Burlington Stores (NYSE:BURL) Releases Q1 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) updated its first quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.600-1.750 for the period, compared to the consensus earnings per share estimate of 1.820. The company issued revenue guidance of $2.7 billion-$2.8 billion, compared to the consensus revenue estimate of $2.7 billion. Burlington Stores also updated its FY 2026 guidance to 10.950-11.450 EPS.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on BURL. Telsey Advisory Group reissued an “outperform” rating and issued a $365.00 target price (up from $350.00) on shares of Burlington Stores in a research note on Monday, March 2nd. Deutsche Bank Aktiengesellschaft assumed coverage on Burlington Stores in a research report on Thursday, January 8th. They issued a “hold” rating and a $318.00 price objective for the company. Robert W. Baird lifted their price target on shares of Burlington Stores from $345.00 to $375.00 and gave the company an “outperform” rating in a research note on Friday. Citigroup upped their price target on shares of Burlington Stores from $351.00 to $380.00 and gave the company a “buy” rating in a report on Friday. Finally, Morgan Stanley lowered their price objective on shares of Burlington Stores from $330.00 to $310.00 and set an “overweight” rating for the company in a research report on Wednesday, November 26th. Fifteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat, Burlington Stores currently has a consensus rating of “Moderate Buy” and a consensus price target of $355.44.

Burlington Stores Trading Down 4.9%

BURL opened at $305.68 on Friday. The firm has a market capitalization of $19.24 billion, a price-to-earnings ratio of 32.11, a PEG ratio of 1.78 and a beta of 1.73. Burlington Stores has a fifty-two week low of $212.92 and a fifty-two week high of $332.20. The company’s 50 day moving average price is $303.17 and its two-hundred day moving average price is $283.03. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.46.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings results on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, beating the consensus estimate of $4.70 by $0.29. The company had revenue of $3.65 billion during the quarter, compared to analysts’ expectations of $2.77 billion. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.The business’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the prior year, the firm posted $4.07 earnings per share. Burlington Stores has set its FY 2026 guidance at 10.950-11.450 EPS and its Q1 2026 guidance at 1.600-1.750 EPS. As a group, research analysts predict that Burlington Stores will post 7.93 earnings per share for the current year.

Burlington Stores News Roundup

Here are the key news stories impacting Burlington Stores this week:

• Positive Sentiment: Q4 beat — Burlington delivered $4.99 EPS (vs. ~$4.70 consensus), revenue of ~$3.65B and 4% comps with margin expansion, driving 21% EPS growth for the year; this underpins the bullish case for durable off‑price demand. Earnings Release
• Positive Sentiment: FY 2026 guidance raised — Burlington set FY EPS guidance of $10.95–$11.45 (above consensus) and increased revenue guidance, reinforcing longer‑term earnings upside. Guidance/Seeking Alpha
• Positive Sentiment: Analysts materially bumped targets — Citi, Wells Fargo, JPMorgan, Robert W. Baird and others raised price targets and ratings (Wells to $400, Citi to $380, JPMorgan to $365, Baird to $375), signaling strong sell‑side conviction on upside. Benzinga
• Neutral Sentiment: Media/analysis context — Coverage (Barron’s, Seeking Alpha, Zacks) highlights that Burlington’s performance could make comp growth more predictable, but notes the company still faces retail cyclicality and tariff/price dynamics. Barron’s
• Negative Sentiment: Near‑term guide miss concerns — Q1 EPS guidance of $1.60–$1.75 is below some Street estimates, which can prompt short‑term profit‑taking despite the stronger FY view. Company Press Release (guidance)
• Negative Sentiment: Unusual options activity — heavy put buying (notable jump in put volume) signals hedging or bearish bets, which can amplify downward pressure in volatile trading. (Reported market options flow)

Hedge Funds Weigh In On Burlington Stores

Hedge funds have recently bought and sold shares of the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in Burlington Stores by 14.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company’s stock valued at $72,000 after acquiring an additional 38 shares during the last quarter. Jones Financial Companies Lllp increased its position in shares of Burlington Stores by 1,604.7% during the 1st quarter. Jones Financial Companies Lllp now owns 1,449 shares of the company’s stock valued at $345,000 after purchasing an additional 1,364 shares during the last quarter. EverSource Wealth Advisors LLC grew its stake in shares of Burlington Stores by 91.8% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 698 shares of the company’s stock worth $162,000 after acquiring an additional 334 shares during the period. Daiwa Securities Group Inc. grew its position in shares of Burlington Stores by 12.4% in the second quarter. Daiwa Securities Group Inc. now owns 7,459 shares of the company’s stock valued at $1,735,000 after purchasing an additional 821 shares in the last quarter. Finally, AXA S.A. raised its stake in shares of Burlington Stores by 1,033.2% during the 2nd quarter. AXA S.A. now owns 10,754 shares of the company’s stock valued at $2,502,000 after purchasing an additional 9,805 shares during the period.

Burlington Stores Company Profile

Burlington Stores, Inc is an American off-price retailer that sells apparel and home goods at discounted prices. The company’s merchandise assortment includes clothing for women, men and children, plus baby products, footwear, accessories, beauty items, toys and home décor. Burlington’s merchandising strategy focuses on offering branded and private-label goods at lower prices than traditional department stores by sourcing excess inventory, closeouts and opportunistic buys from manufacturers and other retailers.

The business traces its roots to the Burlington Coat Factory name established in the early 1970s and has since evolved into a broader off-price retailer that carries a wide range of seasonal and everyday merchandise.