Barnes Dennig Private Wealth Management LLC Makes New Investment in lululemon athletica inc. $LULU

Barnes Dennig Private Wealth Management LLC purchased a new stake in shares of lululemon athletica inc. (NASDAQ:LULU) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 4,717 shares of the apparel retailer’s stock, valued at approximately $839,000.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in LULU. Geode Capital Management LLC grew its stake in shares of lululemon athletica by 16.2% in the second 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. Invesco Ltd. raised its position 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 worth $406,363,000 after buying an additional 322,816 shares in the last quarter. Flossbach Von Storch SE lifted its stake in shares of lululemon athletica by 17.0% in the 2nd quarter. Flossbach Von Storch SE now owns 1,640,217 shares of the apparel retailer’s stock worth $389,683,000 after acquiring an additional 238,332 shares during the period. Mawer Investment Management Ltd. boosted its holdings in shares of lululemon athletica by 2.8% in the second quarter. Mawer Investment Management Ltd. now owns 1,359,440 shares of the apparel retailer’s stock valued at $322,976,000 after acquiring an additional 36,664 shares in the last quarter. Finally, Franklin Resources Inc. raised its holdings in lululemon athletica by 10.3% during the second quarter. Franklin Resources Inc. now owns 1,055,574 shares of the apparel retailer’s stock worth $250,783,000 after purchasing an additional 98,439 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

Key Stories Impacting lululemon athletica

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

• Neutral Sentiment: Analysis and sector context: pieces assessing LULU’s valuation and broader supply‑chain/trade risks provide context but no immediate catalyst; they note upside from proven fundamentals but flag risks from tariffs and geopolitics that could force sourcing changes. Assessing Lululemon Athletica (LULU) Valuation After Mixed Short And Long Term Share Returns Can Global Trade Policy Risks Reshape lululemon’s Supply Chain?
• Neutral Sentiment: Macro/peer mention: a MarketBeat piece on Western Digital’s Nasdaq‑100 inclusion references sector rotation themes (AI/data center demand) but does not materially affect LULU’s retail fundamentals. Western Digital’s Nasdaq-100 Entry Caps Its AI-Driven Comeback (LULU)
• Negative Sentiment: Leadership uncertainty: CEO Calvin McDonald has stepped down, creating executive-transition risk during a critical retail cycle; investors typically dislike sudden C‑suite turnover because it can delay strategy execution and increase short-term volatility. Lululemon’s McDonald Steps Down As CEO
• Negative Sentiment: Founder-board conflict: founder Chip Wilson’s clash with the board and involvement in a proxy/CEO search fight raises governance concerns and could distract management or spur activist-style outcomes that unsettle investors. Lululemon founder Chip Wilson scuffles with board amid CEO search
• Negative Sentiment: Retail crime incidents: multiple smash‑and‑grab robberies in Pennsylvania (surveillance video, U‑Haul getaway, thousands stolen) create near-term costs (inventory loss, increased security/insurance) and negative PR for store operations. These are operational/earnings risks if incidents spread. Police investigate smash-and grab at Ardmore Lululemon: Thousands stolen in U-Haul heist Police hunt for masked suspects who looted a Pennsylvania Lululemon in overnight smash and grab

lululemon athletica Stock Performance

Shares of LULU opened at $211.72 on Thursday. The firm has a market cap of $24.84 billion, a PE ratio of 14.67, a PEG ratio of 13.31 and a beta of 1.01. The firm’s 50 day moving average price is $187.83 and its 200 day moving average price is $193.80. lululemon athletica inc. has a twelve month low of $159.25 and a twelve month high of $423.32.

lululemon athletica (NASDAQ:LULU) last posted its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, topping the consensus estimate of $2.22 by $0.37. The firm 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 business’s quarterly revenue was up 7.1% on a year-over-year basis. During the same period in the prior year, the business posted $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. On average, sell-side analysts anticipate that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

LULU has been the subject of a number of research analyst reports. Telsey Advisory Group upped their price target on shares of lululemon athletica from $200.00 to $215.00 and gave the company a “market perform” rating in a report on Monday, December 8th. Jefferies Financial Group lifted their target price on lululemon athletica from $170.00 to $200.00 and gave the stock a “hold” rating in a report on Thursday, December 18th. Daiwa Capital Markets upped their target price on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. Barclays lifted their price target on lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research note on Friday, December 12th. Finally, Rothschild & Co Redburn decreased their target price on shares of lululemon athletica from $230.00 to $160.00 and set a “sell” rating for the company in a report on Friday, September 12th. One 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 company’s stock. According to MarketBeat.com, lululemon athletica has an average rating of “Hold” and an average target price of $228.19.

Insider Transactions at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of lululemon athletica 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 owned 5,318 shares in the company, valued at $1,084,872. This trade represents a 71.76% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Insiders own 0.54% of the company’s stock.

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.