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

Burlington Stores (NYSE:BURL) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 10.950-11.450 for the period, compared to the consensus EPS estimate of 10.250. The company issued revenue guidance of $12.5 billion-$12.7 billion, compared to the consensus revenue estimate of $11.9 billion. Burlington Stores also updated its Q1 2026 guidance to 1.600-1.750 EPS.

Burlington Stores Stock Performance

Burlington Stores stock opened at $300.46 on Thursday. The firm has a fifty day simple moving average of $302.20 and a two-hundred day simple moving average of $282.56. The company has a quick ratio of 0.46, a current ratio of 1.21 and a debt-to-equity ratio of 1.32. Burlington Stores has a twelve month low of $212.92 and a twelve month high of $332.20. The company has a market capitalization of $18.91 billion, a PE ratio of 34.54, a P/E/G ratio of 1.70 and a beta of 1.73.

Burlington Stores (NYSE:BURL) last issued its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.71 by $0.28. The firm had revenue of $3.65 billion for the quarter. Burlington Stores had a net margin of 5.01% and a return on equity of 41.02%. Burlington Stores has set its FY 2026 guidance at 10.950-11.450 EPS and its Q1 2026 guidance at 1.600-1.750 EPS. Research analysts expect that Burlington Stores will post 7.93 EPS for the current year.

Analyst Ratings Changes

BURL has been the topic of a number of research analyst reports. Guggenheim started coverage on Burlington Stores in a report on Tuesday, December 9th. They set a “neutral” rating on the stock. Evercore dropped their price target on Burlington Stores from $370.00 to $335.00 and set an “outperform” rating on the stock in a research report on Wednesday, November 26th. JPMorgan Chase & Co. upped their price target on Burlington Stores from $316.00 to $356.00 and gave the stock an “overweight” rating in a research note on Monday, February 23rd. Sanford C. Bernstein set a $350.00 price objective on Burlington Stores and gave the company an “outperform” rating in a research report on Tuesday, January 6th. Finally, Barclays boosted their target price on shares of Burlington Stores from $331.00 to $335.00 and gave the company an “overweight” rating in a report on Monday. Fifteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $338.69.

Key Burlington Stores News

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

• Positive Sentiment: Telsey Advisory Group reaffirmed its “Outperform” rating on BURL, a clear analyst vote of confidence that can support the stock and attract buyers ahead of earnings. Telsey Reaffirms Outperform
• Positive Sentiment: Local-market expansion: Burlington announced multiple new store openings and reopenings (El Paso, Tupelo, Shops at Boardman Park, Yarbrough Plaza), signaling continued square-footage growth and market penetration that supports longer-term revenue expansion. These openings are tangible execution catalysts for the retail footprint story. New East El Paso Location
• Positive Sentiment: Property-level activity: Burlington took a large box at Regency Plaza as AutoZone moved in nearby — local leasing activity can indicate favorable real estate economics and demand for big-box locations. Regency Plaza Carve-Up
• Neutral Sentiment: Analyst & market previews ahead of Q4: Multiple previews and what-to-expect pieces discuss whether Burlington’s off-price model can outpace forecasts — these are watch-items that increase volatility around the earnings release but don’t change fundamentals by themselves. Investors will key on comparable sales, margin trends, and inventory flow. Earnings Ahead: Can Off-Price Model Beat?
• Neutral Sentiment: Other earnings previews (Benzinga, Yahoo Finance) reiterate the same focus points — consensus EPS, comps, and inventory. These previews keep expectations centralized but are unlikely to move the stock until actual results are released. Benzinga Earnings Preview

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Alyeska Investment Group L.P. grew its holdings in shares of 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 worth $371,269,000 after acquiring an additional 653,718 shares during the period. Wellington Management Group LLP boosted its position in Burlington Stores by 121.0% in the fourth quarter. Wellington Management Group LLP now owns 595,961 shares of the company’s stock worth $172,143,000 after purchasing an additional 326,328 shares during the last quarter. AQR Capital Management LLC grew its stake in shares of Burlington Stores by 569.4% during the 4th quarter. AQR Capital Management LLC now owns 350,997 shares of the company’s stock valued at $101,386,000 after purchasing an additional 298,566 shares during the period. Samlyn Capital LLC grew its stake in shares of Burlington Stores by 68.0% during the 3rd quarter. Samlyn Capital LLC now owns 555,717 shares of the company’s stock valued at $141,430,000 after purchasing an additional 224,909 shares during the period. Finally, Primecap Management Co. CA increased its position in shares of Burlington Stores by 33.6% during the 4th quarter. Primecap Management Co. CA now owns 807,190 shares of the company’s stock valued at $233,157,000 after purchasing an additional 203,220 shares during the last quarter.

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.