Sanctuary Advisors LLC Takes Position in Burlington Stores, Inc. $BURL

Sanctuary Advisors LLC acquired a new position in Burlington Stores, Inc. (NYSE:BURL) during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 3,222 shares of the company’s stock, valued at approximately $1,021,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. BlackRock Inc. purchased a new stake in Burlington Stores during the second quarter valued at approximately $2,157,518,000. T. Rowe Price Investment Management Inc. boosted its stake in shares of Burlington Stores by 15.8% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 2,828,877 shares of the company’s stock worth $817,122,000 after acquiring an additional 386,615 shares during the last quarter. State Street Corp boosted its stake in shares of Burlington Stores by 1.2% during the 3rd quarter. State Street Corp now owns 2,184,171 shares of the company’s stock worth $555,872,000 after acquiring an additional 26,529 shares during the last quarter. Northwestern Mutual Wealth Management Co. grew its position in shares of Burlington Stores by 303,059.4% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,912,936 shares of the company’s stock valued at $552,552,000 after acquiring an additional 1,912,305 shares during the period. Finally, Alyeska Investment Group L.P. grew its position in shares of Burlington Stores by 103.5% during the 4th quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company’s stock valued at $371,269,000 after acquiring an additional 653,718 shares during the period.

Burlington Stores Trading Down 7.8%

BURL stock opened at $289.44 on Friday. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.16 and a quick ratio of 0.49. Burlington Stores, Inc. has a 1-year low of $240.49 and a 1-year high of $378.33. The business has a 50 day simple moving average of $340.27 and a two-hundred day simple moving average of $325.21. The company has a market capitalization of $18.22 billion, a price-to-earnings ratio of 29.75, a PEG ratio of 1.61 and a beta of 1.44.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.96 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.19 by $0.77. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $3.03 billion. During the same quarter last year, the business posted $1.72 earnings per share. The company’s revenue for the quarter was up 11.0% compared to the same quarter last year. Burlington Stores has set its Q3 2026 guidance at 1.600-1.700 EPS and its FY 2026 guidance at 11.770-11.970 EPS. Research analysts anticipate that Burlington Stores, Inc. will post 12.21 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Morgan Stanley reaffirmed an “overweight” rating on shares of Burlington Stores in a report on Thursday, August 6th. Wall Street Zen lowered Burlington Stores from a “buy” rating to a “hold” rating in a report on Sunday, August 2nd. Evercore restated an “outperform” rating and issued a $400.00 price target on shares of Burlington Stores in a research report on Monday, August 17th. Bank of America upped their price target on Burlington Stores from $367.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Finally, Wells Fargo & Company decreased their price objective on Burlington Stores from $400.00 to $375.00 and set an “overweight” rating on the stock in a research note on Friday, May 29th. Thirteen investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $371.50.

Insider Activity at Burlington Stores

In related news, CAO Stephen Ferroni sold 2,343 shares of the firm’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $337.22, for a total transaction of $790,106.46. Following the completion of the transaction, the chief accounting officer directly owned 1,391 shares of the company’s stock, valued at approximately $469,073.02. This trade represents a 62.75% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CMO Jennifer Vecchio sold 20,920 shares of the business’s stock in a transaction on Friday, June 12th. The stock was sold at an average price of $341.53, for a total transaction of $7,144,807.60. Following the completion of the sale, the chief marketing officer owned 81,017 shares in the company, valued at approximately $27,669,736.01. The trade was a 20.52% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 30,392 shares of company stock valued at $10,280,271. Corporate insiders own 1.30% of the company’s stock.

Burlington Stores News Roundup

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

• Positive Sentiment: Burlington reported second-quarter adjusted EPS of $2.96, well above the $2.19 consensus estimate, while revenue increased 11% year over year to approximately $3.0 billion. The company also achieved its 15th consecutive quarter of double-digit EPS growth, supported by a 100-basis-point operating-margin improvement. Burlington Stores second-quarter results
• Positive Sentiment: Management raised full-year 2026 adjusted EPS guidance to $11.77–$11.97, above the $11.23 analyst consensus, and expects full-year revenue of approximately $12.7–$12.8 billion. Burlington Stores drop analysis
• Positive Sentiment: The company continues to expand its store base, reaching 1,287 locations, up 13.1% from a year ago. Burlington also plans to use tariff refunds to reduce prices, which could support customer traffic and value perception. Burlington Stores tariff refunds

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.