Welcome to our dedicated page for Burlington Stores SEC filings (Ticker: BURL), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Burlington Stores, Inc. filings document formal disclosures for an NYSE-listed off-price retailer with common stock registered under the Exchange Act. Recent 8-K reports furnish operating results and financial condition updates, including quarterly earnings releases, comparable-store sales, margin measures and fiscal-period results.
The filing record also covers governance and capital-structure matters. Proxy materials describe director elections, executive compensation, equity awards and pay-versus-performance disclosures, while Form 8-K items report board and audit committee appointments. Other material-event filings describe amendments to credit agreements involving Burlington Coat Factory Warehouse Corporation, an indirect wholly owned subsidiary, including borrowing commitments, maturity terms, debt obligations and related guarantees.
Burlington Stores, Inc. has entered into privately negotiated exchange agreements with certain holders of its 1.25% Convertible Senior Notes due 2027. Holders agreed to exchange $81,874,000 aggregate principal amount of notes for a mix of cash and common shares.
The number of shares will be calculated using the volume‑weighted average price of Burlington’s common stock over a one‑day measurement period on March 13, 2026. The exchange transactions are expected to close on March 19, 2026, subject to customary closing conditions, and will reduce outstanding convertible debt while issuing new NYSE‑listed common stock to participating institutional investors.
Burlington Stores, Inc. reported strong fourth quarter and full-year Fiscal 2025 results, highlighted by solid sales growth and expanding profitability. Q4 total sales rose 11% to $3.64 billion, with comparable store sales up 4%. Q4 net income reached $310 million, or $4.84 per diluted share, while Adjusted EPS was $4.99, up 21% and above prior guidance of $4.50 to $4.70.
For Fiscal 2025, total sales grew 9% to $11.55 billion and net income increased 21% to $610 million, or $9.51 per share. Adjusted EPS was $10.17, up 22% as Adjusted EBIT margin improved to 8.0%, an 80 basis point increase despite tariff headwinds. The company ended the year with $2.16 billion in liquidity and $2.08 billion of total debt, and repurchased 223,863 shares for $59 million.
Looking to Fiscal 2026, Burlington expects total sales to increase 8% to 10% and comparable store sales to grow 1% to 3%. The company plans approximately $875 million of net capital expenditures, opening 110 net new stores and a new Savannah, GA distribution center. Adjusted EPS is projected between $10.95 and $11.45, compared with $10.17 in Fiscal 2025, while first quarter guidance calls for 9% to 11% sales growth and Adjusted EPS of $1.60 to $1.75.
Burlington Stores, Inc. executive Jennifer Vecchio, Group President and CMO, reported open-market sales of 419 shares of common stock on March 2, 2026. The shares were sold in multiple transactions at weighted average prices ranging from about $297.55 to $306.35 per share under a pre-arranged Rule 10b5-1 trading plan adopted on March 18, 2025.
After these trades, Vecchio directly held 96,623 shares of Burlington Stores common stock. She also reported indirect ownership of 186 shares as UTMA custodian for her son and 186 shares as UTMA custodian for her daughter.
BURL filed a Form 144 reporting proposed sales of common stock related to RSUs. The excerpt lists securities to be sold as Common (RSU, issuer) and shows entries for Jennifer Vecchio with dated lines 01/02/2026 and 02/02/2026 and numeric values 122,560.81 and 124,692.64, each associated with 419.
Burlington Stores, Inc. reported that Chief Financial Officer Kristin Wolfe acquired 10,048 shares of common stock through a grant or award on February 17, 2026. The shares were issued at no cash cost to her and resulted from the settlement of performance-based restricted stock unit awards originally granted on May 1, 2023. Following this equity award, her directly held common stock increased to 32,237 shares.
Burlington Stores, Inc. reported that Chief Executive Officer Michael B. O’Sullivan acquired 54,768 shares of common stock on February 17, 2026 through the settlement of performance-based restricted stock units granted on May 1, 2023. After this award, he directly holds 191,742 shares of Burlington Stores common stock.
Burlington Stores, Inc. reported that Group President and CMO Jennifer Vecchio acquired 34,548 shares of common stock on February 17, 2026. The shares were received at no cost upon settlement of performance-based restricted stock units granted on May 1, 2023, increasing her direct holdings to 97,042 shares.
In addition to these direct holdings, she is also listed as having indirect ownership of 186 shares as UTMA custodian for her son and 186 shares as UTMA custodian for her daughter.
Burlington Stores, Inc. reported that Chief Human Resources Officer Matthew Pasch acquired common stock through the settlement of previously granted performance-based restricted stock units. On February 17, 2026, he received 50 shares from awards granted on February 1, 2023, 1,034 shares from awards granted on May 1, 2023, and 1,862 shares from awards granted on October 9, 2023. All awards were recorded at a price of $0.00 per share, reflecting equity compensation rather than open-market purchases. Following these grants, his directly owned common stock holdings increased, with the most recent line item showing 10,886 shares held after the final transaction.
Burlington Stores, Inc. reported that President and COO Travis Marquette acquired 14,760 shares of common stock on February 17, 2026. The shares were received at no cash cost as part of a grant, award, or other acquisition transaction.
According to the footnote, these shares were acquired upon settlement of performance-based restricted stock unit awards originally granted on May 1, 2023. After this award, Marquette directly holds a total of 37,352 shares of Burlington Stores common stock.
Burlington Stores, Inc. Chief Human Resources Officer Matthew Pasch reported an automatic share withholding tied to equity compensation. On 02/02/2026, 3 shares of common stock were withheld at a price of $298.68 per share to cover tax obligations from vesting restricted stock units. Following this tax withholding event, Pasch directly beneficially owned 7,940 shares of Burlington Stores common stock.