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

Burlington Stores (NYSE:BURL) updated its FY 2026 earnings guidance on Thursday. The company provided EPS guidance of 11.450-11.800 for the period, compared to the consensus EPS estimate of 11.230. The company issued revenue guidance of $12.6 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Burlington Stores also updated its Q2 2026 guidance to 2.050-2.200 EPS.

Analyst Ratings Changes

A number of analysts have commented on the company. Robert W. Baird lifted their target price on Burlington Stores from $345.00 to $375.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Wall Street Zen downgraded Burlington Stores from a “buy” rating to a “hold” rating in a research note on Saturday, April 25th. UBS Group restated a “buy” rating on shares of Burlington Stores in a research note on Tuesday, March 3rd. Truist Financial set a $310.00 price target on Burlington Stores in a research note on Thursday. Finally, Citigroup raised their price target on Burlington Stores from $351.00 to $380.00 and gave the stock a “buy” rating in a research note on Friday, March 6th. Sixteen equities research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $357.76.

Burlington Stores Stock Performance

NYSE BURL traded down $25.29 on Thursday, hitting $300.94. 3,050,414 shares of the company traded hands, compared to its average volume of 814,283. The company has a market capitalization of $18.91 billion, a price-to-earnings ratio of 31.61, a P/E/G ratio of 1.97 and a beta of 1.48. The company has a current ratio of 1.23, a quick ratio of 0.65 and a debt-to-equity ratio of 1.11. The business’s 50 day moving average price is $319.98 and its 200-day moving average price is $301.10. Burlington Stores has a 52-week low of $218.52 and a 52-week high of $351.85.

Burlington Stores (NYSE:BURL) last released its earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.77 by $0.24. The company had revenue of $2.86 billion for the quarter, compared to the consensus estimate of $2.80 billion. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.Burlington Stores’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same period in the previous year, the business earned $1.67 earnings per share. Burlington Stores has set its Q2 2026 guidance at 2.050-2.200 EPS and its FY 2026 guidance at 11.450-11.800 EPS. Equities analysts expect that Burlington Stores will post 11.3 earnings per share for the current year.

Insiders Place Their Bets

In related news, COO Travis Marquette sold 3,759 shares of Burlington Stores stock in a transaction on Tuesday, March 24th. The stock was sold at an average price of $327.75, for a total transaction of $1,232,012.25. Following the transaction, the chief operating officer directly owned 26,350 shares in the company, valued at approximately $8,636,212.50. The trade was a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.30% of the company’s stock.

Trending Headlines about Burlington Stores

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

• Positive Sentiment: Burlington delivered a strong first quarter, with EPS of $2.01 topping estimates and revenue of $2.86 billion also ahead of forecasts. Burlington Stock Drops Even As Sales, Profit Top Estimates
• Positive Sentiment: The company raised FY 2026 EPS guidance to 11.45-11.80, above the consensus estimate, signaling confidence in continued profit growth. BURLINGTON STORES REPORTS STRONG FIRST QUARTER SALES AND EARNINGS GROWTH
• Positive Sentiment: BURL also lifted Q2 2026 EPS guidance to 2.05-2.20, above Wall Street expectations, which supports the case for continued operating momentum. Conference Call / Earnings Report
• Neutral Sentiment: Management’s guidance for FY 2026 revenue of $12.6 billion-$12.8 billion is roughly in line with expectations, so the main upside surprise is coming from earnings rather than sales. MarketBeat Stock Summary
• Negative Sentiment: Heavy put-option volume suggests some traders are positioning for near-term downside or volatility after the earnings release. MarketBeat Stock Summary

Hedge Funds Weigh In On Burlington Stores

Large investors have recently made changes to their positions in the business. JPL Wealth Management LLC purchased a new position in shares of Burlington Stores in the third quarter valued at about $28,000. Geneos Wealth Management Inc. lifted its position in shares of Burlington Stores by 235.4% in 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 lifted its position in shares of Burlington Stores by 39.0% in 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 lifted its position in shares of Burlington Stores by 43.4% in the fourth quarter. Wilmington Savings Fund Society FSB now owns 218 shares of the company’s stock valued at $63,000 after acquiring an additional 66 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in shares of Burlington Stores by 14.4% in 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 in the last quarter.

About Burlington Stores

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.