Category US Equities - Dividend & Fundamental
Asset Type Equities (Stocks)
Tags U.S.
Return% 1Y 10.73%
Shs Outstand
Perf Week 3.94%
Sponsor First Trust
ETF Type
Tags equity
Return% 3Y 8.48%
Total Holdings 92
Perf Month 0.72%
Fund Family
Bond Type
Tags dividend
Return% 5Y 9.10%
AUM 3.96B
Perf Quarter 5.94%
Index Morningstar Dividend Leaders Index
Average Maturity
Tags -
Return% 10Y
NAV%
Perf Half Y 17.96%
Index Weighting
Commodity Type
Tags -
Return% SI
NAV/sh
Perf Year 5.24%
Active/Passive
Quant Type
Tags -
Flows% 1M -1.21%
52W Range 31.47 - 38.54
Perf YTD 5.80%
Dividend TTM 1.67 (4.39%)
ESG Type
Tags -
Flows% 3M -5.20%
52W High -1.51%
Beta 0.89
Dividend Ex-Date Mar 21, 2024
Dividend Type
Sector/Theme
Flows% YTD -5.41%
52W Low 20.62%
ATR (14) 0.45
Expense 0.45%
Structure Type
Region
Flows% 1Y
RSI (14) 58.92
Volatility 1.28% 1.17%
Option/Short Yes / Yes
Growth/Value
Dev/Emerg
Flows% 3Y
Rel Volume 0.97
Prev Close 37.87
Inverse/Leveraged
Market Cap
Currency
Flows% 5Y
Avg Volume 838.58K
Price 37.96
SMA20 1.04%
SMA50 2.07%
SMA200 7.66%
Trades
Volume 816,307
Change 0.24%
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(Investor's Business Daily)
First Trust Morningstar Dividend Leaders Index Fund seeks investment results that correspond generally to the price and yield (before the fund's fees and expenses) of an equity index called the Morningstar Dividend Leaders IndexSM. The fund will normally invest at least 90% of its net assets (including investment borrowings) in the securities that comprise the index. The index is designed to measure the performance of the 100 highest-yielding stocks that have a consistent record of dividend payment and have the ability to sustain their dividend payments. It is non-diversified.
Index NDX, S&P 500
P/E 29.86
EPS (ttm) 12.21
Insider Own 12.86%
Shs Outstand 121.11M
Perf Week 5.72%
Market Cap 45.94B
Forward P/E 22.99
EPS next Y 15.86
Insider Trans -0.24%
Shs Float 109.81M
Perf Month -6.25%
Income 1.55B
PEG 2.43
EPS next Q 2.40
Inst Own 87.84%
Short Float 3.73%
Perf Quarter -23.22%
Sales 9.62B
P/S 4.78
EPS this Y 11.00%
Inst Trans 0.79%
Short Ratio 2.12
Perf Half Y -9.41%
Book/sh 33.53
P/B 10.87
EPS next Y 11.88%
ROA 24.41%
Short Interest 4.09M
Perf Year -4.40%
Cash/sh 17.81
P/C 20.47
EPS next 5Y 12.30%
ROE 42.01%
52W Range 326.93 - 516.39
Perf YTD -28.69%
Dividend Est. -
P/FCF 27.94
EPS past 5Y 27.57%
ROI 28.78%
52W High -29.40%
Beta 1.30
Dividend TTM -
Quick Ratio 1.68
Sales past 5Y 24.40%
Gross Margin 58.26%
52W Low 11.52%
ATR (14) 10.01
Dividend Ex-Date -
Current Ratio 2.49
EPS Y/Y TTM 82.85%
Oper. Margin 22.95%
RSI (14) 41.43
Volatility 2.18% 2.15%
Employees 38000
Debt/Eq 0.33
Sales Y/Y TTM 18.60%
Profit Margin 16.12%
Recom 1.92
Target Price 466.90
Option/Short Yes / Yes
LT Debt/Eq 0.27
EPS Q/Q 464.13%
Payout 0.00%
Rel Volume 0.65
Prev Close 364.68
Sales Surprise 0.38%
EPS Surprise 5.51%
Sales Q/Q 15.63%
Earnings Mar 21 AMC
Avg Volume 1.93M
Price 364.59
SMA20 1.01%
SMA50 -12.74%
SMA200 -13.25%
Trades
Volume 1,256,025
Change -0.02%
Date
Action
Analyst
Rating Change
Price Target Change
Apr-04-24 Reiterated
Jefferies
Underperform
$300 → $240
Mar-22-24 Reiterated
Needham
Buy
$525 → $500
Feb-09-24 Downgrade
Exane BNP Paribas
Neutral → Underperform
$430 → $415
Jan-22-24 Downgrade
HSBC Securities
Buy → Hold
$500
Dec-13-23 Reiterated
Telsey Advisory Group
Outperform
$520 → $550
Dec-08-23 Reiterated
Telsey Advisory Group
Outperform
$450 → $520
Dec-08-23 Reiterated
Needham
Buy
$470 → $525
Dec-05-23 Downgrade
Raymond James
Strong Buy → Outperform
$440 → $495
Dec-04-23 Downgrade
Wells Fargo
Overweight → Equal Weight
$445
Nov-17-23 Initiated
Truist
Buy
$500
Nov-07-23 Initiated
Evercore ISI
Outperform
$475
Sep-20-23 Initiated
Needham
Buy
$470
Sep-18-23 Initiated
HSBC Securities
Buy
$500
Sep-05-23 Upgrade
Bernstein
Underperform → Mkt Perform
$328 → $366
Sep-01-23 Reiterated
Telsey Advisory Group
Outperform
$430 → $450
Sep-01-23 Reiterated
Oppenheimer
Outperform
$400 → $450
Jul-25-23 Resumed
KeyBanc Capital Markets
Overweight
$425
Apr-20-23 Reiterated
BofA Securities
Buy
$410 → $450
Mar-29-23 Upgrade
Citigroup
Neutral → Buy
$350 → $440
Mar-16-23 Initiated
Redburn
Sell
$257
Show Previous Ratings
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Mar-20-24 05:40PM
lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
MAESTRINI ANDRE EVP, International Apr 01 '24 Option Exercise 0.00 4,890 0 11,585 Apr 03 06:46 PM NEUBURGER NICOLE Chief Brand Officer Apr 01 '24 Option Exercise 0.00 3,260 0 8,542 Apr 03 06:47 PM MCDONALD CALVIN Chief Executive Officer Apr 01 '24 Option Exercise 0.00 26,084 0 99,877 Apr 03 06:45 PM Choe Michelle Sun Chief Product Officer Apr 01 '24 Option Exercise 0.00 8,152 0 13,973 Apr 03 06:46 PM FRANK MEGHAN Chief Financial Officer Apr 01 '24 Option Exercise 0.00 3,260 0 13,055 Apr 03 06:44 PM BURGOYNE CELESTE Pres Americas & Global Guest Apr 01 '24 Option Exercise 0.00 8,152 0 20,111 Apr 03 06:45 PM MORFITT MARTHA A M Director Mar 27 '24 Buy 389.00 3,000 1,167,000 89,445 Mar 28 07:02 PM MORFITT MARTHA A M Director Mar 26 '24 Buy 389.29 700 272,501 500 Mar 28 07:02 PM MCDONALD CALVIN Chief Executive Officer Dec 18 '23 Option Exercise 136.67 25,000 3,416,750 98,793 Dec 20 06:49 PM FRANK MEGHAN Chief Financial Officer Dec 18 '23 Option Exercise 52.72 1,553 81,880 9,934 Dec 20 06:50 PM MCDONALD CALVIN Chief Executive Officer Dec 18 '23 Sale 497.50 25,000 12,437,539 73,793 Dec 20 06:49 PM FRANK MEGHAN Chief Financial Officer Dec 18 '23 Sale 500.00 1,553 776,500 8,381 Dec 20 06:50 PM NEUBURGER NICOLE Chief Brand Officer Dec 18 '23 Sale 500.00 705 352,500 3,996 Dec 20 06:49 PM BURGOYNE CELESTE Pres Americas & Global Guest Dec 14 '23 Option Exercise 167.54 10,000 1,675,400 25,302 Dec 18 07:51 PM BURGOYNE CELESTE Pres Americas & Global Guest Dec 14 '23 Sale 494.64 15,400 7,617,404 9,902 Dec 18 07:51 PM Choe Michelle Sun Chief Product Officer Sep 06 '23 Option Exercise 145.02 18,883 2,738,412 31,873 Sep 08 03:28 PM Choe Michelle Sun Chief Product Officer Sep 06 '23 Sale 401.00 27,981 11,220,381 3,892 Sep 08 03:28 PM
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