Celeste Burgoyne Sells 13,511 Shares of lululemon athletica (NASDAQ:LULU) Stock

lululemon athletica inc. (NASDAQ:LULU) insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction dated 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 directly owned 5,318 shares of the company’s stock, valued at $1,084,872. The trade was a 71.76% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

lululemon athletica Trading Down 2.6%

LULU opened at $209.45 on Friday. The company’s 50 day moving average is $178.13 and its 200 day moving average is $198.98. The company has a market cap of $24.84 billion, a price-to-earnings ratio of 14.51, a PEG ratio of 13.28 and a beta of 1.01. lululemon athletica inc. has a 12-month low of $159.25 and a 12-month high of $423.32.

lululemon athletica (NASDAQ:LULU) last released its quarterly earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.22 by $0.37. The business had revenue of $2.57 billion for the quarter, compared to the consensus estimate of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The company’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period last year, the firm earned $2.53 earnings per share. 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. As a group, analysts predict that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on the company. Bank of America lifted their price objective on lululemon athletica from $185.00 to $220.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. BNP Paribas Exane lifted their price target on shares of lululemon athletica from $146.00 to $230.00 and gave the company a “neutral” rating in a report on Friday, December 12th. TD Securities reduced their price objective on shares of lululemon athletica from $298.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, September 5th. Piper Sandler raised their price objective on shares of lululemon athletica from $165.00 to $190.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Finally, Baird R W cut shares of lululemon athletica from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, September 23rd. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, lululemon athletica currently has a consensus rating of “Hold” and a consensus price target of $228.19.

Hedge Funds Weigh In On lululemon athletica

Institutional investors have recently bought and sold shares of the stock. Brighton Jones LLC purchased a new stake in lululemon athletica in the 4th quarter worth $429,000. BI Asset Management Fondsmaeglerselskab A S lifted its position in shares of lululemon athletica by 3.6% in the first quarter. BI Asset Management Fondsmaeglerselskab A S now owns 62,507 shares of the apparel retailer’s stock worth $17,693,000 after buying an additional 2,189 shares in the last quarter. T. Rowe Price Investment Management Inc. boosted its stake in lululemon athletica by 151.6% during the first quarter. T. Rowe Price Investment Management Inc. now owns 770,336 shares of the apparel retailer’s stock valued at $218,052,000 after buying an additional 464,186 shares during the last quarter. GM Advisory Group LLC grew its holdings in lululemon athletica by 2.0% during the 1st quarter. GM Advisory Group LLC now owns 1,992 shares of the apparel retailer’s stock valued at $564,000 after buying an additional 40 shares in the last quarter. Finally, Sellaronda Global Management LP increased its stake in lululemon athletica by 37.0% in the 1st quarter. Sellaronda Global Management LP now owns 37,000 shares of the apparel retailer’s stock worth $10,473,000 after acquiring an additional 10,000 shares during the last quarter. 85.20% of the stock is owned by hedge funds and other institutional investors.

Key lululemon athletica News

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

• Positive Sentiment: Elliott Management has amassed a >$1 billion stake and is proposing a new CEO (Jane Nielsen), creating an activist-led turnaround catalyst that sent shares sharply higher on the initial reports. Elliott stake Reuters story
• Positive Sentiment: Market reaction: major outlets reported a roughly 7% jump after the Elliott news — showing investor appetite for activist-driven management change as a near-term re-rating event. 247WallStreet article
• Positive Sentiment: Company growth initiatives — lululemon announced a record international expansion plan (six new markets in 2026 via franchise partners), which supports longer‑term revenue diversification beyond a soft U.S. market. BusinessWire expansion
• Neutral Sentiment: Analyst moves are mixed: Jefferies raised its price target to $200 but kept a Hold — marginally supportive but not a bullish upgrade. Consensus still skews to Hold. Benzinga note on Jefferies
• Neutral Sentiment: Small-format retail news: a new Houston Highland Village store opened with an in‑store café concept — good for local engagement but unlikely to move shares materially. MSN store opening
• Negative Sentiment: Insider selling: Celeste Burgoyne sold 13,511 shares (~$2.76M at ~$204), a large reduction in her stake — can be interpreted as profit‑taking or concern and may add downward pressure. InsiderTrades filing
• Negative Sentiment: Leadership and brand challenges: CEO Calvin McDonald is stepping down and multiple pieces highlight U.S. brand softness, tariff pressure and an underperforming domestic business — these underlying operational issues explain why activist involvement emerged and why uncertainty could weigh on shares until a credible new CEO is installed. The Motley Fool on CEO change

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.