Burlington Stores Reports Strong Quarterly Earnings, Exceeds Expectations

Burlington Stores, Inc. (NYSE:BURL) announced its quarterly earnings on Thursday, reporting earnings per share (EPS) of $1.59. This figure surpassed analysts’ consensus estimate of $1.27 by $0.32. The company’s strong performance reflects a 9.7% increase in revenue year-over-year, totaling $2.70 billion, compared to expectations of $2.64 billion.

Burlington Stores achieved a return on equity of 42.74% and a net margin of 4.96%. In the same quarter last year, the retailer reported an EPS of $1.24. Following these results, Burlington updated its guidance for the third quarter of 2025 to a range of $1.50 to $1.60 EPS, and for the full fiscal year, it projects an EPS between $9.19 and $9.59.

Stock Performance and Analyst Ratings

On Friday, Burlington’s stock opened at $290.35. The stock has shown significant volatility over the past year, with a low of $212.92 and a high of $309.00. The company currently holds a market capitalization of $18.32 billion and has a price-to-earnings (P/E) ratio of 34.28.

Several research firms have provided updates on Burlington’s stock following the earnings release. Robert W. Baird lowered its price target from $335.00 to $325.00, maintaining an “outperform” rating. Jefferies Financial Group raised its price objective from $300.00 to $350.00, while Morgan Stanley increased its target from $309.00 to $328.00, both giving the stock an “overweight” rating. Barclays also raised its target from $299.00 to $336.00.

According to MarketBeat.com, Burlington Stores has an average rating of “Buy” from fourteen investment analysts, with an average price target of $340.71.

Insider Activity and Hedge Fund Movements

Insider trading activity has also been notable. Chief Marketing Officer Jennifer Vecchio sold 420 shares on July 1 at an average price of $236.64, totalling approximately $99,388.80. After this transaction, Vecchio holds 65,429 shares valued at around $15.48 million. Additionally, Chief Accounting Officer Stephen Ferroni sold 450 shares on June 5 for a total of $108,625.50, reducing his ownership by 15.85%.

Hedge funds have also made moves regarding their stakes in Burlington. Geneos Wealth Management Inc. increased its holdings by 235.4% in the second quarter, now owning 161 shares valued at $37,000. MIRAE Asset Global ETFs Holdings Ltd. raised its stake by 14.4%, while EverSource Wealth Advisors LLC boosted its holdings by 91.8%.

Burlington Stores operates as a retailer of branded merchandise across the United States. The company offers a diverse range of fashion-focused products, including apparel, footwear, and home goods. The strong earnings report reflects the company’s ongoing momentum in the retail space, positioning it well for future growth.