LULU)

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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