Burlington Stores (NYSE:BURL) Issues Q3 2025 Earnings Guidance

Key Points

• Burlington Stores has issued updated earnings guidance for Q3 2025, predicting an EPS of 1.5-1.600, which is below the consensus estimate of 1.670.
• Analysts have varying price targets for Burlington's stock, with JPMorgan raising its target to $338.00 and UBS setting it at $390.00, while others, like Morgan Stanley, have cut their targets.
• Institutional investors have increased their stakes in Burlington, with some firms raising positions by up to 1,869.2% in the second quarter, indicating strong confidence in the company’s performance.

Burlington Stores (NYSE:BURL - Get Free Report) updated its third quarter 2025 earnings guidance on Thursday. The company provided EPS guidance of 1.5-1.600 for the period, compared to the consensus EPS estimate of 1.670. The company issued revenue guidance of $2.7 billion-$2.7 billion, compared to the consensus revenue estimate of $2.7 billion. Burlington Stores also updated its FY 2025 guidance to 9.190-9.590 EPS.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. Jefferies Financial Group boosted their target price on Burlington Stores from $300.00 to $350.00 and gave the company a "buy" rating in a research report on Friday. Wells Fargo & Company upped their target price on Burlington Stores from $300.00 to $330.00 and gave the stock an "overweight" rating in a report on Thursday. Morgan Stanley upped their target price on Burlington Stores from $309.00 to $328.00 and gave the stock an "overweight" rating in a report on Friday. Loop Capital decreased their price objective on Burlington Stores from $315.00 to $305.00 and set a "buy" rating for the company in a research note on Friday, May 30th. Finally, Evercore ISI upped their price objective on Burlington Stores from $310.00 to $370.00 and gave the stock an "outperform" rating in a research note on Friday. Fourteen research analysts have rated the stock with a Buy rating, According to data from MarketBeat.com, the company presently has an average rating of "Buy" and a consensus target price of $344.29.

Burlington Stores Stock Performance

Burlington Stores stock traded down $4.93 during midday trading on Monday, hitting $290.35. 1,824,470 shares of the company were exchanged, compared to its average volume of 1,024,500. The firm has a market capitalization of $18.30 billion, a PE ratio of 34.28, a price-to-earnings-growth ratio of 2.46 and a beta of 1.72. Burlington Stores has a fifty-two week low of $212.92 and a fifty-two week high of $309.00. The business has a fifty day simple moving average of $265.57 and a two-hundred day simple moving average of $248.15. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.55 and a current ratio of 1.23.

Burlington Stores (NYSE:BURL - Get Free Report) last posted its earnings results on Thursday, August 28th. The company reported $1.59 EPS for the quarter, topping the consensus estimate of $1.27 by $0.32. The firm had revenue of $2.70 billion for the quarter, compared to analyst estimates of $2.64 billion. Burlington Stores had a return on equity of 42.74% and a net margin of 4.96%.Burlington Stores's revenue for the quarter was up 9.7% compared to the same quarter last year. During the same period last year, the company earned $1.24 earnings per share. Burlington Stores has set its Q3 2025 guidance at 1.5-1.600 EPS. FY 2025 guidance at 9.190-9.590 EPS. On average, sell-side analysts forecast that Burlington Stores will post 7.93 earnings per share for the current year.

Insider Buying and Selling

In other Burlington Stores news, CAO Stephen Ferroni sold 450 shares of the stock in a transaction that occurred on Thursday, June 5th. The stock was sold at an average price of $241.39, for a total transaction of $108,625.50. Following the transaction, the chief accounting officer owned 2,389 shares in the company, valued at approximately $576,680.71. This represents a 15.85% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CMO Jennifer Vecchio sold 420 shares of the stock in a transaction that occurred on Tuesday, July 1st. The stock was sold at an average price of $236.64, for a total value of $99,388.80. Following the transaction, the chief marketing officer owned 65,429 shares in the company, valued at $15,483,118.56. This represents a 0.64% decrease in their position. The disclosure for this sale can be found here. Corporate insiders own 1.10% of the company's stock.

Hedge Funds Weigh In On Burlington Stores

Hedge funds and other institutional investors have recently made changes to their positions in the company. Geneos Wealth Management Inc. lifted its position in shares of Burlington Stores by 235.4% in the second quarter. Geneos Wealth Management Inc. now owns 161 shares of the company's stock valued at $37,000 after acquiring an additional 113 shares in the last quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its position in Burlington Stores by 14.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company's stock worth $72,000 after buying an additional 38 shares in the last quarter. Headlands Technologies LLC purchased a new position in Burlington Stores during the second quarter worth approximately $151,000. EverSource Wealth Advisors LLC lifted its position in Burlington Stores by 91.8% during the second quarter. EverSource Wealth Advisors LLC now owns 698 shares of the company's stock worth $162,000 after buying an additional 334 shares in the last quarter. Finally, Benjamin Edwards Inc. lifted its position in Burlington Stores by 6.5% during the second quarter. Benjamin Edwards Inc. now owns 1,438 shares of the company's stock worth $335,000 after buying an additional 88 shares in the last quarter.

Burlington Stores Company Profile

Burlington Stores, Inc operates as a retailer of branded merchandise in the United States. The company provides fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, toys, gifts, and coats, as well as baby, home, and beauty products.