Chicago Partners Investment Group 13F: New $2.1M Stake in LULU

Chicago Partners Investment Group disclosed a new position in lululemon athletica inc. (LULU) on October 27, 2026. The firm took a stake of 21,460 shares, valued at $2,124,789, according to its latest Form 13F filing with the SEC.

LULU lululemon athletica inc.

$104.59 ▼ -50.39% year to date

1M 3M YTD

Daily close · Oct 27, 2026

What Changed in Chicago Partners Investment Group's lululemon Position

Chicago Partners Investment Group opened a new position in lululemon, acquiring 21,460 shares. This adds a new layer to their investment strategy, with this stake representing about 0.14% of their total reported 13F value of approximately $1.51 billion.

Where lululemon Fits in Chicago Partners Investment Group's Portfolio

This new position ranks 39th among the firm's 1,660 reported holdings. The value of lululemon's stake indicates a modest allocation, suggesting a calculated entry into the apparel retail market.

Other Institutional Activity in lululemon

Kmg Fiduciary Partners increased its stake in lululemon by 5,642 shares, bringing its total to 17,470 shares worth about $1.68 million. Federated Hermes, Inc. also added 622,468 shares to its position, now totaling 3,625,210 shares valued at approximately $379.2 million. Meanwhile, Evergreen Capital Management reduced its holdings by 35,114 shares, leaving it with 4,556 shares valued at about $438,243.

lululemon athletica inc. Stock Up 5.7%

On the filing date, lululemon closed at $104.59. As of October 28, 2026, the stock was recently trading around $104.62, which is about equal to its event close. The shares are currently above their 50-day moving average of $103.91 but well below their 200-day average of $135.79, indicating mixed performance trends.

Recent Earnings

For the trailing twelve months, lululemon reported revenue of approximately $11.09 billion and an EPS of $12.15. The company has faced challenges, with a year-over-year revenue growth of -4.3%. The next earnings report is scheduled for December 10, 2026.

Insider Buying and Selling at lululemon athletica inc.

Recently, several insiders bought shares in lululemon. On June 25, 2026, Teri List, Emily White, Marc Maurer, and Laura Gentile each purchased 1,606 shares.

Analysts Set New Price Targets

On September 9, 2026, Citigroup maintained a Neutral rating on lululemon with a price target of $117.00, while BMO Capital initiated coverage with an Underperform rating and a target of $70.00. Wolfe Research also initiated coverage with an Underperform rating and a target of $75.00 on October 22, 2026. The consensus rating remains a Hold, with a mean price target of $103.66 from 28 analysts.

About lululemon athletica inc.

lululemon athletica inc. designs and sells athletic apparel and accessories for both men and women. The company operates in several countries, including the U.S., Canada, and China, offering products for activities like yoga and running. This new investment by Chicago Partners Investment Group reflects ongoing interest in the apparel retail sector despite recent performance challenges.

Bottom Line

Investors should keep an eye on lululemon's upcoming earnings report on December 10, 2026, as well as any further filings from Chicago Partners Investment Group. The new stake marks a fresh interest in the company, potentially signaling future growth opportunities in the apparel market.