Belpointe Asset Management LLC Has $372,000 Position in lululemon athletica inc. $LULU

Belpointe Asset Management LLC lowered its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 63.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,088 shares of the apparel retailer’s stock after selling 3,574 shares during the quarter. Belpointe Asset Management LLC’s holdings in lululemon athletica were worth $372,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of LULU. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in lululemon athletica during the second quarter valued at about $17,747,000. K.J. Harrison & Partners Inc lifted its position in shares of lululemon athletica by 100.1% in the 2nd quarter. K.J. Harrison & Partners Inc now owns 6,002 shares of the apparel retailer’s stock worth $1,426,000 after acquiring an additional 3,002 shares during the period. U S Global Investors Inc. acquired a new stake in shares of lululemon athletica during the 2nd quarter worth approximately $760,000. Capricorn Fund Managers Ltd increased its position in shares of lululemon athletica by 35.0% during the second quarter. Capricorn Fund Managers Ltd now owns 13,500 shares of the apparel retailer’s stock valued at $3,207,000 after purchasing an additional 3,500 shares during the period. Finally, Alpha Wealth Funds LLC bought a new stake in shares of lululemon athletica during the second quarter valued at approximately $470,000. Institutional investors own 85.20% of the company’s stock.

Insider Activity

In related news, 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 transaction, the insider owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. 0.54% of the stock is owned by corporate insiders.

lululemon athletica News Summary

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

• Positive Sentiment: Columbia Business School’s Elsa Fu highlights China expansion as the core long‑term investment thesis for Lululemon, arguing growth in that market could materially extend revenue runway and justify valuation support. Lululemon investment thesis based on expansion opportunity in China, says Columbia’s Elsa Fu
• Positive Sentiment: Stocks ticked up intraday (Zacks notes a ~1.1% gain), suggesting short‑term buying despite broader market weakness — a technical bounce that may reflect oversold conditions more than an immediate fundamental recovery. Lululemon (LULU) Increases Despite Market Slip: Here’s What You Need to Know
• Neutral Sentiment: Opinion pieces question whether the recent ~20% drop is a buying opportunity or a “falling knife,” highlighting heightened investor debate over growth expectations and margin pressure — useful context but not new company-specific catalyst. LULU Stock: A 20% Discount Or A Falling Knife?
• Negative Sentiment: Reports of defective/see-through leggings and related PR missteps (including language blaming customers) are damaging brand reputation and customer trust, increasing the risk of returns, markdowns or amplified social/media backlash. Lululemon (LULU) Stock: Defective Leggings and CEO Exit Send Shares Lower
• Negative Sentiment: Yahoo Finance reports a proxy fight emerging as activists point to product quality issues and stretched valuation; governance conflict could be a sustained drag on management focus and share price volatility. Lululemon Faces Proxy Fight As Quality Concerns Weigh On Valuation
• Negative Sentiment: Jefferies cut its price target to $185 from $200 on the outgoing CEO’s final day, signaling analyst concern about near‑term execution and leadership transition risk; the firm notes shares have fallen sharply over the past year. Lululemon price target slashed on outgoing CEO’s final day
• Negative Sentiment: Company-provided Q4 FY2025 guidance shows EPS at ~4.760 vs consensus ~4.770 and flat revenue guidance — a small miss that signals limited upside in the near term and may reinforce concerns about margin pressure. lululemon updated Q4 2025 guidance
• Negative Sentiment: Coverage notes Lululemon’s foray into non-core items (e.g., Labubu plush toys) is viewed by some analysts as a distraction from core apparel strategy and a sign of uncertain product focus. Lululemon is looking to catch the Labubu wave. It’s two years late.
• Negative Sentiment: Additional coverage highlights the public “see-through tights” incident and follow-up communications that blamed customers, worsening PR and raising the chance of short‑term sales impact or higher promotional activity. Lululemon blames customers again after see-through tights fiasco

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on LULU shares. Robert W. Baird lifted their price target on shares of lululemon athletica from $195.00 to $210.00 and gave the stock a “neutral” rating in a research note on Friday, December 12th. Weiss Ratings reaffirmed a “sell (d+)” rating on shares of lululemon athletica in a report on Thursday, January 22nd. The Goldman Sachs Group lifted their target price on shares of lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Barclays increased their price target on shares of lululemon athletica from $180.00 to $189.00 and gave the stock an “equal weight” rating in a research report on Friday, December 12th. Finally, Needham & Company LLC reaffirmed a “hold” rating on shares of lululemon athletica in a report on Friday, November 21st. Two research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average target price of $227.05.

lululemon athletica Price Performance

Shares of LULU opened at $174.50 on Friday. The company has a market capitalization of $20.47 billion, a P/E ratio of 12.09, a PEG ratio of 10.65 and a beta of 1.01. lululemon athletica inc. has a one year low of $159.25 and a one year high of $422.87. The business’s 50 day simple moving average is $197.42 and its 200-day simple moving average is $188.91.

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, beating analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion during the quarter, compared to analysts’ expectations 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 period last year, the firm 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, sell-side analysts anticipate that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

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.