Burlington Stores jumps as Q4 results top expectations and management issues upbeat 2026 outlook

Burlington Stores (BURL) is up 3.3% today. Here is some analysis on what might have caused this price movement.

Analysis: The move appears tied to the company’s fiscal Q4 and full-year 2025 earnings release, which showed strong year-over-year sales growth and results that modestly exceeded Wall Street expectations. Investors also seemed to react positively to management’s forward outlook, including its 2026 earnings framework and continued store expansion plans.

Details:

Burlington reported fiscal Q4 total sales of about $3.64 billion, up roughly 11% year over year, alongside positive comparable-store sales growth.

Quarterly earnings came in ahead of consensus estimates (reported EPS around $4.99 versus expectations in the mid-$4.70s range), supporting the view that execution and demand held up through the holiday quarter.

Management provided an outlook for the coming year that implied continued growth, with guidance ranges for adjusted EPS and sales that largely aligned with, or slightly exceeded, expectations in parts of the framework.

The company reiterated its long-term growth strategy, including ongoing net new store openings, which can bolster the narrative of durable unit expansion for an off-price model.

Sources:

Burlington Stores Investor Relations (press release), U.S. SEC (Form 8-K), Associated Press

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$BURL Insider Trading Activity

$BURL insiders have traded $BURL stock on the open market 17 times in the past 6 months. Of those trades, 0 have been purchases and 17 have been sales.

Here’s a breakdown of recent trading of $BURL stock by insiders over the last 6 months:

JENNIFER VECCHIO (Group President and CMO) has made 0 purchases and 13 sales selling 1,257 shares for an estimated $343,453.
STEPHEN FERRONI (SVP, Chief Accounting Officer) sold 1,123 shares for an estimated $315,843
TRAVIS MARQUETTE (President and COO) has made 0 purchases and 3 sales selling 84 shares for an estimated $21,953.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$BURL Hedge Fund Activity

We have seen 292 institutional investors add shares of $BURL stock to their portfolio, and 291 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,110,417 shares (-77.1%) from their portfolio in Q4 2025, for an estimated $609,593,950
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added 1,912,305 shares (+303059.4%) to their portfolio in Q4 2025, for an estimated $552,369,299
BARCLAYS PLC removed 832,285 shares (-89.0%) from their portfolio in Q4 2025, for an estimated $240,405,522
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 719,949 shares (-29.5%) from their portfolio in Q4 2025, for an estimated $207,957,268
ALYESKA INVESTMENT GROUP, L.P. added 653,718 shares (+103.5%) to their portfolio in Q4 2025, for an estimated $188,826,444
SAMLYN CAPITAL, LLC removed 555,717 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $160,518,855
JUNTO CAPITAL MANAGEMENT LP removed 503,080 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $145,314,658

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$BURL Congressional Stock Trading

Members of Congress have traded $BURL stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $BURL stock by members of Congress over the last 6 months:

REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 09/11.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$BURL Analyst Ratings

Wall Street analysts have issued reports on $BURL in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Evercore ISI Group issued a "Outperform" rating on 11/26/2025
JP Morgan issued a "Overweight" rating on 11/26/2025
TD Cowen issued a "Buy" rating on 11/26/2025
Telsey Advisory Group issued a "Outperform" rating on 11/25/2025
Citigroup issued a "Buy" rating on 11/03/2025
Wells Fargo issued a "Overweight" rating on 10/27/2025

To track analyst ratings and price targets for $BURL, check out Quiver Quantitative's $BURL forecast page.

$BURL Price Targets

Multiple analysts have issued price targets for $BURL recently. We have seen 8 analysts offer price targets for $BURL in the last 6 months, with a median target of $335.0.

Here are some recent targets:

Dana Telsey from Telsey Advisory Group set a target price of $350.0 on 03/02/2026
Adrienne Yih from Barclays set a target price of $335.0 on 03/02/2026
Matthew Boss from JP Morgan set a target price of $356.0 on 02/23/2026
Michael Binetti from Evercore ISI Group set a target price of $335.0 on 11/26/2025
Alex Straton from Morgan Stanley set a target price of $310.0 on 11/26/2025
John Kernan from TD Cowen set a target price of $315.0 on 11/26/2025
Paul Lejuez from Citigroup set a target price of $351.0 on 11/03/2025

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.