Ross Stores FY2026 EPS Boosted by Telsey Advisory Group

Ross Stores, Inc. (NASDAQ:ROST) – Telsey Advisory Group upped their FY2026 earnings per share estimates for shares of Ross Stores in a report issued on Friday, November 21st. Telsey Advisory Group analyst D. Telsey now anticipates that the apparel retailer will earn $6.46 per share for the year, up from their prior forecast of $6.21. Telsey Advisory Group has a “Market Perform” rating and a $175.00 price objective 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.

A number of other equities research analysts have also weighed in on the company. Citigroup boosted their target price on Ross Stores from $171.00 to $188.00 and gave the company a “buy” rating in a research note on Friday. BTIG Research assumed coverage on Ross Stores in a research note on Tuesday, October 14th. They issued a “neutral” rating on the stock. Wall Street Zen upgraded Ross Stores from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. Barclays increased their price objective on Ross Stores from $164.00 to $183.00 and gave the company an “overweight” rating in a research note on Friday. Finally, Wells Fargo & Company raised their target price on shares of Ross Stores from $175.00 to $180.00 and gave the stock an “overweight” rating in a report on Monday, October 27th. Fourteen research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $174.07.

Ross Stores Stock Performance

NASDAQ ROST opened at $174.13 on Monday. The company has a 50-day simple moving average of $156.17 and a two-hundred day simple moving average of $146.11. Ross Stores has a 12-month low of $122.36 and a 12-month high of $176.00. The firm has a market cap of $56.63 billion, a price-to-earnings ratio of 27.64, a PEG ratio of 3.04 and a beta of 1.16. The company has a quick ratio of 0.98, a current ratio of 1.58 and a debt-to-equity ratio of 0.18.

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

Institutional Investors Weigh In On Ross Stores

A number of large investors have recently modified their holdings of ROST. Vanguard Group Inc. lifted its holdings in Ross Stores by 14.8% in the second quarter. Vanguard Group Inc. now owns 39,182,660 shares of the apparel retailer’s stock worth $4,998,924,000 after buying an additional 5,060,954 shares during the period. State Street Corp grew its holdings in shares of Ross Stores by 0.4% during the 2nd quarter. State Street Corp now owns 13,974,551 shares of the apparel retailer’s stock worth $1,782,873,000 after acquiring an additional 61,168 shares during the period. Primecap Management Co. CA raised its position in shares of Ross Stores by 0.5% in the 2nd quarter. Primecap Management Co. CA now owns 10,268,700 shares of the apparel retailer’s stock worth $1,310,081,000 after acquiring an additional 51,765 shares in the last quarter. Bank of America Corp DE lifted its stake in shares of Ross Stores by 1.9% in the 3rd quarter. Bank of America Corp DE now owns 9,762,583 shares of the apparel retailer’s stock valued at $1,487,720,000 after purchasing an additional 180,182 shares during the period. Finally, Geode Capital Management LLC boosted its position in shares of Ross Stores by 1.6% during the second quarter. Geode Capital Management LLC now owns 8,673,823 shares of the apparel retailer’s stock valued at $1,102,077,000 after purchasing an additional 133,005 shares in the last quarter. Institutional investors own 86.86% of the company’s stock.

Insiders Place Their Bets

In related news, insider Stephen C. Brinkley sold 6,437 shares of the company’s stock in a transaction that occurred on Wednesday, October 8th. The stock was sold at an average price of $150.97, for a total transaction of $971,793.89. Following the completion of the transaction, the insider owned 57,012 shares in the company, valued at $8,607,101.64. This represents a 10.15% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CMO Karen Fleming sold 2,932 shares of the firm’s stock in a transaction on Thursday, September 25th. The stock was 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 directly owned 88,335 shares of the company’s stock, valued at $13,169,865.15. The trade was a 3.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 52,720 shares of company stock valued at $7,761,212 over the last three months. 2.20% of the stock is currently owned by corporate insiders.

Ross Stores Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, December 31st. Stockholders of record on Tuesday, December 9th will be given 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 is Tuesday, December 9th. Ross Stores’s dividend payout ratio (DPR) is currently 25.31%.

Ross Stores Company Profile

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.