FY2026 EPS Estimates for Ross Stores Increased by Analyst

Ross Stores, Inc. (NASDAQ:ROST) – Stock analysts at Telsey Advisory Group boosted their FY2026 earnings per share (EPS) estimates for Ross Stores in a research report issued to clients and investors on Friday, November 21st. Telsey Advisory Group analyst D. Telsey now forecasts that the apparel retailer will earn $6.46 per share for the year, up from their prior forecast of $6.21. Telsey Advisory Group currently has a “Market Perform” rating and a $175.00 price target on the stock. The consensus estimate for Ross Stores’ current full-year earnings is $6.17 per share. Telsey Advisory Group also issued estimates for Ross Stores’ Q4 2026 earnings at $1.85 EPS, Q2 2027 earnings at $1.72 EPS, Q3 2027 earnings at $1.73 EPS, Q4 2027 earnings at $2.01 EPS and FY2027 earnings at $7.07 EPS.

Ross Stores (NASDAQ:ROST) last issued its quarterly earnings data on Thursday, November 20th. The apparel retailer reported $1.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.38 by $0.20. Ross Stores had a net margin of 9.60% and a return on equity of 37.37%. The business had revenue of $5.60 billion for the quarter, compared to the consensus estimate of $5.38 billion. During the same period in the previous year, the firm earned $1.48 EPS. The company’s quarterly revenue was up 10.4% compared to the same quarter last year. Ross Stores has set its FY 2025 guidance at 6.380-6.46 EPS. Q4 2025 guidance at 1.770-1.85 EPS.

ROST has been the subject of several other reports. Wall Street Zen upgraded shares of Ross Stores from a “hold” rating to a “buy” rating in a report on Saturday, November 15th. Robert W. Baird raised their target price on Ross Stores from $170.00 to $182.00 and gave the company an “outperform” rating in a research note on Friday, November 21st. JPMorgan Chase & Co. lifted their price target on Ross Stores from $188.00 to $200.00 and gave the company an “overweight” rating in a research report on Friday, November 21st. Bank of America increased their price objective on Ross Stores from $175.00 to $200.00 and gave the stock a “buy” rating in a report on Friday, November 21st. Finally, Morgan Stanley raised their price objective on Ross Stores from $128.00 to $130.00 and gave the company an “equal weight” rating in a research report on Friday, August 22nd. Fourteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the company. Based on data from MarketBeat, Ross Stores has a consensus rating of “Moderate Buy” and a consensus price target of $174.07.

Ross Stores Trading Up 1.4%

Shares of ROST opened at $176.50 on Monday. Ross Stores has a 1-year low of $122.36 and a 1-year high of $177.33. The company has a current ratio of 1.58, a quick ratio of 0.98 and a debt-to-equity ratio of 0.18. The firm’s 50-day moving average price is $156.77 and its 200-day moving average price is $146.35. The firm has a market capitalization of $57.40 billion, a price-to-earnings ratio of 28.02, a PEG ratio of 3.04 and a beta of 1.16.

Institutional Investors Weigh In On Ross Stores

A number of institutional investors have recently made changes to their positions in ROST. Aspect Partners LLC raised its holdings in Ross Stores by 251.7% in the 2nd quarter. Aspect Partners LLC now owns 204 shares of the apparel retailer’s stock worth $26,000 after acquiring an additional 146 shares during the last quarter. American National Bank & Trust bought a new stake in shares of Ross Stores in the 3rd quarter worth $26,000. Banque Transatlantique SA purchased a new position in shares of Ross Stores in the first quarter worth $29,000. Grey Fox Wealth Advisors LLC bought a new position in shares of Ross Stores during the third quarter valued at $29,000. Finally, Bayforest Capital Ltd boosted its position in shares of Ross Stores by 372.5% during the first quarter. Bayforest Capital Ltd now owns 241 shares of the apparel retailer’s stock valued at $31,000 after buying an additional 190 shares during the last quarter. Hedge funds and other institutional investors own 86.86% of the company’s stock.

Insider Buying and Selling

In other news, CEO James Grant Conroy sold 39,351 shares of the firm’s stock in a transaction on Wednesday, September 24th. The stock was sold at an average price of $146.00, for a total transaction of $5,745,246.00. Following the completion of the transaction, the chief executive officer directly owned 157,153 shares in the company, valued at $22,944,338. This trade represents a 20.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CMO Karen Fleming sold 2,932 shares of the company’s stock in a transaction dated Thursday, September 25th. The stock was sold at an average price of $149.09, for a total transaction of $437,131.88. Following the completion of the transaction, the chief marketing officer owned 88,335 shares in the company, valued at approximately $13,169,865.15. The trade was a 3.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 52,720 shares of company stock valued at $7,761,212 over the last ninety days. Insiders own 2.20% of the company’s stock.

Ross Stores Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 9th will be paid a $0.405 dividend. This represents a $1.62 dividend on an annualized basis and a dividend yield of 0.9%. The ex-dividend date of this dividend is Tuesday, December 9th. Ross Stores’s dividend payout ratio is currently 25.31%.

About Ross Stores

Ross Stores, Inc, together with its subsidiaries, operates off-price retail apparel and home fashion stores under the Ross Dress for Less and dd’s DISCOUNTS brand names in the United States. Its stores primarily offer apparel, accessories, footwear, and home fashions. The company’s Ross Dress for Less stores sell its products at department and specialty stores to middle income households; and dd’s DISCOUNTS stores sell its products at department and discount stores for households with moderate income.