Pinnacle Wealth Planning Services Inc. boosted its stake in shares of lululemon athletica inc. (NASDAQ:LULU – Free Report) by 35.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 27,268 shares of the apparel retailer’s stock after buying an additional 7,062 shares during the quarter. Pinnacle Wealth Planning Services Inc.’s holdings in lululemon athletica were worth $2,623,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in LULU. BlackRock Inc. bought a new position in lululemon athletica during the 2nd quarter worth approximately $1,010,565,000. Flossbach Von Storch SE bought a new stake in shares of lululemon athletica during the 2nd quarter valued at about $207,392,000. Legal & General Group Plc acquired a new stake in shares of lululemon athletica during the 2nd quarter worth approximately $100,660,000. Bank of America Corp DE lifted its position in shares of lululemon athletica by 17.6% during the 1st quarter. Bank of America Corp DE now owns 846,381 shares of the apparel retailer’s stock valued at $129,581,000 after acquiring an additional 126,917 shares during the period. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its holdings in shares of lululemon athletica by 0.6% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 821,585 shares of the apparel retailer’s stock valued at $93,809,000 after purchasing an additional 4,901 shares during the period. Institutional investors own 85.20% of the company’s stock.
Key Headlines Impacting lululemon athletica
Here are the key news stories impacting lululemon athletica this week:
- Positive Sentiment: BlackRock disclosed a 5.8% ownership stake in lululemon athletica as of September 2026. The investment may provide some institutional support and signal continued confidence in the company’s long-term prospects. BlackRock Discloses 5.8% Ownership Stake in Lululemon Athletica
- Positive Sentiment: Analysts and investors are considering whether LULU’s beaten-down valuation creates turnaround potential. Its growth profile could eventually outperform more mature consumer brands if the company restores sales momentum and executes its product and leadership reset. Lululemon vs. McDonald’s
- Neutral Sentiment: Lululemon reached a three-year agreement with Texas concerning “forever chemicals” and chemical-safety practices. The company says testing found no PFAS in its products, and the agreement includes no financial penalty, limiting the immediate financial impact while adding compliance obligations. Lululemon Reaches Deal With Texas Over Forever Chemicals Probe
- Neutral Sentiment: Commentary remains divided on whether investors should buy now or wait for clearer evidence that the company’s operating reset is working. The debate centers on valuation versus continued earnings and brand risks. Should You Wait Before Buying Lululemon Stock?
- Negative Sentiment: Lululemon lowered its fiscal third-quarter revenue outlook and is changing key leadership, including the CEO and chief product officer. The reset increases investor focus on execution, margins, product innovation and brand trust. Does Lowered Revenue Outlook Change the Bull Case for Lululemon Stock?
- Negative Sentiment: Wells Fargo cut its price target for LULU to $90, suggesting analysts see additional downside risk after the company’s weaker growth outlook. Wells Fargo Cuts Target for Lululemon Athletica Stock
- Negative Sentiment: Bleichmar Fonti & Auld announced an investigation into potential securities fraud following major stock declines linked to growth issues. Although an investigation does not establish wrongdoing, it adds legal and reputational uncertainty. LULU Stock Market Alert and Securities Fraud Investigation
lululemon athletica Price Performance
LULU opened at $105.22 on Thursday. The firm’s fifty day moving average price is $103.41 and its two-hundred day moving average price is $135.53. The company has a market capitalization of $12.19 billion, a price-to-earnings ratio of 8.62, a P/E/G ratio of 2.36 and a beta of 0.92. lululemon athletica inc. has a 1 year low of $90.38 and a 1 year high of $225.98.
lululemon athletica (NASDAQ:LULU – Get Free Report) last released its quarterly earnings results on Thursday, September 3rd. The apparel retailer reported $2.92 earnings per share for the quarter, beating analysts’ consensus estimates of $1.79 by $1.13. lululemon athletica had a net margin of 12.78% and a return on equity of 27.69%. The company had revenue of $2.42 billion for the quarter, compared to analyst estimates of $2.46 billion. During the same period last year, the firm earned $3.10 earnings per share. The firm’s revenue was down 4.3% on a year-over-year basis. lululemon athletica has set its FY 2026 guidance at 9.480-9.730 EPS and its Q3 2026 guidance at 0.930-0.980 EPS. As a group, equities analysts anticipate that lululemon athletica inc. will post 9.55 EPS for the current year.
Wall Street Analyst Weigh In
Several brokerages have recently commented on LULU. BNP Paribas Exane reduced their target price on lululemon athletica from $88.00 to $44.00 and set an “underperform” rating for the company in a research note on Friday, September 4th. Guggenheim reaffirmed a “neutral” rating on shares of lululemon athletica in a research report on Friday, September 4th. Zacks Research downgraded lululemon athletica from a “hold” rating to a “strong sell” rating in a research note on Thursday, September 17th. The Goldman Sachs Group cut their price target on lululemon athletica from $111.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, September 4th. Finally, Robert W. Baird reduced their price objective on lululemon athletica from $140.00 to $115.00 and set a “neutral” rating for the company in a research note on Friday, September 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Hold rating and eight have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Reduce” and a consensus price target of $105.26.
Check Out Our Latest Stock Analysis on lululemon athletica
lululemon athletica Company Profile
lululemon athletica inc. is a Vancouver, British Columbia-based designer, distributor and retailer of technical athletic apparel, footwear and accessories. The company serves consumers seeking products for yoga, running, training, fitness and other active lifestyles.
Its product portfolio includes women’s and men’s apparel, sports bras, leggings, tops, shorts, outerwear, footwear, bags and related accessories. lululemon sells its products through company-operated stores, e-commerce platforms and selected other channels, while also offering community-based fitness and wellness experiences connected to its brand.
Founded in 1998 by Chip Wilson, lululemon has expanded from its roots in yoga apparel into an international athletic and lifestyle brand.
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