26,830 Shares in Burlington Stores, Inc. $BURL Purchased by Trillium Asset Management LLC

Trillium Asset Management LLC purchased a new stake in Burlington Stores, Inc. (NYSE:BURL) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 26,830 shares of the company’s stock, valued at approximately $8,500,000.

Several other large investors have also added to or reduced their stakes in BURL. JPL Wealth Management LLC acquired a new position in Burlington Stores during the 3rd quarter valued at about $28,000. Harbour Investments Inc. raised its stake in shares of Burlington Stores by 44.7% in the fourth quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock worth $32,000 after purchasing an additional 34 shares during the last quarter. Reflection Asset Management bought a new position in shares of Burlington Stores in the fourth quarter valued at approximately $34,000. Larson Financial Group LLC lifted its holdings in shares of 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 purchasing an additional 81 shares in the last quarter. Finally, Geneos Wealth Management Inc. boosted its position in shares of Burlington Stores by 235.4% during 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 during the last quarter.

Burlington Stores Trading Down 1.3%

Shares of Burlington Stores stock opened at $333.17 on Friday. Burlington Stores, Inc. has a 1 year low of $240.49 and a 1 year high of $378.33. The firm has a market cap of $20.97 billion, a PE ratio of 34.24, a P/E/G ratio of 1.81 and a beta of 1.44. The stock has a fifty day moving average price of $342.25 and a 200-day moving average price of $324.75. 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 (NYSE:BURL) last issued its quarterly earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, topping analysts’ consensus estimates of $1.80 by $0.21. The company had revenue of $2.86 billion for the quarter, compared to the consensus estimate of $2.80 billion. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. The firm’s quarterly revenue was up 14.1% on a year-over-year basis. During the same period in the previous year, the firm earned $1.60 EPS. 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. Equities research analysts anticipate that Burlington Stores, Inc. will post 11.75 EPS for the current year.

Insiders Place Their Bets

In other news, CMO Jennifer Vecchio sold 1,678 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $369.04, for a total transaction of $619,249.12. Following the completion of the sale, the chief marketing officer owned 77,661 shares in the company, valued at $28,660,015.44. This trade represents a 2.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Stephen Ferroni sold 2,343 shares of Burlington Stores stock in a transaction that occurred on 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 sale, the chief accounting officer directly owned 1,391 shares in the company, valued at $469,073.02. This trade represents a 62.75% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 30,392 shares of company stock valued at $10,280,271. Company insiders own 1.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on BURL shares. Evercore reiterated an “outperform” rating and set a $400.00 price target on shares of Burlington Stores in a report on Monday. Weiss Ratings cut Burlington Stores from a “buy (b)” rating to a “buy (b-)” rating in a research note on Thursday, July 23rd. UBS Group lifted their price objective on shares of Burlington Stores from $435.00 to $440.00 and gave the stock a “buy” rating in a report on Monday. Morgan Stanley reiterated an “overweight” rating on shares of Burlington Stores in a research note on Thursday, August 6th. Finally, Wells Fargo & Company lowered their target price on shares of Burlington Stores from $400.00 to $375.00 and set an “overweight” rating for the company in a report on Friday, May 29th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the stock. According to data from MarketBeat.com, Burlington Stores currently has an average 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.