Burlington Stores (NYSE:BURL) Releases 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 (EPS) guidance of 1.600-1.750 for the period, compared to the consensus 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.

Analyst Ratings Changes

BURL has been the subject of a number of recent analyst reports. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Burlington Stores in a report on Wednesday, January 21st. Jefferies Financial Group reissued a “buy” rating and issued a $330.00 price objective on shares of Burlington Stores in a research report on Tuesday, November 25th. Guggenheim initiated coverage on Burlington Stores in a research report on Tuesday, December 9th. They set a “neutral” rating on the stock. Sanford C. Bernstein set a $350.00 price target on Burlington Stores and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Finally, Morgan Stanley reduced their price target on Burlington Stores from $330.00 to $310.00 and set an “overweight” rating for the company in a report on Wednesday, November 26th. Fifteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $338.69.

Burlington Stores Price Performance

BURL opened at $300.46 on Thursday. The company has a market capitalization of $18.91 billion, a P/E ratio of 34.54, a PEG ratio of 1.70 and a beta of 1.73. The company has a 50-day moving average of $302.20 and a 200-day moving average of $282.56. The company has a debt-to-equity ratio of 1.32, a quick ratio of 0.46 and a current ratio of 1.21. Burlington Stores has a 1-year low of $212.92 and a 1-year high of $332.20.

Burlington Stores (NYSE:BURL) last posted its quarterly earnings results on Thursday, March 5th. The company reported $4.99 EPS for the quarter, topping analysts’ consensus estimates of $4.71 by $0.28. The business had revenue of $3.65 billion during the quarter. Burlington Stores had a return on equity of 41.02% and a net margin of 5.01%.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 analysts expect that Burlington Stores will post 7.93 EPS for the current fiscal year.

Key Stories Impacting Burlington Stores

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

Hedge Funds Weigh In On Burlington Stores

Several large investors have recently added to or reduced their stakes in the company. Compound Planning Inc. increased its stake in Burlington Stores by 10.2% during the fourth quarter. Compound Planning Inc. now owns 1,688 shares of the company’s stock valued at $488,000 after purchasing an additional 156 shares during the last quarter. Corient Private Wealth LLC lifted its position in shares of Burlington Stores by 9.1% in the 4th quarter. Corient Private Wealth LLC now owns 1,427 shares of the company’s stock worth $412,000 after buying an additional 119 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its holdings in shares of Burlington Stores by 207.0% in the 4th quarter. Mercer Global Advisors Inc. ADV now owns 4,228 shares of the company’s stock valued at $1,221,000 after buying an additional 2,851 shares during the period. Mackenzie Financial Corp grew its position in shares of Burlington Stores by 55.2% during the 4th quarter. Mackenzie Financial Corp now owns 9,072 shares of the company’s stock valued at $2,608,000 after buying an additional 3,225 shares during the last quarter. Finally, NewEdge Advisors LLC raised its stake in Burlington Stores by 2,356.1% during the fourth quarter. NewEdge Advisors LLC now owns 1,007 shares of the company’s stock worth $291,000 after acquiring an additional 966 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.