Zacks Research Predicts Lower Earnings for Burlington Stores

Burlington Stores, Inc. (NYSE:BURL) – Analysts at Zacks Research decreased their Q4 2025 earnings estimates for Burlington Stores in a report issued on Tuesday, December 10th. Zacks Research analyst S. Singh now forecasts that the company will post earnings per share of $3.70 for the quarter, down from their prior estimate 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 for the quarter, topping the consensus estimate of $1.54 by $0.01. The company had revenue of $2.53 billion during the quarter, compared to analyst estimates of $2.55 billion. Burlington Stores had a return on equity of 47.52% and a net margin of 4.49%. The firm’s revenue for the quarter was up 10.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.98 EPS.

BURL has been the subject of several other research reports. UBS Group raised their target price on Burlington Stores from $270.00 to $280.00 and gave the stock a “neutral” rating in a research note on Thursday, November 14th. Evercore ISI boosted their price objective on shares of Burlington Stores from $315.00 to $340.00 and gave the company an “outperform” rating in a research note on Wednesday, November 27th. Robert W. Baird increased their target price on shares of Burlington Stores from $315.00 to $330.00 and gave the stock an “outperform” rating in a research note on Wednesday, November 27th. StockNews.com lowered shares of Burlington Stores from a “buy” rating to a “hold” rating in a research report on Wednesday, October 23rd. Finally, The Goldman Sachs Group increased their price objective on Burlington Stores from $278.00 to $310.00 and gave the stock a “buy” rating in a research report on Friday, August 30th. Two research 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.com, Burlington Stores currently has a consensus rating of “Moderate Buy” and a consensus price target of $308.00.

Burlington Stores Stock Performance

Shares of BURL stock opened at $289.89 on Thursday. The firm’s 50 day moving average is $267.12 and its 200 day moving average is $256.74. The stock has a market capitalization of $18.40 billion, a P/E ratio of 39.71, a PEG ratio of 1.54 and a beta of 1.64. Burlington Stores has a 12 month low of $174.64 and a 12 month high of $298.89. The company has a current ratio of 1.17, a quick ratio of 0.54 and a debt-to-equity ratio of 1.35.

Insiders Place Their Bets

In other news, 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 owns 7,393 shares of the company’s stock, valued at approximately $2,048,230.65. This represents a 18.74 % decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CMO Jennifer Vecchio sold 494 shares of the firm’s stock in a transaction that occurred on Monday, December 2nd. The stock was sold at an average price of $293.89, for a total transaction of $145,181.66. Following the completion of the transaction, the chief marketing officer now owns 59,931 shares in the company, valued at $17,613,121.59. This represents a 0.82 % decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders have sold 2,283 shares of company stock valued at $638,628. 0.91% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Burlington Stores

Several institutional investors have recently added to or reduced their stakes in the company. Sumitomo Mitsui Trust Group Inc. raised its stake in shares of Burlington Stores by 2.3% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 145,552 shares of the company’s stock valued at $38,350,000 after acquiring an additional 3,246 shares during the last quarter. Alpha DNA Investment Management LLC bought a new position in Burlington Stores during the 3rd quarter valued at approximately $764,000. Dai ichi Life Insurance Company Ltd bought a new position in Burlington Stores during the 3rd quarter valued at approximately $1,190,000. Hsbc Holdings PLC lifted its holdings in Burlington Stores by 5.5% in the 2nd quarter. Hsbc Holdings PLC now owns 43,486 shares of the company’s stock worth $10,435,000 after buying an additional 2,258 shares during the period. Finally, B. Metzler seel. Sohn & Co. Holding AG bought a new stake in shares of Burlington Stores in the 3rd quarter worth approximately $594,000.

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.