Tabor Asset Management LP Purchases 17,023 Shares of Burlington Stores, Inc. $BURL

Key Points

• Tabor Asset Management increased its stake in Burlington Stores by 272.2%, buying 17,023 shares to own 23,277 shares worth $5.924 million, making BURL ~3.6% of the firm's holdings and its 10th largest position.
• Burlington topped estimates for the quarter with EPS $4.99 (vs. $4.70 est.) and revenue of $3.65 billion (vs. $2.77 billion est.), and issued FY2026 guidance of EPS 10.95–11.45 and Q1 guidance of 1.60–1.75.
• Analysts have a consensus rating of "Moderate Buy" (15 Buys, 5 Holds) with a consensus target of $355.44; the stock trades around $301.61 with a market cap of $18.98 billion and a P/E of ~31.7.

Tabor Asset Management LP grew its holdings in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) by 272.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 23,277 shares of the company's stock after purchasing an additional 17,023 shares during the period. Burlington Stores makes up about 3.6% of Tabor Asset Management LP's holdings, making the stock its 10th biggest position. Tabor Asset Management LP's holdings in Burlington Stores were worth $5,924,000 as of its most recent SEC filing.

A number of other large investors have also modified their holdings of BURL. Vident Advisory LLC lifted its holdings in Burlington Stores by 1.1% in the second quarter. Vident Advisory LLC now owns 3,330 shares of the company's stock valued at $775,000 after acquiring an additional 36 shares during the period. Archer Investment Corp boosted its holdings in Burlington Stores by 6.1% during the third quarter. Archer Investment Corp now owns 640 shares of the company's stock worth $163,000 after buying an additional 37 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in Burlington Stores by 14.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company's stock worth $72,000 after buying an additional 38 shares during the period. Bessemer Group Inc. increased its holdings in Burlington Stores by 8.2% in the third quarter. Bessemer Group Inc. now owns 527 shares of the company's stock valued at $133,000 after buying an additional 40 shares in the last quarter. Finally, Jones Financial Companies Lllp lifted its position in shares of Burlington Stores by 38.2% during the 3rd quarter. Jones Financial Companies Lllp now owns 170 shares of the company's stock valued at $45,000 after acquiring an additional 47 shares during the period.

Wall Street Analyst Weigh In

BURL has been the subject of several research analyst reports. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Burlington Stores in a research note on Wednesday, January 21st. Guggenheim started coverage on Burlington Stores in a research note on Tuesday, December 9th. They set a "neutral" rating for the company. TD Cowen restated a "buy" rating on shares of Burlington Stores in a report on Wednesday, November 26th. Jefferies Financial Group reiterated a "buy" rating and issued a $370.00 price target on shares of Burlington Stores in a research report on Thursday. Finally, Citigroup increased their target price on Burlington Stores from $351.00 to $380.00 and gave the company a "buy" rating in a report on Friday. Fifteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat.com, Burlington Stores presently has a consensus rating of "Moderate Buy" and a consensus target price of $355.44.

Burlington Stores Stock Down 1.3%

Shares of NYSE BURL opened at $301.61 on Tuesday. 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 stock has a market capitalization of $18.98 billion, a PE ratio of 31.68, a P/E/G ratio of 1.69 and a beta of 1.73. The firm has a fifty day moving average of $303.47 and a 200-day moving average of $283.29. Burlington Stores, Inc. has a 52-week low of $212.92 and a 52-week high of $332.20.

Burlington Stores (NYSE:BURL - Get Free Report) last released its quarterly earnings data on Thursday, March 5th. The company reported $4.99 EPS for the quarter, topping analysts' consensus estimates of $4.70 by $0.29. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.The company had revenue of $3.65 billion for the quarter, compared to the consensus estimate of $2.77 billion. During the same period last year, the business posted $4.07 EPS. The company's quarterly revenue was up 11.3% compared to the same quarter last year. 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, analysts anticipate that Burlington Stores, Inc. will post 7.93 EPS for the current year.

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.

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