Analyst Update: Piper Sandler maintained a neutral rating on Lululemon while lowering its price target to $130. Market participants highlighted ongoing U.S. consumer softness and subdued demand as key pressures. The assessment came amid preparations for an upcoming leadership change.
Institutional Activity: Recent filings revealed that 226 institutions maintain positions in the stock. Observers pointed to an average entry price of $160.46, noting the current level sits well below that benchmark. Discussions emphasized this gap as a focal point for portfolio managers.
Earnings Outlook: Attention centered on the June 4 earnings release, expected to reflect the lowest estimates in years. Commentary referenced a new chief executive and international resilience as potential offsets to domestic challenges. Participants described the setup as one that could prompt sharp reactions depending on results.
Note: This discussion summary was generated from an AI condensation of post data.
Lululemon Athletica Insider Trading Activity
Lululemon Athletica insiders have traded $LULU stock on the open market 6 times in the past 6 months. Of those trades, 2 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $LULU stock by insiders over the last 6 months:
- CELESTE BURGOYNE (Pres Americas & Global Guest) has made 0 purchases and 2 sales selling 13,511 shares for an estimated $2,756,181.
- CHARLES V BERGH purchased 6,090 shares for an estimated $999,977
- MEGHAN FRANK (Chief Financial Officer) sold 2,658 shares for an estimated $561,821
- ANDRE MAESTRINI (Pres, CCO & Interim Co-CEO) purchased 3,275 shares for an estimated $494,590
- NICOLE NEUBURGER (Chief Brand Officer) sold 622 shares for an estimated $100,142
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Lululemon Athletica Revenue
Lululemon Athletica had revenues of $3.6B in Q4 2025. This is an increase of 0.81% from the same period in the prior year.
You can track LULU financials on Quiver Quantitative's LULU stock page.
You can access data on LULU stock through the Quiver Quantitative API.
Lululemon Athletica Congressional Stock Trading
Members of Congress have traded $LULU stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $LULU stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. sold up to $15,000 on 03/13.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 12/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Lululemon Athletica Hedge Fund Activity
We have seen 443 institutional investors add shares of Lululemon Athletica stock to their portfolio, and 663 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FEDERATED HERMES, INC. added 2,876,135 shares (+2271.3%) to their portfolio in Q1 2026, for an estimated $440,336,268
- BOSTON PARTNERS removed 1,466,961 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $224,591,729
- AQR CAPITAL MANAGEMENT LLC added 1,457,373 shares (+3786.1%) to their portfolio in Q1 2026, for an estimated $223,123,806
- MARSHALL WACE, LLP removed 1,312,688 shares (-55.4%) from their portfolio in Q1 2026, for an estimated $200,972,532
- VIKING GLOBAL INVESTORS LP added 980,568 shares (+inf%) to their portfolio in Q1 2026, for an estimated $150,124,960
- FRANKLIN RESOURCES INC removed 884,261 shares (-90.2%) from their portfolio in Q1 2026, for an estimated $135,380,359
- BANK OF NOVA SCOTIA removed 864,593 shares (-93.6%) from their portfolio in Q1 2026, for an estimated $132,369,188
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Lululemon Athletica Price Targets
Multiple analysts have issued price targets for $LULU recently. We have seen 16 analysts offer price targets for $LULU in the last 6 months, with a median target of $175.5.
Here are some recent targets:
- Anna Andreeva from Piper Sandler set a target price of $130.0 on 05/22/2026
- Mark Altschwager from Baird set a target price of $170.0 on 05/07/2026
- Paul Lejuez from Citigroup set a target price of $185.0 on 03/23/2026
- Adrienne Yih from Barclays set a target price of $161.0 on 03/18/2026
- Dana Telsey from Telsey Advisory Group set a target price of $175.0 on 03/18/2026
- Janine Stichter from BTIG set a target price of $225.0 on 03/18/2026
- Jay Sole from UBS set a target price of $176.0 on 03/18/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
