Zacks Research Cuts Earnings Estimates for Burlington Stores

Burlington Stores, Inc. (NYSE:BURL) – Analysts at Zacks Research lowered their Q4 2025 earnings per share (EPS) estimates for shares of Burlington Stores in a research report issued to clients and investors on Tuesday, December 10th. Zacks Research analyst S. Singh now anticipates that the company will post earnings of $3.70 per share for the quarter, down from their prior forecast of $3.75. The consensus estimate for Burlington Stores’ current full-year earnings is $7.93 per share. Zacks Research also issued estimates for Burlington Stores’ Q1 2026 earnings at $1.61 EPS, Q2 2026 earnings at $1.44 EPS, Q4 2026 earnings at $4.30 EPS, FY2026 earnings at $9.15 EPS, Q1 2027 earnings at $1.98 EPS, Q2 2027 earnings at $1.81 EPS, Q3 2027 earnings at $2.23 EPS and FY2027 earnings at $11.12 EPS.

Burlington Stores (NYSE:BURL) last announced its quarterly earnings data on Tuesday, November 26th. The company reported $1.55 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.54 by $0.01. Burlington Stores had a return on equity of 47.52% and a net margin of 4.49%. The business had revenue of $2.53 billion during the quarter, compared to analysts’ expectations of $2.55 billion. During the same quarter in the previous year, the business earned $0.98 earnings per share. The firm’s quarterly revenue was up 10.5% compared to the same quarter last year.

BURL has been the subject of several other reports. Citigroup lifted their target price on shares of Burlington Stores from $313.00 to $344.00 and gave the stock a “buy” rating in a report on Wednesday, November 27th. Robert W. Baird boosted their price objective on shares of Burlington Stores from $315.00 to $330.00 and gave the stock an “outperform” rating in a report on Wednesday, November 27th. Evercore ISI upped their price objective on Burlington Stores from $315.00 to $340.00 and gave the company an “outperform” rating in a research report on Wednesday, November 27th. UBS Group lifted their target price on Burlington Stores from $270.00 to $280.00 and gave the stock a “neutral” rating in a report on Thursday, November 14th. Finally, Bank of America upped their price target on Burlington Stores from $275.00 to $315.00 and gave the company a “buy” rating in a report on Friday, August 30th. Two analysts have rated the stock with a hold rating and fifteen have assigned a buy rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $308.00.

Burlington Stores Price Performance

BURL opened at $289.99 on Thursday. Burlington Stores has a 1 year low of $174.64 and a 1 year high of $298.89. The stock has a 50-day moving average price of $267.64 and a 200-day moving average price of $257.36. The firm has a market cap of $18.41 billion, a PE ratio of 39.72, a P/E/G ratio of 1.58 and a beta of 1.64. The company has a debt-to-equity ratio of 1.35, a current ratio of 1.17 and a quick ratio of 0.54.

Insider Transactions at Burlington Stores

In related news, Director Paul Sullivan sold 1,705 shares of the firm’s stock in a transaction on Thursday, September 19th. The stock was sold at an average price of $277.05, for a total value of $472,370.25. Following the transaction, the director now directly owns 7,393 shares of the company’s stock, valued at approximately $2,048,230.65. This trade represents a 18.74 % decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CMO Jennifer Vecchio sold 494 shares of Burlington Stores stock in a transaction on Monday, December 2nd. The shares were sold at an average price of $293.89, for a total value of $145,181.66. Following the transaction, the chief marketing officer now owns 59,931 shares in the company, valued at $17,613,121.59. This trade represents a 0.82 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold 2,283 shares of company stock worth $638,628 in the last 90 days. 0.91% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in BURL. Logan Capital Management Inc. increased its stake in Burlington Stores by 9.1% in the 3rd quarter. Logan Capital Management Inc. now owns 56,354 shares of the company’s stock worth $14,848,000 after buying an additional 4,695 shares in the last quarter. Wilmington Savings Fund Society FSB bought a new position in shares of Burlington Stores in the third quarter worth about $57,000. Sanctuary Advisors LLC boosted its stake in shares of Burlington Stores by 30.7% in the third quarter. Sanctuary Advisors LLC now owns 2,656 shares of the company’s stock worth $760,000 after acquiring an additional 624 shares during the period. Toronto Dominion Bank grew its position in shares of Burlington Stores by 29.8% during the third quarter. Toronto Dominion Bank now owns 8,062 shares of the company’s stock worth $2,124,000 after purchasing an additional 1,851 shares in the last quarter. Finally, Coldstream Capital Management Inc. bought a new stake in Burlington Stores during the 3rd quarter valued at approximately $239,000.

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.