Burlington Stores, Inc.
Argus on Aug 12, 2026 lowered its price target for Burlington Stores (BURL) to $377.00. The article also cites an earnings estimate of $353.63. It describes Burlington Stores as an off-price retailer selling in-season fashion and related categories such as apparel, footwear, accessories, home, and beauty.
Capital International Investors (Capital Research and Management Company) filed Schedule 13G/A (Amendment No. 7) reporting beneficial ownership of 5,554,563 shares of Burlington Stores, Inc. common stock, or 8.8% of 62,942,206 shares believed outstanding. The filing states sole voting power over 5,545,742 shares and sole dispositive power over 5,554,563 shares.
Burlington Stores (BURL) says it more than doubled store count over the past decade to over 1,300, adding 700+ sites largely by taking space vacated by bankrupt retailers such as Kmart, Bed Bath & Beyond, Toys R Us, Joann and Sports Authority. It bought 64 Bed Bath leases for about $12M and paid about $20M rent before opening. In 2026 it bid $22M for 22 Saks Off Fifth leases; some landlords objected, but at least 7 leases were approved.
Over the past 7 days, alphai's AI scored 3 news stories mentioning BURL (Burlington Stores, Inc.). Coverage has skewed bearish: 0 bullish, 2 neutral, and 1 bearish.
Recent BURL coverage spans financial news, market movers and insider activity.
In the last 30 days, BURL insiders filed 5 SEC Form 4 transactions — no purchases and 5 sales ($619K). The most active reporter was Vecchio Jennifer, Group President and CMO, with 5 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
Analyst target cut implies reduced upside expectations, which can pressure near-term sentiment and support levels.
The filing signals a large, sole-controlled institutional position, but it does not disclose a new operational catalyst for BURL.
Lease backfills and court-approved Saks Off Fifth lease sales support Burlington’s store growth pipeline, but landlord objections and pre-rent costs add execution risk.
The note is a fresh valuation anchor (PT $438) but does not introduce new company fundamentals beyond referencing prior results.
This is a routine insider sale, not a fundamental update, but it can slightly affect near-term sentiment if traders overread it.
alphai scores every news story that mentions BURL with an AI model for sentiment and relevance, and aggregates insider trades from Burlington Stores, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Argus on Aug 12, 2026 lowered its price target for Burlington Stores (BURL) to $377.00. The article also cites an earnings estimate of $353.63. It describes Burlington Stores as an off-price retailer selling in-season fashion and related categories such as apparel, footwear, accessories, home, and beauty.
1 min readCapital International Investors (Capital Research and Management Company) filed Schedule 13G/A (Amendment No. 7) reporting beneficial ownership of 5,554,563 shares of Burlington Stores, Inc. common stock, or 8.8% of 62,942,206 shares believed outstanding. The filing states sole voting power over 5,545,742 shares and sole dispositive power over 5,554,563 shares.
2 min readBurlington Stores (BURL) says it more than doubled store count over the past decade to over 1,300, adding 700+ sites largely by taking space vacated by bankrupt retailers such as Kmart, Bed Bath & Beyond, Toys R Us, Joann and Sports Authority. It bought 64 Bed Bath leases for about $12M and paid about $20M rent before opening. In 2026 it bid $22M for 22 Saks Off Fifth leases; some landlords objected, but at least 7 leases were approved.
6 min readInvesting.com reports Morgan Stanley reiterated an Overweight rating on Burlington Stores (NYSE:BURL) and set a $438 price target. Shares trade around $372.87 near the 52-week high. The article cites BURL’s Q1 FY2026 results: EPS $2.10 vs $1.74 expected, revenue $2.85B vs $2.78B, with the stock falling after the report.
4 min readVecchio Jennifer (Group President and CMO) sold 1,678 shares of Burlington Stores, Inc. (BURL) at an average of $369.04 ($367.72–$372.79, $0.62M total) across 5 trades on 2026-08-03 under a Rule 10b5-1 trading plan.
2 min readAnalyst actions highlighted: Argus upgraded Bristol Myers (BMY) to Buy, $75 target, citing margin improvement and raised 2026 guidance. Freedom Broker upgraded McDonald's (MCD) to Buy, $305 target, on softer revenue and comps. Morgan Stanley upgraded Humana (HUM) to Equal Weight, $370 target. Jefferies downgraded Best Buy (BBY) to Hold, $85 target. Others included upgrades/downgrades for several stocks with updated price targets.
7 min readJim Cramer’s Wednesday watchlist cites market futures, ADP’s weaker-than-expected July payrolls, and company reactions to earnings. AMD fell premarket despite beating line items but issuing a challenging Q3 outlook. SpaceX topped estimates but shares fell; Nvidia, Eli Lilly, Disney, Arista Networks, Palo Alto Networks, Burlington Stores, and Emerson Electric are also discussed with key beats, guidance, and price-target changes.
7 min readCiti downgraded Burlington Stores (Burlington) to Neutral from Buy, saying the stock is near its target and risk/reward is no longer favorable. Citi cited shares trading within 5% of target and at all-time highs, up 18% in three months. Citi models Q2 EPS of $2.33 (Aug. 27) and keeps FY2026 EPS at $12.65.
2 min readInvesting.com reports Bernstein highlighted three off-price retailers ahead of Q2 earnings. It expects near-term weakness for TJX but calls it the top fundamental pick. For Ross Stores, it cites better marketing and execution but warns second-half guidance risk versus a high comp base. For Burlington, it notes inventory and an easier comp but flags guidance volatility.
3 min readBurlington Stores, Inc. (BURL) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K false 0001579298 0001579298 2026-07-31 2026-07-31 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 31, 20
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