Boston Trust Walden Corp Decreases Stock Position in lululemon athletica inc. $LULU

Boston Trust Walden Corp reduced its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 12.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 122,086 shares of the apparel retailer’s stock after selling 16,910 shares during the quarter. Boston Trust Walden Corp owned about 0.10% of lululemon athletica worth $21,723,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of LULU. Sandler Capital Management acquired a new stake in lululemon athletica during the 1st quarter worth approximately $484,000. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in shares of lululemon athletica during the second quarter worth approximately $17,747,000. K.J. Harrison & Partners Inc lifted its holdings in shares of lululemon athletica by 100.1% during the second quarter. K.J. Harrison & Partners Inc now owns 6,002 shares of the apparel retailer’s stock worth $1,426,000 after purchasing an additional 3,002 shares during the period. Maverick Capital Ltd. lifted its holdings in shares of lululemon athletica by 16.9% during the first quarter. Maverick Capital Ltd. now owns 372,305 shares of the apparel retailer’s stock worth $105,385,000 after purchasing an additional 53,791 shares during the period. Finally, U S Global Investors Inc. purchased a new position in lululemon athletica in the 2nd quarter valued at $760,000. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica Stock Performance

LULU opened at $212.54 on Tuesday. The company has a market cap of $24.93 billion, a price-to-earnings ratio of 14.73, a PEG ratio of 12.89 and a beta of 1.01. lululemon athletica inc. has a one year low of $159.25 and a one year high of $423.32. The business’s fifty day moving average is $183.26 and its two-hundred day moving average is $194.63.

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

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Founder nominates three independent directors — Chip Wilson formally nominated three experienced director candidates, arguing board change is needed before a new CEO is chosen; investors often view founder-led nominations as a credible route to faster governance and strategy changes. Chip Wilson Nominates Three Independent Director Candidates (PR Newswire)
• Positive Sentiment: Buyback capacity remains a tailwind — Lululemon expanded its repurchase authorization (an additional ~$1B announced in December), which supports EPS and signals management/board willingness to return capital during the turnaround. That buyback narrative is propped up as a near-term support for the stock. These 3 Consumer Stocks Just Authorized Big-Time Buyback Programs (MarketBeat)
• Neutral Sentiment: Company urges shareholders to wait — Lululemon issued a formal comment saying shareholders are not required to take any action now and that the board has engaged with Wilson for years, aiming to reduce immediate proxy confusion; this tempers but does not eliminate uncertainty. lululemon Comments on Chip Wilson’s Notice (BusinessWire)
• Neutral Sentiment: Analyst context — The stock had been one of 2025’s most-downgraded names but showed signs of late-year stabilization after solid Q3 results and guidance; analysts remain mixed, so brokerage reactions could drive intraday moves. 2025’s Most Downgraded Stocks (MarketBeat)
• Negative Sentiment: Proxy fight increases short-term uncertainty — Multiple outlets report Wilson’s campaign is timed around the company’s CEO transition (Calvin McDonald’s upcoming departure), which raises governance and succession risk that can weigh on sentiment until the board/shareholders resolve the dispute. Lululemon Founder Launches Proxy Fight (WSJ)
• Negative Sentiment: Leadership transition spotlighted — Coverage emphasizes the company is searching for a new CEO amid slowing domestic momentum and margin pressures in 2025; any drawn-out board fight could delay a clear succession plan and execution on strategy. Chip Wilson Pushing for Leadership Change (Financial Post)

Analyst Ratings Changes

LULU has been the topic of a number of recent analyst reports. BTIG Research reiterated a “buy” rating and set a $303.00 price target on shares of lululemon athletica in a research note on Friday, December 12th. Barclays boosted their target price on lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Robert W. Baird increased their target price on lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Truist Financial downgraded lululemon athletica from a “buy” rating to a “hold” rating and set a $170.00 price target on the stock. in a research note on Friday, September 5th. Finally, Wells Fargo & Company raised their target price on lululemon athletica from $160.00 to $175.00 and gave the company an “equal weight” rating in a report on Friday, December 12th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty-two have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Hold” and an average target price of $228.19.

Insider Activity at lululemon athletica

In other news, insider Celeste Burgoyne sold 13,511 shares of the stock in a transaction that occurred 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 sale, the insider directly owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 0.54% of the stock is 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.