Zacks Research Issues Pessimistic Estimate for BURL Earnings

Burlington Stores, Inc. (NYSE:BURL) – Stock analysts at Zacks Research lowered their Q4 2025 earnings per share estimates for Burlington Stores in a research note issued to investors on Tuesday, December 10th. Zacks Research analyst S. Singh now forecasts that the company will post earnings of $3.70 per share for the quarter, down from their previous 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 issued its quarterly earnings results on Tuesday, November 26th. The company reported $1.55 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.54 by $0.01. Burlington Stores had a net margin of 4.49% and a return on equity of 47.52%. The company had revenue of $2.53 billion during the quarter, compared to analyst estimates of $2.55 billion. During the same period last year, the business earned $0.98 EPS. Burlington Stores’s quarterly revenue was up 10.5% compared to the same quarter last year.

A number of other brokerages have also recently issued reports on BURL. UBS Group lifted their price objective on Burlington Stores from $270.00 to $280.00 and gave the company a “neutral” rating in a research note on Thursday, November 14th. Robert W. Baird increased their price objective on shares of Burlington Stores from $315.00 to $330.00 and gave the company an “outperform” rating in a research report on Wednesday, November 27th. Bank of America lifted their target price 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. Telsey Advisory Group reiterated an “outperform” rating and set a $310.00 price target on shares of Burlington Stores in a report on Tuesday, November 26th. Finally, 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. Two research analysts have rated the stock with a hold rating and fifteen have given a buy rating to the company’s stock. Based on data from MarketBeat.com, Burlington Stores presently has a consensus rating of “Moderate Buy” and a consensus price target of $308.00.

Burlington Stores Price Performance

Shares of NYSE BURL opened at $289.89 on Thursday. The company has a debt-to-equity ratio of 1.35, a quick ratio of 0.54 and a current ratio of 1.17. The company has a 50 day simple moving average of $267.12 and a two-hundred day simple moving average of $256.74. Burlington Stores has a fifty-two week low of $174.64 and a fifty-two week high of $298.89. The company has a market capitalization of $18.40 billion, a price-to-earnings ratio of 39.71, a P/E/G ratio of 1.54 and a beta of 1.64.

Hedge Funds Weigh In On Burlington Stores

Several large investors have recently added to or reduced their stakes in BURL. Massachusetts Financial Services Co. MA lifted its stake 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 in the last quarter. AQR Capital Management LLC grew its position in shares of Burlington Stores by 2,542.2% during the second quarter. AQR Capital Management LLC now owns 247,970 shares of the company’s stock worth $59,114,000 after purchasing an additional 238,585 shares in the last quarter. Dimensional Fund Advisors LP raised its stake in Burlington Stores by 54.8% during the 2nd quarter. Dimensional Fund Advisors LP now owns 587,376 shares of the company’s stock valued at $140,968,000 after purchasing an additional 207,959 shares during the period. Marshall Wace LLP purchased a new position in Burlington Stores in the 2nd quarter worth approximately $47,725,000. Finally, Assenagon Asset Management S.A. lifted its holdings in Burlington Stores by 1,917.3% in the 2nd quarter. Assenagon Asset Management S.A. now owns 207,260 shares of the company’s stock worth $49,742,000 after purchasing an additional 196,986 shares in the last quarter.

Insider Buying and Selling

In other news, CMO Jennifer Vecchio sold 494 shares of Burlington Stores stock in a transaction dated Monday, December 2nd. The stock was sold at an average price of $293.89, for a total transaction of $145,181.66. Following the transaction, the chief marketing officer now directly owns 59,931 shares of the company’s stock, valued at $17,613,121.59. The trade was a 0.82 % decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Paul Sullivan sold 1,705 shares of the stock in a transaction that occurred on Thursday, September 19th. The stock was 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 directly owns 7,393 shares of the company’s stock, valued at $2,048,230.65. This represents a 18.74 % decrease in their ownership of the stock. The disclosure for this sale can be found here. Over the last quarter, insiders have sold 2,283 shares of company stock valued at $638,628. 0.91% of the stock is owned by insiders.

About Burlington Stores

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.