• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Dashboard
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlerts
    Company
    AboutQuantisnow PlusContactJobs
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by Burlington Stores Inc. (Amendment)

    1/16/24 10:46:08 AM ET
    $BURL
    Department/Specialty Retail Stores
    Consumer Discretionary
    Get the next $BURL alert in real time by email
    SC 13G/A 1 BURLINGTON_STORES_INC.htm FILING BURLINGTON STORES, INC. Schedule 13G


     
    UNITED STATES

    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549
     
    SCHEDULE 13G
     
     
    Under the Securities Exchange Act of 1934
    (Amendment No. 01)*
     
    BURLINGTON STORES, INC. 

    (Name of Issuer)
     
    Common stock

    (Title of Class of Securities)
     
    122017106

    (CUSIP Number)
     
    December 29, 2023

    (Date of Event Which Requires Filing of this Statement)
     
    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
     
         x  Rule 13d-1(b)
     
         o  Rule 13d-1(c)
     
         o  Rule 13d-1(d)
     
    * The remainder of this cover page shall be filled out for a reporting person’s initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.
     
    The information required in the remainder of this cover page shall not be deemed to be “filed” for the purpose of Section 18 of the Securities Exchange Act of 1934 (“Act”) or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).
     


     
     

     
     
    CUSIP No.  122017106            
     
               
    1   NAMES OF REPORTING PERSONS

    I.R.S. IDENTIFICATION NOS. OF ABOVE PERSONS (ENTITIES ONLY)
      JPMORGAN CHASE & CO.

    13-2624428
         
    2   CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP (SEE INSTRUCTIONS)



      (a)   o
      (b)   o
         
    3   SEC USE ONLY
       
       
         
    4   CITIZENSHIP OR PLACE OF ORGANIZATION
       
      Delaware
           
    NUMBER OF SHARES BENEFICIALLY  OWNED BY EACH REPORTING PERSON WITH:  5   SOLE VOTING POWER
       
      3,738,507
         
    6   SHARED VOTING POWER
       
      55,443
         
    7   SOLE DISPOSITIVE POWER
       
      4,252,228
         
    8   SHARED DISPOSITIVE POWER
       
      32,798
         
    9   AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON
       
      4,286,128
         
    10   CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES (SEE INSTRUCTIONS)
       
      o
         
    11   PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)
       
      6.6 %
         
    12   TYPE OF REPORTING PERSON (SEE INSTRUCTIONS)
       
      HC
     

    FOOTNOTES
       
     
     
     

     
     
    Item 1.


     
    (a)
    Name of Issuer
     
     
    BURLINGTON STORES, INC.


     
    (b)
    Address of Issuer’s Principal Executive Offices
     
     
    2006 Route 130 North,
    Burlington, New Jersey 08016


    Item 2.


     
    (a)
    Name of Person Filing
     
     
    JPMORGAN CHASE & CO.


     
    (b)
    Address of Principal Business Office or, if none, Residence
     
     
    383 Madison Avenue
    New York, NY 10179


     
    (c)
    Citizenship
     
     
    Delaware


     
    (d)
    Title of Class of Securities
     
     
    Common stock


     
    (e)
    CUSIP Number
     
     
    122017106


     
    Item 3.
    If this statement is filed pursuant to §§240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:


     
    (a)
    o
    Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o).


     
    (b)
    o
    Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c).


     
    (c)
    o
    Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c).


     
    (d)
    o
    Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C 80a-8).


     
    (e)
    o
    An investment adviser in accordance with §240.13d-1(b)(1)(ii)(E);


     
    (f)
    o
    An employee benefit plan or endowment fund in accordance with §240.13d-1(b)(1)(ii)(F);


     
    (g)
    x
    A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);


     
    (h)
    o
    A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);


     
    (i)
    o
    A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);


     
    (j)
    o
    A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J).


     
    (k)
    o
    A group, in accordance with § 240.13d-1(b)(1)(ii)(K). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:


     
     
     

     
     
    Item 4.
    Ownership.
     
    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.


     
    (a)
    Amount beneficially owned: 4,286,128


     
    (b)
    Percent of class: 6.6 %


     
    (c)
    Number of shares as to which the person has:


     
    (i)
    Sole power to vote or to direct the vote: 3,738,507


     
    (ii)
    Shared power to vote or to direct the vote: 55,443


     
    (iii)
    Sole power to dispose or to direct the disposition of: 4,252,228


     
    (iv)
    Shared power to dispose or to direct the disposition of: 32,798


    Item 5.
    Ownership of Five Percent or Less of a Class
     
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following o .
     
     
     
    Item 6.
    Ownership of More than Five Percent on Behalf of Another Person.
     
    Not Applicable
     
    Item 7.
    Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on By the Parent Holding Company
     
    J.P. Morgan Trust Company of Delaware
    J.P. Morgan Securities LLC
    JPMorgan Chase Bank, National Association
    JPMorgan Asset Management (UK) Limited
    J.P. MORGAN SE
    J.P. Morgan (Suisse) SA
    J.P. Morgan Alternative Asset Management Inc.
    J.P. Morgan Investment Management Inc.
    JPMorgan Asset Management (China) Company Limited
    55I, LLC
    J.P. Morgan Private Wealth Advisors LLC
     
    Item 8.
    Identification and Classification of Members of the Group
     
    Not Applicable
     
    Item 9.
    Notice of Dissolution of Group
     
    Not Applicable
     
     
     

     
     
     
    Item 10.
    Certification
       
    By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under §240.14a-11.
     
     


    SIGNATURE


    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.
     
     
      JPMORGAN CHASE & CO.

     
           
    Date: January 16, 2024
    By:
    /s/  Rachel Tsvaygoft  
        Name: Rachel Tsvaygoft  
        Title:  Vice President  
           
     
    Footnotes:


    Attention:
    Intentional misstatements or omissions of fact constitute Federal criminal violations (See 18 U.S.C. 1001)
     
     



    Get the next $BURL alert in real time by email

    Chat with this insight

    Save time and jump to the most important pieces.

    Recent Analyst Ratings for
    $BURL

    DatePrice TargetRatingAnalyst
    1/10/2025$280.00 → $360.00Neutral → Buy
    UBS
    11/27/2024$310.00 → $320.00Outperform
    Telsey Advisory Group
    8/30/2024$300.00 → $310.00Outperform
    Telsey Advisory Group
    8/23/2024$270.00 → $300.00Outperform
    Telsey Advisory Group
    8/19/2024$300.00Hold → Buy
    Gordon Haskett
    8/9/2024$257.00 → $279.00Hold → Buy
    TD Cowen
    5/31/2024$250.00 → $270.00Outperform
    Telsey Advisory Group
    5/2/2024$126.00 → $212.00Sell → Neutral
    UBS
    More analyst ratings

    $BURL
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • President and COO Marquette Travis sold $45,149 worth of shares (190 units at $237.63) (SEC Form 4)

      4 - Burlington Stores, Inc. (0001579298) (Issuer)

      5/7/25 4:15:12 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Chief Executive Officer O Sullivan Michael B covered exercise/tax liability with 739 shares, decreasing direct ownership by 0.54% to 136,974 units (SEC Form 4)

      4 - Burlington Stores, Inc. (0001579298) (Issuer)

      5/7/25 4:15:13 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Chief Human Resources Officer Pasch Matthew covered exercise/tax liability with 28 shares, decreasing direct ownership by 0.33% to 8,518 units (SEC Form 4)

      4 - Burlington Stores, Inc. (0001579298) (Issuer)

      5/7/25 4:15:20 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary

    $BURL
    Leadership Updates

    Live Leadership Updates

    See more
    • Burlington Stores, Inc. Names Shira Goodman to Board of Directors

      BURLINGTON, N.J., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, announced today that Shira Goodman, former Chief Executive Officer of Staples, Inc., is joining its Board of Directors and its Audit Committee effective January 1, 2025. John Mahoney, Chairman of the Board, stated, "We are very pleased to welcome Shira to our Board as a highly accomplished business leader with considerable public company board experience. I believe that she will enhance the depth and strength of our Board as it continues to oversee th

      11/26/24 4:15:00 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Burlington Stores, Inc. Announces Appointment of Kristin Wolfe as Chief Financial Officer

      BURLINGTON, N.J., May 26, 2022 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, today announced that Kristin Wolfe has been appointed Chief Financial Officer effective on or about August 1, 2022. As previously announced, the employment of John Crimmins, the Company's current Chief Financial Officer, will end on August 31, 2022.  The month overlap will allow for both executives to transition, and Mr. Crimmins will provide consulting services to the Company through the end of February 2023.  Ms. Wolfe joins Burlington from Ross Stor

      5/26/22 6:46:00 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Burlington Stores, Inc. Announces Retirement of Chief Financial Officer John Crimmins

      BURLINGTON, N.J., April 04, 2022 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, today announced that John Crimmins will retire from his position as Chief Financial Officer on the earlier of August 31, 2022 or the date his successor commences employment. Burlington has initiated an external search for a new Chief Financial Officer and, in order to ensure an orderly transition, Mr. Crimmins has agreed to provide consulting services at the request of the company through the end of February 2023. "I greatly appreciate John's outstan

      4/4/22 4:15:00 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary

    $BURL
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Burlington Stores upgraded by UBS with a new price target

      UBS upgraded Burlington Stores from Neutral to Buy and set a new price target of $360.00 from $280.00 previously

      1/10/25 7:37:03 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Telsey Advisory Group reiterated coverage on Burlington Stores with a new price target

      Telsey Advisory Group reiterated coverage of Burlington Stores with a rating of Outperform and set a new price target of $320.00 from $310.00 previously

      11/27/24 8:02:24 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Telsey Advisory Group reiterated coverage on Burlington Stores with a new price target

      Telsey Advisory Group reiterated coverage of Burlington Stores with a rating of Outperform and set a new price target of $310.00 from $300.00 previously

      8/30/24 8:08:41 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary

    $BURL
    SEC Filings

    See more
    • SEC Form DEF 14A filed by Burlington Stores Inc.

      DEF 14A - Burlington Stores, Inc. (0001579298) (Filer)

      4/3/25 4:21:03 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • SEC Form DEFA14A filed by Burlington Stores Inc.

      DEFA14A - Burlington Stores, Inc. (0001579298) (Filer)

      4/3/25 4:16:13 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • SEC Form 10-K filed by Burlington Stores Inc.

      10-K - Burlington Stores, Inc. (0001579298) (Filer)

      3/17/25 5:16:35 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary

    $BURL
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Burlington Stores Inc.

      SC 13G/A - Burlington Stores, Inc. (0001579298) (Subject)

      11/14/24 1:28:34 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Amendment: SEC Form SC 13G/A filed by Burlington Stores Inc.

      SC 13G/A - Burlington Stores, Inc. (0001579298) (Subject)

      11/13/24 10:27:59 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Amendment: SEC Form SC 13G/A filed by Burlington Stores Inc.

      SC 13G/A - Burlington Stores, Inc. (0001579298) (Subject)

      9/10/24 12:09:00 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary

    $BURL
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2024 Earnings

      Q4 comparable store sales growth of 6%, versus guidance of 0% to 2%Q4 net income was $261 million, and diluted EPS was $4.02 FY24 total sales growth of 11% and comparable store sales growth of 4%FY24 net income was $504 million, and diluted EPS was $7.80Excluding expenses associated with bankruptcy acquired leases: Q4 Adjusted EBIT margin increased 10 basis pointsQ4 Adjusted EPS increased 12% to $4.13, versus guidance of $3.55 to $3.75 FY24 Adjusted EBIT margin of 7.2%, an increase of 100 basis points versus FY23FY24 Adjusted EPS of $8.35, an increase of 34% versus FY23 BURLINGTON, N.J., March 06, 2025 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally rec

      3/6/25 6:45:00 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Burlington Stores, Inc. Announces Fourth Quarter and Fiscal Year 2024 Earnings Release Date, Conference Call and Webcast

      BURLINGTON, N.J., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, will release its fourth quarter and fiscal year 2024 results before the U.S. stock market opens on Thursday, March 6, 2025. The Company will also hold a conference call to discuss results at 8:30 a.m. (Eastern Time) that day. The U.S. toll free dial-in for the conference call is 1-800-715-9871 (passcode: 9802504) and the international dial-in number is 1-646-307-1963. A live webcast of the conference call will also be available on the investor relatio

      2/20/25 4:15:00 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Burlington Stores, Inc. Names Shira Goodman to Board of Directors

      BURLINGTON, N.J., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, announced today that Shira Goodman, former Chief Executive Officer of Staples, Inc., is joining its Board of Directors and its Audit Committee effective January 1, 2025. John Mahoney, Chairman of the Board, stated, "We are very pleased to welcome Shira to our Board as a highly accomplished business leader with considerable public company board experience. I believe that she will enhance the depth and strength of our Board as it continues to oversee th

      11/26/24 4:15:00 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary

    $BURL
    Financials

    Live finance-specific insights

    See more
    • Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2024 Earnings

      Q4 comparable store sales growth of 6%, versus guidance of 0% to 2%Q4 net income was $261 million, and diluted EPS was $4.02 FY24 total sales growth of 11% and comparable store sales growth of 4%FY24 net income was $504 million, and diluted EPS was $7.80Excluding expenses associated with bankruptcy acquired leases: Q4 Adjusted EBIT margin increased 10 basis pointsQ4 Adjusted EPS increased 12% to $4.13, versus guidance of $3.55 to $3.75 FY24 Adjusted EBIT margin of 7.2%, an increase of 100 basis points versus FY23FY24 Adjusted EPS of $8.35, an increase of 34% versus FY23 BURLINGTON, N.J., March 06, 2025 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally rec

      3/6/25 6:45:00 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Burlington Stores, Inc. Announces Fourth Quarter and Fiscal Year 2024 Earnings Release Date, Conference Call and Webcast

      BURLINGTON, N.J., Feb. 20, 2025 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, will release its fourth quarter and fiscal year 2024 results before the U.S. stock market opens on Thursday, March 6, 2025. The Company will also hold a conference call to discuss results at 8:30 a.m. (Eastern Time) that day. The U.S. toll free dial-in for the conference call is 1-800-715-9871 (passcode: 9802504) and the international dial-in number is 1-646-307-1963. A live webcast of the conference call will also be available on the investor relatio

      2/20/25 4:15:00 PM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary
    • Burlington Stores, Inc. Reports Third Quarter 2024 Earnings

      Total sales growth of 11% on top of 12% last yearComparable store sales growth of 1% on top of 6% last yearNet income was $91 million, and diluted EPS was $1.40 Excluding certain expenses associated with acquired BBBY leases: Adjusted EBIT margin increased 80 basis points Adjusted EPS increased 41% to $1.55 Adjusted EPS guidance for FY24 raised to $7.76-$7.96 BURLINGTON, N.J., Nov. 26, 2024 (GLOBE NEWSWIRE) -- Burlington Stores, Inc. (NYSE:BURL), a nationally recognized off-price retailer of high-quality, branded apparel, footwear, accessories, and merchandise for the home at everyday low prices, today announced its results for the third quarter ended November 2, 2024. Michael O'Sulliv

      11/26/24 6:45:00 AM ET
      $BURL
      Department/Specialty Retail Stores
      Consumer Discretionary