Operating

Accretion (amortization) of discounts and premiums on investments

Burlington Stores Accretion (amortization) of discounts and premiums on investments increased by 0.4% to -$508.00K in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 64.9%, from -$308.00K to -$508.00K. Over 4 years (FY 2021 to FY 2025), Accretion (amortization) of discounts and premiums on investments shows a downward trend with a 18.5% CAGR.

Analysis

StatementCash Flow Statement
SectionOperating
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ1 2013
Last reportedQ1 2026May 28, 2026

How to read this metric

Reflects the yield characteristics of the investment portfolio; changes are driven by interest rate environments and bond pricing.

Detailed definition

This reflects the non-cash adjustment for the difference between the purchase price and the par value of fixed-income se...

Peer comparison

Common in insurance and banking sectors where large investment portfolios are held.

Metric ID: bac_accretion_amortization_investments

Historical Data

21 periods
 Q1 '21Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value-$197.00K-$214.00K-$239.00K-$239.00K-$238.00K-$238.00K-$237.00K-$236.00K-$236.00K-$235.00K-$235.00K-$252.00K-$233.00K-$233.00K-$266.00K-$309.00K-$308.00K-$425.00K-$510.00K-$510.00K-$508.00K
QoQ Change-8.6%-11.7%+0.0%+0.4%+0.0%+0.4%+0.4%+0.0%+0.4%+0.0%-7.2%+7.5%+0.0%-14.2%-16.2%+0.3%-38.0%-20.0%+0.0%+0.4%
YoY Change-20.8%-11.2%+0.8%+1.3%+0.8%+1.3%+0.8%-6.8%+1.3%+0.9%-13.2%-22.6%-32.2%-82.4%-91.7%-65.0%-64.9%
Range-$510.00K-$197.00K
CAGR+20.9%
Avg YoY Growth-23.8%
Median YoY Growth-11.2%
Current Streak2 quarters growth

Frequently Asked Questions

What is Burlington Stores's accretion (amortization) of discounts and premiums on investments?
Burlington Stores (BURL) reported accretion (amortization) of discounts and premiums on investments of -$508.00K in Q1 2026.
How has Burlington Stores's accretion (amortization) of discounts and premiums on investments changed year-over-year?
Burlington Stores's accretion (amortization) of discounts and premiums on investments decreased by 64.9% year-over-year, from -$308.00K to -$508.00K.
What is the long-term trend for Burlington Stores's accretion (amortization) of discounts and premiums on investments?
Over 4 years (2021 to 2025), Burlington Stores's accretion (amortization) of discounts and premiums on investments has grown at a 18.5% compound annual growth rate (CAGR), from -$889.00K to -$1.75M.
What does accretion (amortization) of discounts and premiums on investments mean?
Non-cash adjustments to the value of investment securities held by the company.