Osaic Holdings Inc. Boosts Stock Position in lululemon athletica inc. $LULU

Osaic Holdings Inc. lifted its stake in lululemon athletica inc. (NASDAQ:LULU) by 28.8% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 39,299 shares of the apparel retailer’s stock after acquiring an additional 8,797 shares during the period. Osaic Holdings Inc.’s holdings in lululemon athletica were worth $9,678,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Norges Bank purchased a new position in lululemon athletica in the second quarter worth $217,344,000. Geode Capital Management LLC boosted its holdings in shares of lululemon athletica by 16.2% in the 2nd quarter. Geode Capital Management LLC now owns 2,960,387 shares of the apparel retailer’s stock worth $700,502,000 after purchasing an additional 413,062 shares in the last quarter. Alliancebernstein L.P. increased its position in shares of lululemon athletica by 9.0% during the 1st quarter. Alliancebernstein L.P. now owns 4,792,294 shares of the apparel retailer’s stock valued at $1,356,507,000 after purchasing an additional 394,706 shares during the last quarter. Invesco Ltd. raised its holdings in shares of lululemon athletica by 23.3% during the 2nd quarter. Invesco Ltd. now owns 1,710,425 shares of the apparel retailer’s stock valued at $406,363,000 after buying an additional 322,816 shares in the last quarter. Finally, Laurel Wealth Advisors LLC lifted its stake in shares of lululemon athletica by 130,353.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 286,997 shares of the apparel retailer’s stock valued at $68,185,000 after acquiring an additional 286,777 shares during the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica Trading Down 2.6%

Shares of NASDAQ LULU opened at $209.45 on Friday. The firm has a fifty day simple moving average of $178.13 and a two-hundred day simple moving average of $198.03. lululemon athletica inc. has a 12 month low of $159.25 and a 12 month high of $423.32. The firm has a market capitalization of $24.84 billion, a PE ratio of 14.51, a price-to-earnings-growth ratio of 12.93 and a beta of 1.01.

lululemon athletica (NASDAQ:LULU) last announced its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 earnings per share for the quarter, beating analysts’ consensus estimates of $2.22 by $0.37. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. The firm had revenue of $2.57 billion for the quarter, compared to analyst estimates of $2.48 billion. During the same quarter in the previous year, the firm posted $2.53 EPS. The company’s revenue for the quarter was up 7.1% compared to the same quarter last year. 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. On average, sell-side analysts predict that lululemon athletica inc. will post 14.36 earnings per share for the current year.

Key Stores Impacting lululemon athletica

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

Analysts Set New Price Targets

A number of equities analysts have commented on LULU shares. Robert W. Baird lifted their price target on lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. UBS Group lifted their target price on shares of lululemon athletica from $183.00 to $206.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. William Blair lowered shares of lululemon athletica from an “outperform” rating to a “market perform” rating in a report on Friday, September 5th. Bank of America raised their price target on shares of lululemon athletica from $185.00 to $220.00 and gave the stock a “neutral” rating in a 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 report on Tuesday, September 23rd. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty-two have given a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $228.19.

Insider Activity at lululemon athletica

In related news, insider Nicole Neuburger sold 615 shares of the company’s stock in a transaction on Tuesday, September 30th. The stock was sold at an average price of $178.00, for a total value of $109,470.00. Following the sale, the insider directly owned 8,993 shares of the company’s stock, valued at $1,600,754. This represents a 6.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Celeste Burgoyne sold 13,511 shares of the firm’s 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 transaction, the insider directly owned 5,318 shares of the company’s stock, valued at $1,084,872. This represents a 71.76% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.54% of the stock is currently owned by corporate insiders.

lululemon athletica 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.