First Heartland Consultants Inc. Takes $788,000 Position in lululemon athletica inc. $LULU

Posted by George Bondi on Aug 9th, 2026

First Heartland Consultants Inc. purchased a new stake in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) during the 2nd quarter, HoldingsChannel.com reports. The institutional investor purchased 6,903 shares of the apparel retailer’s stock, valued at approximately $788,000.

Other large investors have also recently added to or reduced their stakes in the company. Swiss Life Asset Management Ltd grew its position in shares of lululemon athletica by 53.1% during the 4th quarter. Swiss Life Asset Management Ltd now owns 68,093 shares of the apparel retailer’s stock valued at $14,150,000 after buying an additional 23,623 shares during the last quarter. Oppenheimer Asset Management Inc. lifted its holdings in lululemon athletica by 46.6% in the fourth quarter. Oppenheimer Asset Management Inc. now owns 25,594 shares of the apparel retailer’s stock worth $5,319,000 after acquiring an additional 8,134 shares during the last quarter. Rayburn West Financial Services LLC bought a new position in lululemon athletica in the fourth quarter worth about $3,536,000. Gateway Investment Advisers LLC boosted its stake in lululemon athletica by 60.0% in the fourth quarter. Gateway Investment Advisers LLC now owns 45,062 shares of the apparel retailer’s stock valued at $9,364,000 after acquiring an additional 16,901 shares during the period. Finally, MUFG Securities EMEA plc grew its holdings in shares of lululemon athletica by 9,695.1% during the fourth quarter. MUFG Securities EMEA plc now owns 204,424 shares of the apparel retailer’s stock valued at $42,481,000 after purchasing an additional 202,337 shares during the last quarter. 85.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling at lululemon athletica

In related news, Director Charles V. Bergh acquired 4,275 shares of the firm’s stock in a transaction dated Monday, June 15th. The stock was acquired at an average cost of $117.05 per share, for a total transaction of $500,388.75. Following the completion of the acquisition, the director directly owned 10,365 shares of the company’s stock, valued at approximately $1,213,223.25. The trade was a 70.20% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Corporate insiders own 0.54% of the company’s stock.

Analyst Ratings Changes

A number of analysts have recently weighed in on the company. BTIG Research cut lululemon athletica from a “buy” rating to a “neutral” rating in a research report on Friday, June 5th. Daiwa Securities Group lowered their price objective on lululemon athletica from $173.00 to $120.00 and set a “neutral” rating for the company in a research note on Tuesday, June 9th. Jefferies Financial Group dropped their target price on lululemon athletica from $145.00 to $115.00 and set a “hold” rating on the stock in a research report on Friday, June 5th. Piper Sandler cut their target price on lululemon athletica from $130.00 to $110.00 and set a “neutral” rating on the stock in a research note on Friday, June 5th. Finally, Morgan Stanley reissued an “underweight” rating and set a $93.00 price target on shares of lululemon athletica in a report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, twenty-four have given a Hold rating and six have given a Sell rating to the stock. According to data from MarketBeat, lululemon athletica has an average rating of “Reduce” and a consensus price target of $148.54.

Read Our Latest Stock Analysis on lululemon athletica

lululemon athletica Price Performance

Shares of lululemon athletica stock opened at $128.58 on Friday. lululemon athletica inc. has a 1-year low of $104.44 and a 1-year high of $225.98. The business’s fifty day moving average price is $117.77 and its two-hundred day moving average price is $145.06. The company has a market capitalization of $15.26 billion, a P/E ratio of 10.38, a PEG ratio of 4.22 and a beta of 0.86.

lululemon athletica (NASDAQ:LULU – Get Free Report) last issued its quarterly earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a return on equity of 31.26% and a net margin of 13.03%.The company had revenue of $2.47 billion for the quarter, compared to analyst estimates of $2.44 billion. During the same period last year, the company earned $2.60 earnings per share. The company’s quarterly revenue was up 4.3% compared to the same quarter last year. lululemon athletica has set its FY 2026 guidance at 10.950-11.150 EPS and its Q2 2026 guidance at 1.760-1.810 EPS. On average, research analysts expect that lululemon athletica inc. will post 10.93 earnings per share for the current fiscal year.

About lululemon athletica

(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.

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Institutional Ownership by Quarter for lululemon athletica (NASDAQ:LULU)

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