Capstone Investment Advisors LLC Makes New $1.68 Million Investment in Burlington Stores, Inc. $BURL

Capstone Investment Advisors LLC purchased a new position in shares of Burlington Stores, Inc. (NYSE:BURL - Free Report) during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 5,301 shares of the company's stock, valued at approximately $1,679,000.

Other large investors have also recently made changes to their positions in the company. Harbour Investments Inc. boosted its holdings in shares of Burlington Stores by 44.7% in the 4th quarter. Harbour Investments Inc. now owns 110 shares of the company's stock worth $32,000 after buying an additional 34 shares during the last quarter. JPL Wealth Management LLC bought a new stake in Burlington Stores in the third quarter worth about $28,000. Reflection Asset Management bought a new stake in Burlington Stores in the fourth quarter worth about $34,000. Larson Financial Group LLC boosted its stake in Burlington Stores by 180.0% in the fourth quarter. Larson Financial Group LLC now owns 126 shares of the company's stock valued at $36,000 after acquiring 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 acquiring an additional 113 shares during the last quarter.

Insider Transactions at Burlington Stores

In related news, CAO Stephen Ferroni sold 2,343 shares of the business's stock in a transaction dated Thursday, June 11th. The stock was 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 in the company, valued at $469,073.02. The trade was a 62.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CMO Jennifer Vecchio sold 20,920 shares of the company's stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $341.53, for a total value of $7,144,807.60. Following the completion of the transaction, the chief marketing officer owned 81,017 shares in the company, valued at $27,669,736.01. This represents a 20.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 30,392 shares of company stock valued at $10,280,271. 1.30% of the stock is currently owned by company insiders.

Burlington Stores Price Performance

BURL stock opened at $289.44 on Friday. The firm has a 50 day moving average of $340.27 and a 200-day moving average of $325.21. The firm has a market capitalization of $18.22 billion, a P/E ratio of 29.75, a price-to-earnings-growth ratio of 1.61 and a beta of 1.44. Burlington Stores, Inc. has a 12 month low of $240.49 and a 12 month high of $378.33. 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 posted its earnings results on Thursday, August 27th. The company reported $2.96 earnings per share (EPS) for the quarter, topping 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 business had revenue of $3 billion for the quarter, compared to analysts' expectations of $3.03 billion. During the same period in the prior year, the company posted $1.72 EPS. The business'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. As a group, sell-side analysts predict that Burlington Stores, Inc. will post 12.21 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on BURL shares. Truist Financial raised their price target on shares of Burlington Stores from $305.00 to $310.00 and gave the stock a "hold" rating in a research note on Thursday, May 28th. Bank of America increased their price objective on Burlington Stores from $367.00 to $375.00 and gave the company a "buy" rating in a report on Friday, May 29th. JPMorgan Chase & Co. decreased their target price on Burlington Stores from $374.00 to $351.00 and set an "overweight" rating for the company in a research report on Friday, May 29th. Morgan Stanley restated an "overweight" rating on shares of Burlington Stores in a research note on Thursday, August 6th. Finally, Jefferies Financial Group upped their price target on Burlington Stores from $365.00 to $410.00 and gave the company a "buy" rating in a research report on Friday, August 14th. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $371.50.

Key Headlines Impacting Burlington Stores

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.

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