16,276 Shares in Burlington Stores, Inc. $BURL Purchased by Hudson Bay Capital Management LP

Hudson Bay Capital Management LP acquired a new stake in Burlington Stores, Inc. (NYSE:BURL) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 16,276 shares of the company’s stock, valued at approximately $4,142,000.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of Burlington Stores by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company’s stock worth $1,726,070,000 after buying an additional 232,358 shares in the last quarter. State Street Corp boosted its stake in shares of Burlington Stores by 1.2% in the third quarter. State Street Corp now owns 2,184,171 shares of the company’s stock valued at $555,872,000 after buying an additional 26,529 shares in the last quarter. SRS Investment Management LLC boosted its stake in shares of Burlington Stores by 15.9% in the second quarter. SRS Investment Management LLC now owns 1,472,137 shares of the company’s stock valued at $342,478,000 after buying an additional 201,716 shares in the last quarter. Massachusetts Financial Services Co. MA grew its holdings in Burlington Stores by 6.7% during the third quarter. Massachusetts Financial Services Co. MA now owns 945,554 shares of the company’s stock worth $240,643,000 after acquiring an additional 59,587 shares during the period. Finally, Dorsal Capital Management LP grew its holdings in Burlington Stores by 6.7% during the third quarter. Dorsal Capital Management LP now owns 800,000 shares of the company’s stock worth $203,600,000 after acquiring an additional 50,000 shares during the period.

Burlington Stores Trading Down 0.4%

Shares of BURL opened at $310.86 on Friday. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.65. The firm has a 50 day simple moving average of $304.11 and a 200-day simple moving average of $284.44. Burlington Stores, Inc. has a 1-year low of $212.92 and a 1-year high of $332.20. The stock has a market cap of $19.56 billion, a price-to-earnings ratio of 32.65, a price-to-earnings-growth ratio of 1.89 and a beta of 1.73.

Burlington Stores (NYSE:BURL) last posted its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share (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%.Burlington Stores’s revenue was up 11.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $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. Equities analysts forecast that Burlington Stores, Inc. will post 7.93 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on BURL shares. Evercore reissued an “outperform” rating and issued a $375.00 target price on shares of Burlington Stores in a report on Thursday, March 5th. Guggenheim initiated coverage on shares of Burlington Stores in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. Robert W. Baird increased their price target on shares of Burlington Stores from $345.00 to $375.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Barclays increased their price target on shares of Burlington Stores from $331.00 to $335.00 and gave the company an “overweight” rating in a report on Monday, March 2nd. Finally, Morgan Stanley reduced their price objective on shares of Burlington Stores from $330.00 to $310.00 and set an “overweight” rating for the company in a research note on Wednesday, November 26th. Fifteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, Burlington Stores has a consensus rating of “Moderate Buy” and an average 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.