Bank of New York Mellon Corp Grows Stock Position in lululemon athletica inc. $LULU

Key Points

• Bank of New York Mellon increased its lululemon stake by 5.2% in the fourth quarter, ending with 608,387 shares valued at about $126.4 million.
• Several major analysts cut price targets and kept neutral-to-negative ratings after recent weakness, with the stock’s consensus rating sitting at Hold and an average target of $165.13.
• lululemon’s latest earnings beat expectations on both EPS and revenue, but management issued weaker guidance for FY2026 and Q2 amid headwinds like tariffs, markdown pressure, and softer traffic.

Bank of New York Mellon Corp grew its holdings in shares of lululemon athletica inc. (NASDAQ:LULU - Free Report) by 5.2% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 608,387 shares of the apparel retailer's stock after purchasing an additional 30,039 shares during the quarter. Bank of New York Mellon Corp owned approximately 0.52% of lululemon athletica worth $126,429,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Integrated Financial Solutions Inc. purchased a new stake in lululemon athletica in the 4th quarter worth approximately $26,000. GoalVest Advisory LLC purchased a new stake in lululemon athletica in the 4th quarter worth approximately $27,000. Elyxium Wealth LLC purchased a new stake in lululemon athletica in the 4th quarter worth approximately $31,000. Murphy & Mullick Capital Management Corp increased its holdings in lululemon athletica by 187.5% in the 3rd quarter. Murphy & Mullick Capital Management Corp now owns 161 shares of the apparel retailer's stock worth $27,000 after acquiring an additional 105 shares in the last quarter. Finally, Aventura Private Wealth LLC purchased a new stake in lululemon athletica in the 4th quarter worth approximately $39,000. 85.20% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on LULU shares. Barclays reduced their target price on shares of lululemon athletica from $161.00 to $113.00 and set an "equal weight" rating for the company in a report on Friday. Telsey Advisory Group dropped their price target on lululemon athletica from $175.00 to $122.00 and set a "market perform" rating for the company in a research note on Friday. BTIG Research downgraded lululemon athletica from a "buy" rating to a "neutral" rating in a research note on Friday. BNP Paribas Exane downgraded lululemon athletica from a "neutral" rating to an "underperform" rating and set a $88.00 price target for the company. in a research note on Friday. Finally, Freedom Capital upgraded lululemon athletica from a "strong sell" rating to a "hold" rating in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have given a Hold rating and three have assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $165.13.

lululemon athletica News Roundup

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

• Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
• Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
• Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
• Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
• Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
• Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
• Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Insider Activity

In other news, CEO Andre Maestrini bought 3,275 shares of the stock in a transaction dated Wednesday, April 1st. The stock was purchased at an average cost of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer owned 34,551 shares of the company's stock, valued at $5,217,892.02. The trade was a 10.47% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Charles V. Bergh purchased 6,090 shares of the stock in a transaction that occurred on Friday, March 20th. The stock was bought at an average price of $164.20 per share, with a total value of $999,978.00. Following the completion of the transaction, the director owned 6,090 shares of the company's stock, valued at $999,978. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.54% of the company's stock.

lululemon athletica Stock Performance

NASDAQ LULU opened at $114.23 on Friday. The company has a market capitalization of $13.79 billion, a P/E ratio of 9.22, a P/E/G ratio of 3.52 and a beta of 0.87. lululemon athletica inc. has a one year low of $109.36 and a one year high of $275.60. The stock has a 50 day moving average price of $141.19 and a 200-day moving average price of $169.96.

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, beating analysts' consensus estimates of $1.67 by $0.02. The firm had revenue of $2.47 billion during the quarter, compared to the consensus estimate of $2.44 billion. lululemon athletica had a return on equity of 31.61% and a net margin of 13.03%.The company's quarterly revenue was up 4.3% compared to the same quarter last year. During the same period in the prior 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. As a group, equities analysts predict that lululemon athletica inc. will post 12.35 EPS for the current fiscal year.

About lululemon athletica

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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