Ross Stores (NASDAQ:ROST) Updates Q4 2025 Earnings Guidance

Ross Stores (NASDAQ:ROST) updated its fourth quarter 2025 earnings guidance on Thursday. The company provided earnings per share guidance of 1.770-1.85 for the period, compared to the consensus earnings per share estimate of 1.790. The company issued revenue guidance of -. Ross Stores also updated its FY 2025 guidance to 6.380-6.46 EPS.

Analysts Set New Price Targets

Several analysts have commented on ROST shares. Sanford C. Bernstein increased their price target on shares of Ross Stores from $147.00 to $159.00 and gave the company a “market perform” rating in a research report on Friday. Cowen reiterated a “buy” rating on shares of Ross Stores in a research note on Friday, August 22nd. Erste Group Bank initiated coverage on shares of Ross Stores in a research report on Friday, October 31st. They set a “buy” rating for the company. Morgan Stanley lifted their price target on shares of Ross Stores from $128.00 to $130.00 and gave the stock an “equal weight” rating in a report on Friday, August 22nd. Finally, Wells Fargo & Company upped their price target on Ross Stores from $175.00 to $180.00 and gave the stock an “overweight” rating in a research report on Monday, October 27th. Fourteen analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $174.07.

Ross Stores Stock Up 8.4%

ROST stock opened at $174.00 on Friday. The stock has a market capitalization of $56.59 billion, a PE ratio of 27.62, a price-to-earnings-growth ratio of 3.04 and a beta of 1.16. Ross Stores has a 52 week low of $122.36 and a 52 week high of $174.86. The company has a quick ratio of 0.98, a current ratio of 1.58 and a debt-to-equity ratio of 0.18. The firm has a 50 day moving average of $155.63 and a 200 day moving average of $145.84.

Ross Stores (NASDAQ:ROST) last issued its quarterly earnings results 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 analyst estimates of $5.38 billion. During the same quarter in the prior year, the business posted $1.48 EPS. Ross Stores’s revenue for the quarter 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. Sell-side analysts forecast that Ross Stores will post 6.17 earnings per share for the current year.

Ross Stores Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 9th will be given a dividend of $0.405 per share. The ex-dividend date of this dividend is Tuesday, December 9th. This represents a $1.62 dividend on an annualized basis and a yield of 0.9%. Ross Stores’s payout ratio is currently 25.71%.

Insider Transactions at Ross Stores

In related news, CEO James Grant Conroy sold 39,351 shares of Ross Stores stock in a transaction dated 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 sale, the chief executive officer owned 157,153 shares of the company’s stock, valued at $22,944,338. The trade was a 20.03% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CMO Karen Fleming sold 2,932 shares of the company’s stock in a transaction that occurred on Thursday, September 25th. The shares were sold at an average price of $149.09, for a total value of $437,131.88. Following the completion of the sale, the chief marketing officer owned 88,335 shares in the company, valued at approximately $13,169,865.15. This represents a 3.21% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 52,720 shares of company stock worth $7,761,212 in the last 90 days. 2.20% of the stock is owned by company insiders.

Institutional Trading of Ross Stores

Several large investors have recently made changes to their positions in ROST. Shay Capital LLC acquired a new stake in shares of Ross Stores in the third quarter worth $244,000. Brooklyn Investment Group boosted its holdings in Ross Stores by 12.1% in the third quarter. Brooklyn Investment Group now owns 3,477 shares of the apparel retailer’s stock valued at $530,000 after purchasing an additional 375 shares during the last quarter. Brown Brothers Harriman & Co. grew its position in Ross Stores by 61.6% during the 3rd quarter. Brown Brothers Harriman & Co. now owns 2,474 shares of the apparel retailer’s stock worth $377,000 after purchasing an additional 943 shares during the period. Rehmann Capital Advisory Group grew its position in Ross Stores by 15.3% during the 3rd quarter. Rehmann Capital Advisory Group now owns 2,393 shares of the apparel retailer’s stock worth $366,000 after purchasing an additional 318 shares during the period. Finally, Employees Retirement System of Texas raised its stake in shares of Ross Stores by 347.6% during the 3rd quarter. Employees Retirement System of Texas now owns 3,093 shares of the apparel retailer’s stock valued at $471,000 after buying an additional 2,402 shares during the last quarter. 86.86% of the stock is owned by hedge funds and other institutional investors.

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.