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

OCONNOR A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS LLC purchased a new stake in shares of Burlington Stores, Inc. (NYSE:BURL) in the fourth quarter, according to its most recent disclosure with the SEC. The firm purchased 6,500 shares of the company’s stock, valued at approximately $1,878,000.

Other large investors have also added to or reduced their stakes in the company. Stone House Investment Management LLC acquired a new stake in Burlington Stores during the 4th quarter valued at $25,000. JPL Wealth Management LLC acquired a new stake in Burlington Stores during the 3rd quarter valued at $28,000. Harbour Investments Inc. boosted its stake in Burlington Stores by 44.7% during the 4th quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock valued at $32,000 after acquiring an additional 34 shares during the last quarter. Larson Financial Group LLC boosted its stake in Burlington Stores by 180.0% during the 4th quarter. Larson Financial Group LLC now owns 126 shares of the company’s stock valued at $36,000 after acquiring an additional 81 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in Burlington Stores by 235.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock valued at $37,000 after acquiring an additional 113 shares during the last quarter.

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Wells Fargo & Company reduced their price objective on shares of Burlington Stores from $400.00 to $375.00 and set an “overweight” rating on the stock in a research note on Friday, May 29th. UBS Group reiterated a “buy” rating and set a $435.00 price objective on shares of Burlington Stores in a research note on Friday, May 29th. JPMorgan Chase & Co. reduced their price objective on shares of Burlington Stores from $374.00 to $351.00 and set an “overweight” rating on the stock in a research note on Friday, May 29th. Robert W. Baird increased their price objective on shares of Burlington Stores from $345.00 to $375.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Finally, Truist Financial increased their price objective on shares of Burlington Stores from $305.00 to $310.00 and gave the company a “hold” rating in a research note on Thursday, May 28th. Fifteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $353.56.

Burlington Stores Trading Down 0.6%

Shares of NYSE:BURL opened at $336.41 on Tuesday. The company has a market cap of $21.17 billion, a PE ratio of 34.57, a P/E/G ratio of 1.82 and a beta of 1.46. The company’s 50-day moving average price is $321.55 and its 200 day moving average price is $305.11. Burlington Stores, Inc. has a fifty-two week low of $218.52 and a fifty-two week high of $351.85. The company has a quick ratio of 0.49, a current ratio of 1.16 and a debt-to-equity ratio of 1.03.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings data on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.80 by $0.21. The firm had revenue of $2.86 billion for the quarter, compared to the consensus estimate of $2.80 billion. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. Burlington Stores’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same period last year, the firm posted $1.60 EPS. 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. Sell-side analysts anticipate that Burlington Stores, Inc. will post 11.71 earnings per share for the current year.

Insider Activity at Burlington Stores

In related news, CAO Stephen Ferroni sold 2,343 shares of Burlington Stores stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $337.22, for a total value of $790,106.46. Following the sale, the chief accounting officer directly owned 1,391 shares in the company, valued at $469,073.02. This trade represents a 62.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, COO Travis Marquette sold 3,759 shares of Burlington Stores stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $327.75, for a total transaction of $1,232,012.25. Following the completion of the sale, the chief operating officer owned 26,350 shares in the company, valued at approximately $8,636,212.50. This represents a 12.48% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 9,875 shares of company stock worth $3,218,952 in the last ninety days. 1.30% of the stock is owned by insiders.

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.