Burlington Stores, Inc. $BURL Shares Purchased by Massachusetts Financial Services Co. MA

Key Points

• Massachusetts Financial Services Co. raised its stake in Burlington Stores by 17.5% in Q4 to 1,110,632 shares (about 1.76% ownership), valued at roughly $320.8 million per the latest 13F filing.
• Burlington beat quarterly estimates with $4.99 EPS (vs. $4.70 expected) and $3.65 billion in revenue (up 11.3% YoY), and issued FY2026 guidance of $10.95–$11.45 EPS and Q1 guidance of $1.60–$1.75.
• Analysts skew positive—16 Buy vs. 4 Hold ratings with an average price target of $355.44—and the stock trades near $334 with a market cap around $21 billion (P/E ~35).

Massachusetts Financial Services Co. MA raised its stake in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) by 17.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,110,632 shares of the company's stock after buying an additional 165,078 shares during the period. Massachusetts Financial Services Co. MA owned approximately 1.76% of Burlington Stores worth $320,806,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Spirepoint Private Client LLC bought a new position in shares of Burlington Stores during the 4th quarter valued at about $319,000. V Square Quantitative Management LLC bought a new position in shares of Burlington Stores during the 4th quarter valued at about $264,000. Stone House Investment Management LLC bought a new position in shares of Burlington Stores during the 4th quarter valued at about $25,000. Greenleaf Trust bought a new position in shares of Burlington Stores during the 4th quarter valued at about $206,000. Finally, Signaturefd LLC boosted its position in shares of Burlington Stores by 4.4% during the 4th quarter. Signaturefd LLC now owns 787 shares of the company's stock valued at $227,000 after purchasing an additional 33 shares in the last quarter.

Burlington Stores Stock Performance

Shares of BURL opened at $333.96 on Friday. Burlington Stores, Inc. has a one year low of $212.92 and a one year high of $342.84. The company has a 50-day moving average of $312.03 and a two-hundred day moving average of $289.85. The stock has a market cap of $20.98 billion, a price-to-earnings ratio of 35.08, a PEG ratio of 2.02 and a beta of 1.62. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.65.

Burlington Stores (NYSE:BURL - Get Free Report) last announced its earnings results on Thursday, March 5th. The company reported $4.99 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 during the quarter, compared to analysts' expectations of $2.77 billion. During the same period last year, the company posted $4.07 earnings per share. The business's revenue for the quarter 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. On average, equities research analysts expect that Burlington Stores, Inc. will post 7.93 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on BURL shares. Wall Street Zen upgraded shares of Burlington Stores from a "hold" rating to a "buy" rating in a research report on Saturday. Sanford C. Bernstein set a $350.00 price objective on shares of Burlington Stores and gave the company an "outperform" rating in a research report on Tuesday, January 6th. JPMorgan Chase & Co. raised their price objective on shares of Burlington Stores from $356.00 to $365.00 and gave the company an "overweight" rating in a research report on Friday, March 6th. UBS Group restated a "buy" rating on shares of Burlington Stores in a research report on Tuesday, March 3rd. Finally, Jefferies Financial Group reiterated a "buy" rating and issued a $370.00 target price on shares of Burlington Stores in a report on Thursday, March 5th. Sixteen 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 an average rating of "Moderate Buy" and an average price target of $355.44.

Insider Activity at Burlington Stores

In other Burlington Stores news, COO Travis Marquette sold 3,759 shares of the firm's stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $327.75, for a total value of $1,232,012.25. Following the completion of the transaction, the chief operating officer directly owned 26,350 shares in the company, valued at $8,636,212.50. This trade represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. 1.10% of the stock is currently owned by insiders.

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.

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