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

Burlington Stores (NYSE:BURL) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share (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.

Burlington Stores Stock Down 7.8%

BURL stock opened at $289.44 on Friday. Burlington Stores has a one year low of $240.49 and a one year high of $378.33. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.49 and a current ratio of 1.16. The company has a fifty day moving average of $340.27 and a 200-day moving average of $325.21. The stock has a market capitalization of $18.22 billion, a PE ratio of 29.75, a price-to-earnings-growth ratio of 1.61 and a beta of 1.44.

Burlington Stores (NYSE:BURL) last announced its quarterly earnings data on Thursday, August 27th. The company reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.19 by $0.77. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. The firm had revenue of $3 billion during the quarter, compared to the consensus estimate of $3.03 billion. During the same quarter last year, the firm earned $1.72 earnings per share. The firm’s revenue was up 11.0% compared to the same quarter last year. 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. As a group, analysts expect that Burlington Stores will post 12.21 EPS for the current year.

Wall Street Analysts Forecast Growth

BURL has been the subject of several recent analyst reports. Morgan Stanley reissued an “overweight” rating on shares of Burlington Stores in a report on Thursday, August 6th. Citigroup downgraded shares of Burlington Stores from a “buy” rating to a “neutral” rating and set a $380.00 price target for the company. in a report on Wednesday, August 5th. Bank of America upped their target price on shares of Burlington Stores from $367.00 to $375.00 and gave the stock a “buy” rating in a research report on Friday, May 29th. Evercore reiterated an “outperform” rating and set a $400.00 price target on shares of Burlington Stores in a research report on Monday, August 17th. Finally, Jefferies Financial Group upped their price target on Burlington Stores from $365.00 to $410.00 and gave the stock a “buy” rating in a report on Friday, August 14th. Thirteen analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $371.50.

Insider Activity at Burlington Stores

In other Burlington Stores news, CMO Jennifer Vecchio sold 1,678 shares of the firm’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $369.04, for a total transaction of $619,249.12. Following the completion of the transaction, the chief marketing officer directly owned 77,661 shares in the company, valued at approximately $28,660,015.44. This trade represents a 2.11% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider Matthew Pasch sold 3,773 shares of the company’s stock in a transaction dated 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 sale, the insider directly owned 6,523 shares in the company, valued at $2,069,160.83. This trade represents a 36.65% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 30,392 shares of company stock valued at $10,280,271. Insiders own 1.30% of the company’s stock.

More Burlington Stores News

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

• Positive Sentiment: Burlington reported second-quarter adjusted EPS of $2.96, well above the approximately $2.19 analyst consensus, while revenue increased 11% year over year to about $3.0 billion. The company delivered its 15th consecutive quarter of double-digit EPS growth, helped by a 100-basis-point operating-margin improvement. Burlington Stores second-quarter earnings release
• Positive Sentiment: Management raised full-year fiscal 2026 adjusted EPS guidance to $11.77-$11.97, above the $11.23 consensus, and expects revenue of $12.7-$12.8 billion. The outlook implies continued earnings momentum and 10%-11% annual revenue growth. Burlington Stores fiscal 2026 earnings update
• Positive Sentiment: The retailer plans to open 20 stores across 12 states in September, supporting its long-term sales growth strategy. Burlington ended the quarter with 1,287 locations, up 13.1% from a year earlier.
• Positive Sentiment: Burlington intends to use tariff refunds to reduce prices, which could improve customer value and help sustain traffic in its off-price retail model. Burlington tariff refund pricing plans
• Neutral Sentiment: Comparable-store sales rose 2%, producing a solid 7% two-year increase, but growth slowed from 5% in the prior-year quarter. This suggests expansion and margin gains remain strong while underlying demand is moderating. Burlington Stores share-price analysis
• Negative Sentiment: Second-quarter revenue of roughly $3.0 billion fell short of the $3.03 billion consensus, making the earnings beat less convincing to investors.
• Negative Sentiment: Third-quarter EPS guidance of $1.60-$1.70 was materially below the approximately $2.04 analyst expectation. Investors viewed the outlook as lackluster, with tariff-related costs and comparisons weighing on the near-term forecast. Burlington shares and quarterly guidance
• Negative Sentiment: Ross Stores’ stronger performance has raised concerns that Burlington is lagging some competitors within the off-price retail sector. Off-price retail competitor comparison

Hedge Funds Weigh In On Burlington Stores

Several institutional investors and hedge funds have recently modified their holdings of the company. JPL Wealth Management LLC purchased a new position in shares of Burlington Stores during the 3rd quarter worth $28,000. Geneos Wealth Management Inc. grew 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 purchasing an additional 113 shares during the period. Parkside Financial Bank & Trust increased its stake in 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 purchasing an additional 46 shares during the last quarter. Wilmington Savings Fund Society FSB increased its stake in 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 purchasing an additional 66 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in 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 purchasing an additional 38 shares during 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.