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

Key Points

• Burlington Stores raised its Q2 2026 EPS guidance to $2.05-$2.20, topping Wall Street’s estimate of $1.92. Revenue guidance for the quarter was kept at $3.0 billion, matching consensus.
• The company also increased full-year FY 2026 EPS guidance to $11.45-$11.80, above analyst expectations. This suggests management is confident in continued profit growth.
• Burlington recently beat first-quarter expectations, reporting EPS of $2.01 versus $1.77 expected and revenue of $2.86 billion versus $2.80 billion estimated. Despite the strong update, the stock fell sharply in Thursday trading.

Burlington Stores (NYSE:BURL - Get Free Report) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 2.050-2.200 for the period, compared to the consensus EPS 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 Price Performance

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 company has a quick ratio of 0.65, a current ratio of 1.23 and a debt-to-equity ratio of 1.11. The stock has a market capitalization of $18.91 billion, a price-to-earnings ratio of 31.61, a price-to-earnings-growth ratio of 1.97 and a beta of 1.48. The firm's 50 day moving average price is $319.98 and its two-hundred day moving average price is $301.10. Burlington Stores has a 12 month low of $218.52 and a 12 month high of $351.85.

Burlington Stores (NYSE:BURL - Get Free Report) last announced its earnings results on Thursday, May 28th. The company reported $2.01 earnings per share for the quarter, beating analysts' consensus estimates 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 analyst estimates of $2.80 billion. During the same period last year, the company posted $1.67 earnings per share. The firm's quarterly revenue 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. Sell-side analysts forecast that Burlington Stores will post 11.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have weighed in on BURL. Wall Street Zen cut shares of Burlington Stores from a "buy" rating to a "hold" rating in a research report on Saturday, April 25th. Evercore restated an "outperform" rating and issued a $375.00 price objective on shares of Burlington Stores in a research report on Thursday, March 5th. Citigroup raised their price objective on shares of Burlington Stores from $351.00 to $380.00 and gave the company a "buy" rating in a research report on Friday, March 6th. Weiss Ratings upgraded shares of Burlington Stores from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, March 23rd. Finally, Barclays raised their price objective on shares of Burlington Stores from $365.00 to $411.00 and gave the company an "overweight" rating in a research report on Tuesday. Sixteen investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus price target of $357.76.

Insider Activity

In other Burlington Stores news, COO Travis Marquette sold 3,759 shares of the stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $327.75, for a total value of $1,232,012.25. Following the transaction, the chief operating officer owned 26,350 shares of the company's stock, valued at approximately $8,636,212.50. This represents a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Company insiders own 1.30% of the company's stock.

More Burlington Stores News

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 Investors Weigh In On Burlington Stores

Hedge funds have recently bought and sold shares of the company. Vident Advisory LLC boosted its position in shares of Burlington Stores by 1.1% during the second 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 position in shares of 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 purchasing an additional 38 shares in the last quarter. Parkside Financial Bank & Trust lifted its holdings in 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 in the last quarter. Mercer Global Advisors Inc. ADV grew its stake in Burlington Stores by 3.7% in 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 during the period. Finally, Smartleaf Asset Management LLC increased its stake in Burlington Stores by 21.1% during the 4th quarter. Smartleaf Asset Management LLC now owns 339 shares of the company's stock worth $98,000 after purchasing an additional 59 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.

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