Franklin Resources Inc. Reduces Holdings in lululemon athletica inc. $LULU

10 Jun 2026, 10:22 by Sarita Garza · The Markets Daily

Franklin Resources Inc. trimmed its stake in lululemon athletica inc. (NASDAQ:LULU – Free Report) by 2.4% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 980,704 shares of the apparel retailer’s stock after selling 23,714 shares during the period. Franklin Resources Inc.’s holdings in lululemon athletica were worth $203,800,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the stock. Davis Investment Partners LLC grew its position in shares of lululemon athletica by 2.9% in the 4th quarter. Davis Investment Partners LLC now owns 2,064 shares of the apparel retailer’s stock valued at $435,000 after buying an additional 58 shares during the last quarter. NorthRock Partners LLC grew its position in lululemon athletica by 4.2% during the 3rd quarter. NorthRock Partners LLC now owns 1,553 shares of the apparel retailer’s stock worth $276,000 after purchasing an additional 62 shares during the last quarter. IHT Wealth Management LLC grew its position in lululemon athletica by 1.7% during the 2nd quarter. IHT Wealth Management LLC now owns 4,276 shares of the apparel retailer’s stock worth $1,016,000 after purchasing an additional 73 shares during the last quarter. Banque Cantonale Vaudoise grew its position in lululemon athletica by 3.2% during the 3rd quarter. Banque Cantonale Vaudoise now owns 2,422 shares of the apparel retailer’s stock worth $430,000 after purchasing an additional 74 shares during the last quarter. Finally, Capital Advisors Ltd. LLC grew its position in lululemon athletica by 27.4% during the 4th quarter. Capital Advisors Ltd. LLC now owns 363 shares of the apparel retailer’s stock worth $75,000 after purchasing an additional 78 shares during the last quarter. 85.20% of the stock is owned by hedge funds and other institutional investors.

lululemon athletica Stock Performance

LULU stock opened at $121.36 on Wednesday. lululemon athletica inc. has a one year low of $109.36 and a one year high of $262.16. The stock has a market capitalization of $14.65 billion, a PE ratio of 9.80, a price-to-earnings-growth ratio of 3.88 and a beta of 0.87. The company has a fifty day moving average of $140.03 and a 200-day moving average of $169.36.

lululemon athletica (NASDAQ:LULU – Get Free Report) last released its earnings results on Thursday, June 4th. The apparel retailer reported $1.69 EPS for the quarter, topping the consensus estimate of $1.67 by $0.02. lululemon athletica had a net margin of 13.03% and a return on equity of 31.26%. The company had revenue of $2.47 billion during the quarter, compared to analysts’ expectations of $2.44 billion. During the same quarter last year, the business earned $2.60 EPS. The business’s 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. Equities analysts forecast that lululemon athletica inc. will post 11.47 earnings per share for the current fiscal year.

Insider Transactions at lululemon athletica

In other news, CEO Andre Maestrini bought 3,275 shares of lululemon athletica stock in a transaction dated Wednesday, April 1st. The stock was bought at an average price of $151.02 per share, for a total transaction of $494,590.50. Following the purchase, the chief executive officer owned 34,551 shares of the company’s stock, valued at approximately $5,217,892.02. The trade was a 10.47% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Nicole Neuburger sold 622 shares of the firm’s 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 completion of the sale, the insider owned 19,156 shares of the company’s stock, valued at $3,084,116. This trade represents a 3.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 0.54% of the company’s stock.

Key lululemon athletica News

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

Positive Sentiment: Michael Burry reportedly bought Lululemon despite the recent selloff, which may signal that some value investors see the stock as oversold. Michael Burry says two beaten-down stocks offer better value than Microsoft — buys Lululemon despite headwinds
Neutral Sentiment: Two analysts cut price targets but kept neutral/hold views: Citigroup lowered its target to $130 from $185, and Daiwa cut its target to $120 from $173. The reductions reflect lower expectations, even though both targets still imply limited upside from recent levels.
Neutral Sentiment: Articles on Lululemon’s international sales note that overseas revenue is becoming increasingly important to the company’s growth story, but also that investors are watching closely to see whether that expansion can offset softer demand in North America. Lululemon (LULU) Reliance on International Sales: What Investors Need to Know
Neutral Sentiment: Lululemon’s board settled a proxy dispute with founder Chip Wilson and added new independent directors, a governance reset that may help long-term oversight but does not directly address the near-term business slowdown. Lululemon Governance Reset Tests Board Changes Against Slumping Share Performance
Negative Sentiment: Recent coverage says Lululemon’s forecast cut is highlighting challenges for the incoming CEO, with softer demand and weaker product launches weighing on sentiment. Lululemon shares drop as forecast cut spotlights challenges for incoming CEO
Negative Sentiment: Several stories frame LULU as underperforming the broader consumer discretionary sector and lagging peers like Gap, reinforcing worries that the brand is losing momentum. Lululemon Athletica stock: Is LULU underperforming the consumer discretionary sector?

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on LULU. Freedom Capital raised shares of lululemon athletica from a “strong sell” rating to a “hold” rating in a research report on Friday, June 5th. Piper Sandler lowered their price objective on shares of lululemon athletica from $130.00 to $110.00 and set a “neutral” rating on the stock in a research report on Friday, June 5th. Bank of America lowered their price objective on shares of lululemon athletica from $175.00 to $140.00 and set a “neutral” rating on the stock in a research report on Friday, June 5th. Stifel Nicolaus lowered their price objective on shares of lululemon athletica from $176.00 to $134.00 and set a “hold” rating on the stock in a research report on Friday, June 5th. Finally, UBS Group lowered their price objective on shares of lululemon athletica from $153.00 to $124.00 and set a “neutral” rating on the stock in a research report on Sunday. One investment analyst has rated the stock with a Strong Buy rating, one has assigned a Buy rating, twenty-eight have issued a Hold rating and three have given 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 $154.26.

Read Our Latest Stock Analysis on LULU

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.

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