Mitsubishi UFJ Trust & Banking Corp Has $11.32 Million Stock Holdings in lululemon athletica inc. $LULU

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its stake in lululemon by 55.7%, selling 68,583 shares and retaining 54,471 shares valued at $11.32 million.
• Founder activism and a contentious proxy fight around Chip Wilson and the CEO succession have raised governance concerns, spurred heavy selling, and pushed the stock to multi‑month/52‑week lows.
• lululemon reported an EPS beat ($5.01 vs. $4.78) and $3.64B in revenue, but several brokerages trimmed price targets and the consensus rating is a Hold with a $205.34 target while the share price trades near its one‑year low ($133.55–$340.25 range).

Mitsubishi UFJ Trust & Banking Corp decreased its position in shares of lululemon athletica inc. (NASDAQ:LULU - Free Report) by 55.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 54,471 shares of the apparel retailer's stock after selling 68,583 shares during the period. Mitsubishi UFJ Trust & Banking Corp's holdings in lululemon athletica were worth $11,320,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in lululemon athletica by 3.9% in the third quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer's stock valued at $2,452,394,000 after buying an additional 521,915 shares in the last quarter. Invesco Ltd. boosted its position in lululemon athletica by 28.7% in the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer's stock valued at $391,544,000 after buying an additional 490,127 shares in the last quarter. Flossbach Von Storch SE boosted its position in lululemon athletica by 17.7% in the third quarter. Flossbach Von Storch SE now owns 1,930,831 shares of the apparel retailer's stock valued at $343,553,000 after buying an additional 290,614 shares in the last quarter. Dimensional Fund Advisors LP boosted its position in lululemon athletica by 32.3% in the third quarter. Dimensional Fund Advisors LP now owns 1,311,664 shares of the apparel retailer's stock valued at $233,394,000 after buying an additional 319,934 shares in the last quarter. Finally, Northern Trust Corp boosted its position in lululemon athletica by 0.8% in the third quarter. Northern Trust Corp now owns 1,034,873 shares of the apparel retailer's stock valued at $184,135,000 after buying an additional 8,154 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company's stock.

lululemon athletica Price Performance

NASDAQ:LULU opened at $133.58 on Friday. The firm has a 50-day moving average of $162.13 and a 200-day moving average of $177.40. The company has a market cap of $16.12 billion, a PE ratio of 10.04, a PEG ratio of 4.23 and a beta of 0.90. lululemon athletica inc. has a one year low of $133.55 and a one year high of $340.25.

lululemon athletica (NASDAQ:LULU - Get Free Report) last posted its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 EPS for the quarter, topping the consensus estimate of $4.78 by $0.23. The company had revenue of $3.64 billion during the quarter, compared to the consensus estimate of $3.59 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The firm's revenue for the quarter was up .0% on a year-over-year basis. During the same period in the previous year, the firm posted $6.14 earnings per share. On average, equities research analysts expect that lululemon athletica inc. will post 12.31 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have weighed in on LULU. UBS Group cut their target price on shares of lululemon athletica from $189.00 to $176.00 and set a "neutral" rating on the stock in a research report on Wednesday, March 18th. Bank of America cut their target price on shares of lululemon athletica from $220.00 to $200.00 and set a "neutral" rating on the stock in a research report on Tuesday, March 3rd. BNP Paribas Exane cut their price target on shares of lululemon athletica from $206.00 to $170.00 and set a "neutral" rating on the stock in a report on Wednesday, March 18th. Truist Financial cut their price target on shares of lululemon athletica from $200.00 to $170.00 and set a "hold" rating on the stock in a report on Wednesday, March 18th. Finally, Raymond James Financial reiterated a "strong-buy" rating on shares of lululemon athletica in a report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, two have given a Buy rating, twenty-eight have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $205.34.

Insider Buying and Selling

In other news, Director Charles V. Bergh purchased 6,090 shares of the business's stock in a transaction that occurred on Friday, March 20th. The shares were acquired at an average cost of $164.20 per share, for a total transaction of $999,978.00. Following the completion of the acquisition, the director owned 6,090 shares in the company, valued at $999,978. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Nicole Neuburger sold 622 shares of the business's stock in a transaction dated Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total transaction of $100,142.00. Following the transaction, the insider owned 19,156 shares in the company, valued at approximately $3,084,116. This trade represents a 3.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.54% of the stock is owned by corporate insiders.

Key Stories Impacting lululemon athletica

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

• Positive Sentiment: Founder activism could force board change or strategic shifts that unlock value for shareholders; some investors view a governance reset as a potential catalyst. Chip Wilson Makes His Case
• Neutral Sentiment: Coverage outlines the CEO succession: Heidi O’Neill, a longtime Nike executive, is set to start in September — her hire brings relevant industry experience but has not yet reassured investors. WSJ: New CEO in the Hot Seat
• Neutral Sentiment: Weekly coverage notes tensions between management and founder in proxy documents — useful context but not a direct operational update. Retail Dive Weekly Closeout
• Negative Sentiment: Proxy filing and follow-up reporting show Chip Wilson advised rival brands (Alo, Vuori) while pressing for board seats — raises conflict-of-interest and governance concerns that investors view as destabilizing. Yahoo: Proxy Reveals Founder Advises Rivals
• Negative Sentiment: Multiple outlets report the dispute intensified quickly, sparking heavy selling and a drop to multi-month/52-week lows amid concerns about slowing growth and competitive pressure. Blockonomi: Stock Hits 52-Week Low
• Negative Sentiment: Founder’s public criticisms of the new CEO pick and push for board changes have increased uncertainty around leadership transition and strategy execution, a near-term negative for investor sentiment. Yahoo: Founder vs Board Heats Up

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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