Focus Partners Advisor Solutions LLC Acquires New Shares in Burlington Stores, Inc. $BURL

Key Points

• Focus Partners Advisor Solutions acquired 4,573 Burlington Stores shares in the second quarter, valued at approximately $1.45 million. Several other major institutions, including T. Rowe Price and Alyeska Investment Group, also increased their holdings.
• Burlington reported stronger-than-expected quarterly results, with EPS of $2.01 versus the $1.80 consensus estimate and revenue of $2.86 billion, up 14.1% year over year. The company guided to fiscal 2026 EPS of $11.45–$11.80.
• BURL opened at $347.79 and remains within range of its 12-month high of $378.33. Analysts maintain a “Moderate Buy” consensus, with an average price target of $364.38, although some firms recently downgraded the stock to “Hold” or “Neutral.”

Focus Partners Advisor Solutions LLC acquired a new position in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 4,573 shares of the company's stock, valued at approximately $1,449,000.

A number of other institutional investors also recently bought and sold shares of the company. T. Rowe Price Investment Management Inc. boosted its position in shares of Burlington Stores by 15.8% in the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,828,877 shares of the company's stock worth $817,122,000 after buying an additional 386,615 shares in the last quarter. State Street Corp increased its holdings in Burlington Stores by 1.2% during the 3rd quarter. State Street Corp now owns 2,184,171 shares of the company's stock valued at $555,872,000 after acquiring an additional 26,529 shares in the last quarter. Northwestern Mutual Wealth Management Co. increased its holdings in Burlington Stores by 303,059.4% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,912,936 shares of the company's stock valued at $552,552,000 after acquiring an additional 1,912,305 shares in the last quarter. Alyeska Investment Group L.P. increased its holdings in Burlington Stores by 103.5% during the 4th quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company's stock valued at $371,269,000 after acquiring an additional 653,718 shares in the last quarter. Finally, Geode Capital Management LLC raised its position in Burlington Stores by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 1,233,176 shares of the company's stock worth $355,261,000 after acquiring an additional 27,074 shares during the last quarter.

Insider Buying and Selling

In other Burlington Stores news, insider Matthew Pasch sold 3,773 shares of the business's stock in a transaction 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 completion of the transaction, the insider directly owned 6,523 shares in the company, valued at approximately $2,069,160.83. The trade was a 36.65% 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 on Monday, August 3rd. The stock was sold at an average price of $369.04, for a total value 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. Over the last 90 days, insiders have sold 30,392 shares of company stock worth $10,280,271. 1.30% of the stock is owned by insiders.

Burlington Stores Price Performance

NYSE:BURL opened at $347.79 on Monday. The firm has a market cap of $21.89 billion, a price-to-earnings ratio of 35.74, a price-to-earnings-growth ratio of 1.87 and a beta of 1.44. The company has a current ratio of 1.16, a quick ratio of 0.49 and a debt-to-equity ratio of 1.03. The company's 50-day moving average is $341.53 and its two-hundred day moving average is $323.50. Burlington Stores, Inc. has a 12-month low of $240.49 and a 12-month high of $378.33.

Burlington Stores (NYSE:BURL - Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The company reported $2.01 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.80 by $0.21. The company had revenue of $2.86 billion for the quarter, compared to analysts' expectations of $2.80 billion. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. The firm's revenue for the quarter was up 14.1% compared to the same quarter last year. During the same period last year, the company 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. Research analysts expect that Burlington Stores, Inc. will post 11.74 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have issued reports on BURL. 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 report on Friday, May 29th. Wall Street Zen cut shares of Burlington Stores from a "buy" rating to a "hold" rating in a research note on Sunday, August 2nd. Citigroup downgraded Burlington Stores from a "buy" rating to a "neutral" rating and set a $380.00 price objective for the company. in a research report on Wednesday, August 5th. Truist Financial upped their target price on Burlington Stores from $305.00 to $310.00 and gave the company a "hold" rating in a research note on Thursday, May 28th. Finally, Jefferies Financial Group increased their target price on Burlington Stores from $365.00 to $410.00 and gave the company a "buy" rating in a report on Friday. Thirteen investment analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and an average price target of $364.38.

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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