lululemon athletica inc. $LULU Stock Holdings Boosted by Bright Rock Capital Management LLC

Posted by Stanley Muller on Aug 8th, 2026

Bright Rock Capital Management LLC grew its position in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) by 100.0% during the 2nd quarter, Holdings Channel reports. The firm owned 80,000 shares of the apparel retailer’s stock after purchasing an additional 40,000 shares during the period. lululemon athletica comprises 1.8% of Bright Rock Capital Management LLC’s investment portfolio, making the stock its 18th largest position. Bright Rock Capital Management LLC’s holdings in lululemon athletica were worth $9,134,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Integrated Financial Solutions Inc. bought a new stake in lululemon athletica in the fourth quarter worth about $26,000. Uniplan Investment Counsel Inc. bought a new stake in shares of lululemon athletica in the 4th quarter worth approximately $26,000. Elyxium Wealth LLC acquired a new stake in lululemon athletica during the fourth quarter valued at approximately $31,000. Rexford Capital Inc. acquired a new stake in lululemon athletica during the first quarter valued at approximately $31,000. Finally, DV Equities LLC bought a new stake in lululemon athletica during the fourth quarter worth approximately $31,000. Institutional investors own 85.20% of the company’s stock.

Insider Activity

In other news, Director Charles V. Bergh acquired 4,275 shares of the business’s stock in a transaction that occurred on 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 owned 10,365 shares in the company, valued at approximately $1,213,223.25. The trade was a 70.20% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 0.54% of the company’s stock.

lululemon athletica Stock Performance

lululemon athletica stock opened at $128.58 on Friday. The firm has a market cap of $15.26 billion, a PE ratio of 10.38, a P/E/G ratio of 4.09 and a beta of 0.86. The firm’s 50 day moving average price is $117.77 and its two-hundred day moving average price is $145.06. lululemon athletica inc. has a twelve month low of $104.44 and a twelve month high of $225.98.

lululemon athletica (NASDAQ:LULU – Get Free Report) last issued its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.67 by $0.02. The company 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 company’s revenue for the quarter was up 4.3% on a year-over-year basis. During the same quarter last year, the business posted $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. Equities analysts anticipate that lululemon athletica inc. will post 10.93 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the stock. Wells Fargo & Company decreased their price target on shares of lululemon athletica from $110.00 to $105.00 and set an “equal weight” rating on the stock in a research report on Tuesday, July 21st. Piper Sandler reduced their price objective on lululemon athletica from $130.00 to $110.00 and set a “neutral” rating for the company in a research note on Friday, June 5th. Stifel Nicolaus decreased their target price on lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a report on Friday, June 5th. Morgan Stanley reaffirmed an “underweight” rating and set a $93.00 target price on shares of lululemon athletica in a research report on Monday, July 6th. Finally, Rothschild & Co Redburn reduced their target price on lululemon athletica from $160.00 to $110.00 and set a “sell” rating for the company in a report on Tuesday, June 16th. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-four have assigned a Hold rating and six have given a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Reduce” and a consensus price target of $148.54.

Get Our Latest Analysis on lululemon athletica

lululemon athletica Company 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.