JPMorgan Chase & Co. Has Lowered Expectations for Burlington Stores (NYSE:BURL) Stock Price

Burlington Stores (NYSE:BURL) had its price objective cut by JPMorgan Chase & Co. from $374.00 to $351.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price target suggests a potential upside of 12.16% from the company’s previous close.

Other research analysts have also issued reports about the company. Wall Street Zen lowered Burlington Stores from a “buy” rating to a “hold” rating in a report on Saturday, April 25th. Jefferies Financial Group reissued a “buy” rating and issued a $370.00 price objective on shares of Burlington Stores in a report on Thursday, March 5th. Weiss Ratings raised Burlington Stores from a “hold (c+)” rating to a “buy (b-)” rating in a report on Monday, March 23rd. UBS Group reaffirmed a “buy” rating on shares of Burlington Stores in a report on Friday. Finally, Robert W. Baird raised their target price on Burlington Stores from $345.00 to $375.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Sixteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $354.94.

Burlington Stores Stock Performance

Shares of BURL stock traded up $12.43 during mid-day trading on Friday, reaching $312.95. The stock had a trading volume of 589,141 shares, compared to its average volume of 811,187. The business’s fifty day moving average is $319.83 and its 200-day moving average is $301.24. The company has a current ratio of 1.23, a quick ratio of 0.65 and a debt-to-equity ratio of 1.11. The firm has a market cap of $19.66 billion, a price-to-earnings ratio of 33.06, a PEG ratio of 1.97 and a beta of 1.48. Burlington Stores has a 1-year low of $218.52 and a 1-year high of $351.85.

Burlington Stores (NYSE:BURL) last announced its quarterly earnings data 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. The business had revenue of $2.86 billion for the quarter, compared to analyst estimates of $2.80 billion. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.The company’s revenue was up 14.1% on a year-over-year basis. During the same period in the prior year, the company earned $1.67 earnings per share. 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, research analysts forecast that Burlington Stores will post 11.3 earnings per share for the current year.

Insider Buying and Selling

In related news, COO Travis Marquette sold 3,759 shares of the firm’s stock in a transaction dated Tuesday, March 24th. The stock was sold at an average price of $327.75, for a total transaction of $1,232,012.25. Following the sale, the chief operating officer directly owned 26,350 shares of the company’s stock, valued at $8,636,212.50. This trade represents a 12.48% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.30% of the stock is currently owned by company insiders.

Institutional Trading of Burlington Stores

Several hedge funds and other institutional investors have recently bought and sold shares of BURL. Vanguard Group Inc. grew its holdings in Burlington Stores by 3.5% in the third quarter. Vanguard Group Inc. now owns 6,782,201 shares of the company’s stock valued at $1,726,070,000 after purchasing an additional 232,358 shares during the period. T. Rowe Price Investment Management Inc. grew its holdings in Burlington Stores by 15.8% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,828,877 shares of the company’s stock valued at $817,122,000 after purchasing an additional 386,615 shares during the period. State Street Corp grew its holdings in Burlington Stores by 1.2% in the third quarter. State Street Corp now owns 2,184,171 shares of the company’s stock valued at $555,872,000 after purchasing an additional 26,529 shares during the period. Northwestern Mutual Wealth Management Co. grew its holdings in Burlington Stores by 303,059.4% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 1,912,936 shares of the company’s stock valued at $552,552,000 after purchasing an additional 1,912,305 shares during the period. Finally, Alyeska Investment Group L.P. grew its holdings in Burlington Stores by 103.5% in the fourth quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company’s stock valued at $371,269,000 after purchasing an additional 653,718 shares during the period.

Trending Headlines about Burlington Stores

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

• Positive Sentiment: First-quarter results beat expectations on both earnings and revenue, showing continued momentum in Burlington’s off-price business.
• Positive Sentiment: Management raised second-quarter and full-year profit guidance, which typically supports the stock by improving visibility into future performance.
• Positive Sentiment: Strong consumer demand for value-priced retail appears to be helping Burlington gain from inflation-sensitive shoppers.
• Neutral Sentiment: The company outlined plans for 115 net new stores in 2026, indicating growth potential but also ongoing execution and capital needs.
• Negative Sentiment: Some trading commentary noted unusual put-option buying and a selloff despite the beat, suggesting investors may be cautious about valuation or near-term expectations.

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.