New Age Alpha Advisors LLC Has $2.51 Million Position in Burlington Stores, Inc. $BURL

New Age Alpha Advisors LLC reduced its holdings in shares of Burlington Stores, Inc. (NYSE:BURL) by 38.9% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 8,678 shares of the company’s stock after selling 5,529 shares during the period. New Age Alpha Advisors LLC’s holdings in Burlington Stores were worth $2,507,000 at the end of the most recent reporting period.

Several other institutional investors have also made changes to their positions in the business. Hantz Financial Services Inc. boosted its position in shares of Burlington Stores by 78.6% during the 4th quarter. Hantz Financial Services Inc. now owns 1,609 shares of the company’s stock valued at $465,000 after acquiring an additional 708 shares in the last quarter. Coldstream Capital Management Inc. boosted its position in shares of Burlington Stores by 27.1% during the 4th quarter. Coldstream Capital Management Inc. now owns 1,953 shares of the company’s stock valued at $564,000 after acquiring an additional 416 shares in the last quarter. EverSource Wealth Advisors LLC boosted its position in shares of Burlington Stores by 27.4% during the 4th quarter. EverSource Wealth Advisors LLC now owns 921 shares of the company’s stock valued at $266,000 after acquiring an additional 198 shares in the last quarter. Heritage Investors Management Corp boosted its position in shares of Burlington Stores by 1.4% during the 4th quarter. Heritage Investors Management Corp now owns 46,426 shares of the company’s stock valued at $13,410,000 after acquiring an additional 653 shares in the last quarter. Finally, Global Retirement Partners LLC boosted its position in shares of Burlington Stores by 750.5% during the 4th quarter. Global Retirement Partners LLC now owns 859 shares of the company’s stock valued at $248,000 after acquiring an additional 758 shares in the last quarter.

Insider Activity

In other news, COO Travis Marquette sold 3,759 shares of the company’s 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 transaction, the chief operating officer directly owned 26,350 shares in the company, valued at approximately $8,636,212.50. This represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 1.30% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on BURL. Jefferies Financial Group reiterated a “buy” rating and set a $370.00 target price on shares of Burlington Stores in a research report on Thursday, March 5th. JPMorgan Chase & Co. lifted their target price on shares of Burlington Stores from $365.00 to $374.00 and gave the company an “overweight” rating in a research report on Monday, May 18th. Wells Fargo & Company lifted their target price on shares of Burlington Stores from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Truist Financial assumed coverage on shares of Burlington Stores in a research report on Monday, May 18th. They issued a “hold” rating and a $305.00 price target on the stock. Finally, Robert W. Baird boosted their price target on shares of Burlington Stores from $345.00 to $375.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. Sixteen equities research 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, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $357.47.

Burlington Stores Price Performance

NYSE:BURL opened at $326.89 on Wednesday. The firm has a market cap of $20.54 billion, a PE ratio of 34.34, a price-to-earnings-growth ratio of 1.96 and a beta of 1.48. Burlington Stores, Inc. has a 12 month low of $218.52 and a 12 month high of $351.85. The company has a quick ratio of 0.65, a current ratio of 1.23 and a debt-to-equity ratio of 1.11. The company’s 50-day moving average price is $319.54 and its two-hundred day moving average price is $300.71.

Burlington Stores (NYSE:BURL) last released its quarterly earnings results on Thursday, March 5th. The company reported $4.99 EPS for the quarter, beating analysts’ consensus estimates of $4.70 by $0.29. The firm had revenue of $3.65 billion for the quarter, compared to analyst estimates of $2.77 billion. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The company’s revenue for the quarter was up 11.3% compared to the same quarter last year. 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 analysts anticipate that Burlington Stores, Inc. will post 11.3 EPS for the current fiscal year.

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.