lululemon athletica inc. $LULU Shares Bought by Bright Rock Capital Management LLC

Bright Rock Capital Management LLC boosted its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 300.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,000 shares of the apparel retailer’s stock after acquiring an additional 15,000 shares during the quarter. Bright Rock Capital Management LLC’s holdings in lululemon athletica were worth $3,559,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of the business. Blue Trust Inc. increased its position in shares of lululemon athletica by 96.8% during the second quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock worth $29,000 after purchasing an additional 61 shares in the last quarter. Trust Co. of Toledo NA OH purchased a new position in lululemon athletica in the second quarter worth approximately $30,000. Migdal Insurance & Financial Holdings Ltd. increased its position in shares of lululemon athletica by 464.0% during the second quarter. Migdal Insurance & Financial Holdings Ltd. now owns 141 shares of the apparel retailer’s stock valued at $34,000 after acquiring an additional 116 shares during the last quarter. Tradewinds Capital Management LLC grew its stake in shares of lululemon athletica by 18,400.0% in the third quarter. Tradewinds Capital Management LLC now owns 185 shares of the apparel retailer’s stock valued at $33,000 after buying an additional 184 shares in the last quarter. Finally, Golden State Wealth Management LLC grew its holdings in shares of lululemon athletica by 129.4% in the third quarter. Golden State Wealth Management LLC now owns 195 shares of the apparel retailer’s stock valued at $35,000 after purchasing an additional 110 shares in the last quarter. Institutional investors and hedge funds own 85.20% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on LULU. Citigroup increased their price objective on lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a report on Friday, December 12th. JPMorgan Chase & Co. upped their price target on shares of lululemon athletica from $203.00 to $209.00 and gave the stock a “neutral” rating in a research note on Tuesday, January 20th. Evercore ISI lifted their price target on lululemon athletica from $180.00 to $215.00 in a research note on Friday, December 12th. Deutsche Bank Aktiengesellschaft assumed coverage on lululemon athletica in a report on Thursday, January 8th. They set a “hold” rating on the stock. Finally, Stifel Nicolaus reissued a “hold” rating and issued a $210.00 price objective on shares of lululemon athletica in a research report on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, two have given a Buy rating, thirty have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $227.05.

Key Stories Impacting lululemon athletica

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

lululemon athletica Price Performance

Shares of LULU opened at $174.50 on Friday. lululemon athletica inc. has a 12 month low of $159.25 and a 12 month high of $422.87. The stock has a fifty day moving average price of $197.42 and a 200 day moving average price of $188.91. The company has a market cap 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 (NASDAQ:LULU) last released its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, beating the consensus estimate of $2.22 by $0.37. The firm had revenue of $2.57 billion for the quarter, compared to analysts’ expectations of $2.48 billion. lululemon athletica had a net margin of 15.72% and a return on equity of 39.78%. lululemon athletica’s quarterly revenue was up 7.1% on a year-over-year basis. During the same quarter last year, the company earned $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. As a group, research analysts anticipate that lululemon athletica inc. will post 14.36 earnings per share for the current year.

Insiders Place Their Bets

In other lululemon athletica news, insider Celeste Burgoyne sold 13,511 shares of the business’s 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 completion of 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 ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. 0.54% of the stock is currently owned by insiders.

About lululemon athletica

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.