Burlington Stores, Inc. (BURL)

Burlington Stores released its Q3 2025 earnings on November 25, 2025, reporting an EPS of $1.68, surpassing estimates, but revenue of $2.71 billion slightly missed estimates due to weak sales performance attributed to unseasonably warm temperatures. The company provided Q4 2025 guidance at $4.50-$4.70 EPS and FY 2025 guidance at $9.69-$9.89 EPS. The stock has shown strength, with a nearly 7% gain in the month leading up to November 4, 2025, and a 12% total shareholder return over the past year as of that date. The share price as of January 30, 2026, was $295.86, reflecting an 8.11% increase from February 3, 2025. In the third quarter, the State of Michigan Retirement System decreased its stake in Burlington Stores by 55.4%.

Demand for Burlington Stores' products exhibits seasonality, particularly in the third fiscal quarter, with higher sales of fall and winter wear during the back-to-school season. Unseasonably warm temperatures during this period can negatively impact store traffic and sales, while sales trends tend to pick up once cooler weather arrives.

Burlington Stores, Inc., headquartered in New Jersey, is a nationally recognized off-price retailer offering branded merchandise at discounted prices. The company's product categories include apparel, baby products, beauty items, footwear, accessories, home goods, toys, gifts, and coats. Burlington Stores is a Fortune 500 company.

As of the end of the third quarter of Fiscal 2025, Burlington Stores operated 1,211 stores across 46 states, Washington D.C., and Puerto Rico. The company is actively expanding its store base, targeting approximately 100 net new stores per year from 2024 through 2028, and was ahead of this pace in 2025 with 103 net openings through the first three quarters.

Burlington Stores is recognized as an "award-winning off-price retailer" committed to delivering value to customers, associates, and communities, with a tradition of giving back and fostering an inclusive culture. No specific events negatively impacting Burlington Stores' brand reputation in the past year were found in the provided search results.

Burlington Stores, Inc. has a significant number of institutional owners and shareholders. As of recent filings, 1009 institutional owners hold a total of 83,738,786 shares. Major institutional shareholders include Capital International Investors, JPMorgan Chase & Co, Vanguard Group Inc, BlackRock, Inc., Morgan Stanley, T. Rowe Price Investment Management, Inc., and State Street Corp. Vanguard owns the largest number of shares.