William Blair Has Negative Estimate for BURL Q3 Earnings

Key Points

• Analysts at William Blair have lowered their Q3 2026 EPS estimate for Burlington Stores to $1.60, down from $1.70, while the consensus for the full year remains at $7.93 per share.
• Burlington Stores reported a Q2 EPS of $1.59, exceeding estimates of $1.27, along with a revenue of $2.70 billion, up 9.7% year-over-year.
• Several analysts have raised their price targets for Burlington Stores, with the average target now at $340.71, reflecting a strong Buy rating consensus among analysts.

Burlington Stores, Inc. (NYSE:BURL - Free Report) - Equities research analysts at William Blair dropped their Q3 2026 earnings per share (EPS) estimates for shares of Burlington Stores in a research report issued on Thursday, August 28th. William Blair analyst D. Carden now forecasts that the company will post earnings per share of $1.60 for the quarter, down from their prior estimate of $1.70. The consensus estimate for Burlington Stores' current full-year earnings is $7.93 per share. William Blair also issued estimates for Burlington Stores' Q4 2026 earnings at $4.59 EPS, FY2026 earnings at $9.38 EPS, Q1 2027 earnings at $1.90 EPS, Q3 2027 earnings at $1.87 EPS, Q4 2027 earnings at $5.16 EPS and FY2027 earnings at $10.82 EPS.

Burlington Stores (NYSE:BURL - Get Free Report) last announced 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. Burlington Stores had a net margin of 4.96% and a return on equity of 42.74%. The business had revenue of $2.70 billion during the quarter, compared to analysts' expectations of $2.64 billion. During the same quarter in the prior year, the company posted $1.24 earnings per share. The firm's revenue was up 9.7% on a year-over-year basis. Burlington Stores has set its Q3 2025 guidance at 1.5-1.600 EPS. FY 2025 guidance at 9.190-9.590 EPS.

Several other research analysts have also weighed in on the company. Barclays boosted their price target on Burlington Stores from $299.00 to $336.00 and gave the stock an "overweight" rating in a research report on Friday. Jefferies Financial Group boosted their price target on Burlington Stores from $300.00 to $350.00 and gave the stock a "buy" rating in a research report on Friday. Evercore ISI boosted their price target on Burlington Stores from $310.00 to $370.00 and gave the stock an "outperform" rating in a research report on Friday. Robert W. Baird lowered their price target on Burlington Stores from $335.00 to $325.00 and set an "outperform" rating on the stock in a research report on Friday, May 30th. Finally, Loop Capital lowered their price target on Burlington Stores from $315.00 to $305.00 and set a "buy" rating on the stock in a research report on Friday, May 30th. Fourteen analysts have rated the stock with a Buy rating, Based on data from MarketBeat, the stock has an average rating of "Buy" and a consensus price target of $344.29.

Burlington Stores Stock Down 0.5%

Shares of NYSE BURL traded down $1.34 during mid-day trading on Monday, hitting $289.34. The company had a trading volume of 1,270,711 shares, compared to its average volume of 973,865. The company has a current ratio of 1.23, a quick ratio of 0.39 and a debt-to-equity ratio of 1.40. The firm has a 50-day simple moving average of $268.14 and a two-hundred day simple moving average of $248.75. The company has a market capitalization of $18.24 billion, a PE ratio of 34.16, a price-to-earnings-growth ratio of 2.46 and a beta of 1.72. Burlington Stores has a one year low of $212.92 and a one year high of $309.00.

Hedge Funds Weigh In On Burlington Stores

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Orion Porfolio Solutions LLC raised its holdings in Burlington Stores by 16.4% in the 2nd quarter. Orion Porfolio Solutions LLC now owns 9,442 shares of the company's stock valued at $2,197,000 after acquiring an additional 1,330 shares in the last quarter. Geneos Wealth Management Inc. raised its holdings in Burlington Stores by 235.4% in the 2nd 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. Parr Mcknight Wealth Management Group LLC raised its holdings in Burlington Stores by 1.5% in the 2nd quarter. Parr Mcknight Wealth Management Group LLC now owns 5,495 shares of the company's stock valued at $1,278,000 after acquiring an additional 80 shares in the last quarter. Headlands Technologies LLC acquired a new position in Burlington Stores in the 2nd quarter valued at $151,000. Finally, Corient Private Wealth LLC raised its holdings in Burlington Stores by 4.6% in the 2nd quarter. Corient Private Wealth LLC now owns 2,106 shares of the company's stock valued at $490,000 after acquiring an additional 92 shares in the last quarter.

Insiders Place Their Bets

In related news, CMO Jennifer Vecchio sold 420 shares of the company's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $236.64, for a total value of $99,388.80. Following the transaction, the chief marketing officer directly owned 65,429 shares in the company, valued at approximately $15,483,118.56. This represents a 0.64% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Stephen Ferroni sold 450 shares of Burlington Stores stock in a transaction dated Thursday, June 5th. The stock was sold at an average price of $241.39, for a total transaction of $108,625.50. Following the completion of the sale, the chief accounting officer owned 2,389 shares of the company's stock, valued at $576,680.71. This trade represents a 15.85% decrease in their position. The disclosure for this sale can be found here. 1.10% of the stock is currently owned by company insiders.

About Burlington Stores

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.