Fideuram Asset Management Ireland dac Buys New Stake in Burlington Stores, Inc. $BURL

Fideuram Asset Management Ireland dac purchased a new stake in shares of Burlington Stores, Inc. (NYSE:BURL) in the 4th quarter, Holdings Channel reports. The fund purchased 3,661 shares of the company’s stock, valued at approximately $1,055,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Hudson Bay Capital Management LP bought a new position in Burlington Stores during the 3rd quarter valued at about $4,142,000. Vanguard Group Inc. lifted its holdings in Burlington Stores by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company’s stock valued at $1,726,070,000 after purchasing an additional 232,358 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its holdings in Burlington Stores by 17.5% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 1,110,632 shares of the company’s stock valued at $320,806,000 after purchasing an additional 165,078 shares during the last quarter. Alkeon Capital Management LLC lifted its holdings in Burlington Stores by 50.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 525,000 shares of the company’s stock valued at $133,612,000 after purchasing an additional 175,000 shares during the last quarter. Finally, Assenagon Asset Management S.A. lifted its holdings in Burlington Stores by 82.8% during the 4th quarter. Assenagon Asset Management S.A. now owns 23,157 shares of the company’s stock valued at $6,689,000 after purchasing an additional 10,492 shares during the last quarter.

Insider Buying and Selling at Burlington Stores

In other news, COO Travis Marquette sold 3,759 shares of Burlington Stores stock in a transaction that occurred on 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 $8,636,212.50. The trade was a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 1.30% of the company’s stock.

Burlington Stores News Roundup

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

• Positive Sentiment: Bank of America raised its price target on Burlington Stores to $375 and reiterated a buy rating, signaling confidence in further upside. Benzinga
• Positive Sentiment: Wells Fargo kept an overweight rating and lifted its target to $375, following stronger-than-expected quarterly performance and improved guidance. Tickerreport.com
• Positive Sentiment: Burlington reported first-quarter EPS of $2.01 versus $1.77 expected and revenue of $2.86 billion versus $2.80 billion expected, extending its streak of double-digit EPS growth to 14 quarters. GlobeNewswire release
• Positive Sentiment: The company raised fiscal 2026 EPS guidance to $11.45-$11.80, above consensus, and outlined plans for 115 net new stores, reinforcing the growth outlook. MSN article
• Neutral Sentiment: JPMorgan lowered its price target to $351 but maintained an overweight rating, which is still supportive despite the smaller target. Benzinga
• Neutral Sentiment: Some traders bought large volumes of put options, suggesting hedging or caution even as fundamentals improved. American Banking News
• Negative Sentiment: JPMorgan and Wells Fargo both trimmed their price targets from prior levels, indicating analysts see a bit less upside than before despite keeping bullish ratings. Benzinga
• Negative Sentiment: Reports noted the stock sold off after earnings even though Burlington beat estimates, suggesting investors may have been focused on valuation or taking profits after the run-up. Benzinga earnings article

Burlington Stores Trading Up 7.8%

Shares of NYSE BURL opened at $323.88 on Friday. Burlington Stores, Inc. has a 1-year low of $218.52 and a 1-year high of $351.85. The company has a market cap of $20.35 billion, a PE ratio of 33.29, a P/E/G ratio of 1.93 and a beta of 1.48. The company has a current ratio of 1.16, a quick ratio of 0.65 and a debt-to-equity ratio of 1.03. The company has a 50-day moving average of $320.30 and a two-hundred day moving average of $301.40.

Burlington Stores (NYSE:BURL) last announced its earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, topping analysts’ consensus estimates of $1.80 by $0.21. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. The company had revenue of $2.86 billion during the quarter, compared to the consensus estimate of $2.80 billion. During the same period in the previous year, the firm posted $1.60 earnings per share. The company’s revenue was up 14.1% on a year-over-year basis. 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. As a group, equities analysts expect that Burlington Stores, Inc. will post 11.68 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the stock. UBS Group reissued a “buy” rating and set a $435.00 price target on shares of Burlington Stores in a report on Friday. Evercore reaffirmed an “outperform” rating and issued a $375.00 target price on shares of Burlington Stores in a research note on Thursday, March 5th. JPMorgan Chase & Co. dropped their target price 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. Weiss Ratings raised shares of Burlington Stores from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Finally, Wells Fargo & Company dropped their target price on shares of Burlington Stores from $400.00 to $375.00 and set an “overweight” rating for the company in a research note on Friday. Fifteen investment 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, Burlington Stores has an average rating of “Moderate Buy” and an average target price of $353.56.

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.