Burlington Stores (NYSE:BURL) Issues Q1 2026 Earnings Guidance

Burlington Stores (NYSE:BURL) issued an update on its first quarter 2026 earnings guidance on Thursday morning. The company provided earnings per share guidance of 1.600-1.750 for the period, compared to the consensus earnings per share estimate of 1.820. The company issued revenue guidance of $2.7 billion-$2.8 billion, compared to the consensus revenue estimate of $2.7 billion. Burlington Stores also updated its FY 2026 guidance to 10.950-11.450 EPS.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the company. TD Cowen reissued a “buy” rating on shares of Burlington Stores in a report on Wednesday, November 26th. Robert W. Baird upped their price objective on shares of Burlington Stores from $345.00 to $375.00 and gave the stock an “outperform” rating in a research report on Friday. Sanford C. Bernstein set a $350.00 target price on shares of Burlington Stores and gave the company an “outperform” rating in a report on Tuesday, January 6th. Jefferies Financial Group restated a “buy” rating and issued a $370.00 target price on shares of Burlington Stores in a research report on Thursday. Finally, UBS Group reiterated a “buy” rating on shares of Burlington Stores in a research report on Tuesday. Fifteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, Burlington Stores has a consensus rating of “Moderate Buy” and an average target price of $346.81.

Burlington Stores Trading Up 6.9%

Shares of Burlington Stores stock opened at $321.45 on Friday. The firm’s 50 day moving average is $302.87 and its 200 day moving average is $282.83. The firm has a market capitalization of $20.23 billion, a PE ratio of 36.95, a price-to-earnings-growth ratio of 1.70 and a beta of 1.73. Burlington Stores has a 1 year low of $212.92 and a 1 year high of $332.20. The company has a current ratio of 1.21, a quick ratio of 0.46 and a debt-to-equity ratio of 1.32.

Burlington Stores (NYSE:BURL) last issued its earnings results on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, beating analysts’ consensus estimates 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%. The business’s quarterly revenue was up 11.3% on a year-over-year basis. During the same quarter in the prior year, the business earned $4.07 EPS. 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. Equities research analysts forecast that Burlington Stores will post 7.93 earnings per share for the current fiscal year.

Burlington Stores News Roundup

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

• Positive Sentiment: Q4 beat — Burlington reported adjusted EPS of $4.99 (above consensus) and ~ $3.64–3.65B in revenue, with revenue up ~11% y/y and a 4% comparable‑store sales gain; management highlighted margin expansion that helped drive 21% EPS growth. Burlington Stores, Inc. Reports Fourth Quarter and Full Year 2025 Earnings
• Positive Sentiment: Upgraded FY outlook — Burlington raised FY 2026 EPS guidance to $10.95–$11.45 (above Street consensus) and issued higher revenue guidance, signaling confidence in longer‑term profitability and store growth. Earnings Press Release / Transcript
• Positive Sentiment: Operational strength — management said tariff pressures eased, new‑store growth is accelerating, and liquidity/repurchase activity remain supportive of expansion and shareholder returns. Analysts and commentators highlighted durable off‑price demand and improved SG&A leverage. Guidance & Tariff Commentary
• Positive Sentiment: Analyst reaction — at least one shop raised BURL’s price target following the results, reflecting improved visibility into FY earnings. Price Target Raised
• Neutral Sentiment: Street commentary and analysis — several outlets flagged Burlington as a stable growth pick given margin gains, strong liquidity and a two‑year comp stack, useful context for longer‑term investors but less direct short‑term impact. Stable Growth Analysis
• Negative Sentiment: Q1 guidance below Street — Burlington guided Q1 2026 EPS to $1.60–$1.75 versus a higher consensus (~$1.82), which is a near‑term headwind and likely drove some profit‑taking among short‑term traders. Guidance Details
• Negative Sentiment: Options flow caution — there was a large uptick in put buying (several thousand contracts), a signal some traders are hedging or taking downside bets following the mixed guidance. (Listed trading activity was reported in market summaries.)

Hedge Funds Weigh In On Burlington Stores

Several large investors have recently bought and sold shares of BURL. Vident Advisory LLC increased its position in shares of Burlington Stores by 1.1% during the second quarter. Vident Advisory LLC now owns 3,330 shares of the company’s stock worth $775,000 after buying an additional 36 shares during the period. 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 valued at $72,000 after buying an additional 38 shares during the period. Parkside Financial Bank & Trust boosted its position in Burlington Stores by 39.0% during the fourth quarter. Parkside Financial Bank & Trust now owns 164 shares of the company’s stock valued at $47,000 after acquiring an additional 46 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in Burlington Stores by 3.7% during the third quarter. Mercer Global Advisors Inc. ADV now owns 1,377 shares of the company’s stock valued at $350,000 after acquiring an additional 49 shares during the last quarter. Finally, Smartleaf Asset Management LLC grew its holdings in Burlington Stores by 21.1% during the 4th quarter. Smartleaf Asset Management LLC now owns 339 shares of the company’s stock worth $98,000 after acquiring an additional 59 shares during the period.

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.