American Century Companies Inc. Has $62.60 Million Stake in lululemon athletica inc. $LULU

American Century Companies Inc. cut its position in shares of lululemon athletica inc. (NASDAQ:LULU) by 70.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 351,811 shares of the apparel retailer’s stock after selling 851,869 shares during the quarter. American Century Companies Inc. owned 0.30% of lululemon athletica worth $62,598,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Rafferty Asset Management LLC lifted its position in shares of lululemon athletica by 33.1% in the 3rd quarter. Rafferty Asset Management LLC now owns 81,918 shares of the apparel retailer’s stock worth $14,576,000 after acquiring an additional 20,375 shares during the period. Andra AP fonden raised its stake in shares of lululemon athletica by 37.8% in the third quarter. Andra AP fonden now owns 56,100 shares of the apparel retailer’s stock valued at $9,982,000 after purchasing an additional 15,400 shares in the last quarter. DNB Asset Management AS raised its stake in shares of lululemon athletica by 1.5% in the third quarter. DNB Asset Management AS now owns 20,950 shares of the apparel retailer’s stock valued at $3,728,000 after purchasing an additional 310 shares in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. lifted its position in lululemon athletica by 6.5% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 234,830 shares of the apparel retailer’s stock worth $41,783,000 after purchasing an additional 14,236 shares during the period. Finally, Intech Investment Management LLC boosted its stake in lululemon athletica by 137.1% during the third quarter. Intech Investment Management LLC now owns 25,898 shares of the apparel retailer’s stock worth $4,608,000 after buying an additional 14,976 shares in the last quarter. 85.20% of the stock is currently owned by institutional investors.

lululemon athletica News Summary

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

• Positive Sentiment: Company product/marketing boost — lululemon unveiled ShowZero™, its first sweat‑concealing technology for high‑sweat activities and rolled it out with ambassador Frances Tiafoe. This is a tangible product innovation and a high‑profile marketing push that could support near‑term sales and brand momentum. Article Title
• Neutral Sentiment: Upcoming earnings call is an immediate catalyst — lululemon scheduled Q4 & full‑year FY2025 results and a March 17 conference call; investors may be trimming ahead of that event to manage risk. Article Title
• Neutral Sentiment: Technical/valuation debate — some analysts and chartists point to a double‑bottom setup and call LULU “cheap,” which can attract bargain hunters but also encourages chopping trading. That debate contributes to mixed intraday flows. Article Title
• Neutral Sentiment: Recent session weakness summarized — market writeups note LULU dipped more than the broader market in the latest session, reflecting a mix of investor positioning and newsflow rather than a single shock event. Article Title
• Negative Sentiment: Analyst pressure — Bank of America cut its price target from $220 to $200 and moved to a “neutral” rating, reducing buy-side conviction and removing an optimistic price anchor for investors. That downgrade is weighing on sentiment. Article Title
• Negative Sentiment: Boardroom/governance risk — founder Chip Wilson has escalated a proxy fight, calling for board changes. The governance battle increases uncertainty and can pressure the stock as investors pause until outcomes (or settlements) become clearer. Article Title

Insider Buying and Selling at lululemon athletica

In related news, insider Celeste Burgoyne sold 13,511 shares of the 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 transaction, the insider directly owned 5,318 shares in the company, valued at $1,084,872. This represents a 71.76% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.54% of the stock is currently owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on the stock. Citigroup increased their price objective on shares of lululemon athletica from $190.00 to $210.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Guggenheim began coverage on shares of lululemon athletica in a research note on Wednesday, December 10th. They issued a “neutral” rating on the stock. Stifel Nicolaus reissued a “hold” rating and issued a $210.00 price target on shares of lululemon athletica in a research report on Tuesday, December 30th. Daiwa Securities Group lifted their price objective on lululemon athletica from $174.00 to $205.00 and gave the company a “neutral” rating in a report on Tuesday, December 16th. Finally, The Goldman Sachs Group upped their price objective on lululemon athletica from $180.00 to $200.00 and gave the company a “neutral” rating in a research note on Friday, December 12th. Two equities research analysts have rated the stock with a Strong Buy rating, two have assigned a Buy rating, thirty have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus price target of $226.36.

lululemon athletica Trading Down 0.6%

Shares of NASDAQ LULU opened at $173.21 on Thursday. lululemon athletica inc. has a 1-year low of $159.25 and a 1-year high of $363.88. The company has a 50-day moving average of $190.40 and a two-hundred day moving average of $184.15. The company has a market cap of $20.32 billion, a PE ratio of 12.00, a P/E/G ratio of 10.98 and a beta of 1.00.

lululemon athletica (NASDAQ:LULU) last released its quarterly 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 business 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 revenue was up 7.1% compared to the same quarter last year. During the same period in the prior year, the firm earned $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. As a group, equities research analysts forecast that lululemon athletica inc. will post 14.36 earnings per share for the current year.

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.