Alyeska Investment Group L.P. Acquires 139,958 Shares of Burlington Stores, Inc. $BURL

Alyeska Investment Group L.P. lifted its holdings in Burlington Stores, Inc. (NYSE:BURL - Free Report) by 15.4% during the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,049,778 shares of the company's stock after acquiring an additional 139,958 shares during the period. Burlington Stores makes up approximately 0.9% of Alyeska Investment Group L.P.'s investment portfolio, making the stock its 13th largest position. Alyeska Investment Group L.P. owned about 1.67% of Burlington Stores worth $332,570,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in BURL. Harbour Investments Inc. raised its stake in Burlington Stores by 44.7% in the fourth quarter. Harbour Investments Inc. now owns 110 shares of the company's stock valued at $32,000 after purchasing an additional 34 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in shares of Burlington Stores in the 3rd quarter valued at approximately $28,000. Reflection Asset Management bought a new stake in shares of Burlington Stores during the 4th quarter valued at approximately $34,000. Larson Financial Group LLC grew its holdings in shares of 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 purchasing an additional 81 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its position in Burlington Stores by 235.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company's stock worth $37,000 after purchasing an additional 113 shares in the last quarter.

Burlington Stores Stock Down 5.8%

Shares of NYSE:BURL opened at $273.25 on Friday. The business's 50 day simple moving average is $339.01 and its two-hundred day simple moving average is $324.84. Burlington Stores, Inc. has a 52-week low of $240.49 and a 52-week high of $378.33. The company has a debt-to-equity ratio of 0.95, a quick ratio of 0.49 and a current ratio of 1.17. The firm has a market cap of $17.20 billion, a P/E ratio of 24.53, a PEG ratio of 1.46 and a beta of 1.44.

Burlington Stores (NYSE:BURL - Get Free Report) last announced its quarterly earnings results on Thursday, August 27th. The company reported $2.96 EPS for the quarter, beating analysts' consensus estimates of $2.19 by $0.77. The business had revenue of $3 billion during the quarter, compared to analyst estimates of $3.03 billion. Burlington Stores had a net margin of 5.85% and a return on equity of 41.72%. Burlington Stores's quarterly revenue was up 11.0% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.72 EPS. Burlington Stores has set its Q3 2026 guidance at 1.600-1.700 EPS and its FY 2026 guidance at 11.770-11.970 EPS. As a group, research analysts forecast that Burlington Stores, Inc. will post 13.28 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities analysts have issued reports on BURL shares. Jefferies Financial Group upped their target price on Burlington Stores from $365.00 to $410.00 and gave the stock a "buy" rating in a report on Friday, August 14th. Truist Financial lifted their target price on shares of Burlington Stores from $305.00 to $310.00 and gave the stock a "hold" rating in a research report on Thursday, May 28th. Barclays boosted their target price 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. Bank of America upped their price target on shares of Burlington Stores from $367.00 to $375.00 and gave the company a "buy" rating in a research report on Friday, May 29th. Finally, JPMorgan Chase & Co. dropped their price target on shares of Burlington Stores from $374.00 to $351.00 and set an "overweight" rating for the company in a research note on Friday, May 29th. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. According to MarketBeat.com, Burlington Stores has an average rating of "Moderate Buy" and an average price target of $367.56.

Trending Headlines about Burlington Stores

Here are the key news stories impacting Burlington Stores this week:

• Positive Sentiment: Second-quarter adjusted EPS reached $2.96, well above the roughly $2.18–$2.19 analyst consensus and up substantially from the prior year. Revenue increased 11% year over year to approximately $3.0 billion, while operating-margin expansion supported the company’s 15th consecutive quarter of double-digit EPS growth. Burlington Stores Reports Strong Second Quarter Sales and Earnings Growth
• Positive Sentiment: Burlington raised its fiscal 2026 adjusted EPS outlook to $11.77–$11.97, above the prior consensus of about $11.23, and expects revenue of $12.7–$12.8 billion. The retailer also plans to use tariff refunds to lower prices, potentially supporting customer traffic and value perception. Burlington Stores Plans to Use Tariff Refunds to Lower Prices
• Neutral Sentiment: The company is pursuing aggressive expansion, with reports of 20 new stores opening across 12 states in September. Store growth can increase long-term sales, though it also raises execution and investment requirements. Burlington Expansion Bringing New Stores to 12 States
• Negative Sentiment: Second-quarter revenue of about $3.0 billion fell short of the $3.03 billion consensus, and comparable-store sales grew only 2%, slowing from 5% a year earlier. The deceleration raised concerns about underlying demand despite the earnings beat. BURL Shares Slide Despite Q2 Earnings Beat
• Negative Sentiment: Fiscal third-quarter EPS guidance of $1.60–$1.70 is materially below the approximately $2.04 analyst consensus. Reports also cited tariff-related costs and a weaker-than-expected near-term forecast as reasons for the market reaction.
• Negative Sentiment: Citigroup cut its price target from $380 to $318 and moved to a neutral rating. Morgan Stanley also reduced its target modestly, from $438 to $432, although it maintained an overweight rating. Analyst Price Target Updates

Insider Activity at Burlington Stores

In other Burlington Stores 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 transaction of $7,144,807.60. Following the completion of the transaction, the chief marketing officer owned 81,017 shares in the company, valued at approximately $27,669,736.01. The trade was a 20.52% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Matthew Pasch sold 3,773 shares of the business's stock in a transaction that occurred on Friday, June 5th. The stock was sold at an average price of $317.21, for a total value of $1,196,833.33. Following the sale, the insider directly owned 6,523 shares of the company's stock, valued at $2,069,160.83. This represents a 36.65% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 30,392 shares of company stock valued at $10,280,271. 1.30% of the stock is owned by corporate insiders.

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.

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