William Blair Forecasts Lower Earnings for Burlington Stores

Burlington Stores, Inc. (NYSE:BURL) – Stock analysts at William Blair reduced their Q3 2026 earnings per share estimates for shares of Burlington Stores in a report issued on Thursday, August 28th. William Blair analyst D. Carden now anticipates that the company will post earnings per share of $1.60 for the quarter, down from their prior estimate of $1.70. The consensus estimate for Burlington Stores’ current full-year earnings is $7.93 per share. William Blair also issued estimates for Burlington Stores’ Q4 2026 earnings at $4.59 EPS, FY2026 earnings at $9.38 EPS, Q1 2027 earnings at $1.90 EPS, Q3 2027 earnings at $1.87 EPS, Q4 2027 earnings at $5.16 EPS and FY2027 earnings at $10.82 EPS.

Burlington Stores (NYSE:BURL) last released its earnings results on Thursday, August 28th. The company reported $1.59 earnings per share for the quarter, topping analysts’ consensus estimates of $1.27 by $0.32. Burlington Stores had a return on equity of 42.74% and a net margin of 4.96%.The business had revenue of $2.70 billion for the quarter, compared to analyst estimates of $2.64 billion. During the same quarter last year, the firm posted $1.24 earnings per share. The business’s revenue was up 9.7% compared to the same quarter last year. Burlington Stores has set its Q3 2025 guidance at 1.5-1.600 EPS. FY 2025 guidance at 9.190-9.590 EPS.

A number of other equities analysts also recently commented on the stock. Telsey Advisory Group restated an “outperform” rating and issued a $350.00 target price (up from $300.00) on shares of Burlington Stores in a research note on Thursday, August 28th. Jefferies Financial Group increased their price objective on Burlington Stores from $300.00 to $350.00 and gave the stock a “buy” rating in a research note on Friday, August 29th. Wells Fargo & Company raised their price objective on Burlington Stores from $300.00 to $330.00 and gave the stock an “overweight” rating in a report on Thursday, August 28th. UBS Group upped their target price on Burlington Stores from $390.00 to $430.00 and gave the stock a “buy” rating in a report on Friday. Finally, The Goldman Sachs Group dropped their price target on Burlington Stores from $317.00 to $316.00 and set a “buy” rating on the stock in a research report on Tuesday, July 22nd. Fourteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat, the stock presently has an average rating of “Buy” and an average target price of $344.29.

Burlington Stores Trading Down 0.5%

BURL stock opened at $289.34 on Monday. Burlington Stores has a 12 month low of $212.92 and a 12 month high of $309.00. The firm’s 50-day moving average is $268.14 and its 200 day moving average is $248.75. The company has a market capitalization of $18.24 billion, a PE ratio of 34.16, a P/E/G ratio of 2.46 and a beta of 1.72. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.23 and a quick ratio of 0.39.

Hedge Funds Weigh In On Burlington Stores

A number of institutional investors have recently modified their holdings of BURL. Stifel Financial Corp increased its holdings in Burlington Stores by 8.8% in the fourth quarter. Stifel Financial Corp now owns 5,128 shares of the company’s stock valued at $1,462,000 after buying an additional 415 shares in the last quarter. AXA S.A. grew its position in shares of Burlington Stores by 96.2% during the 4th quarter. AXA S.A. now owns 8,529 shares of the company’s stock valued at $2,431,000 after acquiring an additional 4,182 shares during the period. BLI Banque de Luxembourg Investments purchased a new position in shares of Burlington Stores in the 4th quarter valued at about $14,091,000. Benjamin Edwards Inc. raised its holdings in Burlington Stores by 7.8% in the 4th quarter. Benjamin Edwards Inc. now owns 1,538 shares of the company’s stock worth $438,000 after purchasing an additional 111 shares during the period. Finally, Benchstone Capital Management LP purchased a new position in Burlington Stores during the fourth quarter worth approximately $33,444,000.

Insider Buying and Selling at Burlington Stores

In related news, CAO Stephen Ferroni sold 450 shares of the stock in a transaction that occurred on Thursday, June 5th. The shares were sold at an average price of $241.39, for a total value of $108,625.50. Following the completion of the transaction, the chief accounting officer directly owned 2,389 shares of the company’s stock, valued at $576,680.71. This trade represents a 15.85% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CMO Jennifer Vecchio sold 420 shares of the business’s stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $236.64, for a total transaction of $99,388.80. Following the sale, the chief marketing officer directly owned 65,429 shares in the company, valued at $15,483,118.56. This trade represents a 0.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders own 1.10% of the company’s stock.

About Burlington Stores

Burlington Stores, Inc operates as a retailer of branded merchandise in the United States. The company provides fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, toys, gifts, and coats, as well as baby, home, and beauty products.