Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Takes Position in Ross Stores, Inc. $ROST

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna purchased a new stake in Ross Stores, Inc. (NASDAQ:ROST) during the fourth quarter, according to its most recent filing with the SEC. The firm purchased 2,837 shares of the apparel retailer’s stock, valued at approximately $511,000.

A number of other institutional investors and hedge funds have also made changes to their positions in ROST. Thurston Springer Miller Herd & Titak Inc. boosted its position in shares of Ross Stores by 7,000.0% in the 4th quarter. Thurston Springer Miller Herd & Titak Inc. now owns 142 shares of the apparel retailer’s stock worth $26,000 after purchasing an additional 140 shares in the last quarter. City Holding Co. boosted its position in shares of Ross Stores by 1,080.0% in the 4th quarter. City Holding Co. now owns 177 shares of the apparel retailer’s stock worth $32,000 after purchasing an additional 162 shares in the last quarter. JFS Wealth Advisors LLC boosted its position in shares of Ross Stores by 42.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 211 shares of the apparel retailer’s stock worth $38,000 after purchasing an additional 63 shares in the last quarter. Fideuram Asset Management Ireland dac acquired a new stake in shares of Ross Stores in the 4th quarter worth $38,000. Finally, Salomon & Ludwin LLC boosted its position in shares of Ross Stores by 89.0% in the 4th quarter. Salomon & Ludwin LLC now owns 223 shares of the apparel retailer’s stock worth $42,000 after purchasing an additional 105 shares in the last quarter. 86.86% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on ROST. Wells Fargo & Company raised their price objective on Ross Stores from $235.00 to $245.00 and gave the stock an “overweight” rating in a research report on Friday, May 22nd. Zacks Research raised Ross Stores from a “hold” rating to a “strong-buy” rating in a research report on Friday, May 22nd. Truist Financial raised their price objective on Ross Stores from $270.00 to $290.00 and gave the stock a “buy” rating in a research report on Friday, May 22nd. Weiss Ratings reissued a “buy (b)” rating on shares of Ross Stores in a research report on Wednesday, April 8th. Finally, Barclays raised their price objective on Ross Stores from $242.00 to $260.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 26th. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and four have given a Hold rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $233.18.

More Ross Stores News

Here are the key news stories impacting Ross Stores this week:

• Positive Sentiment: Zacks Research increased several EPS forecasts for Ross Stores, signaling improved profit expectations across 2027-2029. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
• Positive Sentiment: The stock is being highlighted as a high-ROE, cash-generating retailer, which can attract investors looking for quality and stability during market volatility. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
• Positive Sentiment: Ross Stores recently beat quarterly expectations, reporting EPS and revenue above estimates, which reinforces confidence in its operating momentum.
• Neutral Sentiment: Recent articles question how the investment narrative is evolving and compare Ross Stores with peers like Ollie’s Bargain Outlet, but these pieces are more commentary than new company-specific catalysts. How The Ross Stores (ROST) Investment Narrative Is Evolving Without New Analyst Targets
• Neutral Sentiment: Coverage also notes Ross Stores is outperforming the consumer discretionary sector, but this mainly reflects relative strength already supported by analyst optimism. Ross Stores Stock: Is ROST Outperforming the Consumer Discretionary Sector?

Ross Stores Stock Performance

Shares of ROST opened at $230.37 on Friday. The stock has a 50-day moving average of $223.03 and a two-hundred day moving average of $201.86. Ross Stores, Inc. has a one year low of $124.49 and a one year high of $237.41. The company has a debt-to-equity ratio of 0.12, a quick ratio of 0.94 and a current ratio of 1.54. The stock has a market cap of $73.90 billion, a P/E ratio of 32.17, a P/E/G ratio of 2.59 and a beta of 0.86.

Ross Stores (NASDAQ:ROST) last issued its quarterly earnings results on Thursday, May 21st. The apparel retailer reported $2.02 EPS for the quarter, topping analysts’ consensus estimates of $1.73 by $0.29. Ross Stores had a return on equity of 38.42% and a net margin of 9.74%.The company had revenue of $6.01 billion during the quarter, compared to analysts’ expectations of $5.64 billion. During the same quarter in the previous year, the firm posted $1.47 EPS. The firm’s revenue was up 20.6% compared to the same quarter last year. Ross Stores has set its FY 2026 guidance at 7.500-7.740 EPS and its Q2 2026 guidance at 1.850-1.930 EPS. As a group, research analysts predict that Ross Stores, Inc. will post 7.73 EPS for the current year.

Ross Stores Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Shareholders of record on Tuesday, June 9th will be given a dividend of $0.445 per share. The ex-dividend date of this dividend is Tuesday, June 9th. This represents a $1.78 dividend on an annualized basis and a yield of 0.8%. Ross Stores’s payout ratio is currently 24.86%.

Insider Activity

In other news, CMO Karen Sykes sold 5,506 shares of the business’s stock in a transaction dated Wednesday, March 25th. The stock was sold at an average price of $213.40, for a total value of $1,174,980.40. Following the completion of the transaction, the chief marketing officer owned 104,648 shares of the company’s stock, valued at $22,331,883.20. The trade was a 5.00% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Patricia H. Mueller sold 1,881 shares of the business’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $213.13, for a total value of $400,897.53. Following the completion of the transaction, the director directly owned 2,159 shares of the company’s stock, valued at approximately $460,147.67. This trade represents a 46.56% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 25,756 shares of company stock valued at $5,521,004 in the last quarter. 2.10% of the stock is currently owned by company insiders.

About Ross Stores

Ross Stores, Inc (NASDAQ: ROST) is an American off‑price retailer headquartered in Dublin, California, that operates the Ross Dress for Less and dd’s DISCOUNTS store formats. The company sells a broad assortment of apparel, footwear, home fashions, accessories and other soft goods, positioning itself as a value-oriented destination for brand‑name and fashion merchandise at reduced prices.

Ross’s business model centers on opportunistic buying of excess inventory, closeouts, cancelled orders and overstocks from manufacturers, department stores and other suppliers.