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

Key Points

• Burlington Stores raised its FY 2026 outlook, guiding for EPS of 11.45-11.80 versus the 11.23 consensus estimate. Revenue guidance of $12.6 billion-$12.8 billion was roughly in line with Wall Street expectations.
• Q2 2026 EPS guidance also increased to 2.05-2.20, signaling management confidence in continued earnings momentum after a strong quarter.
• The company recently beat first-quarter expectations, reporting EPS of $2.01 on revenue of $2.86 billion, both above estimates, though the stock still fell 7.8% on the day of the update.

Burlington Stores (NYSE:BURL - Get Free Report) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 11.450-11.800 for the period, compared to the consensus estimate of 11.230. The company issued revenue guidance of $12.6 billion-$12.8 billion, compared to the consensus revenue estimate of $12.7 billion. Burlington Stores also updated its Q2 2026 guidance to 2.050-2.200 EPS.

Analysts Set New Price Targets

Several brokerages recently issued reports on BURL. Jefferies Financial Group restated a "buy" rating and set a $370.00 price objective on shares of Burlington Stores in a research report on Thursday, March 5th. Wells Fargo & Company lifted their price objective on Burlington Stores from $350.00 to $400.00 and gave the stock an "overweight" rating in a research report on Friday, March 6th. UBS Group reiterated a "buy" rating on shares of Burlington Stores in a report on Tuesday, March 3rd. Evercore reiterated an "outperform" rating and issued a $375.00 price target on shares of Burlington Stores in a report on Thursday, March 5th. Finally, Robert W. Baird boosted their price target on Burlington Stores from $345.00 to $375.00 and gave the company an "outperform" rating in a report on Friday, March 6th. Sixteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $357.76.

Burlington Stores Trading Down 7.8%

BURL traded down $25.29 during trading on Thursday, hitting $300.94. The company's stock had a trading volume of 3,050,414 shares, compared to its average volume of 814,283. The firm's 50 day moving average price is $319.98 and its 200-day moving average price is $301.10. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.65. The stock has a market cap of $18.91 billion, a PE ratio of 31.61, a PEG ratio of 1.97 and a beta of 1.48. Burlington Stores has a twelve month low of $218.52 and a twelve month high of $351.85.

Burlington Stores (NYSE:BURL - Get Free Report) last issued its quarterly earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, beating the consensus estimate of $1.77 by $0.24. The company had revenue of $2.86 billion during the quarter, compared to the consensus estimate of $2.80 billion. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.Burlington Stores's revenue was up 14.1% on a year-over-year basis. During the same period in the previous year, the firm posted $1.67 EPS. 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, analysts expect that Burlington Stores will post 11.3 earnings per share for the current year.

Insider Activity

In other news, COO Travis Marquette sold 3,759 shares of the business's stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $327.75, for a total transaction of $1,232,012.25. Following the completion of the sale, the chief operating officer directly owned 26,350 shares of the company's stock, valued at $8,636,212.50. The trade was a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.30% of the stock is owned by corporate insiders.

Burlington Stores News Summary

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 Trading of Burlington Stores

Institutional investors have recently made changes to their positions in the stock. Smartleaf Asset Management LLC grew its stake in shares of Burlington Stores by 21.1% during the 4th quarter. Smartleaf Asset Management LLC now owns 339 shares of the company's stock valued at $98,000 after buying an additional 59 shares during the period. Itau Unibanco Holding S.A. purchased a new stake in shares of Burlington Stores during the 4th quarter valued at $108,000. Meeder Asset Management Inc. grew its stake in shares of Burlington Stores by 939.5% during the 4th quarter. Meeder Asset Management Inc. now owns 447 shares of the company's stock valued at $129,000 after buying an additional 404 shares during the period. Quarry LP purchased a new stake in shares of Burlington Stores during the 3rd quarter valued at $139,000. Finally, Osaic Holdings Inc. grew its stake in shares of Burlington Stores by 61.8% during the 2nd quarter. Osaic Holdings Inc. now owns 877 shares of the company's stock valued at $204,000 after buying an additional 335 shares during the period.

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.

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