Burlington Stores (NYSE:BURL) Issues Q3 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) issued an update on its third quarter 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 1.600-1.700 for the period, compared to the consensus estimate of 2.040. 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 11.770-11.970 EPS.

Burlington Stores Price Performance

BURL opened at $313.98 on Thursday. The company has a quick ratio of 0.49, a current ratio of 1.16 and a debt-to-equity ratio of 1.03. Burlington Stores has a 52-week low of $240.49 and a 52-week high of $378.33. The company has a 50 day moving average of $341.21 and a two-hundred day moving average of $325.36. The company has a market cap of $19.76 billion, a P/E ratio of 32.27, a P/E/G ratio of 1.62 and a beta of 1.44.

Burlington Stores (NYSE:BURL) last issued its earnings results on Thursday, August 27th. The company reported $2.96 EPS for the quarter, beating analysts’ consensus estimates of $2.19 by $0.77. The business had revenue of $3 billion for the quarter, compared to the consensus estimate of $3.03 billion. Burlington Stores had a net margin of 5.24% and a return on equity of 39.93%. 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. On average, analysts expect that Burlington Stores will post 12.21 earnings per share for the current year.

Analysts Set New Price Targets

BURL has been the topic of several research reports. Weiss Ratings lowered Burlington Stores from a “buy (b)” rating to a “buy (b-)” rating in a research report on Thursday, July 23rd. Wall Street Zen lowered Burlington Stores from a “buy” rating to a “hold” rating in a research note on Sunday, August 2nd. JPMorgan Chase & Co. reduced their price target on Burlington Stores from $374.00 to $351.00 and set an “overweight” rating on the stock in a research report on Friday, May 29th. UBS Group increased their price objective on shares of Burlington Stores from $435.00 to $440.00 and gave the company a “buy” rating in a research report on Monday, August 17th. Finally, Barclays boosted their target price on shares of Burlington Stores from $365.00 to $411.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. Thirteen research analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $371.50.

Insider Transactions at Burlington Stores

In other news, CMO Jennifer Vecchio sold 1,678 shares of the business’s stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $369.04, for a total value of $619,249.12. Following the completion of the sale, the chief marketing officer owned 77,661 shares of the company’s stock, valued at approximately $28,660,015.44. The trade was a 2.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Stephen Ferroni sold 2,343 shares of the company’s stock in a transaction dated Thursday, June 11th. The shares were 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 owned 1,391 shares in the company, valued at approximately $469,073.02. This trade represents a 62.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 30,392 shares of company stock valued at $10,280,271. 1.30% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Burlington Stores

Several institutional investors and hedge funds have recently made changes to their positions in the company. JPL Wealth Management LLC acquired a new stake in shares of Burlington Stores during the third quarter worth $28,000. Geneos Wealth Management Inc. grew its position in shares of Burlington Stores by 235.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock valued at $37,000 after buying an additional 113 shares during the last quarter. Parkside Financial Bank & Trust raised its stake 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 during the period. Wilmington Savings Fund Society FSB raised its stake in Burlington Stores by 43.4% during the fourth quarter. Wilmington Savings Fund Society FSB now owns 218 shares of the company’s stock worth $63,000 after acquiring an additional 66 shares during the period. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings 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 worth $72,000 after acquiring an additional 38 shares during 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.