4,647 Shares in Burlington Stores, Inc. $BURL Acquired by Global Retirement Partners LLC

Key Points

• Global Retirement Partners LLC acquired 4,647 Burlington Stores shares in the second quarter, valued at approximately $1.47 million. Several other institutional investors also increased or initiated positions.
• Burlington reported quarterly EPS of $2.01, beating estimates of $1.80, while revenue rose 14.1% year over year to $2.86 billion. The company issued fiscal 2026 EPS guidance of $11.45–$11.80.
• Insiders sold 30,392 shares worth about $10.28 million over the past 90 days. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $371.50, compared with the stock’s reported $337.45 opening price.

Global Retirement Partners LLC acquired a new stake in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) in the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,647 shares of the company's stock, valued at approximately $1,472,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in BURL. JPL Wealth Management LLC acquired a new stake in shares of Burlington Stores in the 3rd quarter valued at $28,000. Harbour Investments Inc. raised its holdings in shares of Burlington Stores by 44.7% during the 4th quarter. Harbour Investments Inc. now owns 110 shares of the company's stock worth $32,000 after buying an additional 34 shares in the last quarter. Reflection Asset Management acquired a new position in shares of Burlington Stores during the 4th quarter worth $34,000. Larson Financial Group LLC lifted its position in shares of Burlington Stores by 180.0% during the 4th quarter. Larson Financial Group LLC now owns 126 shares of the company's stock worth $36,000 after buying an additional 81 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its stake in Burlington Stores by 235.4% in the second quarter. Geneos Wealth Management Inc. now owns 161 shares of the company's stock valued at $37,000 after buying an additional 113 shares in the last quarter.

Insider Buying and Selling

In related news, CAO Stephen Ferroni sold 2,343 shares of the stock in a transaction on Thursday, June 11th. The stock was sold at an average price of $337.22, for a total value of $790,106.46. Following the completion of the sale, the chief accounting officer directly owned 1,391 shares in the company, valued at $469,073.02. This represents a 62.75% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Matthew Pasch sold 3,773 shares of the company's stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $317.21, for a total value of $1,196,833.33. Following the completion of the sale, the insider owned 6,523 shares in the company, valued at $2,069,160.83. This trade represents a 36.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,392 shares of company stock worth $10,280,271 in the last ninety days. Company insiders own 1.30% of the company's stock.

Burlington Stores Price Performance

Burlington Stores stock opened at $337.45 on Tuesday. The stock has a 50-day moving average price of $342.00 and a two-hundred day moving average price of $323.83. Burlington Stores, Inc. has a 12 month low of $240.49 and a 12 month high of $378.33. The company has a market capitalization of $21.24 billion, a PE ratio of 34.68, a P/E/G ratio of 1.87 and a beta of 1.44. The company has a current ratio of 1.16, a quick ratio of 0.49 and a debt-to-equity ratio of 1.03.

Burlington Stores (NYSE:BURL - Get Free Report) last released its quarterly earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, topping the consensus estimate of $1.80 by $0.21. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The company had revenue of $2.86 billion for the quarter, compared to analysts' expectations of $2.80 billion. During the same period in the previous year, the business posted $1.60 earnings per share. The business's quarterly revenue was up 14.1% compared to the same quarter last year. Burlington Stores has set its Q2 2026 guidance at 2.050-2.200 EPS and its FY 2026 guidance at 11.450-11.800 EPS. Analysts expect that Burlington Stores, Inc. will post 11.74 EPS for the current year.

Wall Street Analyst Weigh In

BURL has been the subject of several research analyst reports. Wall Street Zen downgraded Burlington Stores from a "buy" rating to a "hold" rating in a research note on Sunday, August 2nd. Weiss Ratings downgraded shares of Burlington Stores from a "buy (b)" rating to a "buy (b-)" rating in a research note on Thursday, July 23rd. JPMorgan Chase & Co. decreased their price target on shares of Burlington Stores from $374.00 to $351.00 and set an "overweight" rating on the stock in a report on Friday, May 29th. Morgan Stanley reiterated an "overweight" rating on shares of Burlington Stores in a research report on Thursday, August 6th. Finally, Bank of America increased their price objective on shares of Burlington Stores from $367.00 to $375.00 and gave the company a "buy" rating in a research note on Friday, May 29th. Thirteen equities research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $371.50.

Burlington Stores 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.

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