Q4 EPS Forecast for Lululemon Athletica Lifted by Analyst

Lululemon Athletica Inc. (NASDAQ:LULU) – William Blair increased their Q4 2025 earnings estimates for shares of Lululemon Athletica in a note issued to investors on Tuesday, January 7th. William Blair analyst S. Zackfia now anticipates that the apparel retailer will post earnings per share of $5.75 for the quarter, up from their previous estimate of $5.71. William Blair has a “Outperform” rating on the stock. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.17 per share.

Lululemon Athletica (NASDAQ:LULU) last posted its quarterly earnings data on Thursday, December 5th. The apparel retailer reported $2.87 EPS for the quarter, beating the consensus estimate of $2.69 by $0.18. Lululemon Athletica had a net margin of 17.05% and a return on equity of 42.16%. The business had revenue of $2.40 billion for the quarter, compared to analysts’ expectations of $2.36 billion. During the same period in the previous year, the firm posted $2.53 EPS. The firm’s revenue was up 9.1% compared to the same quarter last year.

Other equities analysts have also recently issued reports about the stock. KeyCorp raised their price target on shares of Lululemon Athletica from $350.00 to $400.00 and gave the stock an “overweight” rating in a research note on Friday, December 6th. TD Cowen lifted their price target on shares of Lululemon Athletica from $382.00 to $383.00 in a research note on Thursday, December 5th. Raymond James increased their price objective on shares of Lululemon Athletica from $320.00 to $355.00 in a research note on Thursday, December 5th. Needham & Company LLC raised Lululemon Athletica from a “hold” rating to a “buy” rating and set a $475.00 target price on the stock in a research report on Friday. Finally, Robert W. Baird increased their price target on Lululemon Athletica from $380.00 to $440.00 and gave the company an “outperform” rating in a research report on Friday, December 6th. Two investment analysts have rated the stock with a sell rating, eight have issued a hold rating and twenty have assigned a buy rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $382.73.

Lululemon Athletica Price Performance

LULU stock opened at $395.47 on Friday. The business has a 50-day moving average of $355.92 and a 200-day moving average of $301.86. Lululemon Athletica has a fifty-two week low of $226.01 and a fifty-two week high of $491.30. The stock has a market capitalization of $48.16 billion, a P/E ratio of 28.55, a P/E/G ratio of 2.78 and a beta of 1.18.

Insider Buying and Selling at Lululemon Athletica

In other news, insider Celeste Burgoyne sold 24,870 shares of Lululemon Athletica stock in a transaction that occurred on Monday, December 9th. The shares were sold at an average price of $405.54, for a total value of $10,085,779.80. Following the completion of the sale, the insider now directly owns 12,429 shares in the company, valued at approximately $5,040,456.66. The trade was a 66.68 % decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider Nicole Neuburger sold 2,022 shares of the stock in a transaction that occurred on Thursday, December 26th. The stock was sold at an average price of $387.11, for a total value of $782,736.42. Following the sale, the insider now directly owns 6,198 shares in the company, valued at $2,399,307.78. This represents a 24.60 % decrease in their position. The disclosure for this sale can be found here. Insiders own 0.48% of the company’s stock.

Institutional Investors Weigh In On Lululemon Athletica

Institutional investors and hedge funds have recently bought and sold shares of the company. International Assets Investment Management LLC raised its holdings in shares of Lululemon Athletica by 74,856.2% during the 3rd quarter. International Assets Investment Management LLC now owns 895,726 shares of the apparel retailer’s stock worth $243,055,000 after buying an additional 894,531 shares in the last quarter. Maverick Capital Ltd. acquired a new position in Lululemon Athletica during the 3rd quarter worth approximately $93,476,000. The Manufacturers Life Insurance Company lifted its stake in Lululemon Athletica by 136.3% in the 3rd quarter. The Manufacturers Life Insurance Company now owns 529,295 shares of the apparel retailer’s stock valued at $143,624,000 after purchasing an additional 305,302 shares during the last quarter. Southpoint Capital Advisors LP acquired a new stake in Lululemon Athletica in the third quarter valued at approximately $81,405,000. Finally, River Road Asset Management LLC bought a new stake in shares of Lululemon Athletica during the third quarter worth $79,503,000. Institutional investors own 85.20% of the company’s stock.

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.