Hsbc Holdings PLC Takes Position in Burlington Stores, Inc. $BURL

Hsbc Holdings PLC purchased a new position in Burlington Stores, Inc. (NYSE:BURL) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm purchased 60,706 shares of the company’s stock, valued at approximately $19,237,000. Hsbc Holdings PLC owned approximately 0.10% of Burlington Stores at the end of the most recent quarter.

Several other large investors also recently bought and sold shares of BURL. Harbour Investments Inc. raised its holdings in Burlington Stores by 44.7% in the 4th quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock valued at $32,000 after acquiring an additional 34 shares during the last quarter. Fifth Third Bancorp boosted its holdings in shares of Burlington Stores by 6.4% during the 4th quarter. Fifth Third Bancorp now owns 585 shares of the company’s stock worth $169,000 after purchasing an additional 35 shares during the last quarter. Vident Advisory LLC boosted its holdings in shares of Burlington Stores by 1.1% during the 2nd quarter. Vident Advisory LLC now owns 3,330 shares of the company’s stock worth $775,000 after purchasing an additional 36 shares during the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Burlington Stores by 14.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company’s stock valued at $72,000 after purchasing an additional 38 shares in the last quarter. Finally, Fjarde AP Fonden Fourth Swedish National Pension Fund grew its position in shares of Burlington Stores by 0.3% in the fourth quarter. Fjarde AP Fonden Fourth Swedish National Pension Fund now owns 13,012 shares of the company’s stock valued at $3,759,000 after purchasing an additional 40 shares in the last quarter.

Burlington Stores Stock Down 7.8%

Shares of NYSE BURL opened at $289.44 on Friday. The company has a market capitalization of $18.22 billion, a P/E ratio of 29.75, a P/E/G ratio of 1.61 and a beta of 1.44. The company has a debt-to-equity ratio of 1.03, a current ratio of 1.16 and a quick ratio of 0.49. The company has a 50 day simple moving average of $340.27 and a 200-day simple moving average of $325.21. Burlington Stores, Inc. has a 1 year low of $240.49 and a 1 year high of $378.33.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.19 by $0.77. The firm had revenue of $3 billion for the quarter, compared to analysts’ expectations of $3.03 billion. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The firm’s quarterly revenue was up 11.0% on a year-over-year basis. During the same period in the prior year, the firm posted $1.72 earnings per share. 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. On average, equities research analysts predict that Burlington Stores, Inc. will post 12.21 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on BURL shares. Bank of America increased their price target on Burlington Stores from $367.00 to $375.00 and gave the company a “buy” rating in a report on Friday, May 29th. Jefferies Financial Group upped their target price on Burlington Stores from $365.00 to $410.00 and gave the company a “buy” rating in a report on Friday, August 14th. Morgan Stanley restated an “overweight” rating on shares of Burlington Stores in a report on Thursday, August 6th. JPMorgan Chase & Co. cut their target price on Burlington Stores from $374.00 to $351.00 and set an “overweight” rating for the company in a research note on Friday, May 29th. Finally, Weiss Ratings upgraded Burlington Stores from a “buy (b-)” rating to a “buy (b)” rating in a report on Wednesday. Thirteen research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $371.50.

Key Headlines Impacting Burlington Stores

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

Insider Buying and Selling at Burlington Stores

In related news, CAO Stephen Ferroni sold 2,343 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at approximately $469,073.02. This trade represents a 62.75% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CMO Jennifer Vecchio sold 1,678 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $369.04, for a total value of $619,249.12. Following the sale, the chief marketing officer directly owned 77,661 shares of the company’s stock, valued at $28,660,015.44. The trade was a 2.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 30,392 shares of company stock worth $10,280,271 over the last quarter. 1.30% of the stock is currently owned by company insiders.

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.