Burlington Stores (NYSE:BURL) Issues 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 guidance of 2.050-2.200 for the period, compared to the consensus earnings per share 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 Trading Down 7.8%

Shares of Burlington Stores stock opened at $300.94 on Friday. The firm has a market capitalization of $18.91 billion, a PE ratio of 31.61, a price-to-earnings-growth ratio of 1.97 and a beta of 1.48. The company has a debt-to-equity ratio of 1.11, a current ratio of 1.23 and a quick ratio of 0.65. The company’s fifty day moving average price is $319.83 and its two-hundred day moving average price is $301.24. Burlington Stores has a 52-week low of $218.52 and a 52-week high of $351.85.

Burlington Stores (NYSE:BURL) last announced its quarterly earnings results on Thursday, May 28th. The company reported $2.01 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.77 by $0.24. The firm had revenue of $2.86 billion for the quarter, compared to analyst estimates of $2.80 billion. Burlington Stores had a net margin of 5.28% and a return on equity of 41.37%. The business’s revenue for the quarter was up 14.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.67 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, analysts expect that Burlington Stores will post 11.3 EPS for the current year.

Analyst Ratings Changes

Several equities research analysts have issued reports on BURL shares. Barclays boosted their price target on shares of Burlington Stores from $365.00 to $411.00 and gave the company an “overweight” rating in a report on Tuesday. Jefferies Financial Group reaffirmed a “buy” rating and issued a $370.00 target price on shares of Burlington Stores in a report on Thursday, March 5th. UBS Group reiterated a “buy” rating on shares of Burlington Stores in a research report on Tuesday, March 3rd. Truist Financial set a $310.00 target price on shares of Burlington Stores in a research report on Thursday. Finally, Telsey Advisory Group reiterated an “outperform” rating and set a $365.00 target price on shares of Burlington Stores in a research report on Tuesday, March 31st. Sixteen research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $357.76.

Insider Transactions at Burlington Stores

In related news, COO Travis Marquette sold 3,759 shares of the company’s stock in a transaction dated Tuesday, March 24th. The shares were sold at an average price of $327.75, for a total transaction of $1,232,012.25. Following the transaction, the chief operating officer owned 26,350 shares in the company, valued at $8,636,212.50. This represents a 12.48% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at 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: Burlington beat first-quarter expectations, posting EPS of $2.01 versus $1.77 expected and revenue of $2.86 billion versus $2.80 billion expected, with sales up 14.1% year over year. Burlington earnings report
• Positive Sentiment: The company raised guidance for both Q2 and fiscal 2026, signaling confidence in continued momentum; FY2026 EPS guidance was lifted to $11.45-$11.80, above Wall Street estimates. Burlington press release
• Positive Sentiment: Burlington also plans 115 net new stores in 2026, showing ongoing expansion and market-share growth potential. Burlington FY2026 outlook article
• Neutral Sentiment: Several articles highlighted strong comp-store sales, margin expansion, and the 14th consecutive quarter of double-digit EPS growth, reinforcing the company’s operational strength. Burlington analysis
• Negative Sentiment: Unusual options activity showed heavy put buying, suggesting some traders are positioning for downside or hedging after the earnings move. Put options activity article

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Vident Advisory LLC lifted its position in Burlington Stores by 1.1% during the second quarter. Vident Advisory LLC now owns 3,330 shares of the company’s stock valued at $775,000 after buying an additional 36 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted 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 in the last quarter. Parkside Financial Bank & Trust boosted its holdings in Burlington Stores by 39.0% in 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 in the last quarter. Mercer Global Advisors Inc. ADV raised its position in shares of Burlington Stores by 3.7% in the 3rd quarter. Mercer Global Advisors Inc. ADV now owns 1,377 shares of the company’s stock worth $350,000 after purchasing an additional 49 shares during the last quarter. Finally, Smartleaf Asset Management LLC raised its position in shares of Burlington Stores by 21.1% in the 4th quarter. Smartleaf Asset Management LLC now owns 339 shares of the company’s stock worth $98,000 after purchasing an additional 59 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.