Burlington Stores (BURL)
Off-price retailer rotating branded apparel and home assortments through a store-only U.S. network.
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Operates a store-only off-price chain selling branded apparel, footwear, accessories, beauty, home goods and seasonal merchandise. Opportunistic purchasing keeps assortments changing, while smaller formats support a U.S.-focused store network; results depend on store traffic, favorable access to non-exclusive branded inventory and discretionary spending.
Runs an off-price, store-only retail chain selling women's, men's and children's apparel, footwear, accessories, beauty, home goods, toys, gifts and coats. The assortment spans everyday fashion and household categories rather than a fixed catalog of owned brands.
Buys most merchandise opportunistically and close to need, varying price, quantity and timing to keep assortments changing. This flexible sourcing and a treasure-hunt store experience underpin the model, while smaller formats support expansion across the United States and Puerto Rico.
Operates as one consolidated segment, with all revenue derived in the United States. The business depends on physical-store traffic, access to non-exclusive branded inventory on favorable terms, rapid responses to fashion demand, labor availability, suitable leases and discretionary consumer spending.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 31, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $331 | Target: $382 |
| Aug 28, 2026 | Wells Fargo | Target | Target: $315 | Target: $370 |
| Aug 28, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $318 | Target: $323 |
| Aug 28, 2026 | Bernstein | Reiterate | Rating: —Target: $350 | Target: $355 |
| Aug 28, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $438 | Target: $432 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $703.7M · Total debt $5.91B · Total assets $10.04B · Shareholders' equity $2.00B
- Revenue
- $3.00B
- Operating income
- $251.5M
- Net income
- $184.3M
No dividends on record.
| Institutions | ≈ 101.25% | 63.60M shares | |
|---|---|---|---|
| 691 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 0.63% | 397.1K shares | |
| 17 holders · as of Sep 3, 2026 | |||
| Strategic holders | 6.74% | 4.23M shares | |
| 1 holder · as of Feb 3, 2023 | |||
| Adds to | 108.62% | ||
62.82M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 108.62%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.84% | 6.81M | as of Jun 30, 2026 |
JPMorgan Chase & CoInstitution | 10.00% | 6.28M | as of Jun 30, 2026 |
Capital International InvestorsInstitution | 8.70% | 5.47M | as of Jun 30, 2026 |
BlackRock, Inc.Strategic | 6.74% | 4.23M | filed Feb 3, 2023 |
Capital World InvestorsInstitution | 5.63% | 3.54M | filed Feb 14, 2020 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Jennifer Vecchio | officer: Group President and CMO | −1,678 | $259.73 |
| Aug 3, 2026 | Jennifer Vecchio | officer: Group President and CMO | −1,678 | $369.04 |
| Jul 1, 2026 | Jennifer Vecchio | officer: Group President and CMO | −1,678 | $315.42 |
| Jun 17, 2026 | Kristin Wolfe | officer: Chief Financial Officer | −8,200 | $340.19 |
| Jun 12, 2026 | Jennifer Vecchio | officer: Group President and CMO | −20,920 | $341.53 |
- TJX Companies
Largest direct off-price rival across apparel, beauty, and home
- Ross Stores
Direct off-price rival in family apparel, footwear, and home
- Macy's
Department-store and off-price overlap in apparel, beauty, and home
- Kohl's
Moderately priced apparel, beauty, and home rival with national reach
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Burlington Stores | $250.66 | −0.45% | $15.85B | 22.6 | 20.8 | 1.3 | +10.9% |
| TJX Companies | $130.18 | −0.60% | $144.66B | 24.2 | 24.1 | 2.3 | +5.4% |
| Ross Stores | $230.76 | −0.21% | $74.18B | 28.0 | 27.2 | 3.0 | +13.3% |
| Macy's | $22.49 | +1.35% | $5.84B | 8.2 | 10.4 | 0.3 | −2.7% |
| Kohl's | $17.91 | +2.75% | $1.98B | 7.5 | 12.0 | 0.1 | −6.4% |
| Median | 16.2 | 18.0 | 1.3 | +1.4% |