Q3 EPS Estimate for Burlington Stores Reduced by Analyst

Key Points

• Telsey Advisory Group has lowered its Q3 2026 EPS estimate for Burlington Stores from $1.65 to $1.55, while maintaining an "Outperform" rating and a price objective of $300.
• Burlington Stores recently reported an EPS of $1.59, exceeding expectations, with revenue of $2.70 billion, a 9.7% increase year-over-year.
• Multiple analysts have raised their price targets for Burlington Stores, with UBS increasing its target from $390 to $430 and JPMorgan reporting a rise from $280 to $338.

Burlington Stores, Inc. (NYSE:BURL - Free Report) - Equities research analysts at Telsey Advisory Group dropped their Q3 2026 earnings per share estimates for shares of Burlington Stores in a research note issued on Friday, August 29th. Telsey Advisory Group analyst D. Telsey now anticipates that the company will post earnings of $1.55 per share for the quarter, down from their prior forecast of $1.65. Telsey Advisory Group has a "Outperform" rating and a $350.00 price target on the stock. The consensus estimate for Burlington Stores' current full-year earnings is $7.93 per share. Telsey Advisory Group also issued estimates for Burlington Stores' Q4 2026 earnings at $4.56 EPS, FY2026 earnings at $9.27 EPS, Q1 2027 earnings at $1.82 EPS, Q3 2027 earnings at $1.90 EPS, Q4 2027 earnings at $5.24 EPS and FY2027 earnings at $10.99 EPS.

Other equities research analysts have also issued research reports about the company. The Goldman Sachs Group reduced their price objective on Burlington Stores from $317.00 to $316.00 and set a "buy" rating on the stock in a research report on Tuesday, July 22nd. UBS Group upped their price target on Burlington Stores from $390.00 to $430.00 and gave the company a "buy" rating in a research report on Friday. Morgan Stanley upped their price target on Burlington Stores from $309.00 to $328.00 and gave the company an "overweight" rating in a research report on Friday. Bank of America upped their price target on Burlington Stores from $350.00 to $363.00 and gave the company a "buy" rating in a research report on Friday. Finally, Jefferies Financial Group upped their price target on Burlington Stores from $300.00 to $350.00 and gave the company a "buy" rating in a research report on Friday. Fourteen equities research analysts have rated the stock with a Buy rating, According to MarketBeat.com, the stock has an average rating of "Buy" and a consensus price target of $344.29.

Burlington Stores Price Performance

BURL stock traded down $1.34 during midday trading on Monday, reaching $289.34. 1,270,711 shares of the stock were exchanged, compared to its average volume of 973,865. The stock has a market capitalization of $18.24 billion, a PE ratio of 34.16, a P/E/G ratio of 2.46 and a beta of 1.72. Burlington Stores has a 52 week low of $212.92 and a 52 week high of $309.00. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.23 and a quick ratio of 0.39. The company has a fifty day moving average price of $268.14 and a 200 day moving average price of $248.75.

Burlington Stores (NYSE:BURL - Get Free Report) last issued its quarterly earnings data on Thursday, August 28th. The company reported $1.59 earnings per share for the quarter, topping analysts' consensus estimates of $1.27 by $0.32. The business had revenue of $2.70 billion for the quarter, compared to analyst estimates of $2.64 billion. Burlington Stores had a return on equity of 42.74% and a net margin of 4.96%.Burlington Stores's quarterly revenue was up 9.7% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.24 EPS. Burlington Stores has set its Q3 2025 guidance at 1.5-1.600 EPS. FY 2025 guidance at 9.190-9.590 EPS.

Insider Activity at Burlington Stores

In related news, CAO Stephen Ferroni sold 450 shares of the stock in a transaction that occurred on 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 directly owned 2,389 shares of the company's stock, valued at approximately $576,680.71. This trade represents a 15.85% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CMO Jennifer Vecchio sold 420 shares of the firm's stock in a transaction on Tuesday, July 1st. The stock was sold at an average price of $236.64, for a total value of $99,388.80. Following the completion of the sale, the chief marketing officer directly owned 65,429 shares of the company's stock, valued at $15,483,118.56. This represents a 0.64% decrease in their ownership of the stock. The disclosure for this sale can be found here. Corporate insiders own 1.10% of the company's stock.

Institutional Trading of Burlington Stores

A number of hedge funds and other institutional investors have recently bought and sold shares of BURL. Vident Advisory LLC boosted its stake in Burlington Stores by 1.1% during the second quarter. Vident Advisory LLC now owns 3,330 shares of the company's stock valued at $775,000 after buying an additional 36 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its stake in Burlington Stores by 14.4% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company's stock valued at $72,000 after buying an additional 38 shares during the period. Emerald Advisers LLC boosted its stake in Burlington Stores by 1.8% during the second quarter. Emerald Advisers LLC now owns 2,168 shares of the company's stock valued at $504,000 after buying an additional 39 shares during the period. Nissay Asset Management Corp Japan ADV boosted its stake in Burlington Stores by 0.6% during the fourth quarter. Nissay Asset Management Corp Japan ADV now owns 7,660 shares of the company's stock valued at $2,237,000 after buying an additional 49 shares during the period. Finally, Nicolet Advisory Services LLC boosted its stake in Burlington Stores by 2.0% during the first quarter. Nicolet Advisory Services LLC now owns 2,717 shares of the company's stock valued at $661,000 after buying an additional 54 shares during the period.

Burlington Stores Company Profile

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.