Alua Capital Management LP Acquires 44,600 Shares of Burlington Stores, Inc. $BURL

Alua Capital Management LP increased its holdings in Burlington Stores, Inc. (NYSE:BURL) by 25.5% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 219,200 shares of the company’s stock after buying an additional 44,600 shares during the period. Burlington Stores accounts for 3.9% of Alua Capital Management LP’s holdings, making the stock its 10th largest position. Alua Capital Management LP’s holdings in Burlington Stores were worth $55,786,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in BURL. Norges Bank bought a new stake in shares of Burlington Stores in the second quarter valued at approximately $171,893,000. Vanguard Group Inc. raised its holdings in Burlington Stores by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company’s stock valued at $1,726,070,000 after acquiring an additional 232,358 shares in the last quarter. Wellington Management Group LLP raised its holdings in Burlington Stores by 536.2% in the 3rd quarter. Wellington Management Group LLP now owns 269,633 shares of the company’s stock valued at $68,622,000 after acquiring an additional 227,254 shares in the last quarter. Westfield Capital Management Co. LP bought a new stake in shares of Burlington Stores during the 2nd quarter valued at $49,702,000. Finally, SRS Investment Management LLC grew its holdings in shares of Burlington Stores by 15.9% during the 2nd quarter. SRS Investment Management LLC now owns 1,472,137 shares of the company’s stock worth $342,478,000 after purchasing an additional 201,716 shares in the last quarter.

Analyst Upgrades and Downgrades

BURL has been the topic of a number of analyst reports. Morgan Stanley reduced their price objective on shares of Burlington Stores from $330.00 to $310.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 26th. Robert W. Baird boosted their target price on shares of Burlington Stores from $345.00 to $375.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Burlington Stores in a research report on Wednesday, January 21st. Barclays lifted their price objective on shares of Burlington Stores from $331.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday, March 2nd. Finally, JPMorgan Chase & Co. boosted their price objective on shares of Burlington Stores from $356.00 to $365.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Fifteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $355.44.

Burlington Stores Stock Up 1.2%

Shares of NYSE BURL opened at $296.45 on Friday. The company has a market cap of $18.66 billion, a price-to-earnings ratio of 31.14, a PEG ratio of 1.80 and a beta of 1.73. The company has a current ratio of 1.23, a quick ratio of 0.65 and a debt-to-equity ratio of 1.11. Burlington Stores, Inc. has a 12 month low of $212.92 and a 12 month high of $332.20. The stock has a 50-day moving average price of $304.18 and a two-hundred day moving average price of $283.82.

Burlington Stores (NYSE:BURL) last posted its quarterly earnings results on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, beating analysts’ consensus estimates of $4.70 by $0.29. The company had revenue of $3.65 billion for the quarter, compared to the consensus estimate of $2.77 billion. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The firm’s quarterly revenue was up 11.3% compared to the same quarter last year. During the same period last year, the company posted $4.07 EPS. Burlington Stores has set its FY 2026 guidance at 10.950-11.450 EPS and its Q1 2026 guidance at 1.600-1.750 EPS. As a group, analysts forecast that Burlington Stores, Inc. will post 7.93 earnings per share for the current fiscal year.

Burlington Stores 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.