BURL

Burlington Stores, Inc.

NYSE · Retail-Department Stores · Inc. DE · CIK 0001579298
$338.45 -1.14% $21.3B
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits
Vol
Market Cap$21.3B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (76%)
Inst. Holders50 funds
Inst. Value$12.8B
Inst. Activity37 buys / 13 sells
Insider Activity0B / 8S
Insider Net $-$1.8M
SEC Reports3
Press Releases1
Exchange NYSE·Sector Retail-Department Stores·Inc. DE·CIK 0001579298·Prev Close $342.37

Recent Activity

Jun 5, 2026 SEC
Burlington Stores reported strong Q1 FY2026 results with total sales up 14% YoY to $2.85B and comparable store sales up
8-K — Impact 7/10
Jun 5, 2026 Insider
Pasch Matthew sold 3,773 shares
Chief Human Resources Officer @ $317.21 ($1.2M)
May 29, 2026 short_volume
Short Volume: BURL — 65.1% short (0.4M / 0.7M)
Short: 446,169 | Exempt: 1,781 | TRF Vol: 685,747 | Short Ratio: 65.1% | Off-exchange volume (dark p
May 20, 2026 Insider
Rodriguez Jessica was granted 596 shares
Director
May 20, 2026 Insider
Skirvin Michael C was granted 596 shares
Director
Mar 26, 2026 SEC
Seven insider transactions occurred at Burlington Stores over the past week, including open-market sales by the Presiden
CLUSTER — Impact 4/10
Mar 5, 2026 SEC
Burlington Stores reported strong Q4 and full-year FY25 earnings, with Q4 sales up 11% and adjusted EPS up 21% to $4.99,
8-K — Impact 8/10
Inst.
Capital International Investors — TRIM
6,168,785 shares ($2.0B)

Price Targets

$367.07 +8.5% upside Buy
Current $338.45 Low $300.00 Median $375.00 High $435.00 15 analysts
$300.00 $435.00

Analyst Ratings

Buy76% buy · 25 analysts
8Strong Buy
11Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 29, 2026 B of A Securities MAINTAIN Buy → Buy
May 29, 2026 Truist Securities MAINTAIN Hold → Hold
May 29, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 29, 2026 Wells Fargo MAINTAIN Overweight → Overweight
May 26, 2026 Barclays MAINTAIN Overweight → Overweight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $2.17 ▲ +12.3% $2.00 — $2.33 36% YoY 15
Next Q $2.04 ▼ -2.7% $1.88 — $2.35 22% YoY 15
Current FY $11.81 ▲ +3.2% $11.37 — $12.64 21% YoY 16
Next FY $13.77 ▲ +2.2% $13.04 — $14.75 17% YoY 16

Top Institutional Holders

FundValueMove
BlackRock, Inc.$2.1B
Capital International Investors$2.0BTRIM
VANGUARD PORTFOLIO MANAGEMENT LLC$985.3M
VANGUARD CAPITAL MANAGEMENT LLC$914.8M
MORGAN STANLEY$737.6M

Recent Insider Trades

DateInsiderTypeValue
Jun 5, 2026Pasch MatthewSELL$1.2M
May 20, 2026Rodriguez JessicaA$0.00
May 20, 2026Skirvin MichaelA$0.00
May 20, 2026ENGLISH EDMONDA$0.00
May 20, 2026HITCH JORDANA$0.00
50 institutional holders with $12.8B total value (39,489,223 shares) as of 2026-Q1. Top holders: BlackRock,, Capital, VANGUARD. Net buying activity: 37 institutions added/increased vs 13 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.6,535,036$2.1B16.6%
2Capital International Investors6,168,785$2.0B15.6%TRIM -27.2%
3VANGUARD PORTFOLIO MANAGEMENT LLC3,028,254$985.3M7.7%
4VANGUARD CAPITAL MANAGEMENT LLC2,811,340$914.8M7.1%
5MORGAN STANLEY2,266,777$737.6M5.7%
6STATE STREET CORP2,227,964$724.9M5.6%
7MASSACHUSETTS FINANCIAL SERVICES CO /MA/1,226,069$403.0M3.1%
8FMR LLC1,200,589$390.6M3.0%ADD +26.3%
9SRS Investment Management, LLC1,156,869$376.4M2.9%
10Alyeska Investment Group, L.P.909,820$296.0M2.3%TRIM -29.2%
11Capital World Investors896,117$291.6M2.3%NEW
12JANUS HENDERSON GROUP PLC880,017$286.3M2.2%
13DIMENSIONAL FUND ADVISORS LP612,805$199.3M1.6%
14ALKEON CAPITAL MANAGEMENT LLC545,000$177.3M1.4%
15WELLINGTON MANAGEMENT GROUP LLP542,252$176.4M1.4%
16GOLDMAN SACHS GROUP INC473,042$153.9M1.2%
17Clearbridge Investments, LLC467,043$152.0M1.2%
18CHARLES SCHWAB INVESTMENT MANAGEMENT INC424,319$138.1M1.1%
19BANK OF AMERICA CORP /DE/408,735$133.0M1.0%
20VANGUARD FIDUCIARY TRUST CO395,501$128.7M1.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Capital International InvestorsTRIM8,477,8066,168,785-27.2%$2.0B2026-Q1
FMR LLCADD950,6801,200,589+26.3%$390.6M2026-Q1
Alyeska Investment Group, L.P.TRIM1,285,336909,820-29.2%$296.0M2026-Q1
Capital World InvestorsNEW896,117$291.6M2026-Q1
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.ADD236,799342,741+44.7%$111.5M2026-Q1
FRANKLIN RESOURCES INCTRIM305,448205,879-32.6%$67.0M2026-Q1
Invesco Ltd.TRIM295,333161,938-45.2%$52.7M2026-Q1
VICTORY CAPITAL MANAGEMENT INCTRIM235,533150,121-36.3%$48.8M2026-Q1
Freestone Grove Partners LPDOUBLED27,828137,021+392.4%$44.6M2026-Q1
Woodline Partners LPNEW136,809$44.5M2026-Q1
DnB Asset Management ASDOUBLED12,203136,385+1017.6%$44.4M2026-Q1
Assenagon Asset Management S.A.DOUBLED23,157126,742+447.3%$41.2M2026-Q1
MARSHALL WACE, LLPDOUBLED36,584119,304+226.1%$38.8M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPTRIM212,23179,991-62.3%$26.0M2026-Q1
Neuberger Berman Group LLCDOUBLED4,41775,909+1618.6%$24.7M2026-Q1
Korea Investment CORPDOUBLED18,06069,755+286.2%$22.7M2026-Q1
FIRST TRUST ADVISORS LPADD47,89265,662+37.1%$21.4M2026-Q1
Mariner, LLCDOUBLED13,56064,434+375.2%$21.0M2026-Q1
FIL LtdTRIM73,92753,933-27.0%$17.5M2026-Q1
Cerity Partners LLCDOUBLED19,47350,066+157.1%$16.3M2026-Q1
DRIEHAUS CAPITAL MANAGEMENT LLCNEW44,919$14.6M2026-Q1
HSBC HOLDINGS PLCTRIM75,84642,919-43.4%$14.0M2026-Q1
CWM, LLCDOUBLED5,78741,307+613.8%$13.4M2026-Q1
TUDOR INVESTMENT CORP ET ALNEW31,668$10.3M2026-Q1
FRED ALGER MANAGEMENT, LLCADD22,15929,860+34.8%$9.7M2026-Q1
16 unique insiders with 41 transactions. Net insider value: -$1.8M ($0.00 bought, $1.8M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 5, 2026Pasch MatthewChief Human Resources OfficerSELL3,773$317.21$1.2M
May 20, 2026Rodriguez JessicaDirectorAWARD596
May 20, 2026Skirvin Michael CDirectorAWARD596
May 20, 2026ENGLISH EDMOND JDirectorAWARD596
May 20, 2026HITCH JORDANDirectorAWARD596
May 20, 2026MAHONEY JOHNDirectorAWARD596
May 20, 2026Goodman ShiraDirectorAWARD596
May 20, 2026Goodwin MichaelDirectorAWARD596
May 20, 2026SEN LAURADirectorAWARD596
May 20, 2026Sullivan PaulDirectorAWARD596
May 20, 2026MCNAMARA WILLIAM PDirectorAWARD596
May 5, 2026Marquette TravisPresident and COOSELL9$311.33$2.8K
May 4, 2026O SULLIVAN MICHAEL BChief Executive OfficerTAX W/H1,305$309.27$403.6K
May 4, 2026Pasch MatthewChief Human Resources OfficerTAX W/H78$309.27$24.1K
May 4, 2026Marquette TravisPresident and COOSELL125$305.19$38.1K
May 4, 2026Vecchio JenniferGroup President and CMOTAX W/H791$309.27$244.6K
May 4, 2026Marquette TravisPresident and COOTAX W/H417$309.27$129.0K
May 4, 2026Ferroni StephenSVP, Chief Accounting OfficerTAX W/H22$309.27$6.8K
May 1, 2026Wolfe KristinChief Financial OfficerAWARD2,972
May 1, 2026O SULLIVAN MICHAEL BChief Executive OfficerAWARD12,292
May 1, 2026Marquette TravisPresident and COOAWARD4,417
May 1, 2026O SULLIVAN MICHAEL BChief Executive OfficerTAX W/H1,553$318.00$493.9K
May 1, 2026Marquette TravisPresident and COOTAX W/H482$318.00$153.3K
May 1, 2026Wolfe KristinChief Financial OfficerTAX W/H291$318.00$92.5K
May 1, 2026Ferroni StephenSVP, Chief Accounting OfficerTAX W/H25$318.00$8.0K
May 1, 2026Vecchio JenniferGroup President and CMOTAX W/H1,102$318.00$350.4K
May 1, 2026Ferroni StephenSVP, Chief Accounting OfficerAWARD468
May 1, 2026Vecchio JenniferGroup President and CMOAWARD6,551
May 1, 2026Pasch MatthewChief Human Resources OfficerTAX W/H109$318.00$34.7K
May 1, 2026Pasch MatthewChief Human Resources OfficerAWARD876
Apr 1, 2026Vecchio JenniferGroup President and CMOSELL30$327.65$9.8K
Mar 24, 2026Marquette TravisPresident and COOSELL1,303$326.85$425.9K
Mar 24, 2026Goodwin MichaelDirectorSELL259$324.04$83.9K
Mar 23, 2026Vecchio JenniferGroup President and CMOTAX W/H17,708
Mar 23, 2026Wolfe KristinChief Financial OfficerTAX W/H4,186
Mar 23, 2026Pasch MatthewChief Human Resources OfficerTAX W/H21
Mar 23, 2026O SULLIVAN MICHAEL BChief Executive OfficerTAX W/H24,376
Mar 23, 2026Marquette TravisPresident and COOTAX W/H7,243
Mar 2, 2026Vecchio JenniferGroup President and CMOSELL20$298.38$6.0K
Feb 2, 2026Pasch MatthewChief Human Resources OfficerTAX W/H3$298.68$896.04
Feb 2, 2026Vecchio JenniferGroup President and CMOSELL39$294.12$11.5K
Current analyst consensus: Buy (76% buy). Based on 25 analysts: 8 strong buy, 11 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$367.07 mean target +8.5% upside Buy (1.67)
$300.00 Low $435.00 High
MetricValue
Current Price$338.45
Target Low$300.00
Target Mean$367.07
Target Median$375.00
Target High$435.00
# Analysts15
RecommendationBuy (1.67)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-07-31
$2.17 $2.00 $2.33 36.3% +12.3% 15↑ 0↓ $3.0B 11.7% 15
Next Q
2026-10-31
$2.04 $1.88 $2.35 21.6% -2.7% 3↑ 11↓ $3.0B 10.4% 15
Current FY
2027-01-31
$11.81 $11.37 $12.64 21.0% +3.2% 16↑ 0↓ $12.8B 11.0% 16
Next FY
2028-01-31
$13.77 $13.04 $14.75 16.7% +2.2% 13↑ 0↓ $14.0B 9.0% 16

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$2.167
7d ago$1.927+0.240
30d ago$1.930+0.237
60d ago$1.930+0.236
90d ago$1.867+0.299
8 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 29, 2026 B of A Securities MAINTAIN Buy Buy
May 29, 2026 Truist Securities MAINTAIN Hold Hold
May 29, 2026 JP Morgan MAINTAIN Overweight Overweight
May 29, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 26, 2026 Barclays MAINTAIN Overweight Overweight
May 18, 2026 JP Morgan MAINTAIN Overweight Overweight
May 18, 2026 Truist Securities INITIATE Buy Hold
Mar 31, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Mar 6, 2026 JP Morgan MAINTAIN Overweight Overweight
Mar 6, 2026 Citigroup MAINTAIN Buy Buy
Mar 6, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Mar 6, 2026 Barclays MAINTAIN Overweight Overweight
Mar 6, 2026 Wells Fargo MAINTAIN Overweight Overweight
Mar 6, 2026 Baird MAINTAIN Outperform Outperform
Mar 2, 2026 Barclays MAINTAIN Overweight Overweight
Mar 2, 2026 Telsey Advisory Group MAINTAIN Outperform Outperform
Feb 23, 2026 JP Morgan MAINTAIN Overweight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 202681160076%
May 1, 202681150079%
Apr 1, 202681150079%
Mar 1, 202681150079%
Feb 1, 202681150079%
Jan 1, 202681130086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 29, 2026
short_volume
Short Volume: BURL — 65.1% short (0.4M / 0.7M)
Short: 446,169 | Exempt: 1,781 | TRF Vol: 685,747 | Short Ratio: 65.1% | Off-exchange volume (dark pool + OTC)
May 28, 2026
earnings
BURLINGTON STORES REPORTS STRONG FIRST QUARTER SALES AND EARNINGS GROWTH, WELL AHEAD OF GUIDANCE. THIS REPRESENTS THE 14TH CONSECUTIVE QUARTER OF DOUBLE DIGIT EPS GROWTH.
<p align="left">BURLINGTON, N.J., May 28, 2026 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE: BURL), a nationally recognized off-price retailer
May 28, 2026
short_volume
Short Volume: BURL — 59.4% short (0.7M / 1.2M)
Short: 683,385 | Exempt: 8,108 | TRF Vol: 1,150,162 | Short Ratio: 59.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
earnings_calendar
BURL Q1 2027 Earnings Scheduled — 2026-05-27
May 18, 2026
dark_pool
Dark Pool: BURL — 1.9M shares, 54,136 trades
Week starting 2026-05-18. Total ATS volume: 1,949,185 shares across 54,136 trades.
May 14, 2026
earnings
Burlington Stores, Inc. Announces First Quarter Fiscal Year 2026 Earnings Release Date, Conference Call and Webcast
<p align="left">BURLINGTON, N.J., May 14, 2026 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE: BURL), a nationally recognized off-price retailer
May 11, 2026
dark_pool
Dark Pool: BURL — 1.4M shares, 47,921 trades
Week starting 2026-05-11. Total ATS volume: 1,398,406 shares across 47,921 trades.
May 4, 2026
dark_pool
Dark Pool: BURL — 0.8M shares, 33,882 trades
Week starting 2026-05-04. Total ATS volume: 758,492 shares across 33,882 trades.
Apr 27, 2026
dark_pool
Dark Pool: BURL — 0.9M shares, 37,218 trades
Week starting 2026-04-27. Total ATS volume: 865,689 shares across 37,218 trades.
Apr 20, 2026
dark_pool
Dark Pool: BURL — 0.7M shares, 33,309 trades
Week starting 2026-04-20. Total ATS volume: 706,040 shares across 33,309 trades.
Apr 13, 2026
dark_pool
Dark Pool: BURL — 0.9M shares, 37,517 trades
Week starting 2026-04-13. Total ATS volume: 888,537 shares across 37,517 trades.
Apr 8, 2026
short_interest
FTD: BURL — 14,891 shares ($4.9M) failed to deliver
Settlement: 20260408, Price: $327.69, FTD Value: $4,879,631.79, BURLINGTON STORES INC COM STK
Apr 6, 2026
dark_pool
Dark Pool: BURL — 1.2M shares, 46,752 trades
Week starting 2026-04-06. Total ATS volume: 1,243,913 shares across 46,752 trades.
Mar 30, 2026
dark_pool
Dark Pool: BURL — 1.0M shares, 37,156 trades
Week starting 2026-03-30. Total ATS volume: 988,692 shares across 37,156 trades.
Mar 23, 2026
dark_pool
Dark Pool: BURL — 1.0M shares, 39,877 trades
Week starting 2026-03-23. Total ATS volume: 987,040 shares across 39,877 trades.