Equities Analysts Issue Forecasts for Lululemon Athletica Inc.’s Q3 2025 Earnings (NASDAQ:LULU)

Lululemon Athletica Inc. (NASDAQ:LULU) – Stock analysts at Zacks Research decreased their Q3 2025 earnings per share (EPS) estimates for shares of Lululemon Athletica in a research note issued on Thursday, September 12th. Zacks Research analyst R. Lohia now anticipates that the apparel retailer will post earnings per share of $2.72 for the quarter, down from their prior forecast of $2.78. The consensus estimate for Lululemon Athletica’s current full-year earnings is $14.03 per share. Zacks Research also issued estimates for Lululemon Athletica’s Q4 2025 earnings at $5.61 EPS, FY2025 earnings at $14.02 EPS, Q1 2026 earnings at $2.66 EPS, Q2 2026 earnings at $3.28 EPS, Q3 2026 earnings at $3.00 EPS, Q4 2026 earnings at $6.16 EPS, FY2026 earnings at $15.09 EPS, Q1 2027 earnings at $2.95 EPS, Q2 2027 earnings at $3.68 EPS and FY2027 earnings at $16.95 EPS.

Several other brokerages have also recently issued reports on LULU. HSBC raised Lululemon Athletica from a “hold” rating to a “buy” rating and lifted their target price for the company from $405.00 to $425.00 in a research report on Thursday, June 6th. Wedbush reduced their target price on shares of Lululemon Athletica from $400.00 to $324.00 and set an “outperform” rating for the company in a research note on Wednesday, August 28th. Citigroup lowered their target price on shares of Lululemon Athletica from $300.00 to $270.00 and set a “neutral” rating for the company in a report on Thursday, August 22nd. TD Securities boosted their price target on shares of Lululemon Athletica from $375.00 to $382.00 and gave the stock a “buy” rating in a report on Friday, August 30th. Finally, UBS Group decreased their price objective on shares of Lululemon Athletica from $385.00 to $315.00 and set a “neutral” rating for the company in a research note on Tuesday, August 20th. Two equities research analysts have rated the stock with a sell rating, ten have assigned a hold rating and twenty-one have issued a buy rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $354.94.

Lululemon Athletica Stock Performance

Shares of LULU opened at $260.14 on Friday. The firm has a market capitalization of $31.94 billion, a P/E ratio of 20.86, a P/E/G ratio of 1.38 and a beta of 1.25. Lululemon Athletica has a 52 week low of $226.01 and a 52 week high of $516.39. The stock has a 50 day moving average price of $262.64 and a two-hundred day moving average price of $327.44.

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 42.59%. The firm had revenue of $2.40 billion during the quarter, compared to analysts’ expectations of $2.41 billion. During the same period last year, the company earned $2.68 earnings per share. The business’s revenue was up 9.1% on a year-over-year basis.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the stock. Sanctuary Advisors LLC purchased a new stake in Lululemon Athletica during the second quarter valued at about $4,237,000. Brown Financial Advisors purchased a new position in shares of Lululemon Athletica during the 2nd quarter valued at about $260,000. KPP Advisory Services LLC purchased a new stake in Lululemon Athletica in the second quarter worth approximately $517,000. Teachers Retirement System of The State of Kentucky grew its position in Lululemon Athletica by 8.5% during the second quarter. Teachers Retirement System of The State of Kentucky now owns 24,492 shares of the apparel retailer’s stock valued at $7,315,000 after acquiring an additional 1,918 shares during the last quarter. Finally, Quarry LP lifted its holdings in shares of Lululemon Athletica by 285.9% in the 2nd quarter. Quarry LP now owns 355 shares of the apparel retailer’s stock worth $106,000 after acquiring an additional 263 shares during the last quarter. 85.20% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In other news, CEO Calvin Mcdonald bought 4,000 shares of the firm’s stock in a transaction that occurred on Tuesday, September 3rd. The shares were acquired at an average price of $260.00 per share, with a total value of $1,040,000.00. Following the acquisition, the chief executive officer now owns 89,922 shares of the company’s stock, valued at approximately $23,379,720. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.48% of the stock is currently owned by insiders.

Lululemon Athletica declared that its board has approved a stock buyback plan on Wednesday, June 5th that allows the company to buyback $1.00 billion in outstanding shares. This buyback authorization allows the apparel retailer to reacquire up to 2.5% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s board believes its shares are 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.