DE Burlo Group Inc. Acquires New Holdings in lululemon athletica inc. $LULU

Key Points

• DE Burlo Group bought a new position of 60,125 shares (~$10.7M) in lululemon during Q3, making the stock about 1.3% of its portfolio (DE Burlo owns ~0.05% of LULU) while institutional investors own ~85.2% of the company.
• Insider Celeste Burgoyne sold 13,511 shares at an average price of $204 for roughly $2.76M, cutting her stake by 71.76%; company insiders now hold about 0.54% of shares.
• lululemon recently beat quarterly EPS and revenue (EPS $2.59 vs. $2.22), set FY2025 guidance of $12.92–13.02 EPS, but the consensus analyst rating is a "Hold" with an average target of $225.78 amid mixed price‑target revisions.

DE Burlo Group Inc. bought a new position in lululemon athletica inc. (NASDAQ:LULU - Free Report) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 60,125 shares of the apparel retailer's stock, valued at approximately $10,698,000. lululemon athletica makes up approximately 1.3% of DE Burlo Group Inc.'s investment portfolio, making the stock its 27th biggest holding. DE Burlo Group Inc. owned about 0.05% of lululemon athletica as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC bought a new stake in lululemon athletica during the fourth quarter valued at $429,000. NewEdge Advisors LLC grew its position in 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 buying an additional 186 shares in the last quarter. Prospera Financial Services Inc increased its stake in lululemon athletica by 1,148.9% in the 2nd quarter. Prospera Financial Services Inc now owns 11,090 shares of the apparel retailer's stock worth $2,635,000 after acquiring an additional 10,202 shares during the last quarter. Aviva PLC raised its holdings in shares of lululemon athletica by 6.4% in the 2nd quarter. Aviva PLC now owns 83,489 shares of the apparel retailer's stock valued at $19,835,000 after acquiring an additional 5,052 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in shares of lululemon athletica by 4.9% in the 2nd quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 220,594 shares of the apparel retailer's stock valued at $52,409,000 after acquiring an additional 10,360 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

Insider Activity at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the business's stock in a transaction on Tuesday, December 16th. The shares were sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the sale, the insider owned 5,318 shares in the company, valued at approximately $1,084,872. The trade was a 71.76% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Company insiders own 0.54% of the company's stock.

Wall Street Analyst Weigh In

LULU has been the subject of a number of research reports. Evercore boosted their price target on shares of lululemon athletica from $180.00 to $215.00 in a research note on Friday, December 12th. Barclays boosted their price target on shares of lululemon athletica from $180.00 to $189.00 and gave the stock an "equal weight" rating in a research note on Friday, December 12th. Stifel Nicolaus reiterated a "hold" rating and issued a $210.00 price objective on shares of lululemon athletica in a report on Tuesday, December 30th. The Goldman Sachs Group increased their target price on lululemon athletica from $180.00 to $200.00 and gave the company a "neutral" rating in a report on Friday, December 12th. Finally, BNP Paribas Exane reduced their price target on lululemon athletica from $230.00 to $206.00 and set a "neutral" rating on the stock in a research report on Friday, January 23rd. Two research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Hold" and an average target price of $225.78.

lululemon athletica News Roundup

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

• Positive Sentiment: Telsey Advisory Group reaffirmed a "market perform" rating and a $215 price target, signaling some analyst confidence and upside potential versus the current price. Telsey Advisory Note
• Positive Sentiment: Analysts and preview pieces expect Lululemon to beat upcoming earnings, which could support the stock if results and guidance come in strong. Earnings Preview (Zacks)
• Positive Sentiment: Product innovation: Lululemon rolled out ShowZero sweat‑concealing technology aimed at high‑sweat sports (tennis opportunity), which could help drive category expansion and margin mix if adopted broadly. ShowZero Technology (Yahoo)
• Positive Sentiment: Sustainability / supply relationships: Lululemon is mentioned as a supply partner for Samsara Eco (plastic‑eating enzyme recycler), which could support circular-sourcing credentials and cost/resource initiatives over time. Samsara Eco Partnership (Yahoo)
• Neutral Sentiment: Consumer interest signals: product reviews (bags) and lifestyle coverage keep brand relevance visible but are unlikely to move the stock materially on their own. Product Review (Yahoo)
• Neutral Sentiment: Regular analyst maintenance: Guggenheim reiterated a Hold and other outlets note standard pre‑earnings coverage; this is routine but keeps volatility ahead of results. Guggenheim Hold (Globe & Mail)
• Negative Sentiment: UBS cut its price target from $206 to $189 and kept a Neutral rating, signaling concern about guidance and near‑term growth — a direct negative for sentiment and a likely contributor to selling pressure. UBS Price Target Cut (ProactiveInvestors)
• Negative Sentiment: Founder activism: reports say founder Chip Wilson has escalated a campaign over the company’s strategic direction, which raises governance uncertainty and can pressure the stock. Founder Activism (TheStreet)
• Negative Sentiment: Sustained underperformance: analysts and data show LULU has underperformed broader indices over the past year, which keeps analyst caution elevated and may amplify downside on weak catalysts. Underperformance Analysis (Barchart)
• Negative Sentiment: Market reaction pieces note Lululemon recorded a larger intraday fall than the market today, underlining that the mix of analyst downgrades and activist noise likely dominated any positive previews. Market Reaction (Zacks)

lululemon athletica Stock Performance

LULU stock opened at $166.43 on Wednesday. lululemon athletica inc. has a fifty-two week low of $159.25 and a fifty-two week high of $348.50. The company has a market capitalization of $19.52 billion, a price-to-earnings ratio of 11.53, a price-to-earnings-growth ratio of 10.69 and a beta of 1.00. The business's 50 day moving average price is $187.14 and its two-hundred day moving average price is $183.16.

lululemon athletica (NASDAQ:LULU - Get Free Report) last released its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating analysts' consensus estimates of $2.22 by $0.37. The company had revenue of $2.57 billion during the quarter, compared to analysts' expectations of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.The firm's revenue for the quarter was up 7.1% compared to the same quarter last year. During the same quarter last year, the business posted $2.53 EPS. lululemon athletica has set its FY 2025 guidance at 12.920-13.020 EPS and its Q4 2025 guidance at 4.660-4.760 EPS. Sell-side analysts forecast that lululemon athletica inc. will post 14.36 earnings per share for the current year.

lululemon athletica Company Profile

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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