Charles Schwab Investment Management Inc. Increases Holdings in Burlington Stores, Inc. $BURL

Charles Schwab Investment Management Inc. grew its stake in Burlington Stores, Inc. (NYSE:BURL) by 1.4% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 405,256 shares of the company’s stock after acquiring an additional 5,559 shares during the quarter. Charles Schwab Investment Management Inc. owned 0.64% of Burlington Stores worth $94,279,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Dimensional Fund Advisors LP increased its stake in Burlington Stores by 3.2% during the 1st quarter. Dimensional Fund Advisors LP now owns 689,831 shares of the company’s stock valued at $164,393,000 after purchasing an additional 21,548 shares in the last quarter. Jump Financial LLC bought a new stake in shares of Burlington Stores during the first quarter valued at approximately $286,000. Raymond James Financial Inc. raised its holdings in Burlington Stores by 11.5% in the 1st quarter. Raymond James Financial Inc. now owns 67,759 shares of the company’s stock worth $16,148,000 after acquiring an additional 6,965 shares during the last quarter. Ieq Capital LLC lifted its position in Burlington Stores by 33.4% in the 1st quarter. Ieq Capital LLC now owns 4,468 shares of the company’s stock valued at $1,065,000 after acquiring an additional 1,119 shares in the last quarter. Finally, Nomura Asset Management Co. Ltd. boosted its stake in Burlington Stores by 8.3% during the 2nd quarter. Nomura Asset Management Co. Ltd. now owns 19,785 shares of the company’s stock valued at $4,603,000 after purchasing an additional 1,510 shares during the last quarter.

Burlington Stores Stock Performance

Shares of NYSE BURL opened at $252.14 on Friday. Burlington Stores, Inc. has a 12-month low of $212.92 and a 12-month high of $309.00. The firm has a market capitalization of $15.87 billion, a price-to-earnings ratio of 28.98, a price-to-earnings-growth ratio of 1.89 and a beta of 1.74. The company has a current ratio of 1.21, a quick ratio of 0.55 and a debt-to-equity ratio of 1.32. The firm has a 50 day moving average of $269.79 and a 200 day moving average of $264.02.

Burlington Stores (NYSE:BURL) last released its quarterly earnings results on Tuesday, November 25th. The company reported $1.68 earnings per share for the quarter, topping the consensus estimate of $1.59 by $0.09. Burlington Stores had a net margin of 5.01% and a return on equity of 41.02%. The business had revenue of $2.71 billion for the quarter, compared to the consensus estimate of $2.74 billion. During the same period last year, the firm earned $1.55 earnings per share. The company’s quarterly revenue was up 7.1% on a year-over-year basis. Burlington Stores has set its Q4 2025 guidance at 4.500-4.70 EPS. FY 2025 guidance at 9.690-9.890 EPS. On average, research analysts anticipate that Burlington Stores, Inc. will post 7.93 earnings per share for the current year.

Insider Activity

In other Burlington Stores news, CMO Jennifer Vecchio sold 419 shares of the business’s stock in a transaction dated Monday, November 3rd. The stock was sold at an average price of $274.48, for a total transaction of $115,007.12. Following the completion of the sale, the chief marketing officer owned 63,751 shares of the company’s stock, valued at approximately $17,498,374.48. The trade was a 0.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CAO Stephen Ferroni sold 1,123 shares of the firm’s stock in a transaction dated Tuesday, September 9th. The stock was sold at an average price of $281.25, for a total value of $315,843.75. Following the completion of the transaction, the chief accounting officer directly owned 2,389 shares in the company, valued at $671,906.25. This trade represents a 31.98% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,626 shares of company stock valued at $452,804 in the last three months. 1.10% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on BURL. Jefferies Financial Group restated a “buy” rating and issued a $330.00 price target on shares of Burlington Stores in a research note on Tuesday. Bank of America upped their target price on shares of Burlington Stores from $350.00 to $363.00 and gave the company a “buy” rating in a research note on Friday, August 29th. Citigroup reduced their price target on shares of Burlington Stores from $358.00 to $351.00 and set a “buy” rating for the company in a research note on Monday, November 3rd. Cowen reissued a “buy” rating on shares of Burlington Stores in a report on Wednesday. Finally, Wells Fargo & Company dropped their target price on shares of Burlington Stores from $330.00 to $315.00 and set an “overweight” rating on the stock in a report on Monday, October 27th. Fifteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Burlington Stores has a consensus rating of “Moderate Buy” and an average price target of $336.21.

About Burlington Stores

Burlington Stores, Inc operates as a retailer of branded merchandise in the United States. The company provides fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, toys, gifts, and coats, as well as baby, home, and beauty products.