Burlington Stores, Inc. (NYSE:BURL) Given Consensus Recommendation of "Moderate Buy" by Analysts

Key Points

• Analysts maintain a “Moderate Buy” consensus on Burlington Stores, with 14 buys and six holds among 20 analysts. The average 12-month price target is $370.75, well above the reported $258 share price.
• Burlington exceeded quarterly earnings expectations, reporting $2.96 EPS versus $2.19 expected, while revenue rose 11% year over year to approximately $3 billion. The company also raised its full-year 2026 guidance, despite cautious near-term projections.
• The stock remains well below its 52-week high of $378.33, and insiders sold about $9.1 million of shares over the past three months. Recent analyst target changes were mixed, reflecting both long-term optimism and concerns about near-term momentum.

Burlington Stores, Inc. (NYSE:BURL - Get Free Report) has been assigned an average recommendation of "Moderate Buy" from the twenty analysts that are presently covering the firm, Marketbeat Ratings reports. Six investment analysts have rated the stock with a hold recommendation and fourteen have given a buy recommendation to the company. The average 12 month target price among brokerages that have updated their coverage on the stock in the last year is $370.75.

Several brokerages have issued reports on BURL. JPMorgan Chase & Co. reduced their price target on shares of Burlington Stores from $374.00 to $351.00 and set an "overweight" rating on the stock in a report on Friday, May 29th. Sanford C. Bernstein lowered their price target on Burlington Stores from $365.00 to $355.00 and set an "outperform" rating for the company in a report on Friday, August 28th. The Goldman Sachs Group reduced their target price on Burlington Stores from $394.00 to $382.00 and set a "buy" rating on the stock in a report on Monday. Jefferies Financial Group boosted their price objective on shares of Burlington Stores from $365.00 to $410.00 and gave the stock a "buy" rating in a research note on Friday, August 14th. Finally, Evercore reissued an "outperform" rating and set a $400.00 price target on shares of Burlington Stores in a research report on Monday, August 17th.

Insider Transactions at Burlington Stores

In other news, CAO Stephen Ferroni sold 2,343 shares of the firm's stock in a transaction dated Thursday, June 11th. The stock was sold at an average price of $337.22, for a total transaction of $790,106.46. Following the completion of the sale, the chief accounting officer directly owned 1,391 shares in the company, valued at $469,073.02. This trade represents a 62.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CMO Jennifer Vecchio sold 20,920 shares of Burlington Stores stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $341.53, for a total value of $7,144,807.60. Following the sale, the chief marketing officer directly owned 81,017 shares in the company, valued at approximately $27,669,736.01. The trade was a 20.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 26,619 shares of company stock valued at $9,083,438. 1.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Burlington Stores

Institutional investors have recently made changes to their positions in the company. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake 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 valued at $72,000 after acquiring an additional 38 shares during the period. Jones Financial Companies Lllp lifted its holdings in shares of Burlington Stores by 1,604.7% in the 1st quarter. Jones Financial Companies Lllp now owns 1,449 shares of the company's stock worth $345,000 after purchasing an additional 1,364 shares during the last quarter. EverSource Wealth Advisors LLC lifted its holdings in shares of Burlington Stores by 91.8% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 698 shares of the company's stock worth $162,000 after purchasing an additional 334 shares during the last quarter. Daiwa Securities Group Inc. boosted its position in Burlington Stores by 12.4% during the 2nd quarter. Daiwa Securities Group Inc. now owns 7,459 shares of the company's stock valued at $1,735,000 after purchasing an additional 821 shares during the period. Finally, AXA S.A. boosted its position in Burlington Stores by 1,033.2% during the 2nd quarter. AXA S.A. now owns 10,754 shares of the company's stock valued at $2,502,000 after purchasing an additional 9,805 shares during the period.

Burlington Stores Stock Up 0.4%

Shares of NYSE BURL opened at $258.00 on Friday. The firm has a 50-day moving average price of $333.04 and a 200 day moving average price of $323.70. Burlington Stores has a 52 week low of $240.49 and a 52 week high of $378.33. The company has a quick ratio of 0.47, a current ratio of 1.17 and a debt-to-equity ratio of 0.95. The stock has a market capitalization of $16.20 billion, a price-to-earnings ratio of 23.16, a price-to-earnings-growth ratio of 1.44 and a beta of 1.42.

Burlington Stores (NYSE:BURL - Get Free Report) last released its quarterly earnings results on Thursday, August 27th. The company reported $2.96 earnings per share for the quarter, topping analysts' consensus estimates of $2.19 by $0.77. The business had revenue of $3 billion for the quarter, compared to analysts' expectations of $3.03 billion. Burlington Stores had a return on equity of 41.72% and a net margin of 5.85%.The company's revenue was up 11.0% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $1.72 EPS. 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. Equities research analysts anticipate that Burlington Stores will post 12.9 EPS for the current fiscal year.

Key Headlines Impacting Burlington Stores

Here are the key news stories impacting Burlington Stores this week:

• Positive Sentiment: Burlington plans to move its headquarters from New Jersey to Philadelphia’s University City, bringing approximately 2,000 employees and investing about $370 million. The project could provide long-term operating and workforce benefits while attracting government support and increasing the company’s local visibility. Pennsylvania governor and mayor tout Burlington headquarters plan
• Positive Sentiment: Technical indicators suggest BURL may be oversold after falling more than 30% from its July high. The article notes that Burlington raised its full-year outlook despite issuing cautious near-term guidance, potentially supporting bargain-hunting among investors if operating results improve. Burlington RSI and valuation analysis
• Neutral Sentiment: The company is continuing its store expansion, including a planned Augusta, Maine, location later this month. New stores can add sales over time, although the announcement is unlikely to materially change near-term earnings expectations. Burlington to open Augusta store
• Negative Sentiment: A recent analyst downgrade weighed on Burlington’s shares and reinforced concerns about the company’s cautious quarterly outlook. Investors remain focused on whether slowing near-term momentum can support the company’s raised full-year forecast. Burlington shares fall following analyst downgrade

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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