Burlington Stores (NYSE:BURL) Releases 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 (EPS) guidance of 11.450-11.800 for the period, compared to the consensus 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 Performance

BURL stock opened at $300.94 on Friday. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.65. The business has a 50-day moving average price of $319.83 and a 200 day moving average price of $301.24. The company has a market capitalization of $18.91 billion, a P/E ratio of 31.61, a PEG ratio of 1.97 and a beta of 1.48. Burlington Stores has a 1-year low of $218.52 and a 1-year high of $351.85.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data 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. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.The firm had revenue of $2.86 billion during the quarter, compared to the consensus estimate of $2.80 billion. During the same period in the previous year, the company posted $1.67 earnings per share. The firm’s quarterly 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. As a group, equities research analysts forecast that Burlington Stores will post 11.3 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have issued reports on BURL shares. Truist Financial set a $310.00 target price on Burlington Stores in a research note on Thursday. UBS Group reiterated a “buy” rating on shares of Burlington Stores in a research note on Tuesday, March 3rd. Barclays lifted their target price on Burlington Stores from $365.00 to $411.00 and gave the company an “overweight” rating in a research note on Tuesday. Evercore reiterated an “outperform” rating and issued a $375.00 target price on shares of Burlington Stores in a research note on Thursday, March 5th. Finally, Wells Fargo & Company lifted their target price on Burlington Stores from $350.00 to $400.00 and gave the company an “overweight” rating in a research note on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Burlington Stores currently has a consensus rating of “Moderate Buy” and a consensus price target of $357.76.

Insider Buying and Selling at Burlington Stores

In other news, COO Travis Marquette sold 3,759 shares of the business’s stock in a transaction dated 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 sale, the chief operating officer 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 sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 beat first-quarter expectations, posting EPS of $2.01 versus $1.77 expected and revenue of $2.86 billion versus $2.80 billion expected, with sales up 14.1% year over year. Burlington earnings report
• Positive Sentiment: The company raised guidance for both Q2 and fiscal 2026, signaling confidence in continued momentum; FY2026 EPS guidance was lifted to $11.45-$11.80, above Wall Street estimates. Burlington press release
• Positive Sentiment: Burlington also plans 115 net new stores in 2026, showing ongoing expansion and market-share growth potential. Burlington FY2026 outlook article
• Neutral Sentiment: Several articles highlighted strong comp-store sales, margin expansion, and the 14th consecutive quarter of double-digit EPS growth, reinforcing the company’s operational strength. Burlington analysis
• Negative Sentiment: Unusual options activity showed heavy put buying, suggesting some traders are positioning for downside or hedging after the earnings move. Put options activity article

Institutional Investors Weigh In On Burlington Stores

A number of large investors have recently bought and sold shares of the company. Smartleaf Asset Management LLC boosted its position in Burlington Stores by 21.1% in the 4th quarter. Smartleaf Asset Management LLC now owns 339 shares of the company’s stock worth $98,000 after purchasing an additional 59 shares in the last quarter. Itau Unibanco Holding S.A. purchased a new stake in Burlington Stores in the 4th quarter worth approximately $108,000. Meeder Asset Management Inc. boosted its position in Burlington Stores by 939.5% in the 4th quarter. Meeder Asset Management Inc. now owns 447 shares of the company’s stock worth $129,000 after purchasing an additional 404 shares in the last quarter. Quarry LP purchased a new stake in Burlington Stores in the 3rd quarter worth approximately $139,000. Finally, Osaic Holdings Inc. boosted its position in Burlington Stores by 61.8% in the 2nd quarter. Osaic Holdings Inc. now owns 877 shares of the company’s stock worth $204,000 after purchasing an additional 335 shares in the last quarter.

Burlington Stores Company Profile

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.