Burlington Stores (NYSE:BURL) Releases Q2 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) issued an update on its second quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 2.050-2.200 for the period, compared to the consensus estimate of 1.920. 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 11.450-11.800 EPS.

Burlington Stores Price Performance

BURL stock opened at $323.88 on Friday. The company has a current ratio of 1.16, a quick ratio of 0.65 and a debt-to-equity ratio of 1.03. The company has a market capitalization of $20.35 billion, a PE ratio of 33.29, a P/E/G ratio of 1.79 and a beta of 1.48. Burlington Stores has a 12-month low of $218.52 and a 12-month high of $351.85. The business’s fifty day moving average price is $320.30 and its 200 day moving average price is $301.40.

Burlington Stores (NYSE:BURL) last posted its quarterly earnings data on Thursday, May 28th. The company reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.80 by $0.21. The firm had revenue of $2.86 billion for the quarter, compared to the consensus estimate of $2.80 billion. Burlington Stores had a return on equity of 39.93% and a net margin of 5.24%.The company’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $1.60 EPS. 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, sell-side analysts anticipate that Burlington Stores will post 11.46 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on BURL shares. Barclays boosted their price objective on Burlington Stores from $365.00 to $411.00 and gave the company an “overweight” rating in a report on Tuesday. Wall Street Zen upgraded Burlington Stores from a “hold” rating to a “buy” rating in a report on Saturday. Citigroup upped their price target on Burlington Stores from $351.00 to $380.00 and gave the stock a “buy” rating in a report on Friday, March 6th. Telsey Advisory Group restated an “outperform” rating and set a $365.00 price target on shares of Burlington Stores in a report on Tuesday, March 31st. Finally, JPMorgan Chase & Co. lowered their price objective on Burlington Stores from $374.00 to $351.00 and set an “overweight” rating for the company in a research report on Friday. Fifteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to MarketBeat, Burlington Stores currently has an average rating of “Moderate Buy” and an average price target of $353.56.

Insider Activity

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

Key Headlines Impacting Burlington Stores

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

• Positive Sentiment: Bank of America raised its price target on Burlington Stores to $375 and reiterated a buy rating, signaling confidence in further upside. Benzinga
• Positive Sentiment: Wells Fargo kept an overweight rating and lifted its target to $375, following stronger-than-expected quarterly performance and improved guidance. Tickerreport.com
• Positive Sentiment: Burlington reported first-quarter EPS of $2.01 versus $1.77 expected and revenue of $2.86 billion versus $2.80 billion expected, extending its streak of double-digit EPS growth to 14 quarters. GlobeNewswire release
• Positive Sentiment: The company raised fiscal 2026 EPS guidance to $11.45-$11.80, above consensus, and outlined plans for 115 net new stores, reinforcing the growth outlook. MSN article
• Neutral Sentiment: JPMorgan lowered its price target to $351 but maintained an overweight rating, which is still supportive despite the smaller target. Benzinga
• Neutral Sentiment: Some traders bought large volumes of put options, suggesting hedging or caution even as fundamentals improved. American Banking News
• Negative Sentiment: JPMorgan and Wells Fargo both trimmed their price targets from prior levels, indicating analysts see a bit less upside than before despite keeping bullish ratings. Benzinga
• Negative Sentiment: Reports noted the stock sold off after earnings even though Burlington beat estimates, suggesting investors may have been focused on valuation or taking profits after the run-up. Benzinga earnings article

Institutional Trading of Burlington Stores

Large investors have recently made changes to their positions in the company. JPL Wealth Management LLC acquired a new stake in Burlington Stores during the 3rd quarter worth approximately $28,000. Geneos Wealth Management Inc. lifted its position in Burlington Stores by 235.4% during the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock worth $37,000 after acquiring an additional 113 shares during the period. Parkside Financial Bank & Trust lifted its position in Burlington Stores by 39.0% during the 4th 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 lifted its position in Burlington Stores by 43.4% during the 4th 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 position in Burlington Stores by 14.4% during the 1st 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 period.

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.