Ross Stores (NASDAQ:ROST) Releases Q4 2026 Earnings Guidance

Ross Stores (NASDAQ:ROST) updated its fourth quarter 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 2.170-2.260 for the period, compared to the consensus EPS estimate of 2.120. The company issued revenue guidance of -. Ross Stores also updated its FY 2026 guidance to 8.610-8.770 EPS.

Ross Stores Trading Down 2.4%

NASDAQ ROST traded down $5.70 during trading on Thursday, hitting $228.99. The stock had a trading volume of 4,775,468 shares, compared to its average volume of 2,717,548. 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 capitalization of $73.46 billion, a price-to-earnings ratio of 31.98, a P/E/G ratio of 2.64 and a beta of 0.86. Ross Stores has a one year low of $143.39 and a one year high of $257.00. The stock has a 50 day simple moving average of $234.03 and a 200 day simple moving average of $221.46.

Ross Stores (NASDAQ:ROST) last released its earnings results on Thursday, May 21st. The apparel retailer reported $2.02 EPS for the quarter, beating 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 firm had revenue of $6.01 billion for the quarter, compared to analysts’ expectations of $5.64 billion. During the same quarter in the prior year, the firm posted $1.47 earnings per share. The company’s quarterly revenue was up 20.6% on a year-over-year basis. Sell-side analysts predict that Ross Stores will post 7.78 earnings per share for the current year.

Ross Stores Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, September 30th. Shareholders of record on Tuesday, September 8th will be given a $0.445 dividend. This represents a $1.78 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Tuesday, September 8th. Ross Stores’s dividend payout ratio is 24.86%.

Analyst Upgrades and Downgrades

A number of analysts have weighed in on ROST shares. Sanford C. Bernstein reiterated a “market perform” rating and issued a $230.00 target price on shares of Ross Stores in a research note on Friday, May 22nd. Telsey Advisory Group upped their price target on shares of Ross Stores from $265.00 to $280.00 and gave the stock an “outperform” rating in a report on Friday, August 14th. UBS Group reaffirmed a “buy” rating on shares of Ross Stores in a research note on Tuesday. Zacks Research lowered shares of Ross Stores from a “strong-buy” rating to a “hold” rating in a report on Tuesday, August 4th. Finally, Wells Fargo & Company downgraded shares of Ross Stores from an “overweight” rating to an “equal weight” rating and set a $245.00 target price on the stock. in a research note on Tuesday, June 23rd. Sixteen equities research analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $244.76.

Trending Headlines about Ross Stores

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

• Positive Sentiment: Ross Stores’ first-quarter performance provided a strong foundation, with the company posting its strongest comparable-store sales growth in its 40-year history. Investors are looking for evidence that the momentum is continuing into the second quarter. Live: Will Ross Crush Q2 Earnings Tonight After Its Record Q1?
• Positive Sentiment: The board declared a regular quarterly dividend of $0.445 per share, payable September 30 to shareholders of record September 8. The dividend supports investor returns, although the annualized yield is modest at approximately 0.8%. Ross Stores Announces Quarterly Dividend
• Neutral Sentiment: Analysts generally expect second-quarter earnings per share of roughly $1.94–$1.95 and revenue of about $6.15–$6.16 billion. The company also opened 47 new stores, highlighting ongoing expansion. Ross Stores Earnings Preview
• Negative Sentiment: Shares were trading near their 52-week high before the report, leaving less room for disappointment. Options markets implied a potential move of about 6.94% around earnings, signaling elevated volatility and concern that results or guidance may not exceed already-optimistic expectations. Retail Earnings Implied Moves

Hedge Funds Weigh In On Ross Stores

A number of hedge funds and other institutional investors have recently modified their holdings of ROST. Parkside Financial Bank & Trust raised its stake in Ross Stores by 2.5% in the fourth quarter. Parkside Financial Bank & Trust now owns 2,448 shares of the apparel retailer’s stock worth $441,000 after buying an additional 59 shares in the last quarter. Great Lakes Advisors LLC boosted its position in Ross Stores by 3.0% during the 4th quarter. Great Lakes Advisors LLC now owns 2,205 shares of the apparel retailer’s stock valued at $397,000 after acquiring an additional 64 shares in the last quarter. Haverford Trust Co boosted its position in Ross Stores by 16.7% during the 4th quarter. Haverford Trust Co now owns 672 shares of the apparel retailer’s stock valued at $121,000 after acquiring an additional 96 shares in the last quarter. L2 Asset Management LLC increased its holdings in shares of Ross Stores by 6.6% in the 4th quarter. L2 Asset Management LLC now owns 1,604 shares of the apparel retailer’s stock valued at $289,000 after acquiring an additional 100 shares during the period. Finally, Geneos Wealth Management Inc. increased its holdings in shares of Ross Stores by 23.5% in the 1st quarter. Geneos Wealth Management Inc. now owns 615 shares of the apparel retailer’s stock valued at $79,000 after acquiring an additional 117 shares during the period. 86.86% of the stock is currently owned by institutional investors.

Ross Stores Company 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.