4,000 Shares in lululemon athletica inc. $LULU Acquired by Chase Investment Counsel Corp

Chase Investment Counsel Corp purchased a new stake in lululemon athletica inc. (NASDAQ:LULU) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 4,000 shares of the apparel retailer’s stock, valued at approximately $711,000.

Several other institutional investors also recently bought and sold shares of the business. Westside Investment Management Inc. increased its position in shares of lululemon athletica by 15.4% in the second 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. boosted 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 purchasing an additional 58 shares during the period. MGO One Seven LLC boosted its position 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 worth $238,000 after purchasing an additional 58 shares during the period. Greenleaf Trust increased its holdings in lululemon athletica by 2.7% in the 3rd quarter. Greenleaf Trust now owns 2,319 shares of the apparel retailer’s stock valued at $413,000 after purchasing an additional 62 shares in the last quarter. Finally, Cornerstone Planning Group LLC raised its position in lululemon athletica by 81.9% in the third quarter. Cornerstone Planning Group LLC now owns 151 shares of the apparel retailer’s stock valued at $25,000 after purchasing an additional 68 shares during the period. 85.20% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting lululemon athletica

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

• Positive Sentiment: Company milestone: lululemon opened its 100th store in the EMEA region, highlighting continued international expansion via a mix of company and franchise locations — a structural growth tailwind if the footprint drives sustained sales gains. lululemon Announces 100th Store Opening in EMEA
• Positive Sentiment: Brand visibility: Lululemon’s Winter Olympics team wear coverage boosts marketing reach and premium-brand association, which can support long-term brand equity and product demand. Lululemon’s Winter Olympics team wear
• Neutral Sentiment: Sector analysis: recent teardowns and comparison pieces put LULU in context with peers — useful for reassessing relative valuation and upside but not a direct catalyst. These analyses can amplify moves if investors re-rate multiples. Apparel Retailer Stocks Q3 Teardown
• Neutral Sentiment: Analyst tools and earnings focus: commentary recommending use of tools like Zacks’s Earnings ESP keeps attention on upcoming earnings and estimates — this raises the chance of volatility around reports but is not an immediate negative. Why Investors Need to Take Advantage…
• Negative Sentiment: Underperformance vs. peers: market commentary notes LULU lagging competitors intraday, which can trigger short-term selling and fund rebalancing away from the name. That performance differential appears to be a direct contributor to today’s weakness. lululemon athletica inc. stock underperforms Monday
• Negative Sentiment: Peer comparison and valuation pressure: multiple articles comparing Nike, On and other rivals highlight tradeoffs—scale vs. specialization—and suggest investors are reassessing LULU’s growth/valuation premium, contributing to selling pressure. NIKE vs. lululemon: Which Stock Offers Better Upside Potential?

lululemon athletica Stock Performance

Shares of LULU stock opened at $178.11 on Tuesday. The stock has a market capitalization of $20.89 billion, a price-to-earnings ratio of 12.34, a PEG ratio of 11.79 and a beta of 1.01. lululemon athletica inc. has a one year low of $159.25 and a one year high of $372.66. The company’s 50-day simple moving average is $194.75 and its 200-day simple moving average is $184.79.

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

Insider Transactions at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the firm’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $204.00, for a total transaction of $2,756,244.00. Following the transaction, the insider directly owned 5,318 shares in the company, valued at $1,084,872. This trade represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.54% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several brokerages have recently weighed in on LULU. Guggenheim began coverage on lululemon athletica in a research report on Wednesday, December 10th. They issued a “neutral” rating for the company. BTIG Research reissued a “buy” rating on shares of lululemon athletica in a research report on Thursday, January 22nd. Telsey Advisory Group reaffirmed a “market perform” rating and issued a $215.00 price objective on shares of lululemon athletica in a research report on Monday, January 26th. Bank of America lifted their price objective on shares of lululemon athletica from $185.00 to $220.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Finally, Stifel Nicolaus restated a “hold” rating and issued a $210.00 target price on shares of lululemon athletica in a research note on Tuesday, December 30th. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating, thirty have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, lululemon athletica has an average rating of “Hold” and a consensus price target of $227.05.

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.