BURL Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for BURL. 5 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 21 sales, a net selling of $1.8M. The largest was Marquette Travis (officer: President and COO) selling $502.9K. The stock gained 6.9% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 22, 2026 | Skirvin Michael Cdirector | Grant | 596 | — |
| May 22, 2026 | HITCH JORDANdirector | Grant | 596 | — |
| May 22, 2026 | SEN LAURAdirector | Grant | 596 | — |
| May 22, 2026 | MCNAMARA WILLIAM Pdirector | Grant | 596 | — |
| May 22, 2026 | Goodwin Michaeldirector | Grant | 596 | — |
| May 22, 2026 | MAHONEY JOHNdirector | Grant | 596 | — |
| May 22, 2026 | ENGLISH EDMOND Jdirector | Grant | 596 | — |
| May 22, 2026 | Sullivan Pauldirector | Grant | 596 | — |
| May 22, 2026 | Rodriguez Jessicadirector | Grant | 596 | — |
| May 22, 2026 | Goodman Shiradirector | Grant | 596 | — |
| May 7, 2026 | Marquette Travisofficer: President and COO | Sell | 18 | $315.42 |
| May 7, 2026 | Marquette Travisofficer: President and COO | Sell | 9 | $311.33 |
| May 7, 2026 | Marquette Travisofficer: President and COO | Sell | 163 | $313.62 |
| May 5, 2026 | Pasch Matthewofficer: Chief Human Resources Officer | Tax | 112 | $318.00 |
| May 5, 2026 | O SULLIVAN MICHAEL Bdirector, officer: Chief Executive Officer | Tax | 1,888 | $318.00 |
Source: BURL SEC Form 4 filings, latest May 22, 2026. For informational purposes only — not investment advice.
Research
Off-Price Retail Scorecard: Ranking OLLI, FIVE, BURL, TJX, and ROST on Growth and Margins
TJX leads the off-price retail group with 12% operating margins and 54% ROE, while Ollie's offers the best value at 23x forward P/E with double-digit revenue growth. Five Below commands the richest valuation despite the weakest earnings track record, making it the least attractive risk/reward in the group.
OLLIFIVETJXHow do TJX and Ross's margins compare to Ollie's and Burlington as the off-price sector matures?
Burlington and Ollie's carry significantly higher gross margins (41.9% and 40.3%) than TJX and Ross (31.1% and 27.9%), but the larger players convert more efficiently — TJX and Ross deliver 12.0% and 11.9% operating margins respectively versus Burlington's 8.9%. Ross emerges as the quiet margin leader with a best-in-class 9.7% FCF margin, while Burlington's 21.6% EBITDA growth signals the fastest margin expansion trajectory in the group.
TJXROSTOLLIWhich off-price retailer has the most runway: Ollie's at 559 stores or Five Below at 1,750+?
Ollie's Bargain Outlet has the most store growth runway among off-price retailers, with ~133% unit growth potential from 559 to 1,300+ stores, the highest operating margins (11.2%), and the cleanest balance sheet (0.37x debt/equity). Five Below has ~100% remaining growth to 3,500 stores but faces margin pressure from its Five Beyond format shift, while Burlington is the most mature with ~80% unit growth left and the highest leverage.
OLLIFIVEHow does Ollie's gross margin compare to TJX and Burlington as closeout deal flow tightens?
Ollie's 40.3% TTM gross margin ranks between Burlington (41.9%) and well above TJX (31.1%) and Ross (27.9%), but OLLI's quarterly margins compressed 180bps YoY in Q4 2025 while TJX expanded by 140bps. The divergence highlights OLLI's vulnerability to tightening closeout supply versus TJX's diversified sourcing model, with operating margin (10.2% vs TJX's 13.0%) further constrained by SGA deleveraging at smaller scale.
OLLITJXROSTWhich regions offer the best whitespace for Ollie's next 750 stores?
Ollie's operates 645 stores across 34 states with distribution infrastructure supporting up to 750 locations, targeting 1,300+ long-term. The Deep South (backfill), Upper Midwest (Princeton DC unlock), and Mountain West (long-term frontier) represent the highest-potential whitespace regions, supported by a capital-efficient unit model (~$1M investment, ~2-year payback) and an unprecedented bankruptcy-acquisition pipeline that delivered 63 of 86 new stores in FY2025.
OLLITJX
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