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

Capstone Investment Advisors LLC purchased a new position in Burlington Stores, Inc. (NYSE:BURL) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,301 shares of the company’s stock, valued at approximately $1,679,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. Harbour Investments Inc. grew its position in 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 acquiring 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 about $28,000. Reflection Asset Management bought a new stake in Burlington Stores during the fourth quarter worth about $34,000. Larson Financial Group LLC lifted its stake in Burlington Stores by 180.0% during the fourth quarter. Larson Financial Group LLC now owns 126 shares of the company’s stock worth $36,000 after purchasing an additional 81 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted its holdings 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 purchasing an additional 113 shares in the last quarter.

Insider Buying and Selling at Burlington Stores

In related news, CMO Jennifer Vecchio sold 20,920 shares of the firm’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 sale, the chief marketing officer directly owned 81,017 shares of the company’s stock, valued at $27,669,736.01. This trade represents a 20.52% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CAO Stephen Ferroni sold 2,343 shares of the business’s stock in a transaction dated 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 in the company, valued at approximately $469,073.02. This represents a 62.75% decrease in their position. 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 worth $10,280,271. 1.30% of the stock is currently owned by company insiders.

Burlington Stores Stock Performance

NYSE:BURL opened at $289.44 on Friday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.49 and a current ratio of 1.16. Burlington Stores, Inc. has a fifty-two week low of $240.49 and a fifty-two week high of $378.33. The firm has a market cap of $18.22 billion, a PE ratio of 29.75, a price-to-earnings-growth ratio of 1.61 and a beta of 1.44. The business has a 50 day moving average price of $340.27 and a 200-day moving average price of $325.21.

Burlington Stores (NYSE:BURL) last issued its earnings results on Thursday, August 27th. The company reported $2.96 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 company had revenue of $3 billion for the quarter, compared to the consensus estimate of $3.03 billion. During the same period in the previous year, the firm earned $1.72 earnings per share. The firm’s revenue for the quarter was up 11.0% on a year-over-year basis. 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. Equities research analysts predict that Burlington Stores, Inc. will post 12.21 earnings per share for the current year.

More Burlington Stores News

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

Analyst Ratings Changes

BURL has been the topic of several research reports. Evercore reissued an “outperform” rating and set a $400.00 price target on shares of Burlington Stores in a research note on Monday, August 17th. Morgan Stanley reaffirmed an “overweight” rating on shares of Burlington Stores in a research note on Thursday, August 6th. Citigroup lowered shares of Burlington Stores from a “buy” rating to a “neutral” rating and set a $380.00 target price on the stock. in a report on Wednesday, August 5th. Wall Street Zen cut shares of Burlington Stores from a “buy” rating to a “hold” rating in a research report on Sunday, August 2nd. Finally, Barclays boosted their price target on shares of Burlington Stores from $365.00 to $411.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Thirteen analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price 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.