Telsey Advisory Group Comments on BURL FY2026 Earnings

Burlington Stores, Inc. (NYSE:BURL) – Equities researchers at Telsey Advisory Group lifted their FY2026 earnings per share (EPS) estimates for shares of Burlington Stores in a research report issued to clients and investors on Wednesday, November 26th. Telsey Advisory Group analyst D. Telsey now expects that the company will earn $9.50 per share for the year, up from their prior forecast of $9.27. Telsey Advisory Group has a “Outperform” rating and a $350.00 price objective on the stock. The consensus estimate for Burlington Stores’ current full-year earnings is $7.93 per share. Telsey Advisory Group also issued estimates for Burlington Stores’ Q4 2026 earnings at $4.65 EPS, Q1 2027 earnings at $1.79 EPS, Q2 2027 earnings at $1.94 EPS, Q3 2027 earnings at $2.09 EPS, Q4 2027 earnings at $5.36 EPS and FY2027 earnings at $11.18 EPS.

Burlington Stores (NYSE:BURL) last issued its quarterly earnings data on Tuesday, November 25th. The company reported $1.68 earnings per share for the quarter, topping analysts’ consensus estimates of $1.59 by $0.09. The firm had revenue of $2.71 billion for the quarter, compared to analyst estimates of $2.74 billion. Burlington Stores had a return on equity of 41.02% and a net margin of 5.01%.The business’s quarterly revenue was up 7.1% compared to the same quarter last year. During the same period last year, the company earned $1.55 EPS. Burlington Stores has set its Q4 2025 guidance at 4.500-4.70 EPS. FY 2025 guidance at 9.690-9.890 EPS.

Several other research analysts have also commented on the stock. TD Cowen decreased their price objective on shares of Burlington Stores from $330.00 to $315.00 and set a “buy” rating for the company in a report on Wednesday. The Goldman Sachs Group set a $331.00 price target on shares of Burlington Stores in a research report on Wednesday. Barclays lowered their price objective on shares of Burlington Stores from $336.00 to $331.00 and set an “overweight” rating for the company in a report on Wednesday. Evercore ISI reduced their target price on Burlington Stores from $370.00 to $335.00 and set an “outperform” rating on the stock in a report on Wednesday. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Burlington Stores in a research report on Wednesday, October 8th. Fifteen research analysts have rated the stock with a Buy rating and three have issued 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 price target of $336.21.

Burlington Stores Stock Performance

Shares of BURL stock opened at $252.14 on Thursday. The firm has a market capitalization of $15.87 billion, a price-to-earnings ratio of 28.98, a PEG ratio of 1.89 and a beta of 1.74. The stock has a fifty day moving average of $269.79 and a 200 day moving average of $264.02. Burlington Stores has a 52 week low of $212.92 and a 52 week high of $309.00. The company has a quick ratio of 0.55, a current ratio of 1.21 and a debt-to-equity ratio of 1.32.

Insider Buying and Selling

In other Burlington Stores news, CAO Stephen Ferroni sold 1,123 shares of Burlington Stores stock in a transaction on Tuesday, September 9th. The stock was sold at an average price of $281.25, for a total transaction of $315,843.75. Following the completion of the transaction, the chief accounting officer owned 2,389 shares in the company, valued at approximately $671,906.25. The trade was a 31.98% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CMO Jennifer Vecchio sold 419 shares of the business’s stock in a transaction on Monday, November 3rd. The stock was sold at an average price of $274.48, for a total value of $115,007.12. Following the completion of the sale, the chief marketing officer directly owned 63,751 shares in the company, valued at $17,498,374.48. This trade represents a 0.65% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 1,626 shares of company stock valued at $452,804. 1.10% of the stock is owned by corporate insiders.

Institutional Trading of Burlington Stores

A number of institutional investors and hedge funds have recently bought and sold shares of BURL. Norges Bank purchased a new stake in shares of Burlington Stores during the second quarter valued at approximately $171,893,000. Junto Capital Management LP raised its holdings in Burlington Stores by 168.4% in the 3rd quarter. Junto Capital Management LP now owns 503,080 shares of the company’s stock worth $128,034,000 after acquiring an additional 315,664 shares during the last quarter. Alkeon Capital Management LLC bought a new position in Burlington Stores in the 1st quarter valued at approximately $71,499,000. Vaughan Nelson Investment Management L.P. purchased a new stake in Burlington Stores during the 2nd quarter valued at $64,350,000. Finally, Interval Partners LP boosted its stake in Burlington Stores by 667.5% during the 1st quarter. Interval Partners LP now owns 307,479 shares of the company’s stock valued at $73,281,000 after purchasing an additional 267,419 shares during the last quarter.

Burlington Stores Company Profile

Burlington Stores, Inc operates as a retailer of branded merchandise in the United States. The company provides fashion-focused merchandise, including women's ready-to-wear apparel, menswear, youth apparel, footwear, accessories, toys, gifts, and coats, as well as baby, home, and beauty products.