Clean Yield Group Trims Stake in lululemon athletica inc. $LULU

Clean Yield Group lowered its stake in shares of lululemon athletica inc. (NASDAQ:LULU) by 28.4% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 9,457 shares of the apparel retailer’s stock after selling 3,743 shares during the period. Clean Yield Group’s holdings in lululemon athletica were worth $1,965,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC bought a new stake in lululemon athletica during the fourth quarter worth about $429,000. NewEdge Advisors LLC boosted its stake in lululemon athletica by 5.1% during the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after acquiring an additional 186 shares in the last quarter. Glenview Trust co boosted its stake in lululemon athletica by 39.9% during the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock worth $237,000 after acquiring an additional 284 shares in the last quarter. Diversify Advisory Services LLC bought a new stake in lululemon athletica during the second quarter worth about $508,000. Finally, Raymond James Financial Inc. boosted its stake in lululemon athletica by 10.7% during the second quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock worth $26,759,000 after acquiring an additional 10,891 shares in the last quarter. Hedge funds and other institutional investors own 85.20% of the company’s stock.

lululemon athletica Stock Performance

Shares of lululemon athletica stock opened at $162.74 on Thursday. The stock has a market capitalization of $19.64 billion, a PE ratio of 12.24, a price-to-earnings-growth ratio of 4.94 and a beta of 1.07. lululemon athletica inc. has a 52-week low of $143.96 and a 52-week high of $340.25. The company has a 50-day simple moving average of $167.38 and a two-hundred day simple moving average of $179.16.

lululemon athletica (NASDAQ:LULU) last issued its earnings results on Tuesday, March 17th. The apparel retailer reported $5.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.78 by $0.23. The business had revenue of $3.64 billion during the quarter, compared to analysts’ expectations of $3.59 billion. lululemon athletica had a net margin of 14.22% and a return on equity of 34.82%. The business’s revenue for the quarter was up .0% compared to the same quarter last year. During the same period in the previous year, the company earned $6.14 earnings per share. As a group, equities research analysts forecast that lululemon athletica inc. will post 14.36 EPS for the current fiscal year.

Trending Headlines about lululemon athletica

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

• Positive Sentiment: Analyst / investor take that LULU’s valuation is now compressed to multi-year levels and the share price may be bottoming, framing the pullback as a potential buying opportunity. Lululemon Stock Trades at 2018 Levels Despite Record Revenue: Time to Buy?
• Neutral Sentiment: Company and regulators: Lululemon says it doesn’t use PFAS and is cooperating with investigators; Chinese operations/consumers are being reassured about product safety as the story spreads on social media. This helps limit immediate commercial fallout but leaves uncertainty. Lululemon China ensures product safety amid ‘forever chemical’ concerns
• Neutral Sentiment: Operational outlook: Management is focused on restoring pricing power after heavy markdowns in 2025 through tighter inventory, product innovation and a shift back to full-price selling — a longer-run positive if execution holds. Can Lululemon Restore Pricing Power Against Increasing Discounts?
• Negative Sentiment: Regulatory/legal risk: The Texas AG opened a formal probe into whether Lululemon’s products contain PFAS and whether marketing misled consumers; the inquiry raises potential compliance costs, recalls or litigation exposure. Texas PFAS Probe Tests Lululemon Brand Strength And Investor Confidence
• Negative Sentiment: Industry/media amplification: Multiple outlets and social media in China are amplifying the probe, increasing reputational risk in a key growth market and potentially pressuring near-term sales and gross margins. Lululemon Sparks China Social Media Debate On Texas PFAS Probe
• Negative Sentiment: Legal commentary warns the probe could spawn broader litigation trends against “clean” consumer brands, which would increase contingent liabilities and investor uncertainty. Amanda Demanda: Lululemon PFAS Investigation Signals Litigation Risk for “Clean” Consumer Brands
• Negative Sentiment: Opinion pressure: Commentary (e.g., WSJ opinion) frames the AG action as aggressive and keeps the story in the headlines, which can prolong volatility even if substantive findings are limited. Opinion | Ken Paxton Wants Your Lululemon Yoga Pants

Insiders Place Their Bets

In other news, Director Charles V. Bergh bought 6,090 shares of the firm’s stock in a transaction on Friday, March 20th. The stock was acquired at an average cost of $164.20 per share, with a total value of $999,978.00. Following the completion of the acquisition, the director owned 6,090 shares of the company’s stock, valued at approximately $999,978. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Andre Maestrini bought 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 completion of the acquisition, the chief executive officer directly owned 34,551 shares of the company’s stock, valued at approximately $5,217,892.02. The trade was a 10.47% increase in their position. The disclosure for this purchase is available in the SEC filing. Corporate insiders own 0.54% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Wells Fargo & Company dropped their price objective on shares of lululemon athletica from $175.00 to $150.00 and set an “equal weight” rating on the stock in a research note on Wednesday, March 18th. BTIG Research dropped their price objective on shares of lululemon athletica from $250.00 to $225.00 and set a “buy” rating on the stock in a research note on Wednesday, March 18th. Stifel Nicolaus dropped their price objective on shares of lululemon athletica from $210.00 to $176.00 and set a “hold” rating on the stock in a research note on Wednesday, March 18th. BNP Paribas Exane dropped their price objective on shares of lululemon athletica from $206.00 to $170.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 18th. Finally, Robert W. Baird dropped their price objective on shares of lululemon athletica from $210.00 to $190.00 and set a “neutral” rating on the stock in a research note 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 assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $206.77.

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.