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

Burlington Stores (NYSE:BURL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 11.450-11.800 for the period, compared to the consensus earnings per share 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.

Burlington Stores Stock Down 7.8%

Burlington Stores stock traded down $25.29 during trading on Thursday, reaching $300.94. 3,050,414 shares of the company’s stock were exchanged, compared to its average volume of 814,283. The company’s 50-day moving average is $319.98 and its two-hundred day moving average is $301.10. The company has a debt-to-equity ratio of 1.11, a quick ratio of 0.65 and a current ratio of 1.23. Burlington Stores has a 52-week low of $218.52 and a 52-week high of $351.85. The firm has a market cap of $18.91 billion, a price-to-earnings ratio of 31.61, a PEG ratio of 1.97 and a beta of 1.48.

Burlington Stores (NYSE:BURL) last announced its quarterly earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, topping analysts’ consensus estimates of $1.77 by $0.24. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The firm had revenue of $2.86 billion during the quarter, compared to analysts’ expectations of $2.80 billion. During the same period in the prior year, the company earned $1.67 EPS. The firm’s revenue was up 14.1% on a year-over-year basis. 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. On average, analysts predict that Burlington Stores will post 11.3 earnings per share for the current year.

Analysts Set New Price Targets

BURL has been the subject of a number of research reports. UBS Group reaffirmed a “buy” rating on shares of Burlington Stores in a research report on Tuesday, March 3rd. Jefferies Financial Group reaffirmed a “buy” rating and set a $370.00 price target on shares of Burlington Stores in a research report on Thursday, March 5th. Citigroup upped their price objective on shares of Burlington Stores from $351.00 to $380.00 and gave the company a “buy” rating in a research report on Friday, March 6th. Barclays upped their price objective on shares of Burlington Stores from $365.00 to $411.00 and gave the company an “overweight” rating in a research report on Tuesday. Finally, Wells Fargo & Company upped their price objective on shares of Burlington Stores from $350.00 to $400.00 and gave the company an “overweight” rating in a research report on Friday, March 6th. Sixteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $357.76.

Insider Activity

In related news, COO Travis Marquette sold 3,759 shares of the company’s stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $327.75, for a total value of $1,232,012.25. Following the sale, the chief operating officer directly owned 26,350 shares of the company’s stock, valued at $8,636,212.50. This represents a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. 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

Institutional Investors Weigh In On Burlington Stores

A number of institutional investors have recently modified their holdings of BURL. Compound Planning Inc. grew its stake in Burlington Stores by 10.2% in the fourth quarter. Compound Planning Inc. now owns 1,688 shares of the company’s stock worth $488,000 after purchasing an additional 156 shares in the last quarter. Corient Private Wealth LLC lifted its holdings in Burlington Stores by 9.1% during the 4th quarter. Corient Private Wealth LLC now owns 1,427 shares of the company’s stock worth $412,000 after buying an additional 119 shares during the last quarter. Mercer Global Advisors Inc. ADV grew its position in shares of Burlington Stores by 207.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 4,228 shares of the company’s stock worth $1,221,000 after acquiring an additional 2,851 shares in the last quarter. Mackenzie Financial Corp grew its position in shares of Burlington Stores by 55.2% in the 4th quarter. Mackenzie Financial Corp now owns 9,072 shares of the company’s stock worth $2,608,000 after acquiring an additional 3,225 shares in the last quarter. Finally, NewEdge Advisors LLC grew its position 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 acquiring 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.