Q1 EPS Estimates for BURL Increased by Telsey Advisory Group

Burlington Stores, Inc. (NYSE:BURL) – Stock analysts at Telsey Advisory Group raised their Q1 2026 EPS estimates for shares of Burlington Stores in a note issued to investors on Wednesday, November 27th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $1.70 per share for the quarter, up from their previous estimate of $1.65. Telsey Advisory Group currently has a “Outperform” rating and a $310.00 price target on the stock. The consensus estimate for Burlington Stores’ current full-year earnings is $7.94 per share. Telsey Advisory Group also issued estimates for Burlington Stores’ Q2 2026 earnings at $1.49 EPS.

Burlington Stores (NYSE:BURL) last posted its earnings results on Tuesday, November 26th. The company reported $1.55 earnings per share for the quarter, beating the consensus estimate of $1.53 by $0.02. The business had revenue of $2.53 billion for the quarter, compared to analyst estimates of $2.55 billion. Burlington Stores had a net margin of 4.18% and a return on equity of 47.43%. The business’s quarterly revenue was up 10.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.98 EPS.

Other equities analysts have also issued research reports about the stock. Evercore ISI lifted their target price on shares of Burlington Stores from $315.00 to $340.00 and gave the company an “outperform” rating in a report on Wednesday. Bank of America boosted their price objective on shares of Burlington Stores from $275.00 to $315.00 and gave the stock a “buy” rating in a report on Friday, August 30th. The Goldman Sachs Group boosted their price objective on shares of Burlington Stores from $278.00 to $310.00 and gave the stock a “buy” rating in a report on Friday, August 30th. Barclays cut their price objective on shares of Burlington Stores from $327.00 to $317.00 and set an “overweight” rating on the stock in a report on Wednesday. Finally, TD Cowen boosted their price objective on shares of Burlington Stores from $288.00 to $334.00 and gave the stock a “buy” rating in a report on Monday. Two analysts have rated the stock with a hold rating and fifteen have issued a buy rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $307.69.

Burlington Stores Stock Performance

NYSE:BURL opened at $288.60 on Thursday. The company has a current ratio of 1.04, a quick ratio of 0.48 and a debt-to-equity ratio of 1.15. The firm has a market capitalization of $18.37 billion, a price-to-earnings ratio of 43.40, a PEG ratio of 1.48 and a beta of 1.64. The firm’s fifty day simple moving average is $262.06 and its 200 day simple moving average is $249.44. Burlington Stores has a twelve month low of $168.49 and a twelve month high of $298.89.

Institutional Investors Weigh In On Burlington Stores

A number of institutional investors have recently modified their holdings of the business. Geode Capital Management LLC grew its position in shares of Burlington Stores by 1.7% during the 3rd quarter. Geode Capital Management LLC now owns 1,074,960 shares of the company’s stock valued at $282,582,000 after buying an additional 18,160 shares during the last quarter. Bank of New York Mellon Corp grew its position in shares of Burlington Stores by 9.1% during the 2nd quarter. Bank of New York Mellon Corp now owns 772,010 shares of the company’s stock valued at $185,282,000 after buying an additional 64,410 shares during the last quarter. Massachusetts Financial Services Co. MA grew its position in shares of Burlington Stores by 1,048.8% during the 3rd quarter. Massachusetts Financial Services Co. MA now owns 730,524 shares of the company’s stock valued at $192,478,000 after buying an additional 666,934 shares during the last quarter. Anomaly Capital Management LP grew its position in shares of Burlington Stores by 34.6% during the 2nd quarter. Anomaly Capital Management LP now owns 730,175 shares of the company’s stock valued at $175,242,000 after buying an additional 187,760 shares during the last quarter. Finally, Clearbridge Investments LLC grew its position in shares of Burlington Stores by 2.2% during the 2nd quarter. Clearbridge Investments LLC now owns 663,527 shares of the company’s stock valued at $159,246,000 after buying an additional 14,080 shares during the last quarter.

Insider Activity

In related news, Director Paul Sullivan sold 1,705 shares of the business’s stock in a transaction dated Thursday, September 19th. The shares were sold at an average price of $277.05, for a total transaction of $472,370.25. Following the completion of the sale, the director now owns 7,393 shares of the company’s stock, valued at $2,048,230.65. This represents a 18.74 % decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Company insiders own 0.91% of the company’s stock.

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.