Franklin Resources Inc. Has $178.72 Million Stock Position in lululemon athletica inc. $LULU

Key Points

• Franklin Resources trimmed its lululemon position by 4.8% and now owns 1,004,418 shares worth about $178.72 million, roughly 0.85% of the company.
• Insider Celeste Burgoyne sold 13,511 shares at an average $204 on Dec. 16, cutting her stake by 71.76% in a transaction disclosed to the SEC.
• lululemon beat the quarter with $2.59 EPS (vs. $2.22 est.) and $2.57B revenue (+7.1% YoY), but the stock faces near-term pressure and carries a consensus "Hold" rating with an average price target of $223.40.

Franklin Resources Inc. lowered its holdings in shares of lululemon athletica inc. (NASDAQ:LULU - Free Report) by 4.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,004,418 shares of the apparel retailer's stock after selling 51,156 shares during the quarter. Franklin Resources Inc. owned about 0.85% of lululemon athletica worth $178,716,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently bought and sold shares of LULU. MGO One Seven LLC raised its holdings in lululemon athletica by 4.5% during the third quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer's stock valued at $238,000 after buying an additional 58 shares in the last quarter. Greenleaf Trust boosted its stake in shares of lululemon athletica by 2.7% during the 3rd quarter. Greenleaf Trust now owns 2,319 shares of the apparel retailer's stock worth $413,000 after acquiring an additional 62 shares in the last quarter. Cornerstone Planning Group LLC boosted its stake in shares of lululemon athletica by 81.9% during the 3rd quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer's stock worth $25,000 after acquiring an additional 68 shares in the last quarter. IHT Wealth Management LLC increased its holdings in shares of lululemon athletica by 1.7% during the 2nd quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer's stock valued at $1,016,000 after acquiring an additional 73 shares during the last quarter. Finally, Banque Cantonale Vaudoise increased its holdings in shares of lululemon athletica by 3.2% during the 3rd quarter. Banque Cantonale Vaudoise now owns 2,422 shares of the apparel retailer's stock valued at $430,000 after acquiring an additional 74 shares during the last quarter. 85.20% of the stock is currently owned by institutional investors.

Insider Transactions at lululemon athletica

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

lululemon athletica Trading Down 2.8%

Shares of LULU stock opened at $158.19 on Friday. lululemon athletica inc. has a 12 month low of $157.95 and a 12 month high of $348.50. The company has a market capitalization of $18.56 billion, a P/E ratio of 10.96, a P/E/G ratio of 10.25 and a beta of 1.00. The stock has a 50 day moving average of $185.25 and a two-hundred day moving average of $182.84.

lululemon athletica (NASDAQ:LULU - Get Free Report) last issued 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 business had revenue of $2.57 billion during the quarter, compared to analyst estimates of $2.48 billion. lululemon athletica had a return on equity of 39.78% and a net margin of 15.72%.lululemon athletica's revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the company posted $2.53 earnings per share. Sell-side analysts predict that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

LULU has been the subject of several analyst reports. Needham & Company LLC restated a "hold" rating on shares of lululemon athletica in a report on Friday, November 21st. Stifel Nicolaus reissued a "hold" rating and issued a $210.00 price target on shares of lululemon athletica in a research report on Tuesday, December 30th. Bank of America reduced their price objective on shares of lululemon athletica from $220.00 to $200.00 and set a "neutral" rating for the company in a research note on Tuesday, March 3rd. Citigroup upped their price objective on shares of lululemon athletica from $190.00 to $210.00 and gave the stock a "neutral" rating in a report on Friday, December 12th. Finally, Piper Sandler raised their target price on shares of lululemon athletica from $165.00 to $190.00 and gave the company a "neutral" rating in a research note on Friday, December 12th. Two investment 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 issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and an average price target of $223.40.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Bull case: a recent deep-dive note argues LULU is trading at historically low multiples and highlights potential upside from high‑end Q4 results, new-product strength, a $1.6B buyback authorization and activist attention that could unlock value. lululemon: A Bargain Buy As Q4 Earnings Loom
• Neutral Sentiment: Q4 outlook previews: several analyst previews and consensus estimate roundups are being published ahead of the quarter-end (Jan 2026), offering detail on key metrics investors will watch (same-store trends, margin drivers, inventory and guidance). These items set near-term expectations but are informational until earnings are released. Unveiling Lululemon (LULU) Q4 Outlook
• Neutral Sentiment: Broker stance: Telsey Advisory Group assigned a Market Perform rating, reflecting tempered near-term expectations from sell‑side coverage rather than a clear buy or sell signal. lululemon Earns Market Perform Rating from Telsey
• Negative Sentiment: Founder escalation: Chip Wilson, a large shareholder and founder, published an open letter warning prospective CEO candidates that the board is unfit to support “visionary leadership” and urged a board refresh — increasing governance uncertainty during the CEO search and prompting investor concern about strategic continuity. Chip Wilson to lululemon CEO Candidates
• Negative Sentiment: Analyst price-target cuts: Major desks trimmed targets (Goldman lowered its PT to $184; UBS lowered its PT to $189), signaling weaker near-term conviction from some institutional analysts and removing support for the stock. Goldman Lowers Price Target
• Negative Sentiment: Regulatory penalty: lululemon was fined ~A$702K over marketing/spam breaches (small absolute impact but reputational/legal noise). Lululemon Penalised $702K For Spam Breaches
• Negative Sentiment: Price & momentum pressure: recent coverage notes an extended share‑price decline, multi‑day loss streaks and several hundred million dollars of market‑cap erosion, which can feed additional selling and technical weakness ahead of earnings. Why LULU Stock Is Under Intense Pressure

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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