Sanctuary Advisors LLC Makes New Investment in Burlington Stores, Inc. $BURL

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

A number of other hedge funds and other institutional investors have also recently modified their holdings of BURL. Harbour Investments Inc. grew its holdings in shares of Burlington Stores by 44.7% in the fourth quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock valued at $32,000 after purchasing an additional 34 shares in the last quarter. JPL Wealth Management LLC purchased a new stake in Burlington Stores during the third quarter valued at $28,000. Reflection Asset Management purchased a new stake in Burlington Stores during the fourth quarter valued at $34,000. Larson Financial Group LLC lifted its position in Burlington Stores by 180.0% during 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 during the last quarter. Finally, Geneos Wealth Management Inc. grew its stake in shares of Burlington Stores by 235.4% in the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock worth $37,000 after buying an additional 113 shares in the last quarter.

Insider Activity

In related news, CMO Jennifer Vecchio sold 20,920 shares of the firm’s stock in a transaction that occurred 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 directly owned 81,017 shares of the company’s stock, valued at approximately $27,669,736.01. This trade represents a 20.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CAO Stephen Ferroni sold 2,343 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $337.22, for a total value of $790,106.46. Following the transaction, the chief accounting officer owned 1,391 shares of the company’s stock, valued at approximately $469,073.02. The trade was 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. 1.30% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the stock. JPMorgan Chase & Co. lowered their price target on shares of Burlington Stores from $374.00 to $351.00 and set an “overweight” rating for the company in a report on Friday, May 29th. Barclays boosted their price objective on Burlington Stores from $365.00 to $411.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Bank of America upped their price objective on Burlington Stores from $367.00 to $375.00 and gave the company a “buy” rating in a research report on Friday, May 29th. Wells Fargo & Company lowered their price objective on Burlington Stores from $400.00 to $375.00 and set an “overweight” rating for the company in a research note on Friday, May 29th. Finally, Morgan Stanley reiterated an “overweight” rating on shares of Burlington Stores in a report on Thursday, August 6th. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $371.50.

Burlington Stores News Summary

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 Stock Performance

Shares of NYSE:BURL opened at $289.44 on Friday. 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, Inc. has a 12 month low of $240.49 and a 12 month high of $378.33. The firm’s 50-day moving average is $340.27 and its 200 day moving average is $325.21. 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) last posted its quarterly earnings data on Thursday, August 27th. The company reported $2.96 earnings per share for the quarter, topping analysts’ consensus estimates of $2.19 by $0.77. The company had revenue of $3 billion for the quarter, compared to analyst estimates of $3.03 billion. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. The firm’s revenue for the quarter was up 11.0% on a year-over-year basis. During the same period in the prior year, the company posted $1.72 EPS. 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 predict that Burlington Stores, Inc. will post 12.21 EPS for the current year.

About Burlington Stores

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.