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 EPS 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 Stock Performance

NYSE:BURL opened at $313.98 on Thursday. The company has a debt-to-equity ratio of 1.03, a quick ratio of 0.49 and a current ratio of 1.16. Burlington Stores has a fifty-two week low of $240.49 and a fifty-two week high of $378.33. The firm has a market cap of $19.76 billion, a PE ratio of 32.27, a price-to-earnings-growth ratio of 1.62 and a beta of 1.44. The business has a 50 day moving average price of $341.21 and a 200-day moving average price of $325.36.

Burlington Stores (NYSE:BURL) last posted its quarterly 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 company had revenue of $3 billion during the quarter, compared to analyst estimates 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. Equities research analysts predict that Burlington Stores will post 12.21 earnings per share for the current year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on BURL shares. Weiss Ratings lowered shares of Burlington Stores from a “buy (b)” rating to a “buy (b-)” rating in a report on Thursday, July 23rd. Truist Financial upped their price target on Burlington Stores from $305.00 to $310.00 and gave the company a “hold” rating in a research report on Thursday, May 28th. Jefferies Financial Group boosted their target price on Burlington Stores from $365.00 to $410.00 and gave the company a “buy” rating in a research note on Friday, August 14th. Evercore restated an “outperform” rating and set a $400.00 target price on shares of Burlington Stores in a report on Monday, August 17th. Finally, Morgan Stanley reaffirmed an “overweight” rating on shares of Burlington Stores in a research note on Thursday, August 6th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $371.50.

Insider Activity at Burlington Stores

In other Burlington Stores news, CMO Jennifer Vecchio sold 1,678 shares of the firm’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $369.04, for a total transaction of $619,249.12. Following the completion of the transaction, the chief marketing officer owned 77,661 shares of the company’s stock, valued at approximately $28,660,015.44. This trade represents a 2.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CAO Stephen Ferroni sold 2,343 shares of the business’s stock in a transaction on Thursday, June 11th. The shares were sold at an average price of $337.22, for a total transaction of $790,106.46. Following 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. The disclosure for this sale is available in the SEC filing. Insiders have sold 30,392 shares of company stock worth $10,280,271 over the last ninety days. 1.30% of the stock is owned by corporate insiders.

More Burlington Stores News

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

• Positive Sentiment: Burlington reported second-quarter adjusted EPS of $2.96, beating the $2.19 consensus estimate by $0.77. Revenue reached approximately $3.0 billion, while total sales increased 11% and comparable-store sales rose 2%. Burlington Stores quarterly earnings release
• Positive Sentiment: The company highlighted its 15th consecutive quarter of double-digit EPS growth. Excluding tariff refunds, adjusted EPS grew 38% year over year, supported by a 100-basis-point expansion in operating margin. Burlington Stores reports second-quarter results
• Positive Sentiment: Burlington raised its fiscal 2026 EPS outlook to $11.77-$11.97, above the $11.23 analyst consensus. Its revenue forecast of $12.7-$12.8 billion is broadly in line with expectations.
• Neutral Sentiment: The retailer plans to use tariff refunds to reduce prices for customers. While this could support traffic and sales, the lower prices may limit the near-term benefit to profit margins. Burlington Stores plans to use tariff refunds to lower prices
• Negative Sentiment: Third-quarter EPS guidance of $1.60-$1.70 is materially below the $2.04 consensus estimate. Although quarterly revenue guidance of approximately $3.0 billion matches expectations, the earnings shortfall may outweigh the strong second-quarter results and above-consensus full-year outlook.

Institutional Investors Weigh In On Burlington Stores

Hedge funds have recently bought and sold shares of the business. JPL Wealth Management LLC bought a new position in shares of Burlington Stores during the third quarter valued at approximately $28,000. Geneos Wealth Management Inc. boosted its position in shares of Burlington Stores by 235.4% in the 2nd quarter. Geneos Wealth Management Inc. now owns 161 shares of the company’s stock worth $37,000 after purchasing an additional 113 shares in the last quarter. Parkside Financial Bank & Trust grew its stake in shares of Burlington Stores by 39.0% in the 4th quarter. Parkside Financial Bank & Trust now owns 164 shares of the company’s stock worth $47,000 after buying an additional 46 shares during the last quarter. Wilmington Savings Fund Society FSB grew its stake in shares of Burlington Stores by 43.4% in the 4th quarter. Wilmington Savings Fund Society FSB now owns 218 shares of the company’s stock worth $63,000 after buying an additional 66 shares during the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in shares of Burlington Stores by 14.4% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 302 shares of the company’s stock worth $72,000 after buying an additional 38 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.