Burlington Stores (NYSE:BURL) Lowered to "Hold" Rating by Wall Street Zen

Key Points

• Wall Street Zen downgraded Burlington Stores (BURL) from a "buy" to a "hold" in a recent research note.
• Despite that downgrade, the consensus remains positive with 16 analysts at "Buy" versus 4 "Hold" ratings and a consensus price target of $355.44.
• Burlington beat quarterly expectations with $4.99 EPS (vs. $4.70 est.) and $3.65B revenue (vs. $2.77B est.), and issued FY2026 EPS guidance of 10.95–11.45.

Burlington Stores (NYSE:BURL - Get Free Report) was downgraded by Wall Street Zen from a "buy" rating to a "hold" rating in a research note issued on Saturday.

BURL has been the topic of several other research reports. JPMorgan Chase & Co. raised their target price on shares of Burlington Stores from $356.00 to $365.00 and gave the company an "overweight" rating in a report on Friday, March 6th. Citigroup raised their target price 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. Weiss Ratings raised Burlington Stores from a "hold (c+)" rating to a "buy (b-)" rating in a report on Monday, March 23rd. Jefferies Financial Group reissued a "buy" rating and issued a $370.00 target price on shares of Burlington Stores in a report on Thursday, March 5th. Finally, Telsey Advisory Group reaffirmed an "outperform" rating and set a $365.00 price target on shares of Burlington Stores in a research note on Tuesday, March 31st. Sixteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $355.44.

Burlington Stores Price Performance

Burlington Stores stock opened at $332.31 on Friday. Burlington Stores has a 52-week low of $217.23 and a 52-week high of $351.85. The firm has a market capitalization of $20.88 billion, a price-to-earnings ratio of 34.91, a PEG ratio of 2.00 and a beta of 1.62. The company has a fifty day simple moving average of $318.93 and a 200-day simple moving average of $295.11. The company has a quick ratio of 0.65, a current ratio of 1.23 and a debt-to-equity ratio of 1.11.

Burlington Stores (NYSE:BURL - Get Free Report) last announced its quarterly earnings data on Thursday, March 5th. The company reported $4.99 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $4.70 by $0.29. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The firm had revenue of $3.65 billion during the quarter, compared to analyst estimates of $2.77 billion. During the same quarter in the prior year, the firm posted $4.07 earnings per share. Burlington Stores's quarterly revenue was up 11.3% on a year-over-year basis. 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, equities analysts anticipate that Burlington Stores will post 11.27 EPS for the current fiscal year.

Insider Activity

In related news, COO Travis Marquette sold 3,759 shares of the company's stock in a transaction that occurred on 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 directly owned 26,350 shares of the company's stock, valued at approximately $8,636,212.50. This represents a 12.48% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.30% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in BURL. Massachusetts Financial Services Co. MA boosted its stake in shares of Burlington Stores by 6.7% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 945,554 shares of the company's stock worth $240,643,000 after acquiring an additional 59,587 shares during the last quarter. Hudson Bay Capital Management LP purchased a new position in shares of Burlington Stores during the 3rd quarter worth $4,142,000. Vanguard Group Inc. boosted its stake in shares of Burlington Stores by 3.5% during the 3rd quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company's stock worth $1,726,070,000 after acquiring an additional 232,358 shares during the last quarter. Campbell & CO Investment Adviser LLC purchased a new position in shares of Burlington Stores during the 3rd quarter worth $1,033,000. Finally, Alkeon Capital Management LLC boosted its stake in shares of Burlington Stores by 50.0% during the 3rd quarter. Alkeon Capital Management LLC now owns 525,000 shares of the company's stock worth $133,612,000 after acquiring an additional 175,000 shares during 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.

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