B. Metzler seel. Sohn & Co. AG Invests $3.21 Million in Burlington Stores, Inc. $BURL

Key Points

• B. Metzler seel. Sohn & Co. AG initiated a Burlington Stores position worth approximately $3.21 million by purchasing 10,134 shares in the second quarter.
• Burlington reported quarterly EPS of $2.01, exceeding the $1.80 consensus estimate, while revenue rose 14.1% year over year to $2.86 billion. The company issued fiscal 2026 EPS guidance of $11.45–$11.80.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $371.50, although insiders sold more than $10.28 million of shares over the past three months.

B. Metzler seel. Sohn & Co. AG bought a new stake in Burlington Stores, Inc. (NYSE:BURL - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm bought 10,134 shares of the company's stock, valued at approximately $3,210,000.

A number of other large investors have also modified their holdings of the business. Harbour Investments Inc. raised its stake in Burlington Stores by 44.7% in the 4th quarter. Harbour Investments Inc. now owns 110 shares of the company's stock worth $32,000 after acquiring an additional 34 shares during the last quarter. JPL Wealth Management LLC acquired a new position in shares of Burlington Stores in the 3rd quarter valued at $28,000. Reflection Asset Management acquired a new position in shares of Burlington Stores in the fourth quarter worth about $34,000. Larson Financial Group LLC boosted its position in Burlington Stores by 180.0% during the fourth quarter. Larson Financial Group LLC now owns 126 shares of the company's stock worth $36,000 after purchasing an additional 81 shares in the last quarter. Finally, Geneos Wealth Management Inc. raised its stake in shares of 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 buying an additional 113 shares during the period.

Burlington Stores Price Performance

Shares of NYSE BURL opened at $327.10 on Friday. The company has a market cap of $20.59 billion, a PE ratio of 33.62, a P/E/G ratio of 1.68 and a beta of 1.44. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.16 and a quick ratio of 0.49. Burlington Stores, Inc. has a 1-year low of $240.49 and a 1-year high of $378.33. The stock has a fifty day moving average price of $342.03 and a 200 day moving average price of $324.76.

Burlington Stores (NYSE:BURL - Get Free Report) last posted its quarterly earnings results on Thursday, May 28th. The company reported $2.01 EPS for the quarter, beating the consensus estimate of $1.80 by $0.21. The business had revenue of $2.86 billion during the quarter, compared to analysts' expectations of $2.80 billion. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The company's quarterly revenue was up 14.1% compared to the same quarter last year. During the same period last year, the firm earned $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 forecast that Burlington Stores, Inc. will post 12.21 EPS for the current year.

Insider Activity

In other Burlington Stores news, CAO Stephen Ferroni sold 2,343 shares of the business's stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $337.22, for a total value of $790,106.46. Following the completion of the transaction, the chief accounting officer directly owned 1,391 shares in the company, valued at approximately $469,073.02. The trade was a 62.75% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CMO Jennifer Vecchio sold 1,678 shares of the stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $369.04, for a total transaction of $619,249.12. Following the transaction, the chief marketing officer directly owned 77,661 shares in the company, valued at approximately $28,660,015.44. This represents a 2.11% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,392 shares of company stock worth $10,280,271 over the last three months. 1.30% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on BURL shares. Jefferies Financial Group raised their target price on Burlington Stores from $365.00 to $410.00 and gave the company a "buy" rating in a research report on Friday, August 14th. Truist Financial increased their price target 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. UBS Group upped their price target on Burlington Stores from $435.00 to $440.00 and gave the company a "buy" rating in a research note on Monday, August 17th. Citigroup cut shares of Burlington Stores from a "buy" rating to a "neutral" rating and set a $380.00 price target for the company. in a research report on Wednesday, August 5th. Finally, Wall Street Zen lowered Burlington Stores from a "buy" rating to a "hold" rating in a research note on Sunday, August 2nd. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $371.50.

About Burlington Stores

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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