Burlington Stores, Inc.

Burlington Stores, Inc.

BURLยทNYSE

$328.70

+4.7%
Consumer CyclicalApparel - Retail

Burlington Stores, Inc. operates as a retailer of branded apparel products 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. As of January 29, 2022, it operated 837 stores under the Burlington Stores name, 2 stores under the Cohoes Fashions name, and 1 store under the MJM Designer Shoes name in 45 states and Puerto Rico. Burlington Stores, Inc. was founded in 1972 and is headquartered in Burlington, New Jersey.

At a Glance

Live Snapshot
Market Cap$20.69B
EPS9.5100
P/E Ratio34.56
Earnings Date06/04/2026
burl

Burlington Stores, Inc. Street Expectations Map

BURL ยท NYSE

Wall Street analysts project that BURL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 366.29, with estimates ranging from a low of 310.00 to a high of 435.00.

Lowest Target
310.00
-5.69%
Consensus Target
366.29
11.44%
Highest Target
435.00
32.34%

The consensus 1-year price target stands at 366.29, with estimates ranging from a low of 310.00 to a high of 435.00.

Analyst Consensus Analysis

Upside Potential

+11.4%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

34.1% spread

Good consensus alignment. Moderate target spread reflects general agreement on value drivers with some variance in assumptions.

Risk-Reward Profile

5.68x

Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Asymmetric upside: Strong return potential with favorable risk-reward profile. The limited downside relative to upside makes this an attractive risk-adjusted opportunity for growth-oriented portfolios.

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Burlington Stores, Inc. Forward Estimates of Revenue

BURL ยท NYSE
Latest Revenue
11.57B
FY 2025
Avg Estimate
11.49B
FY 2026
Estimate Range
11.46B - 11.52B
Analyst Spread

Forward Growth Analysis

Projected Growth-0.7%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Burlington Stores, Inc. Forward Estimates of Net Income

BURL ยท NYSE
Latest Net Income
610.15M
FY 2025
Avg Estimate
630.47M
FY 2026
Estimate Range
614.87M - 646.07M
Analyst Spread

Forward Growth Analysis

Projected Growth+3.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Burlington Stores, Inc. Forward Estimates of EPS

BURL ยท NYSE
Latest EPS
9.51
FY 2025
Avg Estimate
$9.73
FY 2026
Estimate Range
$9.52 - $10.00
Analyst Spread

Forward Growth Analysis

Projected Growth+2.3%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage9 Analysts

Moderate coverageโ€”sufficient for guidance but may lack depth of large-cap analysis.

Estimate Spread5%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Burlington Stores, Inc. Forward Estimates of EBIT

BURL ยท NYSE
Latest EBIT
887.16M
FY 2025
Avg Estimate
465.86M
FY 2026
Estimate Range
464.64M - 467.08M
Analyst Spread

Forward Growth Analysis

Projected Growth-47.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Burlington Stores, Inc. Forward Estimates of EBITDA

BURL ยท NYSE
Latest EBITDA
1.31B
FY 2025
Avg Estimate
806.49M
FY 2026
Estimate Range
804.39M - 808.60M
Analyst Spread

Forward Growth Analysis

Projected Growth-38.2%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Burlington Stores, Inc. Forward Estimates of SG&A Expense

BURL ยท NYSE
Latest SG&A Expense
3.82B
FY 2025
Avg Estimate
3.92B
FY 2026
Estimate Range
3.90B - 3.93B
Analyst Spread

Forward Growth Analysis

Projected Growth+2.6%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage12 Analysts

Good analyst coverage ensures reliable estimates with diverse professional perspectives.

Estimate Spread1%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

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Burlington Stores, Inc. Insider Positioning

BURL ยท NYSE

During the last 12 months, insiders have sold $740K worth of BURL shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

423

134.70K

Net Activity

-135K

-$135K

3-6 Months

Bought

0

0.00

Sold

60

17.72K

Net Activity

-18K

-$18K

6-9 Months

Bought

0

0.00

Sold

1.5K

400.83K

Net Activity

-401K

-$401K

9-12 Months

Bought

0

0.00

Sold

738

186.85K

Net Activity

-187K

-$187K

Top Buyers

No buying activity

Top Sellers

1
FS

Ferroni Stephen

Officer: Svp, Chief Accounting Officer

1.6K sharesโ€ข2 transactions

$424K

2
VJ

Vecchio Jennifer

Officer: Group President And Cmo

695 sharesโ€ข10 transactions

$187K

3
GM

Goodwin Michael

Director

259 sharesโ€ข1 transactions

$84K

4
MT

Marquette Travis

Officer: President And Coo

147 sharesโ€ข3 transactions

$44K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $740K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$135K

Heavy recent selling activity. Recent insider sales notably exceed purchasesโ€”may warrant investigation into company developments.

Insider Participation

High Selling

4 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.