Dockside LLC Acquires Shares of 7,371 Burlington Stores, Inc. $BURL

Dockside LLC acquired a new stake in Burlington Stores, Inc. (NYSE:BURL) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 7,371 shares of the company’s stock, valued at approximately $2,129,000.

A number of other institutional investors have also recently made changes to their positions in BURL. Stone House Investment Management LLC acquired a new stake in shares of Burlington Stores in the fourth quarter worth approximately $25,000. JPL Wealth Management LLC acquired a new stake in shares of Burlington Stores in the third quarter worth approximately $28,000. Harbour Investments Inc. boosted 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 acquiring an additional 34 shares during the last quarter. Larson Financial Group LLC boosted 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 worth $36,000 after acquiring an additional 81 shares during the last quarter. Finally, Geneos Wealth Management Inc. boosted 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 worth $37,000 after acquiring an additional 113 shares during the last quarter.

Insiders Place Their Bets

In other Burlington Stores 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 transaction, the chief operating officer owned 26,350 shares of the company’s stock, valued at approximately $8,636,212.50. The trade was a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Matthew Pasch sold 3,773 shares of the business’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $317.21, for a total value of $1,196,833.33. Following the transaction, the insider directly owned 6,523 shares in the company, valued at $2,069,160.83. This trade represents a 36.65% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 1.30% of the company’s stock.

More Burlington Stores News

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.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on BURL. UBS Group reaffirmed a “buy” rating and issued a $435.00 price target on shares of Burlington Stores in a research note on Friday, May 29th. JPMorgan Chase & Co. lowered their price target on Burlington Stores from $374.00 to $351.00 and set an “overweight” rating on the stock in a research note on Friday, May 29th. Weiss Ratings raised Burlington Stores from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday, March 23rd. Jefferies Financial Group reaffirmed a “buy” rating and issued a $365.00 price target on shares of Burlington Stores in a research note on Friday, May 29th. Finally, Barclays lifted their price target on Burlington Stores from $365.00 to $411.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Fifteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, Burlington Stores 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 stock’s fifty day moving average is $321.40 and its two-hundred day moving average is $304.36. The firm has a market capitalization of $21.28 billion, a P/E ratio of 34.75, a price-to-earnings-growth ratio of 1.83 and a beta of 1.46. 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 $218.52 and a fifty-two week high of $351.85.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data 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 analyst estimates of $2.80 billion. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The firm’s revenue for the quarter was up 14.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.60 earnings per share. 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. On average, research analysts anticipate that Burlington Stores, Inc. will post 11.71 earnings per share 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.