Burlington Stores (NYSE:BURL) Updates FY 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) issued an update on its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 11.770-11.970 for the period, compared to the consensus estimate of 11.230. The company issued revenue guidance of $12.7 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Burlington Stores also updated its Q3 2026 guidance to 1.600-1.700 EPS.

Analyst Upgrades and Downgrades

BURL has been the subject of a number of analyst reports. JPMorgan Chase & Co. decreased their target price on shares of Burlington Stores from $374.00 to $351.00 and set an “overweight” rating for the company in a research report on Friday, May 29th. Weiss Ratings upgraded shares of Burlington Stores from a “buy (b-)” rating to a “buy (b)” rating in a research report on Wednesday. UBS Group boosted their target price on shares of Burlington Stores from $435.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, August 17th. Bank of America lifted their price objective on shares of Burlington Stores from $367.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Finally, Jefferies Financial Group increased their target price on shares of Burlington Stores from $365.00 to $410.00 and gave the stock a “buy” rating in a research report on Friday, August 14th. Thirteen investment analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Burlington Stores currently has an average rating of “Moderate Buy” and an average price target of $367.56.

Burlington Stores Trading Down 5.8%

Shares of Burlington Stores stock opened at $273.25 on Friday. The company has a quick ratio of 0.49, a current ratio of 1.17 and a debt-to-equity ratio of 0.95. Burlington Stores has a 12-month low of $240.49 and a 12-month high of $378.33. The company has a market capitalization of $17.20 billion, a price-to-earnings ratio of 24.53, a PEG ratio of 1.55 and a beta of 1.44. The firm’s 50-day moving average price is $339.01 and its two-hundred day moving average price is $324.84.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings results on Thursday, August 27th. The company reported $2.96 earnings per share for the quarter, topping analysts’ consensus estimates of $2.19 by $0.77. Burlington Stores had a net margin of 5.85% and a return on equity of 41.72%. The company had revenue of $3 billion during the quarter, compared to the consensus estimate of $3.03 billion. During the same quarter in the prior year, the firm posted $1.72 EPS. The firm’s quarterly revenue was up 11.0% on a year-over-year basis. Burlington Stores has set its Q3 2026 guidance at 1.600-1.700 EPS and its FY 2026 guidance at 11.770-11.970 EPS. On average, analysts forecast that Burlington Stores will post 11.74 earnings per share for the current fiscal year.

Insider Buying and Selling at Burlington Stores

In related news, insider Matthew Pasch sold 3,773 shares of the company’s stock in a transaction that occurred on Friday, June 5th. The shares were sold at an average price of $317.21, for a total transaction of $1,196,833.33. Following the completion of the transaction, the insider directly owned 6,523 shares in the company, valued at $2,069,160.83. This represents a 36.65% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CMO Jennifer Vecchio sold 20,920 shares of the stock in a transaction that occurred on Friday, June 12th. The shares were sold at an average price of $341.53, for a total transaction of $7,144,807.60. Following the completion of the transaction, the chief marketing officer directly owned 81,017 shares of the company’s stock, valued at approximately $27,669,736.01. The trade was a 20.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 30,392 shares of company stock worth $10,280,271 over the last 90 days. Insiders own 1.30% of the company’s stock.

Burlington Stores News Summary

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

• Positive Sentiment: Second-quarter adjusted EPS reached $2.96, well above the roughly $2.18–$2.19 analyst consensus and up substantially from the prior year. Revenue increased 11% year over year to approximately $3.0 billion, while operating-margin expansion supported the company’s 15th consecutive quarter of double-digit EPS growth. Burlington Stores Reports Strong Second Quarter Sales and Earnings Growth
• Positive Sentiment: Burlington raised its fiscal 2026 adjusted EPS outlook to $11.77–$11.97, above the prior consensus of about $11.23, and expects revenue of $12.7–$12.8 billion. The retailer also plans to use tariff refunds to lower prices, potentially supporting customer traffic and value perception. Burlington Stores Plans to Use Tariff Refunds to Lower Prices
• Neutral Sentiment: The company is pursuing aggressive expansion, with reports of 20 new stores opening across 12 states in September. Store growth can increase long-term sales, though it also raises execution and investment requirements. Burlington Expansion Bringing New Stores to 12 States
• Negative Sentiment: Second-quarter revenue of about $3.0 billion fell short of the $3.03 billion consensus, and comparable-store sales grew only 2%, slowing from 5% a year earlier. The deceleration raised concerns about underlying demand despite the earnings beat. BURL Shares Slide Despite Q2 Earnings Beat
• Negative Sentiment: Fiscal third-quarter EPS guidance of $1.60–$1.70 is materially below the approximately $2.04 analyst consensus. Reports also cited tariff-related costs and a weaker-than-expected near-term forecast as reasons for the market reaction.
• Negative Sentiment: Citigroup cut its price target from $380 to $318 and moved to a neutral rating. Morgan Stanley also reduced its target modestly, from $438 to $432, although it maintained an overweight rating. Analyst Price Target Updates

Hedge Funds Weigh In On Burlington Stores

Several institutional investors have recently added to or reduced their stakes in BURL. JPL Wealth Management LLC acquired a new position in Burlington Stores during the 3rd quarter worth approximately $28,000. Geneos Wealth Management Inc. increased its holdings in shares of Burlington Stores by 235.4% during the second quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock valued at $37,000 after acquiring an additional 113 shares in the last quarter. Parkside Financial Bank & Trust increased its holdings in shares of Burlington Stores by 39.0% during the fourth quarter. Parkside Financial Bank & Trust now owns 164 shares of the company’s stock valued at $47,000 after acquiring an additional 46 shares in the last quarter. Wilmington Savings Fund Society FSB raised its position in shares of Burlington Stores by 43.4% during the fourth quarter. Wilmington Savings Fund Society FSB now owns 218 shares of the company’s stock worth $63,000 after purchasing an additional 66 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in shares of Burlington Stores by 14.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company’s stock worth $72,000 after purchasing an additional 38 shares in the last quarter.

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.