Robert W. Baird Issues Positive Forecast for Burlington Stores (NYSE:BURL) Stock Price

Burlington Stores (NYSE:BURL) had its price objective boosted by analysts at Robert W. Baird from $345.00 to $375.00 in a research report issued to clients and investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Robert W. Baird’s target price would indicate a potential upside of 16.66% from the stock’s previous close.

BURL has been the subject of several other research reports. Telsey Advisory Group reissued an “outperform” rating and issued a $350.00 price target on shares of Burlington Stores in a report on Monday. Guggenheim began coverage on shares of Burlington Stores in a research report on Tuesday, December 9th. They issued a “neutral” rating for the company. Jefferies Financial Group reissued a “buy” rating and set a $370.00 target price on shares of Burlington Stores in a research report on Thursday. Barclays upped their price target on shares of Burlington Stores from $331.00 to $335.00 and gave the company an “overweight” rating in a research note on Monday. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Burlington Stores in a research note on Wednesday, January 21st. Fifteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $346.81.

Burlington Stores Stock Up 6.9%

Shares of Burlington Stores stock opened at $321.45 on Friday. The company has a quick ratio of 0.46, a current ratio of 1.21 and a debt-to-equity ratio of 1.32. The company has a market cap of $20.23 billion, a P/E ratio of 36.95, a PEG ratio of 1.70 and a beta of 1.73. The firm’s 50 day moving average price is $302.87 and its 200-day moving average price is $282.83. Burlington Stores has a 52-week low of $212.92 and a 52-week high of $332.20.

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

Institutional Investors Weigh In On Burlington Stores

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. First Horizon Corp acquired a new position in shares of Burlington Stores in the 3rd quarter valued at about $25,000. Stone House Investment Management LLC acquired a new stake in Burlington Stores during the fourth quarter worth about $25,000. JPL Wealth Management LLC purchased a new position in Burlington Stores during the third quarter valued at approximately $28,000. Root Financial Partners LLC acquired a new position in Burlington Stores in the third quarter valued at approximately $30,000. Finally, Harbour Investments Inc. boosted its position in Burlington Stores by 44.7% in the 4th quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock worth $32,000 after purchasing an additional 34 shares in the last quarter.

Key Headlines Impacting Burlington Stores

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.)

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.