Ross Stores (NASDAQ:ROST) Issues Q2 2026 Earnings Guidance

Ross Stores (NASDAQ:ROST) updated its second quarter 2026 earnings guidance on Thursday. The company provided EPS guidance of 1.850-1.930 for the period, compared to the consensus EPS estimate of 1.790. The company issued revenue guidance of -. Ross Stores also updated its FY 2026 guidance to 7.500-7.740 EPS.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the stock. Guggenheim reaffirmed a “buy” rating and set a $290.00 price target on shares of Ross Stores in a research report on Monday, April 27th. JPMorgan Chase & Co. raised their price target on shares of Ross Stores from $248.00 to $251.00 and gave the stock an “overweight” rating in a research report on Monday. Wells Fargo & Company raised their price target on shares of Ross Stores from $205.00 to $235.00 and gave the stock an “overweight” rating in a research report on Wednesday, March 4th. Citigroup raised their price target on shares of Ross Stores from $240.00 to $261.00 and gave the stock a “buy” rating in a research report on Tuesday, May 12th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Ross Stores in a research report on Wednesday, April 8th. Seventeen 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, the company presently has an average rating of “Moderate Buy” and a consensus target price of $218.56.

Ross Stores Price Performance

ROST stock traded down $0.58 during mid-day trading on Thursday, hitting $217.21. The stock had a trading volume of 2,360,560 shares, compared to its average volume of 2,543,277. The company has a current ratio of 1.58, a quick ratio of 1.04 and a debt-to-equity ratio of 0.16. Ross Stores has a 52 week low of $124.49 and a 52 week high of $231.16. The firm has a market capitalization of $69.97 billion, a P/E ratio of 32.86, a P/E/G ratio of 2.81 and a beta of 0.87. The firm has a fifty day simple moving average of $218.54 and a 200 day simple moving average of $196.37.

Ross Stores (NASDAQ:ROST) last released its earnings results on Thursday, May 21st. The apparel retailer reported $2.02 EPS for the quarter, beating the consensus estimate of $1.70 by $0.32. Ross Stores had a net margin of 9.43% and a return on equity of 36.70%. The firm had revenue of $6.01 billion for the quarter, compared to analyst estimates of $5.64 billion. Ross Stores has set its FY 2026 guidance at 7.500-7.740 EPS and its Q2 2026 guidance at 1.850-1.930 EPS. As a group, research analysts forecast that Ross Stores will post 7.37 EPS for the current year.

Ross Stores Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Tuesday, June 9th will be given a dividend of $0.445 per share. The ex-dividend date is Tuesday, June 9th. This represents a $1.78 annualized dividend and a yield of 0.8%. Ross Stores’s dividend payout ratio (DPR) is currently 26.93%.

Insider Activity

In other news, Director Patricia H. Mueller sold 1,881 shares of Ross Stores stock in a transaction on Tuesday, March 10th. The shares were sold at an average price of $213.13, for a total value of $400,897.53. Following the completion of the sale, the director owned 2,159 shares in the company, valued at $460,147.67. The trade was a 46.56% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CMO Karen Sykes sold 5,506 shares of Ross Stores stock in a transaction on Wednesday, March 25th. The shares were sold at an average price of $213.40, for a total transaction of $1,174,980.40. Following the completion of the sale, the chief marketing officer owned 104,648 shares of the company’s stock, valued at $22,331,883.20. This represents a 5.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 25,756 shares of company stock worth $5,521,004 in the last quarter. 2.10% of the stock is owned by corporate insiders.

Trending Headlines about Ross Stores

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

• Positive Sentiment: Ross Stores reported Q1 EPS of $2.02, topping estimates of $1.70, and revenue of $6.01 billion versus expectations of $5.64 billion, highlighting a significant beat on both profit and sales. Article Title
• Positive Sentiment: The company raised second-quarter 2026 EPS guidance to $1.85-$1.93, above the consensus estimate of $1.79, suggesting management sees continued momentum. Article Title
• Positive Sentiment: Ross Stores also lifted fiscal 2026 EPS guidance to $7.50-$7.74, ahead of the Street’s $7.31 estimate, reinforcing a favorable earnings outlook. Article Title
• Neutral Sentiment: The company declared a quarterly dividend of $0.445 per share, which supports the investment case but is unlikely to be the main driver of the stock move. Article Title
• Neutral Sentiment: Some commentary still flags tariff risks as a potential headwind, which could temper optimism if costs rise or margins come under pressure. Article Title

Institutional Investors Weigh In On Ross Stores

Institutional investors and hedge funds have recently modified their holdings of the company. DV Equities LLC purchased a new stake in shares of Ross Stores in the fourth quarter worth about $81,000. Haverford Trust Co increased its position in shares of Ross Stores by 16.7% in the fourth quarter. Haverford Trust Co now owns 672 shares of the apparel retailer’s stock worth $121,000 after purchasing an additional 96 shares during the last quarter. Banco BTG Pactual S.A. bought a new position in shares of Ross Stores in the fourth quarter worth approximately $204,000. Zions Bancorporation National Association UT increased its position in shares of Ross Stores by 38.4% in the fourth quarter. Zions Bancorporation National Association UT now owns 790 shares of the apparel retailer’s stock worth $142,000 after purchasing an additional 219 shares during the last quarter. Finally, Larson Financial Group LLC increased its position in shares of Ross Stores by 93.5% in the third quarter. Larson Financial Group LLC now owns 1,045 shares of the apparel retailer’s stock worth $159,000 after purchasing an additional 505 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 (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.