Burlington Stores (NYSE:BURL) Releases Q2 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) issued an update on its second quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.050-2.200 for the period, compared to the consensus estimate of 1.920. The company issued revenue guidance of $3.0 billion-$3.0 billion, compared to the consensus revenue estimate of $3.0 billion. Burlington Stores also updated its FY 2026 guidance to 11.450-11.800 EPS.

Burlington Stores Stock Down 7.8%

BURL stock traded down $25.29 during trading hours on Thursday, reaching $300.94. 3,050,414 shares of the stock were exchanged, compared to its average volume of 814,283. The firm’s 50-day moving average is $319.98 and its 200-day moving average is $301.10. Burlington Stores has a 12 month low of $218.52 and a 12 month high of $351.85. The company 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. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.65.

Burlington Stores (NYSE:BURL) last posted its quarterly earnings data on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, topping 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 company 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 firm earned $1.67 earnings per share. Burlington Stores’s revenue for the quarter was up 14.1% compared to the same quarter last year. 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, equities research analysts expect that Burlington Stores will post 11.3 earnings per share for the current year.

Analyst Ratings Changes

A number of analysts have recently issued reports on the stock. Weiss Ratings upgraded shares of Burlington Stores from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. Evercore reissued an “outperform” rating and issued a $375.00 price objective on shares of Burlington Stores in a research report on Thursday, March 5th. Telsey Advisory Group reissued an “outperform” rating and issued a $365.00 price objective on shares of Burlington Stores in a research report on Tuesday, March 31st. Citigroup boosted their price objective on shares of Burlington Stores from $351.00 to $380.00 and gave the stock a “buy” rating in a research report on Friday, March 6th. Finally, Wall Street Zen cut Burlington Stores from a “buy” rating to a “hold” rating in a report on Saturday, April 25th. Sixteen analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $357.76.

Insider Activity at Burlington Stores

In other news, COO Travis Marquette sold 3,759 shares of Burlington Stores stock in a transaction dated 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 completion of the transaction, the chief operating officer owned 26,350 shares of the company’s stock, valued at $8,636,212.50. This trade represents a 12.48% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 1.30% of the stock is currently owned by company insiders.

Burlington Stores News Roundup

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 Inflows and Outflows

A number of hedge funds and other institutional investors have recently bought and sold shares of the stock. State Street Corp raised its stake in 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 purchasing an additional 26,529 shares in the last quarter. Alyeska Investment Group L.P. raised its stake in Burlington Stores by 103.5% in the fourth quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company’s stock valued at $371,269,000 after purchasing an additional 653,718 shares in the last quarter. Janus Henderson Group PLC raised its stake in Burlington Stores by 4.2% in the fourth quarter. Janus Henderson Group PLC now owns 871,656 shares of the company’s stock valued at $251,778,000 after purchasing an additional 35,038 shares in the last quarter. Primecap Management Co. CA raised its stake in Burlington Stores by 33.6% in the fourth quarter. Primecap Management Co. CA now owns 807,190 shares of the company’s stock valued at $233,157,000 after purchasing an additional 203,220 shares in the last quarter. Finally, Price T Rowe Associates Inc. MD raised its stake in Burlington Stores by 2.6% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 796,002 shares of the company’s stock valued at $229,926,000 after purchasing an additional 20,352 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.