Burlington Stores Climbs as Investors Reassess Recent Selloff

Burlington Stores (BURL) is up 4.4% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is a rebound trade rather than a single fresh corporate announcement. Burlington still has support from its late-August earnings report, which showed double-digit sales and EPS growth with higher full-year guidance, and the stock appears to be recovering after a sharp post-earnings pullback.

Details:

Burlington’s second-quarter update showed total sales growth of 11%, adjusted EPS growth of 38%, and updated fiscal 2026 guidance for comparable sales growth of 3% to 4% and EPS growth of 16% to 18%.

The company said it operated 1,287 stores at the end of the second quarter, reinforcing the market’s long-term store expansion story.

Analyst sentiment has remained broadly constructive even after the late-summer volatility, with published price targets still sitting well above the recent share price.

This could be because investors are stepping back into a retailer that had fallen sharply after earnings despite maintaining growth and outlook, with no obvious new filing or event on the company’s recent calendar pointing to a different catalyst.

Sources:

Burlington Stores, SEC, Google Finance

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BURL Insider Trading Activity

$BURL insiders have traded $BURL stock on the open market 34 times in the past 6 months. Of those trades, 0 have been purchases and 34 have been sales.

Here’s a breakdown of recent trading of $BURL stock by insiders over the last 6 months:

JENNIFER VECCHIO (Group President and CMO) has made 0 purchases and 17 sales selling 24,276 shares for an estimated $8,293,355.
KRISTIN WOLFE (Chief Financial Officer) has made 0 purchases and 3 sales selling 8,200 shares for an estimated $2,789,594.
MATTHEW PASCH (Chief Human Resources Officer) sold 3,773 shares for an estimated $1,196,833
STEPHEN FERRONI (SVP, Chief Accounting Officer) has made 0 purchases and 2 sales selling 2,343 shares for an estimated $790,110.
TRAVIS MARQUETTE (President and COO) has made 0 purchases and 11 sales selling 1,084 shares for an estimated $336,200.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

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$BURL Hedge Fund Activity

We have seen 365 institutional investors add shares of $BURL stock to their portfolio, and 316 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

JPMORGAN CHASE & CO added 6,284,294 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,990,864,339
CAPITAL WORLD INVESTORS removed 896,117 shares (-100.0%) from their portfolio in Q2 2026, for an estimated $283,889,865
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 826,445 shares (+48.0%) to their portfolio in Q2 2026, for an estimated $261,817,776
CAPITAL INTERNATIONAL INVESTORS removed 702,063 shares (-11.4%) from their portfolio in Q2 2026, for an estimated $222,413,558
ANOMALY CAPITAL MANAGEMENT, LP removed 656,820 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $213,716,091
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 431,194 shares (+inf%) to their portfolio in Q2 2026, for an estimated $136,602,259
CITADEL ADVISORS LLC removed 411,218 shares (-70.0%) from their portfolio in Q1 2026, for an estimated $133,802,112

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

$BURL Price Targets

Multiple analysts have issued price targets for $BURL recently. We have seen 5 analysts offer price targets for $BURL in the last 6 months, with a median target of $375.0.

Here are some recent targets:

Matthew Boss from JP Morgan set a target price of $351.0 on 05/29/2026
Ike Boruchow from Wells Fargo set a target price of $375.0 on 05/29/2026
Lorraine Hutchinson from B of A Securities set a target price of $375.0 on 05/29/2026
Joseph Civello from Truist Securities set a target price of $310.0 on 05/29/2026
Adrienne Yih from Barclays set a target price of $411.0 on 05/26/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.