Daiwa Securities Group Inc. Purchases 21,192 Shares of lululemon athletica inc. $LULU

Key Points

• Daiwa Securities Group boosted its lululemon stake by 80.4% in the fourth quarter, buying an additional 21,192 shares and lifting its holdings to 47,559 shares worth about $9.88 million.
• Insiders also bought shares: CEO Andre Maestrini purchased 3,275 shares, and Director Charles V. Bergh bought 6,090 shares, signaling confidence from management despite recent weakness in the stock.
• lululemon’s stock has fallen sharply and recently traded near its 12-month low, while analysts have mostly kept hold/neutral views and several cut price targets after the company lowered FY2026 and Q2 guidance.

Daiwa Securities Group Inc. increased its position in shares of lululemon athletica inc. (NASDAQ:LULU - Free Report) by 80.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 47,559 shares of the apparel retailer's stock after purchasing an additional 21,192 shares during the period. Daiwa Securities Group Inc.'s holdings in lululemon athletica were worth $9,883,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of LULU. Brighton Jones LLC bought a new stake in lululemon athletica in the 4th quarter valued at $429,000. NewEdge Advisors LLC increased its holdings in lululemon athletica by 5.1% in the 1st quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer's stock valued at $1,089,000 after acquiring an additional 186 shares during the last quarter. Glenview Trust co increased its holdings in lululemon athletica by 39.9% in the 2nd quarter. Glenview Trust co now owns 996 shares of the apparel retailer's stock valued at $237,000 after acquiring an additional 284 shares during the last quarter. Diversify Advisory Services LLC bought a new stake in lululemon athletica in the 2nd quarter valued at $508,000. Finally, Raymond James Financial Inc. increased its holdings in lululemon athletica by 10.7% in the 2nd quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer's stock valued at $26,759,000 after acquiring an additional 10,891 shares during the last quarter. 85.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling

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

lululemon athletica Stock Down 8.6%

lululemon athletica stock opened at $114.23 on Friday. lululemon athletica inc. has a twelve month low of $109.36 and a twelve month high of $275.60. The company's 50-day moving average price is $141.19 and its 200-day moving average price is $169.96. The company has a market cap of $13.79 billion, a PE ratio of 9.22, a price-to-earnings-growth ratio of 3.52 and a beta of 0.87.

lululemon athletica (NASDAQ:LULU - Get Free Report) last released its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, topping analysts' consensus estimates of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.61%. The firm had revenue of $2.47 billion during the quarter, compared to analysts' expectations of $2.44 billion. During the same period in the previous year, the company earned $2.60 EPS. The firm's revenue for the quarter was up 4.3% compared to the same quarter last year. 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, sell-side analysts expect that lululemon athletica inc. will post 12.35 earnings per share for the current fiscal year.

Key Stories Impacting lululemon athletica

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.

Analysts Set New Price Targets

LULU has been the topic of a number of research reports. Freedom Capital upgraded shares of lululemon athletica from a "strong sell" rating to a "hold" rating in a report on Friday. Weiss Ratings downgraded shares of lululemon athletica from a "hold (c-)" rating to a "sell (d+)" rating in a report on Tuesday, March 31st. The Goldman Sachs Group reduced their price target on shares of lululemon athletica from $177.00 to $122.00 and set a "neutral" rating on the stock in a report on Friday. Piper Sandler reduced their price target on shares of lululemon athletica from $130.00 to $110.00 and set a "neutral" rating on the stock in a report on Friday. Finally, Needham & Company LLC reiterated a "hold" rating on shares of lululemon athletica in a report on Friday. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-nine have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $165.13.

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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