OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC Purchases New Position in Burlington Stores, Inc. $BURL

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Burlington Stores, Inc. (NYSE:BURL) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 6,500 shares of the company’s stock, valued at approximately $1,878,000.

Other large investors have also bought and sold shares of the company. Northwestern Mutual Wealth Management Co. raised its position in shares of Burlington Stores by 303,059.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,912,936 shares of the company’s stock worth $552,552,000 after acquiring an additional 1,912,305 shares in the last quarter. Norges Bank bought a new stake in shares of Burlington Stores during the fourth quarter valued at approximately $224,971,000. Alyeska Investment Group L.P. grew its stake in Burlington Stores by 103.5% in the fourth quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company’s stock worth $371,269,000 after purchasing an additional 653,718 shares during the period. T. Rowe Price Investment Management Inc. raised its holdings in Burlington Stores by 15.8% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,828,877 shares of the company’s stock worth $817,122,000 after purchasing an additional 386,615 shares in the last quarter. Finally, Wellington Management Group LLP lifted its position in Burlington Stores by 121.0% during the fourth quarter. Wellington Management Group LLP now owns 595,961 shares of the company’s stock valued at $172,143,000 after buying an additional 326,328 shares during the period.

Analysts Set New Price Targets

A number of analysts have recently weighed in on BURL shares. Weiss Ratings raised shares of Burlington Stores from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Monday, March 23rd. Barclays upped their price objective on shares of Burlington Stores from $365.00 to $411.00 and gave the stock an “overweight” rating in a report on Tuesday, May 26th. Robert W. Baird boosted their price target on Burlington Stores from $345.00 to $375.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Jefferies Financial Group reaffirmed a “buy” rating and set a $365.00 price objective on shares of Burlington Stores in a research report on Friday, May 29th. Finally, Truist Financial boosted their target price on Burlington Stores from $305.00 to $310.00 and gave the stock a “hold” rating in a report on Thursday, May 28th. Fifteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $353.56.

Burlington Stores Stock Performance

BURL stock opened at $336.30 on Friday. The stock’s 50 day simple moving average is $321.72 and its 200 day simple moving average is $306.93. The company has a current ratio of 1.16, a quick ratio of 0.49 and a debt-to-equity ratio of 1.03. Burlington Stores, Inc. has a 12-month low of $218.52 and a 12-month high of $351.85. The stock has a market capitalization of $21.17 billion, a PE ratio of 34.56, a price-to-earnings-growth ratio of 1.82 and a beta of 1.46.

Burlington Stores (NYSE:BURL) last posted its earnings results on Thursday, May 28th. The company reported $2.01 EPS for the quarter, topping analysts’ consensus estimates of $1.80 by $0.21. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The business had revenue of $2.86 billion during the quarter, compared to analyst estimates of $2.80 billion. During the same quarter last year, the company earned $1.60 EPS. The company’s quarterly revenue was up 14.1% compared to the same quarter last year. Burlington Stores has set its Q2 2026 guidance at 2.050-2.200 EPS and its FY 2026 guidance at 11.450-11.800 EPS. As a group, research analysts forecast that Burlington Stores, Inc. will post 11.71 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CMO Jennifer Vecchio sold 20,920 shares of Burlington Stores stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $341.53, for a total value of $7,144,807.60. Following the completion of the sale, the chief marketing officer directly owned 81,017 shares in the company, valued at approximately $27,669,736.01. This trade represents a 20.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Matthew Pasch sold 3,773 shares of the company’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $317.21, for a total transaction of $1,196,833.33. Following the transaction, the insider owned 6,523 shares in the company, valued at $2,069,160.83. This represents a 36.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 30,795 shares of company stock valued at $10,363,760 over the last quarter. Corporate insiders own 1.30% of the company’s stock.

Burlington Stores Company Profile

Burlington Stores, Inc is an American off-price retailer that sells apparel and home goods at discounted prices. The company’s merchandise assortment includes clothing for women, men and children, plus baby products, footwear, accessories, beauty items, toys and home décor. Burlington’s merchandising strategy focuses on offering branded and private-label goods at lower prices than traditional department stores by sourcing excess inventory, closeouts and opportunistic buys from manufacturers and other retailers.

The business traces its roots to the Burlington Coat Factory name established in the early 1970s and has since evolved into a broader off-price retailer that carries a wide range of seasonal and everyday merchandise.