Burlington Stores, Inc. $BURL Shares Sold by Vaughan Nelson Investment Management L.P.

Key Points

• Vaughan Nelson Investment Management reduced its stake in Burlington Stores by 2.6% in Q4, selling 6,205 shares and leaving it with 236,799 shares worth about $68.4 million (≈0.38% of the company).
• COO Travis Marquette sold 3,759 shares on March 24 at $327.75 for roughly $1.23 million, cutting his holding by 12.48% to 26,350 shares; corporate insiders now own 1.10% of the stock.
• Burlington topped estimates with Q results—$4.99 EPS vs. $4.70 consensus and $3.65B revenue vs. $2.77B—and set FY‑2026 EPS guidance of 10.95–11.45, while analysts maintain a consensus Moderate Buy rating with a $355.44 price target.

Vaughan Nelson Investment Management L.P. reduced its stake in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) by 2.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 236,799 shares of the company's stock after selling 6,205 shares during the period. Vaughan Nelson Investment Management L.P. owned approximately 0.38% of Burlington Stores worth $68,399,000 at the end of the most recent quarter.

Other large investors have also recently made changes to their positions in the company. First Horizon Corp purchased a new position in Burlington Stores in the 3rd quarter worth $25,000. JPL Wealth Management LLC purchased a new stake in Burlington Stores during the 3rd quarter valued at about $28,000. Root Financial Partners LLC acquired a new position in shares of Burlington Stores in the third quarter valued at about $30,000. Mather Group LLC. acquired a new position in shares of Burlington Stores in the third quarter valued at about $36,000. Finally, Geneos Wealth Management Inc. raised its stake in shares of Burlington Stores by 235.4% in the second quarter. Geneos Wealth Management Inc. now owns 161 shares of the company's stock worth $37,000 after purchasing an additional 113 shares during the last quarter.

Insider Transactions at Burlington Stores

In other Burlington Stores news, COO Travis Marquette sold 3,759 shares of the stock in a transaction that occurred on Tuesday, March 24th. The stock was sold at an average price of $327.75, for a total transaction of $1,232,012.25. Following the transaction, the chief operating officer owned 26,350 shares in the company, valued at approximately $8,636,212.50. This represents a 12.48% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 1.10% of the company's stock.

Wall Street Analysts Forecast Growth

BURL has been the topic of a number of recent research reports. Weiss Ratings upgraded Burlington Stores from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 23rd. Wells Fargo & Company lifted their price objective on shares of Burlington Stores from $350.00 to $400.00 and gave the company an "overweight" rating in a research note on Friday, March 6th. Robert W. Baird upped their price objective on shares of Burlington Stores from $345.00 to $375.00 and gave the company an "outperform" rating in a report on Friday, March 6th. Jefferies Financial Group reiterated a "buy" rating and issued a $370.00 price objective on shares of Burlington Stores in a research note on Thursday, March 5th. Finally, Barclays boosted their target price on shares of Burlington Stores from $331.00 to $335.00 and gave the company an "overweight" rating in a research report on Monday, March 2nd. Sixteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, Burlington Stores currently has a consensus rating of "Moderate Buy" and a consensus price target of $355.44.

Burlington Stores Stock Down 0.2%

BURL opened at $312.06 on Tuesday. The company has a fifty day moving average of $305.76 and a two-hundred day moving average of $285.73. The stock has a market capitalization of $19.56 billion, a price-to-earnings ratio of 32.78, a PEG ratio of 1.89 and a beta of 1.73. Burlington Stores, Inc. has a fifty-two week low of $212.92 and a fifty-two week high of $332.20. The company has a debt-to-equity ratio of 1.11, a quick ratio of 0.65 and a current ratio of 1.23.

Burlington Stores (NYSE:BURL - Get Free Report) last posted its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.70 by $0.29. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The business had revenue of $3.65 billion for the quarter, compared to analyst estimates of $2.77 billion. During the same period in the prior year, the company posted $4.07 EPS. The company's revenue for the quarter was up 11.3% on a year-over-year basis. Burlington Stores has set its FY 2026 guidance at 10.950-11.450 EPS and its Q1 2026 guidance at 1.600-1.750 EPS. On average, research analysts expect that Burlington Stores, Inc. will post 7.93 earnings per share for the current year.

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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