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

Burlington Stores (NYSE:BURL) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 11.770-11.970 for the period, compared to the consensus EPS estimate of 11.230. The company issued revenue guidance of $12.7 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Burlington Stores also updated its Q3 2026 guidance to 1.600-1.700 EPS.

Burlington Stores Stock Performance

NYSE BURL opened at $313.98 on Thursday. The company has a fifty day simple moving average of $341.21 and a 200 day simple moving average of $325.36. Burlington Stores has a 12-month low of $240.49 and a 12-month high of $378.33. The company has a current ratio of 1.16, a quick ratio of 0.49 and a debt-to-equity ratio of 1.03. The company has a market cap of $19.76 billion, a P/E ratio of 32.27, a PEG ratio of 1.62 and a beta of 1.44.

Burlington Stores (NYSE:BURL) last released its quarterly earnings data on Thursday, August 27th. The company reported $2.96 earnings per share for the quarter, topping the consensus estimate of $2.19 by $0.77. The firm had revenue of $3 billion for the quarter, compared to the consensus estimate of $3.03 billion. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. Burlington Stores has set its Q3 2026 guidance at 1.600-1.700 EPS and its FY 2026 guidance at 11.770-11.970 EPS. Sell-side analysts predict that Burlington Stores will post 12.21 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of research firms have issued reports on BURL. Evercore reiterated an “outperform” rating and set a $400.00 price target on shares of Burlington Stores in a research note on Monday, August 17th. Citigroup downgraded shares of Burlington Stores from a “buy” rating to a “neutral” rating and set a $380.00 price objective on the stock. in a report on Wednesday, August 5th. Bank of America boosted their target price on Burlington Stores from $367.00 to $375.00 and gave the stock a “buy” rating in a research note on Friday, May 29th. Morgan Stanley reaffirmed an “overweight” rating on shares of Burlington Stores in a research report on Thursday, August 6th. Finally, JPMorgan Chase & Co. decreased their price objective on shares of Burlington Stores from $374.00 to $351.00 and set an “overweight” rating for the company in a report on Friday, May 29th. Thirteen equities research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Burlington Stores presently has a consensus rating of “Moderate Buy” and a consensus price target of $371.50.

Insider Buying and Selling

In other Burlington Stores news, insider Matthew Pasch sold 3,773 shares of the firm’s stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $317.21, for a total value of $1,196,833.33. Following the completion of the transaction, the insider owned 6,523 shares in the company, valued at $2,069,160.83. This trade represents a 36.65% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CAO Stephen Ferroni sold 2,343 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were sold at an average price of $337.22, for a total value of $790,106.46. Following the sale, the chief accounting officer owned 1,391 shares in the company, valued at approximately $469,073.02. This represents a 62.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 30,392 shares of company stock valued at $10,280,271. Corporate insiders own 1.30% of the company’s stock.

Institutional Investors Weigh In On Burlington Stores

A number of institutional investors and hedge funds have recently bought and sold shares of BURL. Vident Advisory LLC boosted its position in shares of Burlington Stores by 1.1% in the 2nd quarter. Vident Advisory LLC now owns 3,330 shares of the company’s stock worth $775,000 after purchasing an additional 36 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Burlington Stores by 14.4% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company’s stock worth $72,000 after acquiring an additional 38 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in shares of Burlington Stores by 39.0% during the fourth quarter. Parkside Financial Bank & Trust now owns 164 shares of the company’s stock worth $47,000 after acquiring an additional 46 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in shares of Burlington Stores by 3.7% during the third quarter. Mercer Global Advisors Inc. ADV now owns 1,377 shares of the company’s stock valued at $350,000 after acquiring an additional 49 shares in the last quarter. Finally, Smartleaf Asset Management LLC raised its position in shares of Burlington Stores by 21.1% in the 4th quarter. Smartleaf Asset Management LLC now owns 339 shares of the company’s stock valued at $98,000 after purchasing an additional 59 shares during 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.