Illinois Municipal Retirement Fund Purchases 7,619 Shares of lululemon athletica inc. $LULU

Illinois Municipal Retirement Fund increased its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 22.9% in the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,851 shares of the apparel retailer’s stock after purchasing an additional 7,619 shares during the quarter. Illinois Municipal Retirement Fund’s holdings in lululemon athletica were worth $7,269,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in LULU. Generali Investments Towarzystwo Funduszy Inwestycyjnych increased its holdings in shares of lululemon athletica by 9.1% during the second quarter. Generali Investments Towarzystwo Funduszy Inwestycyjnych now owns 600 shares of the apparel retailer’s stock worth $143,000 after buying an additional 50 shares in the last quarter. Westside Investment Management Inc. boosted its holdings in shares of lululemon athletica by 15.4% in the 2nd quarter. Westside Investment Management Inc. now owns 420 shares of the apparel retailer’s stock worth $100,000 after acquiring an additional 56 shares in the last quarter. Twin Capital Management Inc. grew its position in lululemon athletica by 1.6% during the 2nd quarter. Twin Capital Management Inc. now owns 3,734 shares of the apparel retailer’s stock worth $887,000 after acquiring an additional 58 shares during the last quarter. MGO One Seven LLC increased its holdings in lululemon athletica by 4.5% during the 3rd quarter. MGO One Seven LLC now owns 1,340 shares of the apparel retailer’s stock valued at $238,000 after purchasing an additional 58 shares in the last quarter. Finally, Blue Trust Inc. increased its holdings in lululemon athletica by 96.8% during the 2nd quarter. Blue Trust Inc. now owns 124 shares of the apparel retailer’s stock valued at $29,000 after purchasing an additional 61 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

Insider Activity

In other news, insider Celeste Burgoyne sold 13,511 shares of the company’s stock in a transaction dated Tuesday, December 16th. The stock was 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. This represents a 71.76% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.54% of the company’s stock.

lululemon athletica Price Performance

Shares of NASDAQ LULU opened at $176.42 on Friday. lululemon athletica inc. has a fifty-two week low of $159.25 and a fifty-two week high of $393.54. The firm has a market capitalization of $20.70 billion, a P/E ratio of 12.23, a P/E/G ratio of 10.71 and a beta of 1.01. The company’s 50 day simple moving average is $196.09 and its 200 day simple moving average is $185.76.

lululemon athletica (NASDAQ:LULU) last released its earnings results on Thursday, December 11th. The apparel retailer reported $2.59 EPS for the quarter, topping analysts’ consensus estimates of $2.22 by $0.37. The firm had revenue of $2.57 billion during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same quarter in the previous year, the business 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. Sell-side analysts expect that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of research firms have commented on LULU. Telsey Advisory Group reissued a “market perform” rating and issued a $215.00 price objective on shares of lululemon athletica in a research note on Monday, January 26th. Barclays upped 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. Citigroup raised their price objective on shares of lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a research report on Friday, December 12th. Raymond James Financial reiterated a “strong-buy” rating on shares of lululemon athletica in a research report on Thursday, January 22nd. Finally, Zacks Research raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research note on Tuesday, November 4th. Two investment analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus target price of $227.05.

More lululemon athletica News

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

• Positive Sentiment: Zacks Research raised near‑term quarterly EPS forecasts for lululemon (Q3 2027 to $2.60 from $2.50; Q3 2028 to $2.75 from $2.66), which signals modest upside to short‑term earnings expectations even as the firm retains a “Hold” rating. (No external link provided)
• Neutral Sentiment: Zacks made small downward tweaks to some other-quarter estimates (Q4 2027 and Q4 2028 cuts are minor) and kept a Hold rating — a mixed analyst view that should temper but not radically change forward EPS consensus (~$14.36 FY). (No external link provided)
• Negative Sentiment: A wave of customer complaints and media stories reporting new Lululemon leggings being “see‑through” has surfaced across outlets; the quality/fit controversy is hitting sentiment and prompted a pullback in the stock earlier this week. lululemon athletica Faces Fresh Quality Complaints Over Yoga Pants Lululemon stock falls after another see-through leggings controversy More ‘see-through’ issues surface for Lululemon, and the stock is taking a hit
• Negative Sentiment: Media coverage is broad (MSN, Newsweek, Seeking Alpha) and includes commentary that the product issues raise reputational and execution risk; Seeking Alpha calls out leadership uncertainty as a reason investors should be patient despite valuation arguments. lululemon: Historically Undervalued, But Leadership Uncertainty Demands Patience Another pair of Lululemon leggings being called see-through
• Negative Sentiment: Coverage of the complaints coincided with a sharper intraday decline reported by market commentators, amplifying the short‑term technical pressure on the stock as investors price in potential returns, recalls or reputational damage. Lululemon (LULU) Falls More Steeply Than Broader Market: What Investors Need to Know

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.