Burlington Stores (NYSE:BURL) Price Target Raised to $400.00 at Wells Fargo & Company

Burlington Stores (NYSE:BURL) had its target price upped by research analysts at Wells Fargo & Company from $350.00 to $400.00 in a report released on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target points to a potential upside of 26.78% from the stock’s previous close.

A number of other brokerages also recently weighed in on BURL. Evercore reaffirmed an “outperform” rating and issued a $375.00 target price on shares of Burlington Stores in a report on Thursday. TD Cowen restated a “buy” rating on shares of Burlington Stores in a research report on Wednesday, November 26th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Burlington Stores in a research note on Wednesday, January 21st. JPMorgan Chase & Co. lifted their target price on Burlington Stores from $316.00 to $356.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. Finally, Robert W. Baird increased their target price on shares of Burlington Stores from $345.00 to $375.00 and gave the stock an “outperform” rating in a report on Friday. Fifteen investment analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $352.13.

Burlington Stores Trading Down 1.9%

Shares of Burlington Stores stock opened at $315.50 on Friday. The firm’s 50-day moving average price is $302.87 and its two-hundred day moving average price is $282.83. The company has a market capitalization of $19.85 billion, a price-to-earnings ratio of 36.26, a PEG ratio of 1.70 and a beta of 1.73. 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 12-month low of $212.92 and a 12-month high of $332.20.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings results on Thursday, March 5th. The company reported $4.99 earnings per share for the quarter, topping analysts’ consensus estimates of $4.71 by $0.28. The company had revenue of $3.65 billion during the quarter. Burlington Stores had a net margin of 5.01% and a return on equity of 41.02%. The business’s revenue was up 11.3% on a year-over-year basis. During the same period last year, the company posted $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. On average, analysts forecast that Burlington Stores will post 7.93 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Northwestern Mutual Wealth Management Co. raised its holdings in Burlington Stores by 303,059.4% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,912,936 shares of the company’s stock valued at $552,552,000 after buying an additional 1,912,305 shares during the last quarter. Norges Bank acquired a new position in Burlington Stores in the 4th quarter valued at approximately $224,971,000. Alyeska Investment Group L.P. raised its stake in shares of Burlington Stores by 103.5% during the fourth quarter. Alyeska Investment Group L.P. now owns 1,285,336 shares of the company’s stock valued at $371,269,000 after acquiring an additional 653,718 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its stake in shares of Burlington Stores by 15.8% during the fourth quarter. T. Rowe Price Investment Management Inc. now owns 2,828,877 shares of the company’s stock valued at $817,122,000 after acquiring an additional 386,615 shares during the last quarter. Finally, Wellington Management Group LLP lifted its holdings in shares of Burlington Stores by 121.0% during 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 period.

Burlington Stores News Roundup

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

• Positive Sentiment: Q4 results beat expectations: Burlington delivered higher revenue and earnings (Q4 revenue ~$3.64–3.65B, EPS ~ $4.89–$4.99 depending on source) with comparable‑store sales up ~4% and expanded gross margins, driving double‑digit EPS growth. That operational beat is the main reason shares are rising. Earnings Release
• Positive Sentiment: Full‑year 2026 guidance raised: BURL set FY26 EPS guidance of $10.95–$11.45, above consensus (roughly 10.25), signaling management confidence in margin leverage and store growth. This upward guide supports a bullish view on longer‑term earnings power. Guidance Details
• Positive Sentiment: Analyst upgrade/price‑target lift: Robert W. Baird raised its price target from $345 to $375 with an “outperform” rating, providing fresh buy‑side support and signaling higher upside. Baird Upgrade
• Positive Sentiment: Operational positives noted by analysts: Margin expansion (~80 bps gross margin improvement), SG&A leverage, strong liquidity (~$2.16B) and continued buybacks cited in coverage, which underpin earnings durability and capital flexibility. Analyst Commentary
• Neutral Sentiment: Market writeups and earnings previews provide context but add little new catalytic information beyond the release. Investors should focus on the actual results and updated guidance. Metrics vs. Estimates
• Negative Sentiment: Q1 guidance came in light of consensus: Burlington’s Q1 EPS guide of $1.60–$1.75 is below street estimates (~$1.82), which could cap near‑term optimism and is a reason some traders may take profits. Guidance Details
• Negative Sentiment: Unusual options activity: A large uptick in put buying (7,243 puts vs. typical ~3,000) may indicate some hedge or speculative downside positioning that can increase intraday volatility. Options Flow Note

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.