Burlington (BURL)

• Market cap: $15B
• 1 day: -2.56%
• 5 days: -5.48%
• 1 month: -18.57%
• 3 months: -13.59%
• 6 months: -13.21%
• Year to date: -17.50%
• 1 year: 21.66%
• 5 years: -2.29%
• 10 years: 339.50%
• Sector: Consumer Staples
• Industry: Department Stores

About: Burlington Stores Inc is off-price retailer offering an extensive selection of in-season, fashion-focused merchandise including: women's ready-to-wear apparel, menswear, youth apparel, baby, beauty, footwear, accessories, home, toys, gifts and coats. Company sell a broad selection of desirable, first-quality, current-brand, labeled merchandise acquired directly from nationally recognized manufacturers and other suppliers. Company sell product in category such as Ladies apparel, Accessories and shoes, Home, Mens apparel, Kids apparel and baby and Outerwear.

Employees: 71,049

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

56% more funds holding in top 10

Funds holding in top 10: 9 [Q3] → 14 (+5) [Q4]

8% more capital invested

Capital invested by funds: $17.6B [Q3] → $19.1B (+$1.49B) [Q4]

0.49% more ownership

Funds ownership: 105.11% [Q3] → 105.59% (+0.49%) [Q4]

1% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 75

5% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 209

3% less funds holding

Funds holding: 564 [Q3] → 546 (-18) [Q4]

49% less call options, than puts

Call options by funds: $281M | Put options by funds: $547M

Research analyst outlook

8 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $305 29% upside
• Avg. target: $332 41% upside
• High target: $360 53% upside

8 analyst ratings

• positive: 8 100%
• neutral: 0 0%
• negative: 0 0%

UBS Jay Sole 47% 1-year accuracy 25 / 53 met price target	53% upside $360	Buy Upgraded	10 Jan 2025
TD Cowen John Kernan 58% 1-year accuracy 35 / 60 met price target	44% upside $339	Buy Maintained	12 Dec 2024
Morgan Stanley Alex Straton 63% 1-year accuracy 20 / 32 met price target	29% upside $305	Overweight Maintained	27 Nov 2024
Evercore ISI Group Michael Binetti 51% 1-year accuracy 25 / 49 met price target	44% upside $340	Outperform Maintained	27 Nov 2024
Citigroup Paul Lejuez 61% 1-year accuracy 23 / 38 met price target	46% upside $344	Buy Maintained	27 Nov 2024