Krane Funds Advisors LLC Buys Shares of 9,300 lululemon athletica inc. $LULU

Posted by Brenda Bartman on Jun 8th, 2026

Krane Funds Advisors LLC purchased a new stake in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 9,300 shares of the apparel retailer’s stock, valued at approximately $1,933,000.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in lululemon athletica during the fourth quarter valued at about $362,598,000. Vanguard Group Inc. raised its stake in lululemon athletica by 3.9% during the 3rd quarter. Vanguard Group Inc. now owns 13,782,917 shares of the apparel retailer’s stock valued at $2,452,394,000 after purchasing an additional 521,915 shares during the period. Invesco Ltd. lifted its holdings in shares of lululemon athletica by 28.7% in the third quarter. Invesco Ltd. now owns 2,200,552 shares of the apparel retailer’s stock valued at $391,544,000 after purchasing an additional 490,127 shares in the last quarter. Goldman Sachs Group Inc. boosted its position in shares of lululemon athletica by 77.3% in the fourth quarter. Goldman Sachs Group Inc. now owns 979,054 shares of the apparel retailer’s stock worth $203,457,000 after buying an additional 426,860 shares during the period. Finally, Victory Capital Management Inc. grew its holdings in shares of lululemon athletica by 321.2% during the third quarter. Victory Capital Management Inc. now owns 497,689 shares of the apparel retailer’s stock valued at $88,554,000 after buying an additional 379,536 shares in the last quarter. 85.20% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts have commented on the company. JPMorgan Chase & Co. decreased their price objective on lululemon athletica from $173.00 to $149.00 and set a “neutral” rating for the company in a research report on Friday. BTIG Research downgraded shares of lululemon athletica from a “buy” rating to a “neutral” rating in a research report on Friday. Sanford C. Bernstein cut their target price on shares of lululemon athletica from $170.00 to $145.00 and set a “market perform” rating for the company in a research report on Wednesday, June 3rd. Piper Sandler lowered their price target on shares of lululemon athletica from $130.00 to $110.00 and set a “neutral” rating on the stock in a report on Friday. Finally, Stifel Nicolaus dropped their price target on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a research note on Friday. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-nine have issued a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $165.13.

Check Out Our Latest Research Report on lululemon athletica

lululemon athletica News Roundup

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

Positive Sentiment: lululemon posted first-quarter EPS of $1.69 and revenue of $2.47 billion, both slightly ahead of Wall Street estimates, showing the business is still generating profits and growing revenue overall.
Positive Sentiment: Management said international growth remains a bright spot, with China and other overseas markets helping offset some of the weakness in North America.
Neutral Sentiment: Several analysts reiterated neutral/hold views while cutting price targets, signaling that expectations have been reset but not all firms are calling for a deeper selloff.
Neutral Sentiment: New commentary suggests valuation may now look more attractive after the sharp drop, but investors are waiting for proof that the turnaround is working.
Negative Sentiment: lululemon cut its FY2026 revenue and profit guidance and issued weaker-than-expected Q2 guidance, citing ongoing headwinds, tariff costs, markdown pressure, and softer traffic.
Negative Sentiment: Multiple brokerages lowered targets on LULU, including BofA, JPMorgan, Barclays, Wells Fargo, Piper Sandler, and others, with some downgrading the stock to hold/neutral or underperform.
Negative Sentiment: Articles cited fading brand momentum, product misfires, and negative social/media commentary, reinforcing concerns that lululemon’s core U.S. business is losing steam ahead of the incoming CEO transition.

Insiders Place Their Bets

In other lululemon athletica news, CEO Andre Maestrini purchased 3,275 shares of the business’s stock in a transaction dated Wednesday, April 1st. The stock was bought at an average cost of $151.02 per share, for a total transaction of $494,590.50. Following the completion of the acquisition, the chief executive officer directly owned 34,551 shares in the company, valued at $5,217,892.02. This represents a 10.47% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Nicole Neuburger sold 622 shares of the stock in a transaction that occurred on Wednesday, April 8th. The shares were sold at an average price of $161.00, for a total value of $100,142.00. Following the completion of the sale, the insider directly owned 19,156 shares of the company’s stock, valued at $3,084,116. This represents a 3.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 0.54% of the company’s stock.

lululemon athletica Price Performance

Shares of LULU stock opened at $114.23 on Monday. The business’s 50 day moving average is $141.19 and its two-hundred day moving average is $170.00. The company has a market cap of $13.79 billion, a PE ratio of 9.22, a price-to-earnings-growth ratio of 3.50 and a beta of 0.88. lululemon athletica inc. has a 12 month low of $109.36 and a 12 month high of $275.60.

lululemon athletica (NASDAQ:LULU – Get Free Report) last released its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, topping analysts’ consensus estimates of $1.67 by $0.02. The firm had revenue of $2.47 billion during the quarter, compared to analyst estimates of $2.44 billion. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The business’s revenue was up 4.3% on a year-over-year basis. During the same quarter in the previous year, the business earned $2.60 EPS. 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. As a group, equities analysts expect that lululemon athletica inc. will post 12.35 EPS for the current fiscal year.

lululemon athletica Profile

(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.