Trillium Asset Management LLC Sells 5,205 Shares of Burlington Stores, Inc. $BURL

Trillium Asset Management LLC cut its position in Burlington Stores, Inc. (NYSE:BURL) by 16.5% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 26,331 shares of the company’s stock after selling 5,205 shares during the period. Trillium Asset Management LLC’s holdings in Burlington Stores were worth $7,904,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in BURL. Stone House Investment Management LLC bought a new stake in shares of Burlington Stores in the fourth quarter valued at $25,000. JPL Wealth Management LLC bought a new stake in shares of Burlington Stores in the third quarter valued at $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 valued at $32,000 after buying an additional 34 shares during the period. Larson Financial Group LLC raised its stake 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 buying an additional 81 shares during the period. 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 valued at $37,000 after buying an additional 113 shares during the period.

Analysts Set New Price Targets

Several analysts have issued reports on the company. UBS Group restated a “buy” rating and issued a $435.00 target price on shares of Burlington Stores in a research note on Friday, May 29th. Jefferies Financial Group restated a “buy” rating and issued a $365.00 target price on shares of Burlington Stores in a research note on Friday, May 29th. Telsey Advisory Group restated an “outperform” rating and issued a $365.00 target price on shares of Burlington Stores in a research note on Tuesday, March 31st. Wells Fargo & Company lowered their target price on Burlington Stores from $400.00 to $375.00 and set an “overweight” rating on the stock in a research note on Friday, May 29th. Finally, Wall Street Zen upgraded Burlington Stores from a “hold” rating to a “buy” rating in a research note on Saturday, May 30th. Fifteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $353.56.

Burlington Stores Stock Performance

NYSE:BURL opened at $338.08 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 52-week low of $218.52 and a 52-week high of $351.85. The firm has a market cap of $21.28 billion, a price-to-earnings ratio of 34.75, a PEG ratio of 1.85 and a beta of 1.46. The business’s fifty day moving average is $321.40 and its 200 day moving average is $304.36.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data on Thursday, May 28th. The company reported $2.01 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.80 by $0.21. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The company had revenue of $2.86 billion for the quarter, compared to analyst estimates of $2.80 billion. During the same period in the previous year, the company posted $1.60 EPS. The firm’s revenue for the quarter was up 14.1% compared to the same quarter last year. 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. Research analysts predict that Burlington Stores, Inc. will post 11.68 EPS for the current year.

Trending Headlines about Burlington Stores

Here are the key news stories impacting Burlington Stores this week:

• Positive Sentiment: Zacks Research raised its earnings estimates for Burlington Stores (BURL) for FY2027, FY2028, FY2029, and Q2 2028, suggesting expectations remain constructive for the company’s longer-term profit outlook.
• Positive Sentiment: The company continues to expand its store base, including a newly announced opening date for an Oshkosh location, which points to ongoing growth in its off-price retail footprint.
• Neutral Sentiment: Previous earnings results were strong, with Burlington beating estimates on both EPS and revenue and issuing guidance above Wall Street expectations, which still supports the stock’s fundamental backdrop.
• Neutral Sentiment: An insider sale was reported, which can draw attention but does not necessarily indicate a change in the company’s business outlook.
• Negative Sentiment: Zacks Research trimmed estimates for several near-to-medium-term quarters, including Q3 2027, Q4 2027, Q3 2028, and Q4 2028, which may have weighed on sentiment around near-term earnings momentum.
• Negative Sentiment: Unusual options activity showed a sharp increase in put buying, often a sign that some investors are positioning for more downside or hedging risk in BURL.

Insiders Place Their Bets

In related news, COO Travis Marquette sold 3,759 shares of the business’s stock in a transaction 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 sale, the chief operating officer directly owned 26,350 shares in the company, valued at approximately $8,636,212.50. The trade was a 12.48% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Matthew Pasch sold 3,773 shares of the business’s stock in a transaction on Friday, June 5th. The shares were sold at an average price of $317.21, for a total value of $1,196,833.33. Following the sale, the insider owned 6,523 shares in the company, valued at approximately $2,069,160.83. The trade was a 36.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 1.30% of the company’s stock.

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.