Why Burlington Stores (BURL) Stock Is Down Today

Burlington Stores (BURL) is down 3.2% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely explanation is pre-earnings caution and profit-taking ahead of Burlington’s second-quarter report on August 27, 2026, rather than a clearly defined new negative event. This could also be because expectations were already elevated after strong first-quarter results and a recent analyst downgrade argued the stock’s risk-reward had become less attractive after a sharp run.

Details:

Burlington scheduled its second-quarter fiscal 2026 earnings release for Thursday, August 27, 2026, before the market opens, which can pressure shares as investors reduce exposure ahead of a report.

In its last quarterly update, Burlington posted strong first-quarter growth, including a 14% sales increase, 6% comparable-store sales growth, and adjusted earnings per share of $2.10, while also raising full-year guidance.

Management’s prior outlook for the second quarter called for adjusted earnings per share in the range of $2.05 to $2.20, leaving the market focused on whether the company can clear a relatively high bar.

An August 2026 analyst downgrade to Neutral highlighted that the shares had moved close to the firm’s price target, which may have contributed to a more cautious tone around the stock.

Sources:

Burlington Stores Investor Relations, SEC, TipRanks

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 40 times in the past 6 months. Of those trades, 0 have been purchases and 40 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.
TRAVIS MARQUETTE (President and COO) has made 0 purchases and 15 sales selling 4,843 shares for an estimated $1,568,207.
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.
MICHAEL GOODWIN has made 0 purchases and 2 sales selling 321 shares for an estimated $104,027.

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 364 institutional investors add shares of $BURL stock to their portfolio, and 317 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
GOLDMAN SACHS GROUP INC added 405,383 shares (+85.7%) to their portfolio in Q2 2026, for an estimated $128,425,334

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 8 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
Dana Telsey from Telsey Advisory Group set a target price of $365.0 on 03/31/2026
Mark Altschwager from Baird set a target price of $375.0 on 03/06/2026

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.