Key Points
- lululemon CEO Andre Maestrini bought 3,275 shares at an average price of $151.02 on April 1, raising his stake ~10.5% to 34,551 shares valued at about $5.22 million.
- The company beat recent quarterly estimates, reporting $5.01 EPS versus $4.78 expected and $3.64 billion in revenue, with strong profitability (ROE ~34.8%, net margin ~14.2%).
- Analyst sentiment has turned cautious: several firms trimmed price targets and forecasts amid tariff/margin headwinds, peer weakness and slower growth, leaving a consensus "Hold" rating and a $206.77 average target.
lululemon athletica inc. (NASDAQ:LULU - Get Free Report) CEO Andre Maestrini acquired 3,275 shares of the firm's stock in a transaction on Wednesday, April 1st. The stock was purchased at an average cost of $151.02 per share, with a total value of $494,590.50. Following the purchase, the chief executive officer owned 34,551 shares of the company's stock, valued at $5,217,892.02. The trade was a 10.47% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link.
lululemon athletica Stock Performance
LULU opened at $155.72 on Friday. The stock has a market cap of $18.80 billion, a price-to-earnings ratio of 11.71, a P/E/G ratio of 4.79 and a beta of 1.07. The stock's 50 day moving average price is $170.39 and its 200-day moving average price is $179.68. lululemon athletica inc. has a one year low of $143.96 and a one year high of $340.25.
lululemon athletica (NASDAQ:LULU - Get Free Report) last issued its quarterly earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $4.78 by $0.23. The firm had revenue of $3.64 billion during the quarter, compared to analyst estimates of $3.59 billion. lululemon athletica had a return on equity of 34.82% and a net margin of 14.22%.lululemon athletica's quarterly revenue was up .0% compared to the same quarter last year. During the same period last year, the company earned $6.14 EPS. As a group, analysts predict that lululemon athletica inc. will post 14.36 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several research firms have issued reports on LULU. BTIG Research lowered their price objective on shares of lululemon athletica from $250.00 to $225.00 and set a "buy" rating for the company in a research report on Wednesday, March 18th. Barclays reduced their target price on shares of lululemon athletica from $203.00 to $161.00 and set an "equal weight" rating on the stock in a research report on Wednesday, March 18th. Stifel Nicolaus lowered their price target on lululemon athletica from $210.00 to $176.00 and set a "hold" rating for the company in a report on Wednesday, March 18th. Piper Sandler increased their price objective on lululemon athletica from $165.00 to $190.00 and gave the stock a "neutral" rating in a research note on Friday, December 12th. Finally, Truist Financial reduced their price objective on lululemon athletica from $200.00 to $170.00 and set a "hold" rating on the stock in a report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating, twenty-eight have issued a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has a consensus rating of "Hold" and a consensus price target of $206.77.
View Our Latest Analysis on LULU
Trending Headlines about lululemon athletica
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: CEO Andre Maestrini bought 3,275 shares at ~$151 (increasing his stake ~10.5%), a signal of insider confidence in the company’s outlook. SEC filing: Form 4 filing
- Neutral Sentiment: Zacks Research issued a series of mixed estimate changes—raising some long‑quarter targets (Q4 2027/2028) while cutting near‑term quarterly and FY2027/FY2028 forecasts—creating uneven guidance assumptions for investors (mixed signal for near-term earnings momentum).
- Neutral Sentiment: Industry peer pressure: Nike’s weaker guidance for China and margin/headwind reporting is weighing on the athleisure/retail group, which can pressure LULU sentiment despite company-specific differences. Top 2 S&P 500 Stocks to Watch
- Neutral Sentiment: Tire on tariffs and margin pressure in the apparel/sportswear supply chain are being highlighted across coverage; these macro/operational risks are relevant for Lululemon’s margin outlook. Tariff & margin article
- Negative Sentiment: Citi reduced its price target to $185 from $210 (reiterated Neutral), which can put downward pressure on the stock by resetting upside expectations. Citi cuts PT
- Negative Sentiment: Analyst commentary and model work suggest the investment thesis is being "reset" — fair‑value estimates were trimmed amid slower growth and execution risk, signaling more cautious sentiment from some research shops. Investment story reset
- Negative Sentiment: One analyst trimmed the Q2 EPS estimate for Lululemon, adding to near‑term earnings downside risk and analyst uncertainty. Q2 EPS estimate decreased
- Negative Sentiment: Customers have filed a suit seeking part of a future tariff refund, an incremental legal/PR overhang (likely limited financially but negative for sentiment). Customer lawsuit
Institutional Investors Weigh In On lululemon athletica
Hedge funds have recently modified their holdings of the business. Hussman Strategic Advisors Inc. raised its position in shares of lululemon athletica by 66.7% in the 3rd quarter. Hussman Strategic Advisors Inc. now owns 21,000 shares of the apparel retailer's stock worth $3,737,000 after acquiring an additional 8,400 shares in the last quarter. Pacer Advisors Inc. boosted its position in lululemon athletica by 2,598.9% during the third quarter. Pacer Advisors Inc. now owns 475,957 shares of the apparel retailer's stock valued at $84,687,000 after purchasing an additional 458,322 shares in the last quarter. Pacific Heights Asset Management LLC boosted its position in lululemon athletica by 44.4% during the third quarter. Pacific Heights Asset Management LLC now owns 65,000 shares of the apparel retailer's stock valued at $11,565,000 after purchasing an additional 20,000 shares in the last quarter. WINTON GROUP Ltd purchased a new position in lululemon athletica in the second quarter valued at about $3,276,000. Finally, Mediolanum International Funds Ltd grew its stake in lululemon athletica by 72.8% in the third quarter. Mediolanum International Funds Ltd now owns 54,318 shares of the apparel retailer's stock valued at $9,729,000 after purchasing an additional 22,891 shares during the last quarter. Hedge funds and other institutional investors own 85.20% of the company's stock.
lululemon athletica Company Profile
(
Get Free Report)
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.
Further Reading
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