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

Burlington Stores (NYSE:BURL) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 10.950-11.450 for the period, compared to the consensus estimate of 10.250. The company issued revenue guidance of $12.5 billion-$12.7 billion, compared to the consensus revenue estimate of $11.9 billion. Burlington Stores also updated its Q1 2026 guidance to 1.600-1.750 EPS.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft started coverage on Burlington Stores in a research report on Thursday, January 8th. They issued a “hold” rating and a $318.00 target price for the company. 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 note on Wednesday, November 26th. Sanford C. Bernstein set a $350.00 price objective on shares of Burlington Stores and gave the company an “outperform” rating in a report on Tuesday, January 6th. TD Cowen reiterated a “buy” rating on shares of Burlington Stores in a report on Wednesday, November 26th. Finally, Wells Fargo & Company boosted their price objective on Burlington Stores from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Friday. Fifteen research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Burlington Stores presently has an average rating of “Moderate Buy” and an average price target of $355.44.

Burlington Stores Stock Performance

Burlington Stores stock opened at $305.68 on Friday. The stock has a fifty day moving average of $303.17 and a two-hundred day moving average of $283.03. The company has a debt-to-equity ratio of 1.11, a quick ratio of 0.46 and a current ratio of 1.23. Burlington Stores has a fifty-two week low of $212.92 and a fifty-two week high of $332.20. The company 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 (NYSE:BURL) last released its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.70 by $0.29. The business had revenue of $3.65 billion for the quarter, compared to analysts’ expectations of $2.77 billion. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The company’s quarterly revenue was up 11.3% on a year-over-year basis. During the same period last year, the company earned $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. On average, analysts anticipate that Burlington Stores will post 7.93 EPS for the current fiscal year.

Trending Headlines about Burlington Stores

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)

Institutional Investors Weigh In On Burlington Stores

Hedge funds have recently added to or reduced their stakes in the stock. Compound Planning Inc. boosted its position in shares of Burlington Stores by 10.2% during the fourth quarter. Compound Planning Inc. now owns 1,688 shares of the company’s stock worth $488,000 after buying an additional 156 shares during the period. Corient Private Wealth LLC raised its holdings in Burlington Stores by 9.1% during the fourth quarter. Corient Private Wealth LLC now owns 1,427 shares of the company’s stock worth $412,000 after purchasing an additional 119 shares in the last quarter. Mercer Global Advisors Inc. ADV boosted its stake in Burlington Stores by 207.0% during the 4th quarter. Mercer Global Advisors Inc. ADV now owns 4,228 shares of the company’s stock valued at $1,221,000 after purchasing an additional 2,851 shares in the last quarter. Mackenzie Financial Corp increased its position in shares of Burlington Stores by 55.2% during the 4th quarter. Mackenzie Financial Corp now owns 9,072 shares of the company’s stock valued at $2,608,000 after purchasing an additional 3,225 shares during the period. Finally, NewEdge Advisors LLC raised its stake in shares of Burlington Stores by 2,356.1% in the 4th quarter. NewEdge Advisors LLC now owns 1,007 shares of the company’s stock worth $291,000 after buying an additional 966 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.