Burlington Stores (NYSE:BURL) Releases Q1 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 1.600-1.750 for the period, compared to the consensus EPS estimate of 1.820. The company issued revenue guidance of $2.7 billion-$2.8 billion, compared to the consensus revenue estimate of $2.7 billion. Burlington Stores also updated its FY 2026 guidance to 10.950-11.450 EPS.

Burlington Stores Stock Performance

Shares of BURL opened at $300.46 on Thursday. Burlington Stores has a 1 year low of $212.92 and a 1 year high of $332.20. The company’s 50 day simple moving average is $302.20 and its 200 day simple moving average is $282.56. The company has a market capitalization of $18.91 billion, a price-to-earnings ratio of 34.54, a PEG ratio of 1.70 and a beta of 1.73. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.46 and a current ratio of 1.21.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings results on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, beating the consensus estimate of $4.71 by $0.28. Burlington Stores had a return on equity of 41.02% and a net margin of 5.01%.The company had revenue of $3.65 billion during the quarter. 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, sell-side analysts predict that Burlington Stores will post 7.93 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on BURL shares. Gordon Haskett lowered Burlington Stores from a “strong-buy” rating to a “hold” rating in a research note on Wednesday, November 5th. Sanford C. Bernstein set a $350.00 price target on Burlington Stores and gave the company an “outperform” rating in a report on Tuesday, January 6th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Burlington Stores in a report on Wednesday, January 21st. UBS Group reissued a “buy” rating on shares of Burlington Stores in a research report on Tuesday. Finally, Jefferies Financial Group restated a “buy” rating and issued a $330.00 target price on shares of Burlington Stores in a report on Tuesday, November 25th. Fifteen analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $338.69.

Key Headlines Impacting Burlington Stores

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

• Positive Sentiment: Telsey Advisory Group reaffirmed its “Outperform” rating on BURL, a clear analyst vote of confidence that can support the stock and attract buyers ahead of earnings. Telsey Reaffirms Outperform
• Positive Sentiment: Local-market expansion: Burlington announced multiple new store openings and reopenings (El Paso, Tupelo, Shops at Boardman Park, Yarbrough Plaza), signaling continued square-footage growth and market penetration that supports longer-term revenue expansion. These openings are tangible execution catalysts for the retail footprint story. New East El Paso Location
• Positive Sentiment: Property-level activity: Burlington took a large box at Regency Plaza as AutoZone moved in nearby — local leasing activity can indicate favorable real estate economics and demand for big-box locations. Regency Plaza Carve-Up
• Neutral Sentiment: Analyst & market previews ahead of Q4: Multiple previews and what-to-expect pieces discuss whether Burlington’s off-price model can outpace forecasts — these are watch-items that increase volatility around the earnings release but don’t change fundamentals by themselves. Investors will key on comparable sales, margin trends, and inventory flow. Earnings Ahead: Can Off-Price Model Beat?
• Neutral Sentiment: Other earnings previews (Benzinga, Yahoo Finance) reiterate the same focus points — consensus EPS, comps, and inventory. These previews keep expectations centralized but are unlikely to move the stock until actual results are released. Benzinga Earnings Preview

Institutional Investors Weigh In On Burlington Stores

Several large investors have recently made changes to their positions in BURL. State Street Corp lifted its stake in shares of Burlington Stores by 1.2% during the third quarter. State Street Corp now owns 2,184,171 shares of the company’s stock worth $555,872,000 after purchasing an additional 26,529 shares in the last quarter. Alyeska Investment Group L.P. raised its holdings in shares of Burlington Stores by 103.5% during the 4th quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company’s stock valued at $371,269,000 after buying an additional 653,718 shares during the period. Janus Henderson Group PLC raised its holdings in shares of Burlington Stores by 4.2% during the 4th quarter. Janus Henderson Group PLC now owns 871,656 shares of the company’s stock valued at $251,778,000 after buying an additional 35,038 shares during the period. Primecap Management Co. CA lifted its position in Burlington Stores by 33.6% during the 4th quarter. Primecap Management Co. CA now owns 807,190 shares of the company’s stock worth $233,157,000 after acquiring an additional 203,220 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD boosted its holdings in Burlington Stores by 2.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 796,002 shares of the company’s stock worth $229,926,000 after acquiring an additional 20,352 shares during the period.

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.