Burlington Stores (NYSE:BURL) Given New $400.00 Price Target at Wells Fargo & Company

Burlington Stores (NYSE:BURL) had its price objective upped by research analysts at Wells Fargo & Company from $350.00 to $400.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target indicates a potential upside of 26.78% from the company’s previous close.

Several other analysts have also issued reports on BURL. The Goldman Sachs Group set a $331.00 price objective on Burlington Stores in a research note on Wednesday, November 26th. Evercore reissued an “outperform” rating and set a $375.00 target price on shares of Burlington Stores in a report on Thursday. Barclays raised their price target on Burlington Stores from $331.00 to $335.00 and gave the company an “overweight” rating in a report on Monday. UBS Group reiterated a “buy” rating on shares of Burlington Stores in a report on Tuesday. Finally, Guggenheim started coverage on shares of Burlington Stores in a research report on Tuesday, December 9th. They issued a “neutral” rating on the stock. Fifteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $352.13.

Burlington Stores Stock Performance

Shares of BURL stock opened at $315.50 on Friday. The company has a fifty day moving average price of $302.87 and a two-hundred day moving average price of $282.83. Burlington Stores has a one year low of $212.92 and a one year high of $332.20. The stock has a market cap of $19.85 billion, a P/E ratio of 36.26, a P/E/G ratio of 1.70 and a beta of 1.73. The company has a debt-to-equity ratio of 1.32, a current ratio of 1.21 and a quick ratio of 0.46.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, topping the consensus estimate of $4.71 by $0.28. Burlington Stores had a net margin of 5.01% and a return on equity of 41.02%. The company had revenue of $3.65 billion for the quarter. During the same quarter in the prior year, the firm earned $4.07 earnings per share. The firm’s revenue for the quarter was up 11.3% on a year-over-year basis. 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. As a group, equities analysts predict that Burlington Stores will post 7.93 EPS for the current year.

Institutional Investors Weigh In On Burlington Stores

Institutional investors have recently modified their holdings of the business. Vanguard Group Inc. boosted its holdings in Burlington Stores by 3.5% in the 3rd quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company’s stock valued at $1,726,070,000 after purchasing an additional 232,358 shares during the period. T. Rowe Price Investment Management Inc. raised its position in shares of Burlington Stores by 15.8% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,828,877 shares of the company’s stock valued at $817,122,000 after buying an additional 386,615 shares in the last quarter. State Street Corp boosted its stake in shares of Burlington Stores by 1.2% in the third quarter. State Street Corp now owns 2,184,171 shares of the company’s stock valued at $555,872,000 after buying an additional 26,529 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in Burlington Stores by 303,059.4% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,912,936 shares of the company’s stock worth $552,552,000 after buying an additional 1,912,305 shares in the last quarter. Finally, SRS Investment Management LLC grew its position in Burlington Stores by 15.9% during the second quarter. SRS Investment Management LLC now owns 1,472,137 shares of the company’s stock worth $342,478,000 after buying an additional 201,716 shares in the last quarter.

Key Headlines Impacting Burlington Stores

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

• Positive Sentiment: Q4 results beat expectations: Burlington delivered higher revenue and earnings (Q4 revenue ~$3.64–3.65B, EPS ~ $4.89–$4.99 depending on source) with comparable‑store sales up ~4% and expanded gross margins, driving double‑digit EPS growth. That operational beat is the main reason shares are rising. Earnings Release
• Positive Sentiment: Full‑year 2026 guidance raised: BURL set FY26 EPS guidance of $10.95–$11.45, above consensus (roughly 10.25), signaling management confidence in margin leverage and store growth. This upward guide supports a bullish view on longer‑term earnings power. Guidance Details
• Positive Sentiment: Analyst upgrade/price‑target lift: Robert W. Baird raised its price target from $345 to $375 with an “outperform” rating, providing fresh buy‑side support and signaling higher upside. Baird Upgrade
• Positive Sentiment: Operational positives noted by analysts: Margin expansion (~80 bps gross margin improvement), SG&A leverage, strong liquidity (~$2.16B) and continued buybacks cited in coverage, which underpin earnings durability and capital flexibility. Analyst Commentary
• Neutral Sentiment: Market writeups and earnings previews provide context but add little new catalytic information beyond the release. Investors should focus on the actual results and updated guidance. Metrics vs. Estimates
• Negative Sentiment: Q1 guidance came in light of consensus: Burlington’s Q1 EPS guide of $1.60–$1.75 is below street estimates (~$1.82), which could cap near‑term optimism and is a reason some traders may take profits. Guidance Details
• Negative Sentiment: Unusual options activity: A large uptick in put buying (7,243 puts vs. typical ~3,000) may indicate some hedge or speculative downside positioning that can increase intraday volatility. Options Flow Note

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.