Chicago Capital LLC Increases Stock Position in Burlington Stores, Inc. $BURL

Chicago Capital LLC lifted its stake in Burlington Stores, Inc. (NYSE:BURL) by 1.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 182,065 shares of the company’s stock after purchasing an additional 1,747 shares during the period. Burlington Stores accounts for about 1.3% of Chicago Capital LLC’s investment portfolio, making the stock its 28th biggest holding. Chicago Capital LLC owned about 0.29% of Burlington Stores worth $52,589,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the stock. Junto Capital Management LP grew its position in Burlington Stores by 168.4% during the third quarter. Junto Capital Management LP now owns 503,080 shares of the company’s stock valued at $128,034,000 after buying an additional 315,664 shares during the period. Vanguard Group Inc. increased its position in Burlington Stores by 3.5% in the third quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company’s stock worth $1,726,070,000 after purchasing an additional 232,358 shares during the last quarter. Wellington Management Group LLP raised its stake in shares of Burlington Stores by 536.2% in the third quarter. Wellington Management Group LLP now owns 269,633 shares of the company’s stock valued at $68,622,000 after acquiring an additional 227,254 shares during the period. Samlyn Capital LLC lifted its holdings in shares of Burlington Stores by 68.0% in the 3rd quarter. Samlyn Capital LLC now owns 555,717 shares of the company’s stock worth $141,430,000 after acquiring an additional 224,909 shares during the last quarter. Finally, Alkeon Capital Management LLC lifted its holdings in shares of Burlington Stores by 50.0% in the 3rd quarter. Alkeon Capital Management LLC now owns 525,000 shares of the company’s stock worth $133,612,000 after acquiring an additional 175,000 shares during the last quarter.

Burlington Stores Trading Up 3.0%

Shares of BURL opened at $347.28 on Friday. Burlington Stores, Inc. has a 52-week low of $212.92 and a 52-week high of $348.08. 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 firm’s fifty day moving average is $315.61 and its two-hundred day moving average is $292.29. The stock has a market cap of $21.82 billion, a PE ratio of 36.48, a price-to-earnings-growth ratio of 2.04 and a beta of 1.62.

Burlington Stores (NYSE:BURL) last announced its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.70 by $0.29. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The company had revenue of $3.65 billion for the quarter, compared to analysts’ expectations of $2.77 billion. During the same quarter in the previous year, the company posted $4.07 EPS. The firm’s quarterly revenue was up 11.3% on a year-over-year basis. 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 forecast that Burlington Stores, Inc. will post 7.93 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of research analysts have recently commented on the stock. Weiss Ratings upgraded shares of Burlington Stores from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Citigroup increased their price target on shares of Burlington Stores from $351.00 to $380.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Jefferies Financial Group reaffirmed a “buy” rating and set a $370.00 price objective on shares of Burlington Stores in a research note on Thursday, March 5th. Deutsche Bank Aktiengesellschaft initiated coverage on Burlington Stores in a research note on Thursday, January 8th. They issued a “hold” rating and a $318.00 price target for the company. Finally, Wall Street Zen raised shares of Burlington Stores from a “hold” rating to a “buy” rating in a research note on Saturday, April 11th. Sixteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $355.44.

Insider Transactions at Burlington Stores

In other Burlington Stores news, COO Travis Marquette sold 3,759 shares of Burlington Stores stock in a transaction 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 sale, the chief operating officer owned 26,350 shares of the company’s stock, valued at $8,636,212.50. The trade was a 12.48% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 1.30% of the stock is currently owned by company insiders.

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.