lululemon athletica inc. $LULU Stock Purchased by International Assets Investment Management LLC

Key Points

• International Assets Investment Management LLC increased its lululemon stake by 489.7% in the third quarter, bringing its holdings to 23,000 shares valued at approximately $2.21 million. Institutional investors collectively own 85.2% of the company.
• Lululemon reported quarterly EPS of $2.92, exceeding the $1.79 analyst consensus, but revenue fell 4.3% year over year to $2.42 billion and missed estimates. The company guided for fiscal 2026 EPS of $9.48–$9.73.
• Analyst sentiment remains cautious: the stock carries a consensus “Reduce” rating and a $105.26 price target, while shares recently traded at $107.83 after declining substantially from their 12-month high of $225.98.

International Assets Investment Management LLC boosted its stake in lululemon athletica inc. (NASDAQ:LULU - Free Report) by 489.7% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 23,000 shares of the apparel retailer's stock after acquiring an additional 19,100 shares during the quarter. International Assets Investment Management LLC's holdings in lululemon athletica were worth $2,212,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Everett Harris & Co. CA raised its position in shares of lululemon athletica by 76.4% during the 3rd quarter. Everett Harris & Co. CA now owns 6,313 shares of the apparel retailer's stock worth $607,000 after purchasing an additional 2,735 shares during the last quarter. Financial Solutions Advisory Group Inc. lifted its stake in lululemon athletica by 16.9% in the 3rd quarter. Financial Solutions Advisory Group Inc. now owns 4,691 shares of the apparel retailer's stock valued at $455,000 after buying an additional 678 shares in the last quarter. Pinnacle Wealth Planning Services Inc. boosted its holdings in lululemon athletica by 35.0% in the 3rd quarter. Pinnacle Wealth Planning Services Inc. now owns 27,268 shares of the apparel retailer's stock worth $2,623,000 after buying an additional 7,062 shares during the last quarter. Angeles Wealth Management LLC boosted its holdings in lululemon athletica by 8.4% in the 3rd quarter. Angeles Wealth Management LLC now owns 3,945 shares of the apparel retailer's stock worth $379,000 after buying an additional 306 shares during the last quarter. Finally, Oppenheimer & Co. Inc. boosted its holdings in lululemon athletica by 29.5% in the 3rd quarter. Oppenheimer & Co. Inc. now owns 8,052 shares of the apparel retailer's stock worth $775,000 after buying an additional 1,833 shares during the last quarter. Hedge funds and other institutional investors own 85.20% of the company's stock.

lululemon athletica Trading Up 0.6%

Shares of LULU stock opened at $107.83 on Tuesday. The company's 50-day moving average price is $102.78 and its 200-day moving average price is $134.03. The stock has a market cap of $12.49 billion, a price-to-earnings ratio of 8.83, a PEG ratio of 2.51 and a beta of 0.92. lululemon athletica inc. has a twelve month low of $90.38 and a twelve month high of $225.98.

lululemon athletica (NASDAQ:LULU - Get Free Report) last announced its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.79 by $1.13. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The business had revenue of $2.42 billion during the quarter, compared to the consensus estimate of $2.46 billion. During the same quarter last year, the firm earned $3.10 EPS. The business's revenue was down 4.3% compared to the same quarter last year. 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. As a group, equities research analysts predict that lululemon athletica inc. will post 9.55 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts have commented on the company. KeyCorp reissued a "sector weight" rating on shares of lululemon athletica in a report on Friday, September 4th. Stifel Nicolaus decreased their price objective on lululemon athletica from $134.00 to $100.00 and set a "hold" rating on the stock in a report on Friday, September 4th. BMO Capital Markets initiated coverage on shares of lululemon athletica in a research note on Wednesday, September 9th. They set an "underperform" rating and a $70.00 target price on the stock. Needham & Company LLC reaffirmed a "hold" rating on shares of lululemon athletica in a report on Friday, September 4th. Finally, Robert W. Baird reduced their target price on shares of lululemon athletica from $140.00 to $115.00 and set a "neutral" rating for the company in a research report on Friday, September 4th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Hold rating and eight have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Reduce" and a consensus price target of $105.26.

About lululemon athletica

lululemon athletica inc. is a Vancouver, British Columbia-based designer, distributor and retailer of technical athletic apparel, footwear and accessories. The company serves consumers seeking products for yoga, running, training, fitness and other active lifestyles.

Its product portfolio includes women's and men's apparel, sports bras, leggings, tops, shorts, outerwear, footwear, bags and related accessories. lululemon sells its products through company-operated stores, e-commerce platforms and selected other channels, while also offering community-based fitness and wellness experiences connected to its brand.

Founded in 1998 by Chip Wilson, lululemon has expanded from its roots in yoga apparel into an international athletic and lifestyle brand.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.