Telsey Advisory Group Has Weak Forecast for BURL Q2 Earnings

Burlington Stores, Inc. (NYSE:BURL) – Analysts at Telsey Advisory Group decreased their Q2 2026 EPS estimates for Burlington Stores in a research note issued to investors on Friday, March 7th. Telsey Advisory Group analyst D. Telsey now expects that the company will post earnings of $1.31 per share for the quarter, down from their previous forecast of $1.49. Telsey Advisory Group has a “Outperform” rating and a $340.00 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’ Q3 2026 earnings at $1.74 EPS, Q4 2026 earnings at $4.67 EPS, FY2026 earnings at $9.15 EPS and FY2027 earnings at $10.96 EPS.

A number of other research analysts have also issued reports on BURL. Robert W. Baird raised their target price on shares of Burlington Stores from $330.00 to $335.00 and gave the company an “outperform” rating in a research note on Friday. TD Cowen increased their price target on shares of Burlington Stores from $334.00 to $339.00 and gave the company a “buy” rating in a report on Thursday, December 12th. Evercore ISI increased their price target on shares of Burlington Stores from $315.00 to $340.00 and gave the company an “outperform” rating in a report on Wednesday, November 27th. Morgan Stanley increased their price target on shares of Burlington Stores from $296.00 to $297.00 and gave the company an “overweight” rating in a report on Friday. Finally, UBS Group increased their price target on shares of Burlington Stores from $360.00 to $405.00 and gave the company a “buy” rating in a report on Friday. One investment analyst has rated the stock with a hold rating and fifteen have issued a buy rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $323.20.

Burlington Stores Stock Performance

BURL stock opened at $239.98 on Monday. The company has a quick ratio of 0.54, a current ratio of 1.17 and a debt-to-equity ratio of 1.35. The company has a market capitalization of $15.23 billion, a price-to-earnings ratio of 32.87, a P/E/G ratio of 1.11 and a beta of 1.73. Burlington Stores has a 12 month low of $174.64 and a 12 month high of $298.89. The firm has a 50 day moving average of $268.22 and a two-hundred day moving average of $269.56.

Burlington Stores (NYSE:BURL) last posted its earnings results on Thursday, March 6th. The company reported $4.07 EPS for the quarter, topping the consensus estimate of $3.75 by $0.32. The company had revenue of $3.28 billion during the quarter, compared to the consensus estimate of $3.25 billion. Burlington Stores had a net margin of 4.49% and a return on equity of 47.52%.

Hedge Funds Weigh In On Burlington Stores

Institutional investors have recently added to or reduced their stakes in the company. Capital International Investors increased its position in Burlington Stores by 7.7% in the 4th quarter. Capital International Investors now owns 5,160,096 shares of the company’s stock valued at $1,470,929,000 after acquiring an additional 367,703 shares in the last quarter. SRS Investment Management LLC increased its position in Burlington Stores by 10.8% in the 4th quarter. SRS Investment Management LLC now owns 1,270,421 shares of the company’s stock valued at $362,146,000 after acquiring an additional 123,973 shares in the last quarter. Geode Capital Management LLC increased its position in Burlington Stores by 0.8% in the 4th quarter. Geode Capital Management LLC now owns 1,083,852 shares of the company’s stock valued at $308,403,000 after acquiring an additional 8,892 shares in the last quarter. Alyeska Investment Group L.P. increased its position in Burlington Stores by 23.1% in the 4th quarter. Alyeska Investment Group L.P. now owns 1,051,611 shares of the company’s stock valued at $299,772,000 after acquiring an additional 197,187 shares in the last quarter. Finally, Anomaly Capital Management LP increased its position in Burlington Stores by 21.9% in the 4th quarter. Anomaly Capital Management LP now owns 961,281 shares of the company’s stock valued at $274,023,000 after acquiring an additional 172,431 shares in the last quarter.

Insider Activity at Burlington Stores

In related news, CMO Jennifer Vecchio sold 494 shares of Burlington Stores stock in a transaction dated Thursday, January 2nd. The shares were sold at an average price of $284.95, for a total transaction of $140,765.30. Following the completion of the transaction, the chief marketing officer now directly owns 59,437 shares of the company’s stock, valued at $16,936,573.15. This trade represents a 0.82 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.91% of the stock is currently 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.