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

Ross Stores (NASDAQ:ROST) issued an update on its fourth quarter 2025 earnings guidance on Thursday morning. 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.

Ross Stores Price Performance

Shares of NASDAQ ROST opened at $160.50 on Friday. Ross Stores has a fifty-two week low of $122.36 and a fifty-two week high of $165.07. The company has a market cap of $52.20 billion, a PE ratio of 25.48, a P/E/G ratio of 3.04 and a beta of 1.16. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.98 and a current ratio of 1.58. The business has a 50-day simple moving average of $155.11 and a two-hundred day simple moving average of $145.62.

Ross Stores (NASDAQ:ROST) last posted its quarterly earnings data on Thursday, November 20th. The apparel retailer reported $1.58 earnings per share (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 the consensus estimate of $5.38 billion. Ross Stores had a net margin of 9.60% and a return on equity of 37.37%. The company’s revenue for the quarter was up 10.4% compared to the same quarter last year. During the same quarter in the prior year, the company posted $1.48 earnings per share. Ross Stores has set its FY 2025 guidance at 6.380-6.46 EPS. Q4 2025 guidance at 1.770-1.85 EPS. As a group, equities analysts expect that Ross Stores will post 6.17 EPS for the current fiscal year.

Ross Stores Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, December 31st. Shareholders of record on Tuesday, December 9th will be issued a $0.405 dividend. The ex-dividend date of this dividend is Tuesday, December 9th. This represents a $1.62 dividend on an annualized basis and a dividend yield of 1.0%. Ross Stores’s dividend payout ratio (DPR) is currently 25.71%.

Wall Street Analyst Weigh In

A number of brokerages have recently weighed in on ROST. Bank of America boosted their price objective on shares of Ross Stores from $175.00 to $200.00 and gave the company a “buy” rating in a report on Friday. Sanford C. Bernstein reaffirmed a “market perform” rating and set a $159.00 price target on shares of Ross Stores in a research report on Friday. Robert W. Baird boosted their price target on Ross Stores from $160.00 to $170.00 and gave the company an “outperform” rating in a research note on Friday, August 22nd. Wells Fargo & Company raised their price objective on Ross Stores from $175.00 to $180.00 and gave the stock an “overweight” rating in a research note on Monday, October 27th. Finally, BTIG Research began coverage on Ross Stores in a report on Tuesday, October 14th. They set a “neutral” rating for the company. Fifteen equities 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.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $167.56.

Insider Buying and Selling

In other Ross Stores news, CMO Karen Sykes sold 4,000 shares of Ross Stores stock in a transaction dated Thursday, September 4th. The stock was sold at an average price of $151.76, for a total transaction of $607,040.00. Following the completion of the transaction, the chief marketing officer owned 106,413 shares in the company, valued at approximately $16,149,236.88. This trade represents a 3.62% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CEO James Grant Conroy sold 39,351 shares of the company’s stock in a transaction dated Wednesday, September 24th. The stock was sold at an average price of $146.00, for a total value of $5,745,246.00. Following the completion of the sale, the chief executive officer owned 157,153 shares in the company, valued at $22,944,338. The trade was a 20.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 52,720 shares of company stock worth $7,761,212. Corporate insiders own 2.20% of the company’s stock.

Institutional Investors Weigh In On Ross Stores

Several hedge funds have recently bought and sold shares of ROST. Marshall Wace LLP grew its stake in shares of Ross Stores by 1,908.8% during the 3rd quarter. Marshall Wace LLP now owns 1,816,763 shares of the apparel retailer’s stock worth $276,857,000 after purchasing an additional 1,726,324 shares during the period. Bank of America Corp DE boosted its holdings in Ross Stores by 20.9% during the second quarter. Bank of America Corp DE now owns 9,582,401 shares of the apparel retailer’s stock worth $1,222,523,000 after buying an additional 1,657,008 shares in the last quarter. Scopus Asset Management L.P. acquired a new stake in Ross Stores during the second quarter valued at $102,281,000. Voloridge Investment Management LLC grew its position in Ross Stores by 105.1% during the third quarter. Voloridge Investment Management LLC now owns 930,783 shares of the apparel retailer’s stock valued at $141,842,000 after buying an additional 477,036 shares during the period. Finally, Man Group plc increased its holdings in Ross Stores by 472.8% in the third quarter. Man Group plc now owns 539,869 shares of the apparel retailer’s stock valued at $82,271,000 after buying an additional 445,612 shares in the last quarter. Hedge funds and other institutional investors own 86.86% of the company’s stock.

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.