Burlington Stores, Inc. $BURL Shares Sold by Cramer Rosenthal Mcglynn LLC

Cramer Rosenthal Mcglynn LLC cut its stake in shares of Burlington Stores, Inc. (NYSE:BURL) by 27.7% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 83,478 shares of the company’s stock after selling 31,975 shares during the period. Burlington Stores makes up approximately 1.3% of Cramer Rosenthal Mcglynn LLC’s holdings, making the stock its 27th biggest holding. Cramer Rosenthal Mcglynn LLC’s holdings in Burlington Stores were worth $21,245,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. First Horizon Corp bought a new position in Burlington Stores during the 3rd quarter valued at $25,000. Root Financial Partners LLC bought a new position in Burlington Stores during the 3rd quarter worth approximately $30,000. Mather Group LLC. bought a new position in Burlington Stores during the 3rd quarter worth approximately $36,000. Geneos Wealth Management Inc. grew its position in shares of Burlington Stores by 235.4% in the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock worth $37,000 after acquiring an additional 113 shares in the last quarter. Finally, Jones Financial Companies Lllp increased its stake in Burlington Stores by 38.2% during the third quarter. Jones Financial Companies Lllp now owns 170 shares of the company’s stock valued at $45,000 after purchasing an additional 47 shares during the last quarter.

Burlington Stores Stock Up 6.9%

NYSE BURL opened at $321.45 on Friday. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.21 and a quick ratio of 0.46. The company’s 50 day simple moving average is $302.87 and its 200 day simple moving average is $282.83. Burlington Stores, Inc. has a 12 month low of $212.92 and a 12 month high of $332.20. The company has a market capitalization of $20.23 billion, a P/E ratio of 36.95, a PEG ratio of 1.70 and a beta of 1.73.

Burlington Stores (NYSE:BURL) last issued its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, topping analysts’ consensus estimates of $4.71 by $0.28. The firm had revenue of $3.65 billion during the quarter. Burlington Stores had a net margin of 5.01% and a return on equity of 41.02%. The company’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $4.07 earnings per share. 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 research analysts expect that Burlington Stores, Inc. will post 7.93 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on BURL shares. Evercore reaffirmed an “outperform” rating and issued a $375.00 target price on shares of Burlington Stores in a research report on Thursday. UBS Group reissued a “buy” rating on shares of Burlington Stores in a report on Tuesday. Guggenheim began coverage on shares of Burlington Stores in a research note on Tuesday, December 9th. They set a “neutral” rating on the stock. Morgan Stanley decreased their target price on shares of Burlington Stores from $330.00 to $310.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Finally, Sanford C. Bernstein set a $350.00 target price on shares of Burlington Stores and gave the company an “outperform” rating in a research note on Tuesday, January 6th. 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.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $343.69.

Key Stories Impacting Burlington Stores

Here are the key news stories impacting Burlington Stores this week:

• Positive Sentiment: Q4 results beat expectations: Burlington reported adjusted EPS of $4.99 (beat) and revenue of $3.65B (+11.3% YoY), driven by a 4% comp in the quarter and margin expansion that lifted adjusted EBIT and EPS. Strong quarterly execution is the primary positive catalyst. GlobeNewsWire: Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2025 Earnings
• Positive Sentiment: Better margins and operating leverage: Gross margin expanded ~80 bps to ~43.7% and SG&A leverage improved, driving higher adjusted EBITDA and a 21% EPS increase year-over-year — supports higher profitability expectations. Seeking Alpha: Burlington: Stable Growth, Pick Your Spots
• Positive Sentiment: Raises FY 2026 guidance: Burlington issued FY EPS guidance of $10.95–$11.45, above consensus, and comp guidance of +1% to +3% as tariff pressures ease — this upside to the full-year view is a clear bullish signal. Seeking Alpha: Burlington Stores raises 2026 comp guidance to 1%-3%
• Positive Sentiment: Analyst backing and higher targets: At least one shop raised Burlington’s price target and Telsey reaffirmed an Outperform — these endorsements can add buying momentum. AmericanBankingNews: Price Target Raised to $335.00 Telsey Advisory Group Reaffirms Outperform
• Neutral Sentiment: Full Q4 disclosure and call transcript available — provides detail for investors to model comps, margin drivers, and cadence for the year. Useful but informational rather than catalytic by itself. Seeking Alpha: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q1 guidance below Street: Burlington guided Q1 EPS to $1.60–$1.75 versus a higher consensus (~$1.82), which could temper near-term sentiment despite the full-year beat. MarketBeat: Q4 results and guidance
• Negative Sentiment: Unusual options activity: Traders bought ~7,243 put contracts (?+138% vs. normal), indicating elevated hedging or bearish positioning that can increase volatility. (No direct article link provided in the feed.)

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.