Burford Capital Limited $BUR Shares Bought by Aberdeen Group plc
Aberdeen Group plc increased its stake in Burford Capital by 26.8% in Q4, acquiring an additional 497,780 shares, bringing its total to 2,357,279 shares valued at $21.03 million. Despite this, Burford Capital missed its Q4 earnings and revenue estimates, reporting a loss of $0.17 EPS and $48.78 million in revenue. The company announced a $0.0625 dividend and currently holds a consensus "Hold" rating from analysts with a $12 price target, although various analysts have issued both "Buy" and "Sell" ratings recently.
Q3 2025 Burford Capital Ltd Earnings Call Transcript
Burford Capital Ltd (BUR) reported significant growth in Q3 2025, with definitive commitments up over 50% and an overall portfolio growth of 15% year-to-date, putting it on track to double its business by 2030. Despite strong deployment figures, the company faces challenges including negative market reactions to the YPF case, lower realized gains due to a lack of big case realizations, and unpredictability from litigation delays affecting cash flow and forecasting. The preliminary transcript notes potential inaccuracies due to machine learning technology.
Wedbush adjusts Burford Capital Limited (BUR) outlook following appeals court decision
This article mentions that Wedbush has adjusted its outlook for Burford Capital Limited (BUR) following a decision from an appeals court. No specific details about the adjustment or the court decision are provided in this truncated content.
BUR Financials: Revenue Breakdown, Margins & Competitor Comparison
This article provides a financial overview of Burford Capital Ltd (BUR), detailing its revenue breakdown, profitability margins, and a comparison with competitors. The company primarily generates revenue from Principal Finance (98.5%), and its financial health is assessed through metrics like operating margin (-38.69%), net margin (-155.96%), and Return on Equity (2.57%). The analysis also benchmarks BUR against industry leaders such as NAVI and VEL.
Wedbush adjusts Burford Capital Limited (BUR) outlook following appeals court decision
Wedbush has revised its outlook for Burford Capital Limited (BUR) after a recent appeals court decision. This adjustment reflects the potential impact of the court's ruling on the company's financial prospects and investment attractiveness. Further details on the specific changes to the outlook were not available in the provided content.
Burford Capital proposes Rick Noel for board of directors
Burford Capital Limited, a global finance and asset management firm, announced its proposal to elect Rick Noel as an independent non-executive director at its upcoming annual general meeting on May 13, 2026. Noel, formerly a Partner at Varde Partners, is slated to serve on the company's Audit Committee if approved by shareholders. His extensive experience in alternative investments and financial services is expected to bolster the board.
Burford Capital Ltd Proposes Election Of Rick Noel As Director At 2026 AGM
Burford Capital Ltd has announced its intention to propose Rick Noel as an additional director at its 2026 Annual General Meeting. The company believes Noel's expertise will be valuable as it continues its strategic growth initiatives. This proposal is subject to shareholder approval at the upcoming AGM.
Burford Capital (NYSE:BUR) Shares Down 6.5% - What's Next?
Burford Capital (NYSE:BUR) shares dropped 6.5% on Wednesday to $4.225, with significantly increased trading volume, following a sharp miss on quarterly earnings and revenue. The company reported EPS of -$0.17 against an expected $0.37 and revenue of $48.8M compared to estimates of $168.3M. Despite a large dividend announcement equating to a 147% yield, analysts maintain a "Hold" consensus with a $12 target.
Burford Leans on Portfolio Strength After Court Loss, Stock Dive
Burford Capital Ltd. experienced a significant stock drop after a US court reversed a ruling in a major lawsuit against Argentina, impacting the company's expected payout from the YPF SA nationalization case. Despite this setback, Burford maintains confidence in its diversified portfolio of legal finance investments, while analysts suggest the stock's decline could present an entry point for long-term investors. The case highlights both the potential rewards and risks inherent in litigation funding, prompting a discussion on the resilience of "portfolio fund" models.
Burford Capital (NYSE: BUR) CEO logs major RSU and PSU vesting, defers into Phantom RSUs
Burford Capital CEO Christopher P. Bogart reported the vesting of 107,568 RSUs and 82,829 PSUs, which were subsequently converted into Phantom RSUs rather than direct Ordinary Shares, under the company's deferred compensation plan. This transaction reflects equity compensation activity and tax withholding, not open-market trading. The filing also details significant indirect holdings of Ordinary Shares through trusts and LLCs.
SG Americas Securities LLC Raises Holdings in Burford Capital Limited $BUR
SG Americas Securities LLC significantly increased its stake in Burford Capital Limited by 3,454.8% in Q4, acquiring an additional 849,665 shares to own a total of 874,259 shares valued at $7.8 million. This increase in holdings comes despite a recent plunge in Burford's stock prices following the overturning of the YPF judgment by the U.S. Court of Appeals, leading to a over 40% market sell-off and missed quarterly earnings expectations. Analysts currently have a mixed outlook with an average "Hold" rating and a $12 price target.
Burford Capital (BUR) insider nets shares after equity awards vest
Burford Capital's Chief Strategy Officer, Elizabeth O’Connell, reported exercising RSU and PSU awards to acquire 36,425 Ordinary Shares at a zero exercise price. These transactions, which are equity compensation events, also involved the withholding of 13,029 shares for tax obligations and the conversion of 3,791 RSUs into Phantom RSUs for deferred receipt. Following these activities, O'Connell indirectly holds 54,359 Ordinary Shares and retains 392,836.5 RSU- and PSU-based rights.
Burford Capital (BUR) CFO gains shares via RSU, PSU vesting and tax withholding
Burford Capital's CFO, Jordan David Licht, recently gained 36,425 Ordinary Shares through the vesting of Restricted Share Units (RSUs) and Performance Share Units (PSUs), which were granted in 2023 and 2025. To cover tax obligations, 18,597 shares were withheld via net settlement at $7.70 per share. Following these transactions, Licht directly holds 68,350 Ordinary Shares, in addition to substantial outstanding RSU and PSU awards.
Berenberg slashes Burford Capital target price following US court reversal
Berenberg has significantly cut its target price for Burford Capital from 1,600p to 500p after a US court reversed a judgement in favor of claims related to Argentina's YPF nationalization. While Berenberg maintains a 'buy' rating, it has written down the carrying value of these claims to zero in its estimates, though it sees significant value in Burford's core portfolio and asset management business. The firm noted potential next steps include an appeal rehearing, Supreme Court review, or international arbitration.
BofA cuts Burford Capital stock price target on case uncertainty
BofA Securities has lowered its price target for Burford Capital to $5.61 from $12.10, maintaining a Buy rating, due to increased uncertainty following a recent adverse decision in the YPF case. The firm adjusted its valuation model, increasing the Cost of Equity and moving the reference year, while noting the stock is undervalued according to InvestingPro analysis despite not paying a dividend. Other analysts like Wedbush and B.Riley have also adjusted their ratings and price targets, while Burford Capital executives have invested over $4.3 million in company shares.
Burford Capital (NYSE:BUR) Shares Gap Down After Analyst Downgrade
Burford Capital (NYSE:BUR) shares gapped down after Wedbush lowered its price target from $13.00 to $6.00, though maintaining an "outperform" rating. The company reported an earnings and revenue miss, with an EPS of ($0.17) against an expected $0.37 and revenue of $48.8M versus $168.3M. While some analysts downgraded the stock, Bank of America initiated coverage with a "buy" rating, and several institutional investors recently increased their stakes.
Burford Capital (BUR) Is Down 47.0% After YPF Ruling Triggers Major Case Write-Down Review
Burford Capital's stock is down 47.0% after a US Court of Appeals ruling reversed a prior judgment in the YPF litigation. This decision will lead to a review of the case's carrying value and a potential material asset write-down for Burford Capital in its upcoming first-quarter results. The situation highlights the risk of concentrated legal exposures in litigation finance and could significantly impact the company's financial performance and investor perception.
Burford Capital: We'll Have To See How Bad This Gets (NYSE:BUR)
Burford Capital's stock plunged 40% after a $16 billion judgment in the YPF case was overturned on appeal, introducing significant uncertainty about the company's financial health. The substantial portion of past revenue tied to the YPF case raises questions about potential write-downs and the true profitability of Burford Capital. Furthermore, the event could impact the company's ability to issue new debt if the balance sheet equity falls below required covenant levels, making the investment highly speculative.
JPMorgan Chase & Co. Has $9.16 Million Holdings in Burford Capital Limited $BUR
JPMorgan Chase & Co. reduced its stake in Burford Capital Limited by 27.8% in Q3, now holding 765,852 shares valued at approximately $9.16 million. Meanwhile, Burford Capital missed its quarterly earnings and revenue expectations ($0.17 EPS vs $0.37 expected and $48.8M revenue vs $168.3M estimated), despite a positive development regarding a reversed District Court judgment that could boost claim values. The company declared a $0.0625 dividend and has a mixed analyst consensus of "Hold" with a $16 target.
After YPF setback, Burford says $700M cash keeps growth plans on track
Burford Capital has issued a statement addressing the Second Circuit's ruling on the YPF matter, clarifying that while the decision will reduce the GAAP carrying value of the YPF asset, it bears no cash impact on the company. Burford reassures investors by highlighting over $700 million in cash on hand and a diversified portfolio expected to generate more than $5 billion in cash proceeds over time, affirming that its core operations and plans to double the portfolio by 2030 remain intact despite increased debt levels. The company confirmed it expects a substantial non-cash write-down of the YPF asset by March 31, 2026, and is considering bilateral investment treaty arbitration options.
Burford Capital suffers as Argentina wins $16bn court case
Burford Capital's shares plummeted by 42.5% after a US appeals court overturned a $16.1 billion judgment against Argentina in a case related to the 2012 expropriation of oil company YPF. The litigation funding firm, which stood to gain significantly from the award, expressed disappointment but noted that investment treaty arbitration remains a viable option. Argentina's President Javier Milei welcomed the ruling as a victory for the country's economy.
Why Burford Capital (BUR) Is Down 46.2% After Second Circuit YPF Setback And Potential Write-Down
Burford Capital's stock is down significantly after the U.S. Court of Appeals for the Second Circuit reversed a District Court judgment in the long-running YPF case. This legal setback could lead to a material write-down of YPF-related assets, impacting the company's financial performance and highlighting the risks of concentrated legal exposures in litigation finance. Investors are re-evaluating the company's investment narrative and future forecasts.
Burford Capital (LON:BUR) Trading Down 40.6% - Here's What Happened
Burford Capital (LON:BUR) experienced a significant 40.6% drop in its stock price during mid-day trading, falling to GBX 349.40. This plunge was accompanied by an extraordinary increase in trading volume, up 3,887% from its daily average. The company now has a market cap of £764.83 million and trades well below its 50- and 200-day moving averages.
Burford Capital to take partial write-down after Second Circuit reverses YPF judgment
Burford Capital announced it expects a partial non-cash write-down following the Second Circuit's reversal of the District Court's judgment in the YPF case. This ruling determined that shareholders could not enforce Argentina's tender-offer commitment. The company anticipates disclosing the write-down's magnitude in its Q1 reporting, noting that a material write-down could impact its balance-sheet equity and ability to incur new debt.
Burford Capital plunges after Argentina wins reversal in $16B YPF case
Burford Capital's stock plunged after Argentina won a reversal in a US appeals court, significantly reducing its liability in a case related to the 2012 expropriation of energy company YPF. The original ruling had ordered Argentina to pay $16 billion, but the appeals court ruled that Argentina should not be treated as a single entity with YPF, shifting part of the financial burden to the energy company. This decision will likely reduce Argentina's payout, though the exact amount is still to be determined.
Burford Capital Statement Re YPF Matter
Burford Capital issued a statement regarding the YPF litigation, addressing the Argentine government's position on a potential bond issuance to satisfy the judgment. Burford asserts that any bond issuance must comply with the New York judgment and U.S. law, and that such bonds should not be contingent on the Republic's ability to repay existing debt. The firm also clarified the Argentine government's attempt to link the YPF case with a separate ICSID arbitration claim unrelated to Burford.
Burford signals robust portfolio growth as new business commitments surge 71% year-to-date
Burford Capital has reported strong growth in new business commitments, with a 71% surge year-to-date. This indicates robust expansion within its portfolio and continued demand for its litigation finance services. The company's performance suggests a positive outlook for its financial health and market position.
Burford Capital (LON:BUR) Shares Pass Below 200-Day Moving Average - Time to Sell?
Burford Capital (LON:BUR) shares have fallen below their 200-day moving average, trading at GBX 584 with significant volume. The company, a global finance and asset management firm focused on legal finance, has a market capitalization of £1.28 billion and a P/E ratio of 20.86. Despite a current "Buy" rating from analysts, MarketBeat suggests that top-rated analysts recommend five other stocks as better buys.
A Look At Burford Capital’s (BUR) Valuation After The YPF Judgment Collection Efforts Are Temporarily Paused
A U.S. Appeals court has temporarily halted efforts to recover Argentine assets related to a US$16 billion YPF judgment, impacting Burford Capital (BUR) and its funded creditor group. While Burford Capital's stock has seen recent upward momentum, its long-term performance is down significantly. The company is considered undervalued by its most followed narrative, with legal risks and a stretched P/E ratio posing questions about its true valuation.
Burford Capital edges lower as Argentina wins discovery stay in $16B judgement
Burford Capital's stock edged lower after Argentina secured a discovery stay in a $16 billion judgment. The stay prevents Burford from seeking information on Argentina's assets, potentially delaying collection efforts related to the nationalization of oil company YPF. This development is a setback for Burford, which funds litigation and stands to gain significantly from the judgment.
Burford Capital edges lower as Argentina wins discovery stay in $16B judgement
Burford Capital's stock edged lower after Argentina secured a discovery stay in a $16 billion judgment. This legal development temporarily halts proceedings related to the lengthy trial, impacting the litigation finance firm invested in the case. The judgment pertains to Argentina's renationalization of the YPF energy company in 2012.
Burford Capital Completes $3.9 Million Share Buyback for Deferred Compensation Plan
Burford Capital has completed a $3.9 million share buyback, repurchasing 475,000 ordinary shares for its deferred compensation plan. The shares will be held in treasury, reducing the free float and clarifying the company's capital and voting structure. While an analyst rates BUR as "Hold," TipRanks' AI Analyst, Spark, deems it "Neutral" due to uneven financial quality despite solid reported margins.
(BUR) and the Role of Price-Sensitive Allocations
Burford Capital Limited (NYSE: BUR) is showing weak sentiment across all time horizons, supporting a short bias. Quantitative AI models have generated three distinct trading strategies: a Position Trading Strategy, a Momentum Breakout Strategy, and a Risk Hedging Strategy. The overall analysis indicates a mid-channel oscillation pattern and an exceptional 69.0:1 risk-reward short setup.
Burford Capital Limited (NYSE:BUR) Given Consensus Rating of "Hold" by Brokerages
Burford Capital Limited (NYSE:BUR) has received a consensus "Hold" rating from five brokerages, with an average one-year price target of $16.00. The company recently declared a dividend of $0.0625, representing a significant dividend yield of 147.0%. Institutional investors have shown increased interest, with several firms raising their stakes in Burford Capital.
Onex Canada Asset Management Inc. Raises Stock Position in Burford Capital Limited $BUR
Onex Canada Asset Management Inc. increased its stake in Burford Capital Limited (NYSE:BUR) by 15.2% during the third quarter, bringing its total ownership to 1,306,902 shares valued at $15.63 million. This makes Burford Capital the 17th largest holding in Onex's portfolio. Despite a mixed analyst sentiment with a consensus "Hold" rating and an average price target of $16.00, several other hedge funds have also adjusted their positions in Burford Capital.
Will Weaker Q4 Income and Faster Portfolio Growth Change Burford Capital's (BUR) Narrative?
Burford Capital's Q4 2025 earnings saw a decline in income due to lower realized gains, higher unrealized losses from extended case durations, and reduced profit-sharing, despite a significant year-on-year rise in definitive commitments and a 20% expansion of its base portfolio. This highlights that while demand for its legal finance offerings is strong, extended case durations and increased leverage pose significant near-term risks and could reshape the investment narrative. The company aims for substantial revenue and earnings growth by 2028, with analysts stressing that longer case durations might delay these figures.
Will Weaker Q4 Income and Faster Portfolio Growth Change Burford Capital's (BUR) Narrative?
Burford Capital's fiscal Q4 2025 earnings showed declining income due to lower realized gains and extended case durations, despite a significant year-on-year rise in commitments and portfolio expansion. This highlights that while demand for its legal finance offerings remains strong, the timing risk associated with case durations and leverage could impact future realizations and the company's investment narrative. Burford Capital is projected to see substantial revenue and earnings growth by 2028, with its share price potentially more than doubling based on fair value estimates.
Will Weaker Q4 Income and Faster Portfolio Growth Change Burford Capital's (BUR) Narrative?
Burford Capital's Q4 2025 earnings saw declines in income but a significant expansion of its base portfolio, driven by increased definitive commitments. The article explores how extended case durations and higher leverage could impact the company's investment narrative, emphasizing that while demand for legal finance remains strong, timing risks and concentration in large matters are key concerns for investors. Burford Capital's projected revenue and earnings growth suggest a significant upside to its current price, but analysts are now weighing the impact of slower realizations on these forecasts.
Bank of Montreal Can Has $64.97 Million Position in Burford Capital Limited $BUR
Bank of Montreal Can increased its stake in Burford Capital Limited by 9.2% in Q3, now holding 5,432,568 shares valued at approximately $64.97 million. Burford Capital also announced a dividend of $0.0625 per share, yielding 147.0%. Analyst ratings for BUR are mixed, resulting in a consensus "Hold" rating with a target price of $16.00.
Burford Capital Limited $BUR Stock Position Increased by Contrarian Capital Management L.L.C.
Contrarian Capital Management L.L.C. significantly increased its stake in Burford Capital Limited (NYSE:BUR) by 58.2% in the third quarter, making it their third-largest holding. Other major institutions also boosted their positions, indicating strong institutional interest. Despite mixed analyst sentiment and an average target price of $16, Burford Capital trades near $8.22 and recently announced a dividend.
Burford Capital (NYSE: BUR) directors up for re-election; 6.25¢ dividend
Burford Capital will hold its 2026 Annual General Meeting on May 13, 2026, where shareholders will vote on 16 resolutions, including the re-election of seven directors, the reappointment of KPMG as auditor, and the approval of a 6.25¢ final dividend. The dividend will be paid on June 12, 2026, to shareholders of record as of May 22, 2026. The company is transitioning its leadership structure, with John Sievwright set to retire in 2027 and Christopher Halmy expected to become Chair.
A Look At Burford Capital’s Valuation After Q4 2025 Earnings, Insider Buying And New Buyback Program
Burford Capital (NYSE:BUR) recently released its Q4 2025 earnings, showing lower revenue and a net loss, but also announced insider share purchases and a new buyback program. Despite a 36.94% decline in share price over the past year, the company is considered 51% undervalued by Simply Wall St's narrative model, although its P/E ratio of 29x raises caution compared to industry averages. Investors are advised to consider both the upside potential based on fair value estimates and the risks highlighted by the earnings multiple.
Burford Capital (BUR) GC Mark N. Klein awarded 39,328 RSUs vesting to 2031
Burford Capital's General Counsel and Chief Administrative Officer, Mark N. Klein, was awarded 39,328 restricted share units (RSUs) on March 5, 2026, under the company’s 2025 Omnibus Incentive Compensation Plan. These RSUs will vest in five equal installments from March 2027 to March 2031, contingent on his continued employment. Following this grant, Mr. Klein directly holds 133,776.5 derivative securities related to Burford Capital shares.
Burford Capital (BUR) vice chair receives 4,240 RSUs under 2025 incentive plan
Burford Capital Vice Chair David Perla was granted 4,240 restricted share units (RSUs) on March 5, 2026, under the company's 2025 Omnibus Incentive Compensation Plan. These RSUs, valued at $8.55 per unit, will vest in five equal installments between March 22, 2027, and March 15, 2031, contingent on his continued employment. This grant increases Perla's directly held derivative securities to 221,898.2 units.
Burford Capital (BUR) awards RSUs and Phantom RSUs to Chief Development Officer
Burford Capital's Chief Development Officer, Travis Lenkner, was granted 152,047 restricted share units (RSUs) and 81,687.5 Phantom RSUs. The RSUs, valued at $8.55 per unit, vest in five equal installments from March 2027 to March 2031, while the Phantom RSUs, comprising a purchase and a company match, vest on March 2, 2028. Both awards are contingent on his continued employment.
Substantial share purchases by Burford executive officers
Burford Capital Limited announced that its executive officers invested over $4.3 million in Ordinary Shares through the Deferred Compensation Plan, signaling strong insider confidence. Additionally, the company authorized a $5.0 million share repurchase program for their Deferred Compensation Plan obligations and granted new Restricted Share Units (RSUs) to executive officers as part of their annual compensation cycle. These actions aim to align management's interests with external shareholders and leverage the perceived discount in Burford's stock value.
Burford Capital Ltd (BUR) grants 156,287 RSUs to Chief Strategy Officer
Burford Capital Ltd's Chief Strategy Officer, Elizabeth O’Connell, received a grant of 156,287 restricted share units (RSUs) at a reference price of $8.55 per unit, increasing her direct holdings to 425,470.5 units. Although the RSUs follow a vesting schedule through March 2031, they vested in full on the grant date of March 5, 2026, due to Ms. O’Connell becoming retirement eligible in August 2025. Each RSU represents a right to receive one Burford ordinary share, with actual share settlement aligning with the original vesting schedule.
Burford Capital (BUR) FQ4 2025 Earnings, Here's What You Should Know
Burford Capital (BUR) reported its fiscal Q4 2025 earnings, showing a revenue decline of 32.17% year-over-year and missing EPS expectations. The drop was attributed to lower capital provision income due to duration extensions and one-off developments, as well as decreased asset management income, although partially offset by stronger performance fees. Despite the financial setbacks, management highlighted a significant increase in definitive commitments and expansion in the base portfolio.
Burford Capital (BUR) FQ4 2025 Earnings, Here’s What You Should Know
Burford Capital Limited (NYSE:BUR) released its Q4 2025 earnings, reporting a significant year-over-year revenue decline of 32.17% to $44.56 million and an EPS of negative $0.17, both falling short of expectations. The decrease was primarily attributed to lower capital provision income due to reduced realized gains and increased unrealized losses, as well as a decline in asset management income from the BOF-C fund. Despite the financial setbacks, the company highlighted a positive 39% increase in definitive commitments and a 20% expansion in its base portfolio, reflecting its strong market position in litigation funding.
CFO Jordan Licht receives RSU grant and phantom units at Burford Capital (BUR)
Burford Capital CFO Jordan David Licht received 156,287 Restricted Share Units (RSUs) valued at $8.55 each, granted under the 2025 Omnibus Incentive Compensation Plan. These RSUs will vest in five equal annual installments from March 2027 to March 2031, contingent on his continued employment. Additionally, Licht acquired 3,711.9 phantom RSUs at $8.27 each through the company's Deferred Compensation Plan, which includes a company matching contribution and vests on March 2, 2028, also subject to continued employment.
