Alua Capital Management LP Boosts Holdings in Burlington Stores, Inc. $BURL

Alua Capital Management LP raised its position in Burlington Stores, Inc. (NYSE:BURL) by 25.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 219,200 shares of the company’s stock after acquiring an additional 44,600 shares during the quarter. Burlington Stores makes up about 3.9% of Alua Capital Management LP’s investment portfolio, making the stock its 10th largest holding. Alua Capital Management LP owned 0.35% of Burlington Stores worth $55,786,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Vident Advisory LLC lifted its stake in Burlington Stores by 1.1% in the 2nd quarter. Vident Advisory LLC now owns 3,330 shares of the company’s stock valued at $775,000 after purchasing an additional 36 shares during the last quarter. Archer Investment Corp raised its stake in Burlington Stores by 6.1% in the third quarter. Archer Investment Corp now owns 640 shares of the company’s stock valued at $163,000 after buying an additional 37 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. raised its stake in Burlington Stores by 14.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company’s stock valued at $72,000 after buying an additional 38 shares during the period. Bessemer Group Inc. lifted its position in shares of Burlington Stores by 8.2% in the third quarter. Bessemer Group Inc. now owns 527 shares of the company’s stock valued at $133,000 after buying an additional 40 shares during the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in shares of Burlington Stores by 38.2% during the 3rd quarter. Jones Financial Companies Lllp now owns 170 shares of the company’s stock worth $45,000 after acquiring an additional 47 shares during the period.

Burlington Stores Stock Performance

NYSE:BURL opened at $296.45 on Friday. The stock has a 50 day simple moving average of $304.18 and a 200 day simple moving average of $283.82. The stock has a market cap of $18.66 billion, a P/E ratio of 31.14, a PEG ratio of 1.80 and a beta of 1.73. Burlington Stores, Inc. has a 1-year low of $212.92 and a 1-year high of $332.20. The company has a current ratio of 1.23, a quick ratio of 0.65 and a debt-to-equity ratio of 1.11.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings data 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 return on equity of 41.37% and a net margin of 5.28%.The company’s revenue for the quarter was up 11.3% on a year-over-year basis. During the same period in the prior year, the firm posted $4.07 EPS. 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. Research analysts anticipate that Burlington Stores, Inc. will post 7.93 earnings per share for the current year.

Analyst Ratings Changes

A number of research analysts recently weighed in on the company. Wells Fargo & Company boosted their target price on Burlington Stores from $350.00 to $400.00 and gave the stock an “overweight” rating in a report on Friday, March 6th. TD Cowen reaffirmed a “buy” rating on shares of Burlington Stores in a report on Wednesday, November 26th. Sanford C. Bernstein set a $350.00 price objective on shares of Burlington Stores and gave the company an “outperform” rating in a report on Tuesday, January 6th. UBS Group reissued a “buy” rating on shares of Burlington Stores in a research report on Tuesday, March 3rd. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on shares of Burlington Stores in a research note on Thursday, January 8th. They set a “hold” rating and a $318.00 target price for the company. Fifteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $355.44.

Burlington Stores 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.