William Blair Weighs in on Lululemon Athletica Inc.’s Q4 2025 Earnings (NASDAQ:LULU)

Lululemon Athletica Inc. (NASDAQ:LULU) – Equities research analysts at William Blair reduced their Q4 2025 earnings per share estimates for Lululemon Athletica in a report issued on Friday, August 30th. William Blair analyst S. Zackfia now forecasts that the apparel retailer will earn $5.64 per share for the quarter, down from their prior estimate of $5.92. The consensus estimate for Lululemon Athletica’s current full-year earnings is $13.90 per share. William Blair also issued estimates for Lululemon Athletica’s FY2026 earnings at $15.45 EPS.

Several other research firms have also recently commented on LULU. TD Cowen cut their price objective on shares of Lululemon Athletica from $420.00 to $375.00 and set a “buy” rating on the stock in a research report on Tuesday, August 27th. Jefferies Financial Group reaffirmed an “underperform” rating and set a $220.00 price objective on shares of Lululemon Athletica in a research report on Thursday, July 25th. The Goldman Sachs Group cut Lululemon Athletica from a “buy” rating to a “neutral” rating and cut their target price for the company from $463.00 to $286.00 in a research note on Friday, August 2nd. Stifel Nicolaus decreased their price target on shares of Lululemon Athletica from $416.00 to $370.00 and set a “buy” rating for the company in a research note on Thursday, August 22nd. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on shares of Lululemon Athletica from $291.00 to $292.00 and gave the stock a “neutral” rating in a research report on Friday. Two equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating and twenty-one have assigned a buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $354.94.

Lululemon Athletica Price Performance

NASDAQ:LULU opened at $259.47 on Monday. The business’s 50-day simple moving average is $270.51 and its 200-day simple moving average is $336.76. Lululemon Athletica has a fifty-two week low of $226.01 and a fifty-two week high of $516.39. The stock has a market capitalization of $32.43 billion, a PE ratio of 20.81, a price-to-earnings-growth ratio of 1.40 and a beta of 1.26.

Lululemon Athletica (NASDAQ:LULU) last issued its quarterly earnings data on Thursday, August 29th. The apparel retailer reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.93 by $0.22. Lululemon Athletica had a net margin of 16.34% and a return on equity of 42.69%. The firm had revenue of $2.40 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same quarter in the previous year, the company earned $2.68 earnings per share. The business’s revenue for the quarter was up 9.1% on a year-over-year basis.

Institutional Trading of Lululemon Athletica

Institutional investors and hedge funds have recently made changes to their positions in the company. Moody National Bank Trust Division boosted its stake in shares of Lululemon Athletica by 1.0% in the 1st quarter. Moody National Bank Trust Division now owns 2,846 shares of the apparel retailer’s stock valued at $1,112,000 after purchasing an additional 29 shares in the last quarter. Congress Wealth Management LLC DE boosted its position in Lululemon Athletica by 2.0% in the fourth quarter. Congress Wealth Management LLC DE now owns 1,519 shares of the apparel retailer’s stock valued at $777,000 after buying an additional 30 shares in the last quarter. Graypoint LLC grew its stake in shares of Lululemon Athletica by 5.1% during the first quarter. Graypoint LLC now owns 699 shares of the apparel retailer’s stock worth $273,000 after buying an additional 34 shares during the last quarter. William Allan Corp increased its holdings in shares of Lululemon Athletica by 0.8% during the first quarter. William Allan Corp now owns 4,896 shares of the apparel retailer’s stock worth $1,913,000 after buying an additional 37 shares in the last quarter. Finally, FinTrust Capital Advisors LLC lifted its stake in shares of Lululemon Athletica by 50.7% in the 4th quarter. FinTrust Capital Advisors LLC now owns 113 shares of the apparel retailer’s stock valued at $58,000 after acquiring an additional 38 shares during the last quarter. Institutional investors own 85.20% of the company’s stock.

Lululemon Athletica announced that its Board of Directors has approved a share buyback plan on Wednesday, June 5th that permits the company to buyback $1.00 billion in outstanding shares. This buyback authorization permits the apparel retailer to repurchase up to 2.5% of its shares through open market purchases. Shares buyback plans are typically a sign that the company’s management believes its stock is undervalued.

About Lululemon Athletica

Lululemon Athletica Inc, together with its subsidiaries, designs, distributes, and retails athletic apparel, footwear, and accessories under the lululemon brand for women and men. It offers pants, shorts, tops, and jackets for healthy lifestyle, such as yoga, running, training, and other activities. It also provides fitness-inspired accessories.