Krilogy Financial LLC Takes $972,000 Position in lululemon athletica inc. $LULU

Posted by Francis Steltz on Jun 27th, 2026

Krilogy Financial LLC purchased a new position in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 5,964 shares of the apparel retailer’s stock, valued at approximately $972,000.

A number of other hedge funds also recently modified their holdings of LULU. Brighton Jones LLC purchased a new position in lululemon athletica in the fourth quarter valued at approximately $429,000. NewEdge Advisors LLC increased its position in lululemon athletica by 5.1% in the first quarter. NewEdge Advisors LLC now owns 3,848 shares of the apparel retailer’s stock worth $1,089,000 after buying an additional 186 shares during the last quarter. Glenview Trust co raised its stake in shares of lululemon athletica by 39.9% in the second quarter. Glenview Trust co now owns 996 shares of the apparel retailer’s stock valued at $237,000 after buying an additional 284 shares during the period. Diversify Advisory Services LLC bought a new stake in shares of lululemon athletica in the second quarter valued at $508,000. Finally, Raymond James Financial Inc. lifted its position in shares of lululemon athletica by 10.7% during the 2nd quarter. Raymond James Financial Inc. now owns 112,632 shares of the apparel retailer’s stock valued at $26,759,000 after buying an additional 10,891 shares during the last quarter. Institutional investors own 85.20% of the company’s stock.

Trending Headlines about lululemon athletica

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

Positive Sentiment: Shareholders elected three management-backed directors, including former Levi Strauss CEO Chip Bergh, Unilever executive Esi Eggleston Bracey, and finance veteran Teri List, helping finalize a truce with founder Chip Wilson and giving incoming leadership more room to focus on a turnaround. Reuters article
Positive Sentiment: The board settlement appears to resolve a distracting proxy dispute, which could improve governance visibility and allow management to concentrate on reviving growth and sentiment around the brand. Proactive Investors article
Neutral Sentiment: Several articles highlighted broader concerns that Lululemon has been a weak performer relative to past expectations, with investors still focused on whether the company can restore stronger revenue growth and rebuild confidence. Yahoo Finance article
Neutral Sentiment: Commentary from Michael Burry and other market observers added attention to LULU, but these items were mostly opinion-driven and did not change the core near-term business outlook. Business Insider article

Insider Activity

In related news, CEO Andre Maestrini acquired 3,275 shares of the stock in a transaction dated Wednesday, April 1st. The shares were purchased at an average price of $151.02 per share, for a total transaction of $494,590.50. Following the transaction, the chief executive officer owned 34,551 shares in the company, valued at $5,217,892.02. This represents a 10.47% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Nicole Neuburger sold 622 shares of lululemon athletica stock in a transaction on Wednesday, April 8th. The stock was sold at an average price of $161.00, for a total transaction of $100,142.00. Following 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica Trading Up 4.9%

Shares of NASDAQ LULU opened at $117.57 on Friday. The business has a 50-day moving average of $128.61 and a 200-day moving average of $163.52. The firm has a market capitalization of $13.95 billion, a price-to-earnings ratio of 9.49, a PEG ratio of 3.61 and a beta of 0.87. lululemon athletica inc. has a 12 month low of $104.44 and a 12 month high of $252.24.

lululemon athletica (NASDAQ:LULU – Get Free Report) last announced its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The business had revenue of $2.47 billion for the quarter, compared to the consensus estimate of $2.44 billion. During the same period last year, the firm posted $2.60 earnings per share. lululemon athletica’s quarterly revenue was up 4.3% on a year-over-year basis. 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, analysts predict that lululemon athletica inc. will post 11.14 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts have recently weighed in on the company. Robert W. Baird cut their price target on lululemon athletica from $170.00 to $140.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. Sanford C. Bernstein dropped their price objective on shares of lululemon athletica from $170.00 to $145.00 and set a “market perform” rating on the stock in a report on Wednesday, June 3rd. Needham & Company LLC reiterated a “hold” rating on shares of lululemon athletica in a research report on Friday, June 5th. Weiss Ratings downgraded shares of lululemon athletica from a “hold (c-)” rating to a “sell (d+)” rating in a research note on Tuesday, March 31st. Finally, Barclays lowered their price target on shares of lululemon athletica from $161.00 to $113.00 and set an “equal weight” rating on the stock in a research report on Friday, June 5th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating, twenty-six have assigned a Hold rating and four have given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Reduce” and an average price target of $152.88.

Get Our Latest Research Report on LULU

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.