Jefferies Financial Group Inc. Has $3.82 Million Holdings in Ross Stores, Inc. $ROST

Jefferies Financial Group Inc. raised its position in shares of Ross Stores, Inc. (NASDAQ:ROST) by 135.9% in the third quarter, Holdings Channel.com reports. The institutional investor owned 25,057 shares of the apparel retailer’s stock after buying an additional 14,436 shares during the period. Jefferies Financial Group Inc.’s holdings in Ross Stores were worth $3,818,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in ROST. Vanguard Group Inc. raised its holdings in shares of Ross Stores by 14.8% during the second quarter. Vanguard Group Inc. now owns 39,182,660 shares of the apparel retailer’s stock valued at $4,998,924,000 after acquiring an additional 5,060,954 shares during the period. Norges Bank acquired a new position in Ross Stores in the 2nd quarter worth approximately $521,159,000. Bank of America Corp DE grew its position in Ross Stores by 20.9% during the 2nd quarter. Bank of America Corp DE now owns 9,582,401 shares of the apparel retailer’s stock worth $1,222,523,000 after purchasing an additional 1,657,008 shares in the last quarter. First Trust Advisors LP grew its position in Ross Stores by 30.1% during the 2nd quarter. First Trust Advisors LP now owns 3,669,876 shares of the apparel retailer’s stock worth $468,203,000 after purchasing an additional 849,391 shares in the last quarter. Finally, Scopus Asset Management L.P. acquired a new stake in Ross Stores during the 2nd quarter valued at $102,281,000. 86.86% of the stock is owned by hedge funds and other institutional investors.

Ross Stores Price Performance

ROST opened at $212.93 on Wednesday. The stock has a market cap of $68.87 billion, a price-to-earnings ratio of 32.21, a PEG ratio of 2.89 and a beta of 0.97. Ross Stores, Inc. has a 1 year low of $122.36 and a 1 year high of $216.80. The company has a current ratio of 1.58, a quick ratio of 1.04 and a debt-to-equity ratio of 0.16. The stock has a fifty day moving average price of $194.59 and a 200 day moving average price of $173.28.

Ross Stores (NASDAQ:ROST) last issued its earnings results on Tuesday, March 3rd. The apparel retailer reported $2.00 earnings per share for the quarter, topping the consensus estimate of $1.90 by $0.10. Ross Stores had a return on equity of 36.70% and a net margin of 9.43%.The company had revenue of $6.64 billion for the quarter, compared to analyst estimates of $6.42 billion. During the same period in the prior year, the firm posted $1.65 EPS. The business’s revenue was up 12.2% compared to the same quarter last year. Analysts forecast that Ross Stores, Inc. will post 6.17 EPS for the current fiscal year.

Ross Stores Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Investors of record on Friday, March 13th will be issued a $0.445 dividend. This is an increase from Ross Stores’s previous quarterly dividend of $0.41. This represents a $1.78 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Friday, March 13th. Ross Stores’s dividend payout ratio is currently 24.51%.

Wall Street Analyst Weigh In

Several brokerages have recently commented on ROST. UBS Group set a $208.00 target price on Ross Stores in a research report on Thursday, March 5th. JPMorgan Chase & Co. upped their price target on Ross Stores from $215.00 to $232.00 and gave the company an “overweight” rating in a research report on Monday, February 23rd. Wall Street Zen upgraded Ross Stores from a “hold” rating to a “buy” rating in a research report on Saturday, November 15th. Deutsche Bank Aktiengesellschaft set a $221.00 target price on Ross Stores in a report on Thursday, January 8th. Finally, Guggenheim increased their price target on shares of Ross Stores from $199.00 to $226.00 and gave the stock a “buy” rating in a research report on Wednesday, March 4th. Sixteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $208.29.

More Ross Stores News

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

• Positive Sentiment: Ross accelerated its store rollout — 17 new U.S. locations opened in Feb–Mar and management now plans roughly 110 new locations in 2026 (about 5% unit growth), signaling a clear growth pipeline that supports revenue and footprint expansion. ROSS CONTINUES EXPANSION WITH THE OPENING OF 17 STORES
• Positive Sentiment: Analyst sentiment and model scores are turning bullish — Zacks upgraded ROST to a Buy and highlighted momentum and growth style scores, which can attract buying from both quant models and retail/institutional investors. All You Need to Know About Ross Stores (ROST) Rating Upgrade to Buy
• Positive Sentiment: Macro/sector tailwinds for discount retailers: coverage notes consumers tightening budgets and ETFs/strategies that favor value-oriented retailers include Ross, which benefits from both share gains and ETF flows. Positive media pieces and a recent strong earnings beat add to the momentum case. 3 ETFs That Could Benefit as Consumers Tighten Their Budgets
• Neutral Sentiment: Some commentary asks whether the strong recent rally leaves less upside (valuation/late-cycle momentum debate), prompting discussions on whether it’s “too late” to buy after the run — a reminder valuation risk can limit further near-term gains. Is It Too Late To Consider Ross Stores (ROST) After Its Strong Share Price Run?
• Negative Sentiment: Operational/strategy risk flagged — a Yahoo report says the CEO is eyeing a change that could push some shoppers away; if the initiative changes Ross’s value proposition or store experience, it could hurt traffic and margins. This introduces execution and customer-retention risk that investors should watch. Ross Stores CEO eyes a change that risks pushing shoppers away

Ross Stores Profile

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.