BURL BURLINGTON STORES, INC.

XNYS 275.34 Delayed
Find condors

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

BURL $275.34 —
Key stats
$275.34
Pre-market $275.51 +0.06%
52-Week Range
$226.85 – $378.33
YTD
-7.72%
IV Rank (30D)
27.22
Straddle Price
$23.15
P/C Vol Ratio
0.82
Market Cap
$17.3B
Fair Value
MODEL: SHORT

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.29%
Beta vs SPY1.05
Cost of Equity (CAPM)10.27% (VRP-adj)
WACC9.70%
Volatility Risk Premium-3.0pp (IV − HV30), ERP adj -25bps
Effective Tax Rate24.1%
Rev. Growth (YoY, DCF input)+10.6%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.4B
Return on Equity (TTM)35.7%
Book / Price11.3%
Gross Margin (TTM)44.6%
FCF Margin (TTM)3.4%
Debt / Equity0.95
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+23.0% (reverse-DCF on current price)
SMA 50$301.75 (Market Anchor value)
SMA 20 / Bollinger Mid$251.68
Bollinger Width / SMA209.4% (drives anchor stability)
Net Debt$1.2B
Market Cap$18B
Peers used for multiples: AAPL, AMZN, AVGO, CVNA, HD, NVDA, TSLA, ULTA
60-Day Conviction
50%
20-Day Fair Value
≈ by Nov 3, 2026
$275.95
α +0.2% rank 72%
conviction
18%
40-Day Fair Value
≈ by Dec 2, 2026
$276.57
α +0.4% rank 72%
conviction
11%
60-Day Fair Value
≈ by Dec 31, 2026
$271.50
α -1.4% rank 72%
conviction
50%
MethodImplied PriceWeightDetail
DCF $127.46 19%
DDM (Gordon) n/a 0%
Peer P/E $353.43 9% median 28.9× · 8 peers
Peer EV/EBITDA $551.41 9% median 23.4× · 8 peers
Peer P/B $508.04 2% median 16.3× · 8 peers
Peer P/S $1442.53 6% median 6.9× · 8 peers
Market Anchor (SMA50) $301.75 38% stability 100% (BB-width)
Options Expected (B-L 30d) $273.68 19% 40 strikes · skew -0.31
As of 2026-10-05 · updated
About
Industry (SIC)
RETAIL-DEPARTMENT STORES (5311)
Exchange
XNYS
Market Cap
$17.3B

Burlington Stores Inc is an off-price retailer offering an extensive selection of in-season, fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, baby, beauty, footwear, accessories, home, toys, gifts, and coats. The company sells a broad selection of desirable, first-quality, current-brand, labeled merchandise acquired directly from nationally recognized manufacturers and other suppliers. It sells products in categories such as Ladies apparel, Accessories and shoes, Home, Mens apparel, Kids apparel and baby, and Outerwear.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +0.39% 13
Feb +1.66% 13
Mar +0.47% 13
Apr -0.61% 13
May +1.92% 13
Jun +0.85% 13
Jul +6.84% 13
Aug -1.20% 13
Sep -2.60% 13
Oct +0.95% 14
Nov +11.62% 13
Dec +5.38% 13
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $251.68
SMA 50: $301.75
SMA 200: $310.92
Current: $275.34
EMA 12: $263.03
EMA 26: $268.78
MACD: -5.7576 | Signal: 6.9586
BEARISH
ADX (14): 32.08
TREND
+DI: 25.97
−DI: 22.99

Momentum Oscillators

RSI (14): 54.10
NEUTRAL
Stoch %K: 95.55
Stoch %D: 95.21
Williams %R: -3.31

Volume & Volatility

BB Upper: $281.57
BB Lower: $221.80
NEUTRAL
OBV: 12,969,753
Vol SMA 20: 1,661,862
Vol ROC: -4.11%
ATR: $9.50
True Range: $6.12
HV 20: 47.0%
HV 30: 52.2%
HV 60: 43.4%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-04T00:00:00 – 2026-10-02T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

BULLISH (Confidence Level: 7/10)

Key drivers:

  • Bullish trend indicators (SMA, EMA)
  • Positive news sentiment (Recent Headlines)
  • Low volatility regime
  • Options market shows low implied volatility and neutral put/call ratios

Primary risks:

  • High beta (1.10) indicating higher risk relative to the broader market
  • Above-average stock volatility (0.37)

Investment thesis: Burlington Stores' recent earnings beat, positive news sentiment, and low volatility regime support a bullish stance.

Recent news sentiment impact: Positive headlines from the last 10 articles have contributed to a bullish sentiment, with no strongly negative or neutral articles.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Bullish; Medium-term (1-3 months): Bullish; Long-term (3-12 months): Neutral

Support/Resistance Levels: SMA 20: $305.38; EMA 12: $309.33; Upper Bollinger Band: $331.77

Momentum Signals:

  • RSI interpretation: Neutral (46.94)
  • MACD signal: Bearish
  • Bollinger Bands position: Squeeze

News & Sentiment Analysis

Recent Headlines Summary: The majority of recent headlines are positive, highlighting Burlington's strong earnings and retail performance.

Sentiment Assessment: Positive sentiment dominates with 60% positive news articles out of the last 10.

Catalyst Identification: Upcoming earnings report (no specific date provided) and product launches can continue to drive growth.

Market Narrative: News headlines align with the bullish technical signals, indicating a strong market narrative supporting the stock's uptrend.

Risk & Volatility Assessment

Beta Interpretation: High risk relative to the broader market (beta >1.10)

Volatility Regime: Low volatility regime (0.37)

Options Market Signals: IV rank: 16.4% (Low); Current IV: 43.4%; Expected Move: $25.10; Put/Call Volume Ratio: 1.14 (Neutral)

Market Context & Positioning

Sector Performance: Burlington's sector (Retail) has performed relatively well, contributing to the stock's strength.

Institutional Activity: Low institutional interest suggests potential for increased buying pressure if institutions start accumulating shares.

Correlation Analysis: Burlington's correlation with the market is moderate (0.35), indicating it moves in tandem but with some degree of independence.

Relative Valuation: Burlington trades within its historical trading range, indicating no clear value or overvaluation.

Key Levels & Action Items

Critical Price Levels: SMA 20: $305.38; EMA 12: $309.33; Upper Bollinger Band: $331.77

Breakout/Breakdown Levels: No specific levels identified, but watch for breakouts above the upper Bollinger band or breakdowns below the SMA 20.

Time-Sensitive Catalysts: Upcoming earnings report (no specific date provided) and product launches can impact the stock's price.

Risk Management: Set stop-loss levels at $295.73 (5% below current price) and consider reducing position size if the stock experiences a significant decline.

Note: This analysis is based on the provided data and should not be considered personalized investment advice.

Generated
News
Earnings History
5 of 7 under expected move
Avg Expected Move
8.46%
Avg Actual Move
6.59%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-26 Pre-Market 8.39% 2.19% 0.26x Within
2025-05-29 Pre-Market 8.61% 4.52% 0.52x Within
2025-08-28 Pre-Market 8.15% 5.34% 0.66x Within
2025-11-25 Pre-Market 8.28% 12.24% 1.48x Exceeded
2026-03-05 Pre-Market 9.15% 6.33% 0.69x Within
2026-05-28 Pre-Market 7.66% 7.88% 1.03x Exceeded
2026-08-27 Pre-Market 9.01% 7.64% 0.85x Within

BURL Options Activity & IV Rank

BURL IV rank history, 52-week IV rank and IV percentile →

IV Rank (30D)
27.22
IV Rank (7D)
16.39
IV (30D ATM)
38.4%
Straddle (30D)
$23.15
Straddle (7D)
$11.60
P/C Volume
0.82
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.90
Correlation (SPY)
28.5%
R²
0.08
Ann. Volatility
40.9%
SPY Volatility
13.0%

Moderate volatility - stock generally follows market

Beta & Alpha Over Time

BURL Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 64,161,500 (as of 2026-08-01)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

685 filers248,525,826 shares$22.99B value387.34% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 6,810,348 $2.16B 9.38% 10.61% 2026-06-30
2 JPMorgan Chase & Co Custodian 6,284,294 $1.98B 8.59% 9.79% 2026-06-30
3 Vanguard Group Inc Custodian 6,409,797 $1.85B 8.05% 9.99% 2025-12-31
4 Capital International Investors 5,466,722 $1.73B 7.53% 8.52% 2026-06-30
5 Vanguard Portfolio Management LLC 3,096,969 $981.12M 4.27% 4.83% 2026-06-30
6 Vanguard Capital Management LLC 2,843,988 $900.98M 3.92% 4.43% 2026-06-30
7 T. Rowe Price Investment Management, Inc. 2,548,758 $807.45M 3.51% 3.97% 2026-06-30
8 State Street Corp 2,344,548 $742.75M 3.23% 3.65% 2026-06-30
9 Morgan Stanley Custodian 2,145,639 $668.71M 2.91% 3.34% 2026-06-30
10 AQR Capital Management, LLC Custodian 1,450,868 $450.19M 1.96% 2.26% 2026-06-30
11 Geode Capital Management, LLC Custodian 1,277,055 $403.52M 1.76% 1.99% 2026-06-30
12 FMR LLC Custodian 1,203,303 $381.21M 1.66% 1.88% 2026-06-30
13 SRS Investment Management, LLC 1,075,291 $340.65M 1.48% 1.68% 2026-06-30
14 Massachusetts Financial Services Co 1,038,322 $333.26M 1.45% 1.62% 2026-06-30
15 T. Rowe Price Associates, Inc. 1,050,437 $332.78M 1.45% 1.64% 2026-06-30
16 Alyeska Investment Group, L.P. 1,049,778 $332.57M 1.45% 1.64% 2026-06-30
17 Janus Henderson Group plc 880,017 $286.34M 1.25% 1.37% 2026-03-31
18 Jupiter Topco LLC 894,021 $283.23M 1.23% 1.39% 2026-06-30
19 Goldman Sachs Group Inc Custodian 878,425 $278.29M 1.21% 1.37% 2026-06-30
20 PRIMECAP Management Co 840,960 $266.42M 1.16% 1.31% 2026-06-30
21 Norges Bank 819,920 $259.75M 1.13% 1.28% 2026-06-30
22 American Century Companies, Inc. 716,826 $227.09M 0.99% 1.12% 2026-06-30
23 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 20,497,886 $221.08M 0.96% 31.95% 2026-06-30
24 Dimensional Fund Advisors LP Custodian 664,675 $210.56M 0.92% 1.04% 2026-06-30
25 Wellington Management Group LLP Custodian 650,492 $206.08M 0.90% 1.01% 2026-06-30
22 filers$193.25M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $48.85M 25.28% 2026-06-30
2 Susquehanna International Group, LLP Custodian $39.63M 20.51% 2026-06-30
3 Citadel Advisors LLC Custodian $36.15M 18.70% 2026-06-30
4 IMC-Chicago, LLC Custodian $21.80M 11.28% 2026-06-30
5 Walleye Trading LLC $13.50M 6.98% 2026-06-30
6 Wells Fargo & Company Custodian $9.00M 4.66% 2026-06-30
7 Wolverine Trading, LLC Custodian $8.43M 4.36% 2025-09-30
8 Millennium Management LLC Custodian $3.99M 2.07% 2026-06-30
9 Verition Fund Management LLC $2.12M 1.10% 2026-06-30
10 BNP Paribas Financial Markets Custodian $1.84M 0.95% 2026-06-30
11 GROUP ONE TRADING LLC Custodian $1.62M 0.84% 2026-06-30
12 Walleye Capital LLC $982.08K 0.51% 2026-06-30
13 Advisory Services Network, LLC Custodian $950.40K 0.49% 2026-06-30
14 Squarepoint Ops LLC $855.36K 0.44% 2026-06-30
15 Cubist Systematic Strategies, LLC $788.95K 0.41% 2025-09-30
16 Simplex Trading, LLC Custodian $633.60K 0.33% 2026-06-30
17 Qube Research & Technologies Ltd $570.24K 0.30% 2026-06-30
18 D. E. Shaw & Co., Inc. Custodian $506.88K 0.26% 2026-06-30
19 TUDOR INVESTMENT CORP ET AL $475.20K 0.25% 2026-06-30
20 Two Sigma Investments, LP Custodian $285.12K 0.15% 2026-06-30
21 Point72 Asset Management, L.P. $221.76K 0.11% 2026-06-30
22 Parallax Volatility Advisers, L.P. $63.36K 0.03% 2026-06-30
25 filers$853.26M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $225.66M 26.45% 2026-06-30
2 Jane Street Group, LLC Custodian $136.35M 15.98% 2026-06-30
3 Barclays PLC Custodian $125.45M 14.70% 2026-06-30
4 Parallax Volatility Advisers, L.P. $79.20M 9.28% 2026-06-30
5 IMC-Chicago, LLC Custodian $67.92M 7.96% 2026-06-30
6 Citadel Advisors LLC Custodian $58.99M 6.91% 2026-06-30
7 Caption Management, LLC $41.25M 4.83% 2026-06-30
8 Walleye Trading LLC $25.12M 2.94% 2026-06-30
9 Wolverine Trading, LLC Custodian $21.06M 2.47% 2025-09-30
10 Interval Partners, LP $17.36M 2.03% 2026-06-30
11 Twin Tree Management, LP $14.60M 1.71% 2026-06-30
12 Millennium Management LLC Custodian $14.07M 1.65% 2026-06-30
13 GROUP ONE TRADING LLC Custodian $8.62M 1.01% 2026-06-30
14 D. E. Shaw & Co., Inc. Custodian $4.78M 0.56% 2026-06-30
15 Verition Fund Management LLC $2.53M 0.30% 2026-06-30
16 Cubist Systematic Strategies, LLC $2.29M 0.27% 2025-09-30
17 Squarepoint Ops LLC $2.06M 0.24% 2026-06-30
18 Walleye Capital LLC $1.39M 0.16% 2026-06-30
19 Simplex Trading, LLC Custodian $1.33M 0.16% 2026-06-30
20 BNP Paribas Financial Markets Custodian $760.32K 0.09% 2026-06-30
21 PEAK6 LLC $696.96K 0.08% 2026-06-30
22 TUDOR INVESTMENT CORP ET AL $506.88K 0.06% 2026-06-30
23 Two Sigma Investments, LP Custodian $475.20K 0.06% 2026-06-30
24 HAP TRADING, LLC $464.38K 0.05% 2025-09-30
25 Qube Research & Technologies Ltd $316.80K 0.04% 2026-06-30

BURL Insider Trading (Form 4)

Latest: 2026-09-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-03 Jennifer Vecchio Group President and CMO Sell (S) −1,678 $259.73 -$435.8K EDGAR
2026-08-05 Kristin Wolfe Chief Financial Officer Tax (F) −216 $368.23 -$79.5K EDGAR
2026-08-05 Jennifer Vecchio Group President and CMO Sell (S) −1,678 $369.04 -$619.3K EDGAR
2026-07-06 Jennifer Vecchio Group President and CMO Sell (S) −1,678 $315.42 -$529.3K EDGAR
2026-06-24 William P McNamara Director Gift (G) −6,048 — EDGAR
2026-06-22 Kristin Wolfe Chief Financial Officer Mixed −2,932 $265.87 -$2.00M EDGAR
2026-06-16 Jennifer Vecchio Group President and CMO Mixed — $258.13 -$3.49M EDGAR
2026-06-15 Stephen Ferroni SVP, Chief Accounting Officer Mixed −1,311 $275.50 -$650.4K EDGAR
2026-06-09 Matthew Pasch Chief Human Resources Officer Sell (S) −3,773 $317.21 -$1.20M EDGAR
2026-05-22 Jessica Rodriguez Director Award (A) +596 — EDGAR
2026-05-22 Michael C Skirvin Director Award (A) +596 — EDGAR
2026-05-22 Jordan Hitch Director Award (A) +596 — EDGAR
2026-05-22 Edmond J English Director Award (A) +596 — EDGAR
2026-05-22 Shira Goodman Director Award (A) +596 — EDGAR
2026-05-22 Michael Goodwin Director Award (A) +596 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

BURL Insider Holdings

17 insiders · @ $275.34
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Sullivan Michael B O Chief Executive Officer 173,235 $47.70M $0 24 2026-05-05
2 Jennifer Vecchio Group President and CMO 77,449 $21.32M -$45.55M 95 2026-09-03
3 Travis Marquette President and COO 27,309 $7.52M -$2.86M 20 2026-05-07
4 Kristin Wolfe Chief Financial Officer 26,676 $7.34M -$2.79M 14 2026-08-05
5 John Mahoney Director 16,611 $4.57M $0 13 2026-05-22
6 Jordan Hitch Director 12,107 $3.33M -$1.76B 20 2026-05-22
7 Mary Ann Tocio Director 12,085 $3.33M $0 11 2025-05-23
8 Edmond J English Director 9,669 $2.66M $0 11 2026-05-22
9 Paul Sullivan Director 8,647 $2.38M -$3.15M 21 2026-05-22
10 Laura Sen Director 7,080 $1.95M $0 9 2026-05-22
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

BURL Proposed Insider Sales (Form 144)

Latest: 2026-10-01
Last 30d: 1 filing · $453K notice value  ·  Last 90d: 3 filings · $1.5M notice value · 1 unique filer · 100% under 10b5-1 plans

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: Vecchio Jennifer (3, $1.5M)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-10-01 Vecchio Jennifer Officer 1,678 $452.8K 2026-10-01 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-09-01 Vecchio Jennifer Officer 1,678 $429.6K 2026-09-01 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-08-03 Vecchio Jennifer Officer 1,678 $626.1K 2026-08-03 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-07-01 Vecchio Jennifer Officer 1,678 $522.7K 2026-07-01 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-06-17 Kristin Wolfe Officer 8,200 $2.79M 2026-06-17 UBS Financial Services Inc — EDGAR
2026-06-12 Jennifer Vecchio Officer 20,920 $7.14M 2026-06-12 UBS Financial Services Inc — EDGAR
2026-06-09 Mary Ann Tocio Officer 1,804 $579.9K 2026-06-09 UBS Financial Services Inc — EDGAR
2026-06-05 Matthew Pasch Officer 3,773 $1.20M 2026-06-05 UBS Financial Services Inc — EDGAR
2026-05-05 Marquette Travis Officer 190 $59.1K 2026-05-05 UBS Financial Services, Inc. 10b5-1 EDGAR
2026-05-04 Marquette Travis Officer 894 $281.2K 2026-05-04 UBS Financial Services, Inc. 10b5-1 EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed.
Recent SEC Filings
Latest: 2026-05-28
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-05-28 0001193125-26-242954 EDGAR
2026-05-26 0001193125-26-239405 EDGAR
2026-03-13 0001193125-26-105012 EDGAR
2026-03-05 0001193125-26-092488 EDGAR
2025-11-25 0001193125-25-294501 EDGAR
2025-08-28 0001579298-25-000007 EDGAR
2025-08-21 0001579298-25-000004 EDGAR
2025-07-29 0001193125-25-168007 EDGAR
2025-06-13 0000950170-25-086221 EDGAR
2025-05-29 0000950170-25-078585 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-03-19 0001193125-26-116001 EDGAR
2025-03-17 0000950170-25-040472 EDGAR
2024-03-15 0000950170-24-032207 EDGAR
2023-03-13 0000950170-23-007586 EDGAR
2022-03-16 0000950170-22-003963 EDGAR
2021-03-15 0001564590-21-013162 EDGAR
2020-03-13 0001564590-20-010835 EDGAR
2019-03-20 0001564590-19-008656 EDGAR
2018-03-20 0001564590-18-006339 EDGAR
2017-03-16 0001564590-17-004636 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-28 0001193125-26-245274 EDGAR
2025-11-25 0001193125-25-297249 EDGAR
2025-08-28 0001579298-25-000010 EDGAR
2025-05-30 0000950170-25-079172 EDGAR
2024-11-26 0000950170-24-131050 EDGAR
2024-08-29 0000950170-24-101847 EDGAR
2024-05-30 0000950170-24-066612 EDGAR
2023-11-21 0000950170-23-065505 EDGAR
2023-08-24 0000950170-23-044380 EDGAR
2023-05-25 0000950170-23-024237 EDGAR
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

P/E Ratio24.7
P/B Ratio8.6
P/S Ratio1.4
EV/EBITDA13.1
TTM Revenue$12.2B
TTM Net Income$0.7B
TTM EPS$11.13
ROE35.7%
Debt/Equity0.96