Stammdaten
Burlington Stores, Inc. ist ein Einzelhandelsunternehmen für Markenkleidungsprodukte in den Vereinigten Staaten. Das Unternehmen bietet modifokussierte Waren, darunter Damenkonfektionskleidung, Herrenbekleidung, Jugendbekleidung, Schuhwerk, Accessoires, Spielzeug, Geschenke und Mäntel sowie Baby-, Heim- und Schönheitsprodukte. Zum 29. Januar 2022 betrieb es 837 Läden unter dem Namen Burlington Stores, 2 Läden unter dem Namen Cohoes Fashions und 1 Laden unter dem Namen MJM Designer Shoes in 45 Bundesstaaten und Puerto Rico. Burlington Stores, Inc. wurde 1972 gegründet und hat seinen Hauptsitz in Burlington, New Jersey. KI
Unternehmen & Branche
| Name | Burlington Stores, Inc. |
|---|---|
| Ticker | BURL |
| CIK | 0001579298 |
| Börse | NYSE |
| Sektor | Basiskonsum |
| Industrie | Warenhäuser & Discounter |
| SIC | 5311 · Retail-Department Stores |
Wertpapier & Kennzahlen
| CUSIP | 122017106 |
|---|---|
| ISIN | US1220171060 |
| Typ | Common Stock |
| Marktkapitalisierung | 21,95 Mrd. USD |
| KGV (P/E) | 36,80 |
| Beta | 1,43 |
| Dividendenrendite | 0,02 % |
Sitz & Kontakt
| Sitz (Inkorporation) | DE |
|---|---|
| Geschäftsadresse | 1830 ROUTE 130 NORTH, 08016 BURLINGTON, NJ |
| Telefon | 6093877800 |
| EIN (IRS) | 80-0895227 |
Listing & Historie
| Listing-Börsen | NYSE |
|---|---|
| Fiskaljahr-Ende | 01.02. |
| SEC-Filer-Status | Large accelerated filer |
| Frühere Namen | Burlington Holdings, Inc. (bis 2013) |
Bewertung
| KBV (P/B) | 12,15 vs. 20,14 (2022) ▼ |
|---|---|
| KUV (P/S) | 1,90 vs. 1,64 (2022) ▲ |
| FCF-Rendite | 0,8 % vs. 3,1 % (2022) ▼ |
| Buyback-Rendite | 1,3 % vs. 1,7 % (2022) ▼ |
Qualität & Bilanz
| Bruttomarge | 43,9 % vs. 41,7 % (2022) ▲ |
|---|---|
| Nettomarge | 5,3 % vs. 2,5 % (2022) ▲ |
| ROIC | 7,8 % vs. 4,4 % (2022) ▲ |
| Forderungslaufzeit (DSO) | 3 T vs. 2 T (2022) ▲ |
| Lagerreichweite (DIO) | 74 T vs. 69 T (2022) ▲ |
| Verbindlichkeitslaufzeit (DPO) | 57 T vs. 73 T (2022) ▼ |
| Cash-Conversion-Cycle (CCC) | 20 T vs. -2 T (2022) ▲ |
Basis: SEC-XBRL-Jahresabschluss bis 31.01.2026, Multiples mit aktueller Marktkapitalisierung (trailing), Vergleich: GJ bis 2022. Kennzahlen erklärt →
Kennzahlen-Historie (5 Jahre) – Tabelle & Verlauf
| Kennzahl | 2022 | 2023 | 2024 | 2025 | 2026 | TTM* | Verlauf |
|---|---|---|---|---|---|---|---|
| Bewertung | |||||||
| KBV (P/B) | 20,14 | 18,52 | 12,62 | 13,11 | 10,27 | 11,95 | |
| KUV (P/S) | 1,64 | 1,69 | 1,29 | 1,69 | 1,60 | 1,84 | |
| FCF-Rendite | 3,1 % | 1,0 % | 3,0 % | -0,1 % | 0,9 % | 1,7 % | |
| Buyback-Rendite | 1,7 % | 2,2 % | 1,9 % | 1,4 % | 1,5 % | 1,3 % | |
| Qualität & Bilanz | |||||||
| Bruttomarge | 41,7 % | 40,6 % | 42,6 % | 43,3 % | 43,9 % | 44,0 % | |
| Nettomarge | 2,5 % | 2,6 % | 3,5 % | 4,7 % | 5,3 % | 5,2 % | |
| ROIC | 4,4 % | 4,2 % | 5,8 % | 7,5 % | 7,8 % | 10,7 % | |
Basis: SEC-XBRL-Jahresabschlüsse, Multiples je Geschäftsjahr mit Marktkapitalisierung zum Bilanzstichtag (point-in-time).
TTM* = letzte zwölf Monate (vorläufig, ungeprüft): jüngstes Geschäftsjahr + laufendes YTD − Vorjahres-YTD aus den Quartalsberichten (10-Q); Bewertungs-Multiples gegen die aktuelle Marktkapitalisierung. Kein testierter Jahresabschluss.
Externe Quelle:
SEC EDGAR »
Externe Links: Yahoo Finance » · OnVista »
Glück Conviction Score™ ⓘ
ⓘ
BURL
Burlington Stores, Inc.
ⓘ
Eingeschränkte Aussagekraft — erst 61 % der Signal-Gewichte sind mit Daten unterlegt.
Effektiv
Neutral
Handelsvolumen
Hoch
Insider
0,0
Keine Insider-Käufe
Institutionell
56,8
129 neu, 256 erhöht, -1267375K $ netto
Aktivist
20,2
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,71% (Stand: 30.06.2026)
Score-Verlauf (90 Tage)
Konviktions-Verlauf — oben stark · Mitte neutral · unten schwach
Farbzonen = Stärkestufen (Sehr schwach … Sehr stark). Exit-Score unter der Schwelle = Timing-Ausstieg. Komponenten per Legende einblenden.
Kursverlauf (24 Monate)
Indexierte Darstellung (Start = 100) — die Kursform bleibt sichtbar, absolute Kurse sind angemeldeten Mitgliedern vorbehalten.
Technische Indikatoren
Technical-Score basiert auf 12 Indikatoren (Trend, Momentum, Volatilität, Position) mit fixen Gewichten — wird aktuell nur informativ angezeigt und fließt nicht in den Glück Conviction Score ein. Integration nach Backtest-Kalibrierung (P5).
| Indikator | Signal | Gewicht | Wert | Detail | Beitrag |
|---|---|---|---|---|---|
| Kurs vs SMA50 | Bullisch | 10 % | 326.08 | +9.8 % vs SMA50 | |
| Kurs vs SMA200 | Bullisch | 15 % | 303.94 | +17.8 % vs SMA200 | |
| EMA20 vs EMA50 | Bullisch | 5 % | 339.73 | EMA50: 330.22 | |
| MACD-Histogramm | Bullisch | 10 % | 1.937 | Bullisch | |
| RSI(14) | Neutral | 10 % | 62.6 | Neutral (30–70) | |
| Stoch %K(14) | Bärisch | 5 % | 94.0 | Überkauft | |
| ADX(14)+DI | Neutral | 10 % | 21.0 | +DI: 29.5 / −DI: 17.3 | |
| Z-Score(60) | Bärisch | 5 % | 1.98 | Extrem überkauft | |
| 52W-Position | Bullisch | 5 % | 100.0 % | Hoch 358.01 / Tief 242.43 | |
| Bollinger(20,2σ) | Bärisch | 5 % | 86.7 % | Upper 366.87 / Mid 333.55 / Lower 300.22 | |
| LinReg-Slope(60) | Bullisch | 10 % | +0.7378 | R²=0.51 / annualisiert +57.6 % |
Insider-Transaktionen (12 Monate) ⓘ
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -84 | 310,10 | -26.048,40 | -13,4% | |
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -49 | 319,02 | -15.631,98 | -8,1% | |
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -520 | 316,51 | -164.585,20 | -84,8% | |
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -443 | 315,64 | -139.828,52 | -72,0% | |
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -281 | 313,08 | -87.975,48 | -45,3% | |
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -210 | 318,23 | -66.828,30 | -34,4% | |
| 2026-07-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -91 | 311,91 | -28.383,81 | -14,6% | |
| 2026-06-17 | Wolfe Kristin | Officer, Chief Financial Officer | Open Market Sale | -2.930 | 339,10 | -993.563,00 | -511,7% | |
| 2026-06-17 | Wolfe Kristin | Officer, Chief Financial Officer | Open Market Sale | -2.060 | 340,34 | -701.100,40 | -361,1% | |
| 2026-06-17 | Wolfe Kristin | Officer, Chief Financial Officer | Open Market Sale | -3.210 | 341,10 | -1.094.931,00 | -563,9% | |
| 2026-06-12 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -2.740 | 340,48 | -932.915,20 | -480,5% | |
| 2026-06-12 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -229 | 343,10 | -78.569,90 | -40,5% | |
| 2026-06-12 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -1.317 | 339,13 | -446.634,21 | -230,0% | |
| 2026-06-12 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -10.787 | 341,57 | -3.684.515,59 | -1897,6% | |
| 2026-06-12 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -5.847 | 342,43 | -2.002.188,21 | -1031,2% | |
| 2026-06-11 | Ferroni Stephen | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.032 | 337,11 | -347.897,52 | -179,2% | |
| 2026-06-11 | Ferroni Stephen | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.311 | 337,31 | -442.213,41 | -227,8% | |
| 2026-06-05 | Pasch Matthew | Officer, Chief Human Resources Officer | Open Market Sale | -3.773 | 317,21 | -1.196.833,33 | -616,4% | |
| 2026-05-05 | Marquette Travis | Officer, President and COO | Open Market Sale | -18 | 315,42 | -5.677,56 | -2,9% | |
| 2026-05-05 | Marquette Travis | Officer, President and COO | Open Market Sale | -163 | 313,62 | -51.120,06 | -26,3% | |
| 2026-05-05 | Marquette Travis | Officer, President and COO | Open Market Sale | -9 | 311,33 | -2.801,97 | -1,4% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -37 | 311,70 | -11.532,90 | -5,9% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -289 | 308,30 | -89.098,70 | -45,9% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -137 | 312,75 | -42.846,75 | -22,1% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -125 | 305,19 | -38.148,75 | -19,6% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -122 | 313,92 | -38.298,24 | -19,7% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -110 | 307,04 | -33.774,40 | -17,4% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -72 | 309,34 | -22.272,48 | -11,5% | |
| 2026-05-04 | Marquette Travis | Officer, President and COO | Open Market Sale | -2 | 314,55 | -629,10 | -0,3% | |
| 2026-04-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -30 | 327,65 | -9.829,50 | -5,1% | |
| 2026-04-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -215 | 331,08 | -71.182,20 | -36,7% | |
| 2026-04-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -110 | 332,28 | -36.550,80 | -18,8% | |
| 2026-04-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -64 | 329,55 | -21.091,20 | -10,9% | |
| 2026-03-24 | Goodwin Michael | Director | Open Market Sale | -259 | 324,04 | -83.926,36 | -43,2% | |
| 2026-03-24 | Marquette Travis | Officer, President and COO | Open Market Sale | -134 | 329,91 | -44.207,94 | -22,8% | |
| 2026-03-24 | Marquette Travis | Officer, President and COO | Open Market Sale | -787 | 329,08 | -258.985,96 | -133,4% | |
| 2026-03-24 | Marquette Travis | Officer, President and COO | Open Market Sale | -1.303 | 326,85 | -425.885,55 | -219,3% | |
| 2026-03-24 | Marquette Travis | Officer, President and COO | Open Market Sale | -1.535 | 327,64 | -502.927,40 | -259,0% | |
| 2026-03-24 | Goodwin Michael | Director | Open Market Sale | -62 | 324,21 | -20.101,02 | -10,4% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -98 | 305,28 | -29.917,44 | -15,4% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -20 | 298,38 | -5.967,60 | -3,1% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -40 | 300,94 | -12.037,60 | -6,2% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -40 | 302,09 | -12.083,60 | -6,2% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -69 | 304,21 | -20.990,49 | -10,8% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -73 | 306,27 | -22.357,71 | -11,5% | |
| 2026-03-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -79 | 299,21 | -23.637,59 | -12,2% | |
| 2026-02-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -109 | 295,86 | -32.248,74 | -16,6% | |
| 2026-02-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -57 | 299,96 | -17.097,72 | -8,8% | |
| 2026-02-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -39 | 294,12 | -11.470,68 | -5,9% | |
| 2026-02-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -37 | 296,83 | -10.982,71 | -5,7% | |
| 2026-02-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -177 | 298,83 | -52.892,91 | -27,2% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -45 | 291,79 | -13.130,55 | -6,8% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -1 | 287,24 | -287,24 | -0,1% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -13 | 298,10 | -3.875,30 | -2,0% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -144 | 294,12 | -42.353,28 | -21,8% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -94 | 290,42 | -27.299,48 | -14,1% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -76 | 289,22 | -21.980,72 | -11,3% | |
| 2026-01-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -46 | 296,41 | -13.634,86 | -7,0% | |
| 2025-12-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -78 | 249,17 | -19.435,26 | -10,0% | |
| 2025-12-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -175 | 248,22 | -43.438,50 | -22,4% | |
| 2025-12-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -133 | 246,67 | -32.807,11 | -16,9% | |
| 2025-12-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -33 | 244,57 | -8.070,81 | -4,2% | |
| 2025-11-03 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -41 | 273,05 | -11.195,05 | -5,8% | |
| 2025-11-03 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -290 | 274,67 | -79.654,30 | -41,0% | |
| 2025-11-03 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -54 | 277,23 | -14.970,42 | -7,7% | |
| 2025-11-03 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -34 | 270,27 | -9.189,18 | -4,7% | |
| 2025-10-07 | Marquette Travis | Officer, President and COO | Open Market Sale | -24 | 261,67 | -6.280,08 | -3,2% | |
| 2025-10-07 | Marquette Travis | Officer, President and COO | Open Market Sale | -47 | 260,78 | -12.256,66 | -6,3% | |
| 2025-10-07 | Marquette Travis | Officer, President and COO | Open Market Sale | -13 | 262,84 | -3.416,92 | -1,8% | |
| 2025-10-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -189 | 253,47 | -47.905,83 | -24,7% | |
| 2025-10-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -230 | 254,50 | -58.535,00 | -30,1% | |
| 2025-09-09 | Ferroni Stephen | Officer, SVP, Chief Accounting Officer | Open Market Sale | -1.123 | 281,25 | -315.843,75 | -162,7% | |
| 2025-09-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -135 | 289,22 | -39.044,70 | -20,1% | |
| 2025-09-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -173 | 286,83 | -49.621,59 | -25,6% | |
| 2025-09-02 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -112 | 288,05 | -32.261,60 | -16,6% | |
| 2025-08-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -38 | 268,38 | -10.198,44 | -5,3% | |
| 2025-08-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -218 | 270,91 | -59.058,38 | -30,4% | |
| 2025-08-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -76 | 272,18 | -20.685,68 | -10,7% | |
| 2025-08-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -51 | 267,27 | -13.630,77 | -7,0% | |
| 2025-08-01 | Vecchio Jennifer | Officer, Group President and CMO | Open Market Sale | -37 | 264,82 | -9.798,34 | -5,0% |
Fondsaktivität (Vorquartalsvergleich) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für das aktuelle 13F-Quartal eingereicht — Werte können sich in den kommenden Wochen noch deutlich ändern.
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | 11.210.036 | 0 | 11.210.036 | 2.134.083.581 | Neu | +100,0% | |
| Capital International Investors | 6.168.785 | 0 | 6.168.785 | 2.006.774.051 | Neu | +100,0% | |
| VANGUARD CAPITAL MANAGEMENT LLC | 2.811.340 | 0 | 2.811.340 | 914.753.809 | Neu | +100,0% | |
| MORGAN STANLEY | 2.301.777 | 0 | 2.301.777 | 737.623.063 | Neu | +100,0% | |
| STATE STREET CORP | 2.227.964 | 0 | 2.227.964 | 724.934.926 | Neu | +100,0% | |
| AQR CAPITAL MANAGEMENT LLC | 1.338.259 | 0 | 1.338.259 | 430.370.674 | Neu | +100,0% | |
| GEODE CAPITAL MANAGEMENT, LLC | 1.271.187 | 0 | 1.271.187 | 412.583.696 | Neu | +100,0% | |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.226.069 | 0 | 1.226.069 | 402.988.369 | Neu | +100,0% | |
| FMR LLC | 1.200.589 | 0 | 1.200.589 | 390.647.481 | Neu | +100,0% | |
| SRS Investment Management, LLC | 1.156.869 | 0 | 1.156.869 | 376.422.035 | Neu | +100,0% | |
| Alyeska Investment Group, L.P. | 909.820 | 0 | 909.820 | 296.037.232 | Neu | +100,0% | |
| Capital World Investors | 896.117 | 0 | 896.117 | 291.578.549 | Neu | +100,0% | |
| Janus Henderson Group Ltd. | 880.017 | 0 | 880.017 | 286.340.842 | Neu | +100,0% | |
| PRIMECAP MANAGEMENT CO/CA/ | 792.590 | 0 | 792.590 | 257.892.934 | Neu | +100,0% | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 31.615.377 | 0 | 31.615.377 | 251.381.369 | Neu | +100,0% | |
| AMERICAN CENTURY COMPANIES INC | 626.837 | 0 | 626.837 | 203.960.223 | Neu | +100,0% | |
| DIMENSIONAL FUND ADVISORS LP | 612.805 | 0 | 612.805 | 199.344.877 | Neu | +100,0% | |
| NORTHERN TRUST CORP | 580.798 | 0 | 580.798 | 188.980.052 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 551.213 | 0 | 551.213 | 179.353.686 | Neu | +100,0% | |
| ALKEON CAPITAL MANAGEMENT LLC | 545.000 | 0 | 545.000 | 177.332.100 | Neu | +100,0% | |
| WELLINGTON MANAGEMENT GROUP LLP | 542.252 | 0 | 542.252 | 176.437.957 | Neu | +100,0% | |
| Dorsal Capital Management, LP | 500.000 | 0 | 500.000 | 162.690.000 | Neu | +100,0% | |
| FRANKLIN RESOURCES INC | 57.069.879 | 0 | 57.069.879 | 161.098.829 | Neu | +100,0% | |
| GOLDMAN SACHS GROUP INC | 473.042 | 0 | 473.042 | 153.918.406 | Neu | +100,0% | |
| Clearbridge Investments, LLC | 467.043 | 0 | 467.043 | 151.966.451 | Neu | +100,0% | |
| BARCLAYS PLC | 447.274 | 0 | 447.274 | 145.534.016 | Neu | +100,0% | |
| UBS Group AG | 433.031 | 0 | 433.031 | 140.899.628 | Neu | +100,0% | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 424.319 | 0 | 424.319 | 138.064.916 | Neu | +100,0% | |
| BANK OF AMERICA CORP /DE/ | 408.735 | 0 | 408.735 | 132.994.193 | Neu | +100,0% | |
| Qube Research & Technologies Ltd | 384.931 | 0 | 384.931 | 125.248.849 | Neu | +100,0% | |
| BALYASNY ASSET MANAGEMENT L.P. | 372.864 | 0 | 372.864 | 121.322.488 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 343.141 | 0 | 343.141 | 111.651.218 | Neu | +100,0% | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.757.537 | 0 | 12.757.537 | 109.340.764 | Neu | +100,0% | |
| JENNISON ASSOCIATES LLC | 326.600 | 0 | 326.600 | 106.269.098 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 327.668 | 0 | 327.668 | 103.219.754 | Neu | +100,0% | |
| Stephens Investment Management Group LLC | 309.814 | 0 | 309.814 | 100.807.279 | Neu | +100,0% | |
| Legal & General Group Plc | 275.658 | 0 | 275.658 | 89.693.600 | Neu | +100,0% | |
| MILLENNIUM MANAGEMENT LLC | 272.066 | 0 | 272.066 | 88.524.835 | Neu | +100,0% | |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 271.476 | 342.741 | -71.265 | 86.003.597 | Reduziert | -20,8% | |
| ALLIANCEBERNSTEIN L.P. | 285.489 | 0 | 285.489 | 82.463.498 | Neu | +100,0% | |
| AMERIPRISE FINANCIAL INC | 481.225 | 0 | 481.225 | 80.504.441 | Neu | +100,0% | |
| Allspring Global Investments Holdings, LLC | 242.900 | 0 | 242.900 | 80.358.607 | Neu | +100,0% | |
| Caption Management, LLC | 236.160 | 0 | 236.160 | 76.841.741 | Neu | +100,0% | |
| DEUTSCHE BANK AG\ | 222.961 | 0 | 222.961 | 72.547.050 | Neu | +100,0% | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 218.135 | 0 | 218.135 | 70.976.766 | Neu | +100,0% | |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 216.537 | 0 | 216.537 | 70.456.809 | Neu | +100,0% | |
| ONTARIO TEACHERS PENSION PLAN BOARD | 214.385 | 0 | 214.385 | 69.756.591 | Neu | +100,0% | |
| IMC-Chicago, LLC | 208.335 | 0 | 208.335 | 67.788.042 | Neu | +100,0% | |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 211.955 | 0 | 211.955 | 66.235.939 | Neu | +100,0% | |
| Chicago Capital, LLC | 196.193 | 191.103 | 5.090 | 62.153.784 | Aufgestockt | +2,7% |
Top-Fondshalter (Stand: 30.06.2026) ⓘ
⚠ Vorläufige Daten: Erst 2951 von typischerweise 8401 Fonds (35 %) haben für dieses Quartal eingereicht. Vollständigkeit erwartet bis 14.08.2026. Auswertungen (NEW/INC/DEC) sind noch zu konservativ — viele Spätfiler erscheinen aktuell als „Exits".
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 271.476 | 342.741 | -20,8% | 86.003.597 | 19,13 | 98 % | 5 Q |
| Chicago Capital, LLC | 196.193 | 191.103 | +2,7% | 62.153.784 | 13,82 | 100 % | 17 Q |
| Artemis Investment Management LLP | 153.801 | 149.589 | +2,8% | 48.724.157 | 10,84 | 100 % | 15 Q |
| Retirement Systems of Alabama | 115.461 | 93.316 | +23,7% | 36.578.045 | 8,14 | 100 % | 11 Q |
| MACKAY SHIELDS LLC | 17.529.000 | 20.379.000 | -14,0% | 27.985.049 | 6,22 | 4 % | 15 Q |
| Assenagon Asset Management S.A. | 86.914 | 126.742 | -31,4% | 27.534.355 | 6,12 | 100 % | 15 Q |
| PEREGRINE CAPITAL MANAGEMENT LLC | 39.761 | 41.781 | -4,8% | 12.596.285 | 2,80 | 37 % | 17 Q |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 27.294 | 28.238 | -3,3% | 8.236.480 | 1,83 | 3 % | 11 Q |
| Asset Management One Co., Ltd. | 23.039 | 23.634 | -2,5% | 7.298.755 | 1,62 | 100 % | 17 Q |
| Covea Finance | 20.300 | 18.500 | +9,7% | 6.431.040 | 1,43 | 100 % | 9 Q |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | 19.382 | 19.902 | -2,6% | 6.140.218 | 1,37 | 100 % | 16 Q |
| Swiss Life Asset Management Ltd | 19.221 | 10.683 | +79,9% | 6.089.213 | 1,35 | 100 % | 12 Q |
| Louisiana State Employees Retirement System | 18.400 | 18.000 | +2,2% | 5.829.120 | 1,30 | 100 % | 11 Q |
| YOUSIF CAPITAL MANAGEMENT, LLC | 17.794 | 18.837 | -5,5% | 5.637.139 | 1,25 | 31 % | 13 Q |
| Savoir Faire Capital Management, L.P. | 17.676 | 21.774 | -18,8% | 5.599.757 | 1,25 | 100 % | 10 Q |
| Resona Asset Management Co.,Ltd. | 17.593 | 18.548 | -5,1% | 5.565.595 | 1,24 | 100 % | 10 Q |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15.042 | 15.579 | -3,4% | 4.765.306 | 1,06 | 100 % | 11 Q |
| IFM Investors Pty Ltd | 14.680 | 12.989 | +13,0% | 4.650.624 | 1,03 | 100 % | 17 Q |
| Baker Avenue Asset Management, LP | 14.039 | 14.263 | -1,6% | 4.447.555 | 0,99 | 63 % | 15 Q |
| Police & Firemen's Retirement System of New Jersey | 814.377 | 1.088.599 | -25,2% | 4.254.915 | 0,95 | 100 % | 7 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 30.06.2026 | vorl. | 163 | 20,0 | 458 |
| 31.03.2026 | ✓ | 635 | 243,4 | 20.967 |
| 31.12.2025 | ✓ | 575 | 614,9 | 19.843 |
| 30.09.2025 | ✓ | 543 | 330,3 | 19.238 |
| 30.06.2025 | ✓ | 515 | 324,3 | 15.605 |
| 31.03.2025 | ✓ | 558 | 478,3 | 16.010 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) |
|---|---|---|
| Capital World Investors | 896.117 | 291.578.549 |
| Woodline Partners LP | 136.809 | 44.514.912 |
| MANE GLOBAL CAPITAL MANAGEMENT LP | 117.281 | 38.160.892 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | 44.919 | 14.615.744 |
| Night Squared LP | 40.771 | 13.266.068 |
| TUDOR INVESTMENT CORP ET AL | 31.668 | 10.304.134 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 26.873 | 8.743.937 |
| CANADA PENSION PLAN INVESTMENT BOARD | 22.822 | 7.425.822 |
| Tredje AP-fonden | 19.853 | 6.459.769 |
| Darwins River Capital, LP | 17.629 | 5.736.124 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | 18.586.650 | 10.981.479 | +144.4 % | 60.430.430 |
| ADVENT CAPITAL MANAGEMENT /DE/ | 5.000.000 | 3.500.000 | +233.3 % | 8.293.404 |
| BlackRock, Inc. | 11.210.036 | 1.104.502 | +10.9 % | 2.134.083.581 |
| AQR CAPITAL MANAGEMENT LLC | 1.338.259 | 987.262 | +281.3 % | 430.370.674 |
| GOLDMAN SACHS GROUP INC | 473.042 | 318.105 | +205.3 % | 153.918.406 |
| Qube Research & Technologies Ltd | 383.231 | 317.867 | +486.3 % | 124.695.703 |
| THRIVENT FINANCIAL FOR LUTHERANS | 8.898.876 | 301.023 | +3.5 % | 29.568 |
| RAYMOND JAMES FINANCIAL INC | 327.668 | 262.788 | +405.0 % | 103.219.754 |
| HRT FINANCIAL LP | 189.739 | 160.139 | +541.0 % | 61.735 |
| DnB Asset Management AS | 136.385 | 124.182 | +1017.6 % | 44.376.951 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile | Δ % | Wert (USD) |
|---|---|---|---|---|
| BANK OF MONTREAL /CAN/ | 12.547 | -9.532.711 | -99.9 % | 4.082.542 |
| FMR LLC | 1.200.589 | -7.081.091 | -85.5 % | 390.647.481 |
| WELLS FARGO & COMPANY/MN | 77.102 | -3.041.738 | -97.5 % | 25.087.385 |
| Capital International Investors | 6.168.785 | -2.309.021 | -27.2 % | 2.006.774.051 |
| MORGAN STANLEY | 2.301.777 | -1.281.218 | -35.8 % | 737.623.063 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 12.757.537 | -1.180.657 | -8.5 % | 109.340.764 |
| PALISADE CAPITAL MANAGEMENT, LP | 15.868 | -972.027 | -98.4 % | 5.163.130 |
| CITADEL ADVISORS LLC | 176.241 | -411.218 | -70.0 % | 57.345.296 |
| Alyeska Investment Group, L.P. | 909.820 | -375.516 | -29.2 % | 296.037.232 |
| MILLENNIUM MANAGEMENT LLC | 198.766 | -301.323 | -60.3 % | 64.674.481 |
Zusätzlich aktuell von 282 Mutual Funds/ETFs gehalten (N-PORT). Alle Fondsgesellschaften & ihre 4-Quartals-Bewegungen →
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Δ-Balken |
|---|---|---|---|---|---|---|
| 27.07.2026 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 9,80 % | 6.224.078 | -1,00 pp | |
| 14.05.2026 | Capital International Investors | Passiv (13G/A) | 10,00 % | 6.261.574 | -3,80 pp | |
| 29.04.2026 | Vanguard Capital Management | Passiv (13G) | 5,36 % | 3.362.230 | Neu | |
| 26.03.2026 | The Vanguard Group | Passiv (13G/A) | Ausstieg | 0 | -10,04 pp | |
| 06.10.2025 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 10,80 % | 6.809.671 | +1,60 pp | |
| 13.08.2025 | Capital International Investors | Passiv (13G/A) | 13,80 % | 8.727.750 | +4,60 pp | |
| 22.07.2025 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 9,20 % | 5.846.790 | +2,60 pp | |
| 13.05.2025 | Capital International Investors | Passiv (13G/A) | 9,20 % | 5.829.766 | +1,50 pp | |
| 14.11.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 4,00 % | 2.558.850 | -3,90 pp | |
| 13.11.2024 | Capital International Investors | Passiv (13G/A) | 7,70 % | 4.917.034 | -3,90 pp | |
| 10.09.2024 | . BlackRock, Inc. | Passiv (13G/A) | 10,20 % | 6.479.470 | +0,21 pp | |
| 12.08.2024 | The Vanguard Group | Passiv (13G/A) | 10,04 % | 6.410.671 | +0,39 pp | |
| 14.02.2024 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 7,90 % | 5.097.891 | -2,60 pp | |
| 14.02.2024 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 2,50 % | 1.672.007 | -2,60 pp | |
| 13.02.2024 | The Vanguard Group | Passiv (13G/A) | 9,65 % | 6.227.333 | +0,47 pp | |
| 09.02.2024 | Capital International Investors | Passiv (13G/A) | 11,60 % | 7.461.353 | +1,20 pp | |
| 24.01.2024 | . BlackRock, Inc. | Passiv (13G/A) | 9,99 % | 6.446.634 | +3,49 pp | |
| 16.01.2024 | JPMORGAN CHASE & CO. | Passiv (13G/A) | 6,60 % | 4.286.128 | +0,50 pp | |
| 10.08.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 5,10 % | 3.337.063 | -5,10 pp | |
| 10.07.2023 | Capital International Investors | Passiv (13G/A) | 10,40 % | 6.718.340 | +1,00 pp | |
| 10.03.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 10,20 % | 6.650.476 | -5,30 pp | |
| 10.03.2023 | T. ROWE PRICE NEW HORIZONS FUND, INC. | Passiv (13G/A) | 2,70 % | 1.778.038 | -2,40 pp | |
| 14.02.2023 | T. Rowe Price Investment Management, Inc. | Passiv (13G/A) | 10,50 % | 6.854.793 | +0,10 pp | |
| 14.02.2023 | T. ROWE PRICE NEW HORIZONS FUND, INC. | Passiv (13G/A) | 5,10 % | 3.300.947 | Neu | |
| 14.02.2023 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 15,50 % | 10.112.107 | +2,90 pp | |
| 13.02.2023 | Capital International Investors | Passiv (13G) | 9,40 % | 6.105.278 | Neu | |
| 09.02.2023 | The Vanguard Group | Passiv (13G/A) | 9,18 % | 5.984.086 | +0,42 pp | |
| 03.02.2023 | . BlackRock, Inc. | Passiv (13G) | 6,50 % | 4.231.246 | +1,60 pp | |
| 09.01.2023 | JPMORGAN CHASE & CO. | Passiv (13G) | 6,10 % | 4.023.936 | Neu | |
| 10.11.2022 | T. Rowe Price Investment Management, Inc. | Passiv (13G) | 10,40 % | 6.846.206 | Neu | |
| 11.10.2022 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 12,60 % | 8.271.831 | +5,90 pp | |
| 10.08.2022 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 6,70 % | 4.489.161 | -5,90 pp | |
| 14.02.2022 | T. ROWE PRICE ASSOCIATES, INC. | Passiv (13G/A) | 12,60 % | 8.439.542 | -0,40 pp | |
| 09.02.2022 | The Vanguard Group | Passiv (13G/A) | 8,76 % | 5.851.868 | -0,05 pp | |
| 10.12.2021 | Capital Research Global Investors | Passiv (13G/A) | 4,90 % | 3.284.109 | -5,10 pp | |
| 10.12.2021 | . BlackRock, Inc. | Passiv (13G/A) | 4,90 % | 3.275.840 | -0,20 pp |
US Congress Trades (STOCK Act)
| Datum | Mitglied | Partei | Kammer | Typ | Betrag-Bereich |
|---|---|---|---|---|---|
| 11.09.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 13.08.2025 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
| 17.06.2025 | Lisa McClain | – | House | Verkauf | $1,001 – $15,000 |
| 11.06.2025 | Lisa McClain | – | House | Kauf | $1,001 – $15,000 |
Quelle: House eFD & Senate eFD (STOCK Act PTR). Betragsangaben sind Bereichsangaben — keine Exaktwerte. Tiefenanalyse für diese Aktie → · Alle Kongress-Bestände →
Finanzkennzahlen (SEC XBRL) ⓘ
Währung:
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2026-05-02 | 10-Q | 2.856.461.000 $ | 114.744.000 $ | 1,79 $ | 9.777.194.000 $ | 1.836.567.000 $ |
| 2026-01-31 | 10-K | 11.566.910.000 $ | 610.153.000 $ | 9,51 $ | 9.919.057.000 $ | 1.807.259.000 $ |
| 2025-11-01 | 10-Q | 2.710.440.000 $ | 104.750.000 $ | 1,63 $ | 9.596.718.000 $ | 1.527.509.000 $ |
| 2025-10-31 | 10-Q | 2.710.440.000 $ | 104.750.000 $ | 1,63 $ | 9.596.718.000 $ | 1.527.509.000 $ |
| 2025-08-02 | 10-Q | 2.705.071.000 $ | 94.185.000 $ | 1,47 $ | 9.309.263.000 $ | 1.446.817.000 $ |
| 2025-07-31 | 10-Q | 2.705.071.000 $ | 94.185.000 $ | 1,47 $ | 9.309.263.000 $ | 1.446.817.000 $ |
| 2025-05-03 | 10-Q | 2.504.020.000 $ | 100.833.000 $ | 1,58 $ | 8.549.897.000 $ | 1.352.197.000 $ |
| 2025-04-30 | 10-Q | 2.504.020.000 $ | 100.833.000 $ | 1,58 $ | 8.549.897.000 $ | 1.352.197.000 $ |
| 2025-02-01 | 10-K | 10.634.823.000 $ | 503.639.000 $ | 7,80 $ | 8.770.413.000 $ | 1.370.496.000 $ |
| 2025-01-31 | 10-K | 10.634.823.000 $ | 503.639.000 $ | 7,80 $ | 8.770.413.000 $ | 1.370.496.000 $ |
| 2024-11-02 | 10-Q | 2.530.696.000 $ | 90.597.000 $ | 1,40 $ | 8.442.860.000 $ | 1.146.487.000 $ |
| 2024-10-31 | 10-Q | 2.530.696.000 $ | 90.597.000 $ | 1,40 $ | 8.442.860.000 $ | 1.146.487.000 $ |
| 2024-08-03 | 10-Q | 2.465.517.000 $ | 73.760.000 $ | 1,15 $ | 7.821.436.000 $ | 1.070.337.000 $ |
| 2024-07-31 | 10-Q | 2.465.517.000 $ | 73.760.000 $ | 1,15 $ | 7.821.436.000 $ | 1.070.337.000 $ |
| 2024-05-04 | 10-Q | 2.361.553.000 $ | 78.514.000 $ | 1,22 $ | 7.695.252.000 $ | 1.031.426.000 $ |
| 2024-04-30 | 10-Q | 2.361.553.000 $ | 78.514.000 $ | 1,22 $ | 7.695.252.000 $ | 1.031.426.000 $ |
| 2024-02-03 | 10-K | 9.727.467.000 $ | 339.649.000 $ | 5,23 $ | 7.706.840.000 $ | 996.932.000 $ |
| 2024-01-31 | 10-K | 9.727.467.000 $ | 339.649.000 $ | 5,23 $ | 7.706.840.000 $ | 996.932.000 $ |
| 2023-10-31 | 10-Q | 2.289.346.000 $ | 48.551.000 $ | 0,75 $ | 7.493.700.000 $ | 850.476.000 $ |
| 2023-10-28 | 10-Q | 2.289.346.000 $ | 48.551.000 $ | 0,75 $ | 7.493.700.000 $ | 850.476.000 $ |
Umsatz nach Segmenten & Regionen ⓘ
Geschäftssegmente
| Segment | FY 2026 | FY 2025 | FY 2024 | FY 2023 | FY 2022 | Anteil | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| Private Label Credit Card | 5,5 Mio. | 5,1 Mio. | 5,0 Mio. | 4,5 Mio. | 3,0 Mio. | 0,0 % | +8,1% |
Quartalsergebnisse (Earnings) ⓘ
| Quartal | Stichtag | Verkündet | Umsatz | EPS |
|---|---|---|---|---|
| 2026 | 02.05.2026 | 28.05.2026 | 2,9 Mrd. USD | 1,79 |
| 2025 | 01.11.2025 | 25.11.2025 | 2,7 Mrd. USD | 1,63 |
| 2025 | 02.08.2025 | 28.08.2025 | 2,7 Mrd. USD | 1,47 |
| 2025 | 03.05.2025 | 30.05.2025 | 2,5 Mrd. USD | 1,58 |
| 2024 | 02.11.2024 | 26.11.2024 | 2,5 Mrd. USD | 1,40 |
| 2024 | 03.08.2024 | 29.08.2024 | 2,5 Mrd. USD | 1,15 |
| 2024 | 04.05.2024 | 30.05.2024 | 2,4 Mrd. USD | 1,22 |
| Q3 2023 | 28.10.2023 | 26.11.2024 | 2,3 Mrd. USD | 0,75 |
| Q2 2023 | 29.07.2023 | 24.08.2023 | 2,2 Mrd. USD | 0,47 |
Dividenden
Dividende je Aktie (Jahr, SEC-XBRL)
| Jahr | DPS |
|---|---|
| 2012 | 5,4000 |
Beträge aus SEC-XBRL, Termine aus 8-K Item 8.01 (regelbasiert extrahiert, KI als Fallback), ohne Gewähr.
Einreichungs-Historie (10-K / 10-Q / 20-F / 6-K)
SEC-Einreichungs-Historie der letzten sechs Jahre (Datum = US-Kalendertag,
SEC/ET): Quartalsberichte (10-Q) und Jahresberichte (10-K); ausländische
Emittenten (ADR/Foreign Private Issuer) reichen stattdessen Jahresberichte
(20-F/40-F) und Zwischenmitteilungen (6-K) ein — dort liegt im SEC-Index
keine Berichtsperiode vor, Periode und Verzögerung bleiben leer. Die Spalte „Verzögerung" zeigt die
Tage zwischen Berichtsstichtag und tatsächlicher Einreichung.
Suffix /A kennzeichnet nachträgliche Berichtigungen.
| Eingereicht (US) | Form | Berichtsperiode | Verzögerung | |
|---|---|---|---|---|
| 28.05.2026 | 10-Q | 02.05.2026 | 26 Tage | SEC » |
| 19.03.2026 | 10-K | 31.01.2026 | 47 Tage | SEC » |
| 25.11.2025 | 10-Q | 01.11.2025 | 24 Tage | SEC » |
| 28.08.2025 | 10-Q | 02.08.2025 | 26 Tage | SEC » |
| 30.05.2025 | 10-Q | 03.05.2025 | 27 Tage | SEC » |
| 17.03.2025 | 10-K | 01.02.2025 | 44 Tage | SEC » |
| 26.11.2024 | 10-Q | 02.11.2024 | 24 Tage | SEC » |
| 29.08.2024 | 10-Q | 03.08.2024 | 26 Tage | SEC » |
| 30.05.2024 | 10-Q | 04.05.2024 | 26 Tage | SEC » |
| 15.03.2024 | 10-K | 03.02.2024 | 41 Tage | SEC » |
| 21.11.2023 | 10-Q | 28.10.2023 | 24 Tage | SEC » |
| 24.08.2023 | 10-Q | 29.07.2023 | 26 Tage | SEC » |
| 25.05.2023 | 10-Q | 29.04.2023 | 26 Tage | SEC » |
| 13.03.2023 | 10-K | 28.01.2023 | 44 Tage | SEC » |
| 22.11.2022 | 10-Q | 29.10.2022 | 24 Tage | SEC » |
| 25.08.2022 | 10-Q | 30.07.2022 | 26 Tage | SEC » |
| 26.05.2022 | 10-Q | 30.04.2022 | 26 Tage | SEC » |
| 16.03.2022 | 10-K | 29.01.2022 | 46 Tage | SEC » |
| 23.11.2021 | 10-Q | 30.10.2021 | 24 Tage | SEC » |
| 26.08.2021 | 10-Q | 31.07.2021 | 26 Tage | SEC » |
| 27.05.2021 | 10-Q | 01.05.2021 | 26 Tage | SEC » |
| 15.03.2021 | 10-K | 30.01.2021 | 44 Tage | SEC » |
| 24.11.2020 | 10-Q | 31.10.2020 | 24 Tage | SEC » |
| 27.08.2020 | 10-Q | 01.08.2020 | 26 Tage | SEC » |
Proxy-/Governance-Filings
Proxy-Statements (SEC DEF-14A-Familie) der letzten sechs Jahre: reguläre HV-Einladungen zur Aktionärsversammlung, Aktivisten-Proxy-Fights (contested / Non-Management-Solicitation) und M&A-Abstimmungen.
| Datum (US) | Kategorie | HV-Termin (US) | Stichtag (US) | Form | |
|---|---|---|---|---|---|
| 02.04.2026 | HV-Einladung | — | — | DEFA14A | SEC » |
| 02.04.2026 | HV-Einladung | 19.05.2026 Jahres-HV | 25.03.2026 | DEF 14A | SEC » |
| 03.04.2025 | HV-Einladung | 20.05.2025 Jahres-HV | 26.03.2025 | DEF 14A | SEC » |
| 03.04.2025 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2024 | HV-Einladung | — | — | DEFA14A | SEC » |
| 05.04.2024 | HV-Einladung | 22.05.2024 Jahres-HV | 28.03.2024 | DEF 14A | SEC » |
| 26.03.2024 | Vorläufig | — | — | PRE 14A | SEC » |
| 31.03.2023 | HV-Einladung | — | — | DEFA14A | SEC » |
| 31.03.2023 | HV-Einladung | 17.05.2023 Jahres-HV | 23.03.2023 | DEF 14A | SEC » |
| 08.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.04.2022 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.04.2022 | HV-Einladung | 18.05.2022 Jahres-HV | 24.03.2022 | DEF 14A | SEC » |
| 01.04.2021 | HV-Einladung | — | — | DEFA14A | SEC » |
| 01.04.2021 | HV-Einladung | 19.05.2021 Jahres-HV | 25.03.2021 | DEF 14A | SEC » |
Datum = US-Einreichungsdatum (SEC EDGAR, ET). HV-Termin = Datum der Aktionärsversammlung, Stichtag (Record Date) = Nachweisstichtag für die Stimmberechtigung (aus dem Dokument extrahiert).
Filing-Analyse (10-K / 10-Q)
Narrative-Analyse der letzten Quartals-/Jahresberichte durch Claude (nur Coverage-Gruppen-Mitglieder). Keine Anlageberatung — der qualitative Score dient der Einordnung, nicht als Kaufempfehlung; siehe allgemeiner Hinweis am Seitenende.
🔒 Die aufklappbare Detailanalyse (Red Flags, Risiko-Änderungen, Guidance-Zitate, voller Wortlaut) ist Teil des Kunden-Abos — freischalten.
| Datum | Form | Stimmung | Guidance | Risiko-Δ | Qualitativ | Zusammenfassung | |
|---|---|---|---|---|---|---|---|
| 28.05.2026 | 10-Q | 0,45 | ↑ | 0,00 | 72 | Burlington Stores erzielte im ersten Quartal des Geschäftsjahres 2026 ein starkes Umsatzwachstum von 14,1 % auf 2,85 Milliarden USD, getragen von einem vergleichbaren Filialumsatzanstieg von 6 % und 127 Nettoneueröffnungen seit Q1 2025. Die Bruttoma… | 🔒 |
| 25.11.2025 | 10-Q | -0,35 | k. A. | -0,38 | 33 | Burlington Stores hat im Q3-2025-Filing zwei wesentliche Risikofaktoren gegenüber dem Jahresabschluss 2024 überarbeitet und dabei explizit auf die verschärfte Zoll- und Handelspolitik der USA im Jahr 2025 hingewiesen. Neu aufgenommen wurden Risiken … | 🔒 |
Kritische 8-K Meldungen ⓘ
| Datum | Meldung | Tags | Schwere | Filing | Auszug |
|---|---|---|---|---|---|
| 21.08.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | e Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 27.05.2025 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 26.11.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 20.03.2024 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | e Exchange Act. ☐ Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of… |
| 26.05.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 04.04.2022 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
| 16.11.2021 | Item 5.02 — Abgang Schlüsselpersonen | – | HOCH | SEC | Item 5.02. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers… |
8-K-Ereignisse (KI)
🔒 Die vollständige KI-Einordnung je 8-K ist Teil des Kunden-Abos — freischalten.
| Datum | Ereignis | Sentiment | Materialität | Zusammenfassung | Filing |
|---|---|---|---|---|---|
| 28.05.2026 | Quartalszahlen | 0,00 | 60 | Burlington Stores gab am 28. Mai 2026 die Betriebsergebnisse für das erste Quartal des Geschäftsjahres 2026 (bis 2. Mai) bekannt. Die detail… 🔒 | SEC |
| 26.05.2026 | HV-Abstimmung | 0,05 | 25 | Burlington Stores führte am 19. Mai 2026 ihre Jahreshauptversammlung durch mit etwa 95% Aktionärsbeteiligung und Abstimmung über reguläre An… 🔒 | SEC |
| 13.03.2026 | Wesentliche Vereinbarung | 0,20 | 65 | Burlington Stores hat am 12. März 2026 Austauschvereinbarungen mit Inhabern von 1,25%-Wandelanleihen (fällig 2027) eingegangen. Der Austausc… 🔒 | SEC |
| 05.03.2026 | Quartalszahlen | 0,00 | 55 | Burlington Stores gibt Geschäftsergebnisse für das Geschäftsjahr und Q4 zum 31. Januar 2026 bekannt. | SEC |
Fail-to-Deliver (6 Monate) ⓘ
| Datum | FTD-Menge | Kurs | Wert (USD) |
|---|---|---|---|
| 2026-06-18 | 198 | 330,76 | 65.490 |
| 2026-06-03 | 58 | 321,07 | 18.622 |
| 2026-06-02 | 3 | 314,01 | 942 |
| 2026-06-01 | 43.259 | 323,83 | 14.008.562 |
| 2026-05-18 | 8 | 293,60 | 2.349 |
| 2026-05-14 | 1 | 286,26 | 286 |
| 2026-05-05 | 26 | 309,27 | 8.041 |
| 2026-04-08 | 14.891 | 327,69 | 4.879.632 |
| 2026-03-31 | 416 | 312,50 | 130.000 |
| 2026-03-30 | 676 | 312,75 | 211.419 |
| 2026-03-23 | 231 | 310,38 | 71.698 |
| 2026-03-18 | 16 | 308,55 | 4.937 |
| 2026-03-17 | 1.243 | 302,56 | 376.082 |
| 2026-03-10 | 656 | 301,52 | 197.797 |
| 2026-03-05 | 11 | 300,75 | 3.308 |
| 2026-02-12 | 586 | 305,86 | 179.234 |
| 2026-02-06 | 1.360 | 302,92 | 411.971 |
| 2026-02-05 | 652 | 300,34 | 195.822 |