Capital Group Private Client Services Inc. Decreases Stake in Burlington Stores, Inc. $BURL

Key Points

• Capital Group Private Client Services reduced its position in Burlington Stores by 76.2% in Q3, selling 37,578 shares and leaving it with 11,756 shares valued at about $2.99 million.
• Burlington beat quarterly estimates with $4.99 EPS (vs. $4.70) and $3.65B revenue (vs. $2.77B), set FY2026 EPS guidance of 10.95–11.45, and carries a consensus "Moderate Buy" with an average price target of $355.44.

Capital Group Private Client Services Inc. reduced its position in Burlington Stores, Inc. (NYSE:BURL - Free Report) by 76.2% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 11,756 shares of the company's stock after selling 37,578 shares during the period. Capital Group Private Client Services Inc.'s holdings in Burlington Stores were worth $2,992,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. First Horizon Corp bought a new stake in shares of Burlington Stores in the third quarter valued at approximately $25,000. Root Financial Partners LLC bought a new position in Burlington Stores in the 3rd quarter worth approximately $30,000. Mather Group LLC. bought a new position in Burlington Stores in the 3rd quarter worth approximately $36,000. Geneos Wealth Management Inc. grew its stake in Burlington Stores by 235.4% in the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company's stock valued at $37,000 after buying an additional 113 shares in the last quarter. Finally, Jones Financial Companies Lllp raised its holdings in Burlington Stores by 38.2% during the 3rd quarter. Jones Financial Companies Lllp now owns 170 shares of the company's stock valued at $45,000 after acquiring an additional 47 shares during the period.

Burlington Stores Trading Up 1.5%

Shares of BURL stock opened at $306.09 on Wednesday. The company has a market capitalization of $19.26 billion, a PE ratio of 32.15, a price-to-earnings-growth ratio of 1.84 and a beta of 1.73. Burlington Stores, Inc. has a 52-week low of $212.92 and a 52-week high of $332.20. The business's fifty day moving average is $303.83 and its 200 day moving average is $283.47. The company has a debt-to-equity ratio of 1.11, a quick ratio of 0.65 and a current ratio of 1.23.

Burlington Stores (NYSE:BURL - Get Free Report) last posted its earnings results on Thursday, March 5th. The company reported $4.99 EPS for the quarter, topping the consensus estimate of $4.70 by $0.29. The business had revenue of $3.65 billion during the quarter, compared to analysts' expectations of $2.77 billion. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.The firm's revenue was up 11.3% on a year-over-year basis. During the same period in the previous year, the business earned $4.07 earnings per share. 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. On average, equities research analysts anticipate that Burlington Stores, Inc. will post 7.93 EPS for the current fiscal year.

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on BURL shares. The Goldman Sachs Group set a $331.00 price target on Burlington Stores in a report on Wednesday, November 26th. JPMorgan Chase & Co. boosted their price objective on Burlington Stores from $356.00 to $365.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. Citigroup increased their price objective on Burlington Stores from $351.00 to $380.00 and gave the stock a "buy" rating in a report on Friday, March 6th. Sanford C. Bernstein set a $350.00 target price on Burlington Stores and gave the stock an "outperform" rating in a research note on Tuesday, January 6th. Finally, Robert W. Baird lifted their target price on Burlington Stores from $345.00 to $375.00 and gave the company an "outperform" rating in a 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 company. According to data from MarketBeat.com, Burlington Stores has a consensus rating of "Moderate Buy" and an average price target of $355.44.

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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