Corient Private Wealth LP Makes New $1.48 Million Investment in lululemon athletica inc. $LULU

Key Points

• Corient Private Wealth LP acquired 12,976 lululemon shares worth approximately $1.48 million in the second quarter. Institutional investors collectively own 85.2% of the company.
• Lululemon’s latest quarter showed mixed results: EPS of $2.92 beat estimates, but revenue fell 4.3% year over year to $2.42 billion and comparable sales declined 9%.
• Management lowered its fiscal 2026 revenue and EPS guidance, while analysts largely remain cautious; the stock carries an average “Reduce” rating and a consensus price target of $148.38.

Corient Private Wealth LP acquired a new position in shares of lululemon athletica inc. (NASDAQ:LULU - Free Report) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 12,976 shares of the apparel retailer's stock, valued at approximately $1,482,000.

A number of other hedge funds have also made changes to their positions in the business. NorthRock Partners LLC boosted its holdings in lululemon athletica by 4.2% in the third quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer's stock valued at $276,000 after purchasing an additional 62 shares in the last quarter. Murphy & Mullick Capital Management Corp raised its holdings in lululemon athletica by 4.3% during the first quarter. Murphy & Mullick Capital Management Corp now owns 1,578 shares of the apparel retailer's stock worth $242,000 after purchasing an additional 65 shares in the last quarter. IHT Wealth Management LLC raised its holdings in lululemon athletica by 1.7% during the second quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer's stock worth $1,016,000 after purchasing an additional 73 shares in the last quarter. GW&K Investment Management LLC lifted its position in shares of lululemon athletica by 70.3% during the 4th quarter. GW&K Investment Management LLC now owns 189 shares of the apparel retailer's stock worth $39,000 after buying an additional 78 shares during the last quarter. Finally, Golden State Wealth Management LLC lifted its position in shares of lululemon athletica by 43.6% during the 4th quarter. Golden State Wealth Management LLC now owns 280 shares of the apparel retailer's stock worth $58,000 after buying an additional 85 shares during the last quarter. Hedge funds and other institutional investors own 85.20% of the company's stock.

lululemon athletica Trading Up 1.4%

LULU stock opened at $121.77 on Friday. The company has a market capitalization of $14.45 billion, a P/E ratio of 9.83, a PEG ratio of 2.50 and a beta of 0.87. The business has a 50 day simple moving average of $118.76 and a 200-day simple moving average of $136.61. lululemon athletica inc. has a twelve month low of $104.44 and a twelve month high of $225.98.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced its earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 EPS for the quarter, beating analysts' consensus estimates of $1.79 by $1.13. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The business had revenue of $2.42 billion for the quarter, compared to analysts' expectations of $2.46 billion. During the same period in the previous year, the company posted $3.10 EPS. The company's quarterly revenue was down 4.3% on a year-over-year basis. 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. Research analysts predict that lululemon athletica inc. will post 10.93 EPS for the current fiscal year.

Insider Transactions at lululemon athletica

In other lululemon athletica news, Director Charles Bergh acquired 4,275 shares of the company's stock in a transaction on Monday, June 15th. The shares were bought at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the purchase, the director 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 filing with the SEC, which is accessible through this hyperlink. Insiders own 0.54% of the company's stock.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Fiscal Q2 diluted earnings per share were $2.92, well above the $1.79 analyst consensus. However, results included a $134.5 million tariff refund and $4.1 million in related interest, which contributed approximately $0.86 to EPS after tax. lululemon Fiscal Q2 Results
• Positive Sentiment: International revenue increased 4%, the company repurchased 2.7 million shares for $330 million, and lululemon ended the quarter with 825 stores. These factors provide some support while management works on a turnaround. Lululemon Q2 Revenue Details
• Neutral Sentiment: Incoming CEO Heidi O’Neill takes over next week. Investors will be watching whether she can improve product development, marketing and the brand’s appeal as consumer preferences shift. Lululemon Cuts Annual Outlook
• Negative Sentiment: Revenue fell 4% year over year to $2.416 billion, while net income declined to $329.2 million from $370.9 million. Comparable sales dropped 9%, or 10% in constant currency, representing the company’s weakest comparable-sales performance in years. Lululemon Stock and Earnings Report
• Negative Sentiment: Management reduced fiscal 2026 revenue guidance to $10.35 billion–$10.50 billion from $11.00 billion–$11.15 billion and cut EPS guidance to $9.48–$9.73. Third-quarter EPS guidance of $0.93–$0.98 and revenue guidance near $2.3 billion were also far below consensus expectations. Lululemon Cuts Outlook Again
• Negative Sentiment: The Americas, lululemon’s largest market, saw revenue decline 8%. Analysts cited fashion-assortment problems, softer demand for form-fitting leggings and intensifying competition, raising concerns that the turnaround may take longer under the new CEO. Lululemon Comparable Sales and CEO Outlook

Wall Street Analyst Weigh In

A number of research firms recently commented on LULU. Stifel Nicolaus dropped their target price on shares of lululemon athletica from $176.00 to $134.00 and set a "hold" rating on the stock in a research report on Friday, June 5th. Weiss Ratings cut shares of lululemon athletica from a "sell (d+)" rating to a "sell (d)" rating in a research report on Monday, August 24th. Sanford C. Bernstein decreased their price objective on shares of lululemon athletica from $170.00 to $145.00 and set a "market perform" rating for the company in a research note on Wednesday, June 3rd. BNP Paribas Exane downgraded shares of lululemon athletica from a "neutral" rating to an "underperform" rating and set a $88.00 price objective for the company. in a research note on Friday, June 5th. Finally, Deutsche Bank Aktiengesellschaft dropped their price objective on lululemon athletica from $171.00 to $127.00 and set a "hold" rating on the stock in a report on Monday, June 8th. One investment analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-five have given a Hold rating and five have issued a Sell rating to the company's stock. According to data from MarketBeat, lululemon athletica has an average rating of "Reduce" and an average target price of $148.38.

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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