ClearAlpha Technologies LP Lowers Stake in Burlington Stores, Inc. $BURL

ClearAlpha Technologies LP lessened its position in shares of Burlington Stores, Inc. (NYSE:BURL) by 55.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,539 shares of the company’s stock after selling 1,949 shares during the period. Burlington Stores makes up 1.3% of ClearAlpha Technologies LP’s portfolio, making the stock its 27th biggest position. ClearAlpha Technologies LP’s holdings in Burlington Stores were worth $445,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Stone House Investment Management LLC purchased a new stake in Burlington Stores during the fourth quarter valued at about $25,000. Harbour Investments Inc. grew its position in Burlington Stores by 44.7% during the fourth quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock valued at $32,000 after acquiring an additional 34 shares during the period. JPL Wealth Management LLC purchased a new stake in Burlington Stores during the third quarter valued at about $28,000. Larson Financial Group LLC grew its position in Burlington Stores by 180.0% during the fourth quarter. Larson Financial Group LLC now owns 126 shares of the company’s stock valued at $36,000 after acquiring an additional 81 shares during the period. Finally, Geneos Wealth Management Inc. boosted its position in shares of Burlington Stores by 235.4% in the second quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock worth $37,000 after buying an additional 113 shares during the period.

Burlington Stores Trading Down 0.6%

NYSE:BURL opened at $331.79 on Thursday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.49 and a current ratio of 1.16. Burlington Stores, Inc. has a one year low of $218.52 and a one year high of $351.85. The business’s 50-day simple moving average is $321.52 and its 200 day simple moving average is $306.13. The stock has a market cap of $20.88 billion, a price-to-earnings ratio of 34.10, a price-to-earnings-growth ratio of 1.80 and a beta of 1.46.

Burlington Stores (NYSE:BURL) last released its quarterly earnings results on Thursday, May 28th. The company reported $2.01 EPS for the quarter, topping the consensus estimate of $1.80 by $0.21. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The business had revenue of $2.86 billion for the quarter, compared to analysts’ expectations of $2.80 billion. During the same quarter in the previous year, the firm posted $1.60 earnings per share. The company’s revenue was up 14.1% compared to the same quarter last year. 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, sell-side analysts predict that Burlington Stores, Inc. will post 11.71 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CAO Stephen Ferroni sold 2,343 shares of the business’s stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $337.22, for a total value of $790,106.46. Following the transaction, the chief accounting officer owned 1,391 shares in the company, valued at approximately $469,073.02. The trade was a 62.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Matthew Pasch sold 3,773 shares of the business’s stock in a transaction dated 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 owned 6,523 shares in the company, valued at approximately $2,069,160.83. This trade represents a 36.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 30,795 shares of company stock worth $10,363,760. 1.30% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

BURL has been the subject of several analyst reports. Bank of America upped their target price on Burlington Stores from $367.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Telsey Advisory Group reaffirmed an “outperform” rating and issued a $365.00 target price on shares of Burlington Stores in a research report on Tuesday, March 31st. Robert W. Baird upped their target price on Burlington Stores from $345.00 to $375.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Truist Financial upped their target price on Burlington Stores from $305.00 to $310.00 and gave the stock a “hold” rating in a research report on Thursday, May 28th. Finally, Jefferies Financial Group reaffirmed a “buy” rating and issued a $365.00 target price on shares of Burlington Stores in a research report on Friday, May 29th. Fifteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $353.56.

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.