Robert W. Baird Boosts Burlington Stores (NYSE:BURL) Price Target to $375.00

Burlington Stores (NYSE:BURL) had its price target raised by stock analysts at Robert W. Baird from $345.00 to $375.00 in a note issued to investors on Friday,Benzinga reports. The firm currently has an “outperform” rating on the stock. Robert W. Baird’s price target would suggest a potential upside of 22.68% from the company’s current price.

BURL has been the topic of a number of other reports. Evercore restated an “outperform” rating and set a $375.00 price target on shares of Burlington Stores in a research note on Thursday. Telsey Advisory Group reiterated an “outperform” rating and issued a $365.00 price objective (up from $350.00) on shares of Burlington Stores in a report on Monday, March 2nd. Jefferies Financial Group reissued a “buy” rating and set a $370.00 target price on shares of Burlington Stores in a research note on Thursday. Sanford C. Bernstein set a $350.00 target price on Burlington Stores and gave the company an “outperform” rating in a report on Tuesday, January 6th. Finally, Barclays lifted their target price on Burlington Stores from $331.00 to $335.00 and gave the company an “overweight” rating in a research report on Monday, March 2nd. Fifteen investment analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the stock. According to MarketBeat.com, Burlington Stores currently has an average rating of “Moderate Buy” and a consensus price target of $355.44.

Burlington Stores Stock Down 4.9%

BURL stock opened at $305.68 on Friday. The firm has a market cap of $19.24 billion, a PE ratio of 32.11, a PEG ratio of 1.70 and a beta of 1.73. The company has a debt-to-equity ratio of 1.11, a quick ratio of 0.46 and a current ratio of 1.23. The firm’s 50 day moving average price is $303.17 and its 200-day moving average price is $283.06. Burlington Stores has a one year low of $212.92 and a one year high of $332.20.

Burlington Stores (NYSE:BURL) last posted its earnings results on Thursday, March 5th. The company reported $4.99 EPS for the quarter, beating analysts’ consensus estimates of $4.70 by $0.29. Burlington Stores had a return on equity of 41.37% and a net margin of 5.28%.The company had revenue of $3.65 billion for the quarter, compared to the consensus estimate of $2.77 billion. During the same quarter in the previous year, the business earned $4.07 earnings per share. The company’s revenue for the quarter was up 11.3% on a year-over-year basis. Burlington Stores has set its FY 2026 guidance at 10.950-11.450 EPS and its Q1 2026 guidance at 1.600-1.750 EPS. On average, equities research analysts anticipate that Burlington Stores will post 7.93 EPS for the current year.

Institutional Trading of Burlington Stores

A number of large investors have recently bought and sold shares of BURL. First Horizon Corp acquired a new position in Burlington Stores in the 3rd quarter valued at about $25,000. Stone House Investment Management LLC purchased a new position in shares of Burlington Stores in the 4th quarter valued at approximately $25,000. JPL Wealth Management LLC acquired a new position in shares of Burlington Stores in the third quarter valued at approximately $28,000. Root Financial Partners LLC acquired a new position in shares of Burlington Stores in the third quarter valued at approximately $30,000. Finally, Harbour Investments Inc. raised its stake in shares of Burlington Stores by 44.7% during the fourth quarter. Harbour Investments Inc. now owns 110 shares of the company’s stock worth $32,000 after purchasing an additional 34 shares during the last quarter.

Key Stories Impacting Burlington Stores

Here are the key news stories impacting Burlington Stores this week:

• Positive Sentiment: Q4 beat — Burlington delivered $4.99 EPS (vs. ~$4.70 consensus), revenue of ~$3.65B and 4% comps with margin expansion, driving 21% EPS growth for the year; this underpins the bullish case for durable off‑price demand. Earnings Release
• Positive Sentiment: FY 2026 guidance raised — Burlington set FY EPS guidance of $10.95–$11.45 (above consensus) and increased revenue guidance, reinforcing longer‑term earnings upside. Guidance/Seeking Alpha
• Positive Sentiment: Analysts materially bumped targets — Citi, Wells Fargo, JPMorgan, Robert W. Baird and others raised price targets and ratings (Wells to $400, Citi to $380, JPMorgan to $365, Baird to $375), signaling strong sell‑side conviction on upside. Benzinga
• Neutral Sentiment: Media/analysis context — Coverage (Barron’s, Seeking Alpha, Zacks) highlights that Burlington’s performance could make comp growth more predictable, but notes the company still faces retail cyclicality and tariff/price dynamics. Barron’s
• Negative Sentiment: Near‑term guide miss concerns — Q1 EPS guidance of $1.60–$1.75 is below some Street estimates, which can prompt short‑term profit‑taking despite the stronger FY view. Company Press Release (guidance)
• Negative Sentiment: Unusual options activity — heavy put buying (notable jump in put volume) signals hedging or bearish bets, which can amplify downward pressure in volatile trading. (Reported market options flow)

About Burlington Stores

Burlington Stores, Inc is an American off-price retailer that sells apparel and home goods at discounted prices. The company’s merchandise assortment includes clothing for women, men and children, plus baby products, footwear, accessories, beauty items, toys and home décor. Burlington’s merchandising strategy focuses on offering branded and private-label goods at lower prices than traditional department stores by sourcing excess inventory, closeouts and opportunistic buys from manufacturers and other retailers.

The business traces its roots to the Burlington Coat Factory name established in the early 1970s and has since evolved into a broader off-price retailer that carries a wide range of seasonal and everyday merchandise.