Burlington Stores Inc (NYSE:BURL) reported better-than-expected fourth-quarter financial results on Thursday.

Total sales rose 11% to $3.65 billion, topping the $3.57 billion estimate. Adjusted EPS of $4.99 beat the $4.75 consensus, and came in above the company's own guidance range of $4.50–$4.70. GAAP diluted EPS was $4.84.

CEO Michael O'Sullivan stated, "When tariffs were introduced in April, we took actions to offset the negative margin impact of tariffs. These actions were spectacularly successful in driving earnings. Despite tariffs, Adjusted EBIT margin increased 80 basis points, resulting in 22% earnings per share growth."

For the first quarter of Fiscal 2026, the company guided Adjusted EPS of $1.60–$1.75, below the $1.82 estimate. Adjusted EBIT margin expected to decrease 60–100 basis points. Sales guidance of $2.73–$2.78 billion brackets the $2.77 billion consensus.

For full-year Fiscal 2026, Burlington guided Adjusted EPS of $10.95–$11.45 versus the $11.26 estimate. The company sees total sales of $12.49–$12.72 billion, above the $12.62 billion consensus. Comparable store sales are expected to grow 1%–3%.

Burlington shares fell 4.1% to trade at $308.22 on Friday.

These analysts made changes to their price targets on Burlington following earnings announcement.

• Baird analyst Mark Altschwager maintained Burlington Stores with an Outperform rating and raised the price target from $345 to $375.
• Wells Fargo analyst Ike Boruchow maintained the stock with an Overweight and raised the price target from $350 to $400.
• Barclays analyst Adrienne Yih maintained Burlington Stores with an Overweight rating and boosted the price target from $335 to $365.
• Telsey Advisory Group analyst Dana Telsey maintained the stock with an Outperform rating and raised the price target from $350 to $365.

Considering buying BURL stock? Here’s what analysts think:

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