Insider Trading March 25, 2026

Burlington Stores President Executes $1.23M Stock Sale Amid Strong Share Price

Marquette's Rule 10b5-1 plan drives sale as company shares trade near 52-week high and convertible-note exchanges continue

By Leila Farooq BURL
Burlington Stores President Executes $1.23M Stock Sale Amid Strong Share Price
BURL

Burlington Stores President and COO Travis Marquette sold $1,232,006 of company shares on March 24, 2026 under a pre-arranged Rule 10b5-1 trading plan. The sale consisted of 3,799 shares priced between $326.85 and $329.91, occurring while the stock traded close to its 52-week peak of $332.20 and after an 8% one-week advance. Separately, 7,243 shares were surrendered on March 23, 2026 to cover tax withholding tied to the settlement of performance-based restricted stock units. After these moves, Marquette directly holds 26,350 Burlington shares. InvestingPro views the stock as overvalued at its current price with a P/E of 34.5. Burlington has also entered exchange agreements on $81,874,000 of its 1.25% Convertible Senior Notes due 2027, swapping them for a combination of cash and common stock. Recent strong fourth-quarter results prompted several analysts to raise price targets, with Wells Fargo at $400, BofA Securities at $367, Barclays at $365, and Jefferies at $370.

Key Points

  • Travis Marquette sold 3,799 Burlington shares on March 24, 2026 for a total of $1,232,006 at prices between $326.85 and $329.91.
  • A Rule 10b5-1 trading plan adopted on June 11, 2025 governed the March 24 sale; 7,243 shares were surrendered on March 23, 2026 to cover tax withholding related to performance-based RSUs.
  • Burlington entered exchange agreements for $81,874,000 of 1.25% Convertible Senior Notes due 2027; several analysts raised price targets after strong Q4 results.

Burlington Stores Inc. experienced an insider sale by its President and Chief Operating Officer, Travis Marquette, who disposed of $1,232,006 worth of company stock on March 24, 2026. The disposition, recorded in a Form 4 filed with the Securities and Exchange Commission, covered 3,799 common shares transacted at prices ranging from $326.85 to $329.91.

The stock sale took place while Burlington's shares were trading near the 52-week high of $332.20. The company’s share price had climbed more than 8% over the prior week, positioning the March 24 transactions against a backdrop of elevated market value.

The Form 4 filing shows that the March 24 trades were executed under a pre-arranged Rule 10b5-1 trading plan that Marquette adopted on June 11, 2025. That plan structure allows company insiders to sell shares at pre-set times and is often used to avoid questions about trading on material non-public information.

In an adjacent transaction recorded on March 23, 2026, the filing notes that 7,243 shares were disposed of to satisfy tax withholding obligations tied to the settlement of performance-based restricted stock unit awards. That disposition is reported at a price of $0 in the filing, reflecting the internal withholding treatment rather than an open-market sale.

After the March 23 and March 24 entries, Marquette is listed as directly owning 26,350 shares of Burlington Stores, Inc. The filings do not indicate any additional changes to indirect holdings.


Valuation and analyst context

InvestingPro analysis cited in the filing commentary characterizes Burlington's shares as appearing overvalued at current levels, noting a price-to-earnings ratio of 34.5. The same source is reported to offer 12 additional exclusive tips and extended analysis for investors seeking deeper insight.

Corporate activity beyond insider transactions is also cited. Burlington has entered into exchange agreements covering an aggregate principal amount of $81,874,000 of its 1.25% Convertible Senior Notes due 2027. Under those agreements, the notes are being exchanged for a mix of cash and Burlington common stock.

Those financing moves follow the retailer's reported strong fourth-quarter performance, which has prompted several brokerage firms to lift their price targets. Wells Fargo raised its target to $400, citing a 4% increase in comparable sales and robust margins. BofA Securities moved its target to $367, pointing to improved earnings-per-share estimates for fiscal 2026 and 2027. Barclays adjusted its target to $365, highlighting fiscal 2025 results that exceeded expectations. Jefferies raised its target to $370, driven by the company’s strong fourth-quarter results and a favorable outlook for fiscal 2026.


Market snapshot and implications

The insider sale, the tax-withholding share disposition, the conversion-exchange agreements, and the string of analyst target increases together provide a snapshot of activity around Burlington at a time of elevated share prices. The filings and announced exchanges are factual records of transactions and analyst commentary; they do not, on their own, indicate future stock performance.

Summary

Travis Marquette carried out a $1.23 million sale of Burlington shares under a previously arranged 10b5-1 plan while the stock traded near its 52-week high. Tax-related share disposals occurred the prior day, and the company has undertaken significant convertible-note exchanges amid positive quarterly results and several analyst price-target increases.

Risks

  • Valuation concern - InvestingPro describes Burlington’s stock as appearing overvalued with a P/E of 34.5, which may affect investor sentiment in the consumer discretionary sector.
  • Convertible-note exchanges - The $81,874,000 in note exchanges for cash and stock could lead to dilution or balance sheet changes impacting creditors and equity markets.
  • Insider selling - Although executed under a pre-arranged plan, insider stock sales can raise questions among shareholders about executive perceptions of valuation, affecting retail investor behavior.

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