PBU The Pension Fund of Early Childhood & Youth Educators Purchases New Position in Ross Stores, Inc. $ROST

PBU The Pension Fund of Early Childhood & Youth Educators purchased a new stake in shares of Ross Stores, Inc. (NASDAQ:ROST) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 17,455 shares of the apparel retailer’s stock, valued at approximately $3,144,000.

A number of other hedge funds also recently bought and sold shares of ROST. Woodline Partners LP increased its holdings in Ross Stores by 39.9% during the 1st quarter. Woodline Partners LP now owns 27,875 shares of the apparel retailer’s stock valued at $3,562,000 after purchasing an additional 7,951 shares during the period. Geneos Wealth Management Inc. grew its holdings in shares of Ross Stores by 23.5% during the 1st quarter. Geneos Wealth Management Inc. now owns 615 shares of the apparel retailer’s stock worth $79,000 after acquiring an additional 117 shares during the period. NewEdge Advisors LLC grew its holdings in shares of Ross Stores by 35.8% during the 2nd quarter. NewEdge Advisors LLC now owns 10,581 shares of the apparel retailer’s stock worth $1,350,000 after acquiring an additional 2,792 shares during the period. Treasurer of the State of North Carolina grew its holdings in shares of Ross Stores by 1.0% during the 2nd quarter. Treasurer of the State of North Carolina now owns 150,491 shares of the apparel retailer’s stock worth $19,200,000 after acquiring an additional 1,508 shares during the period. Finally, Main Street Financial Solutions LLC grew its holdings in shares of Ross Stores by 2.2% during the 2nd quarter. Main Street Financial Solutions LLC now owns 12,580 shares of the apparel retailer’s stock worth $1,605,000 after acquiring an additional 265 shares during the period. Hedge funds and other institutional investors own 86.86% of the company’s stock.

Ross Stores Stock Performance

Ross Stores stock opened at $230.37 on Friday. The company has a quick ratio of 0.94, a current ratio of 1.54 and a debt-to-equity ratio of 0.12. The company has a market capitalization of $73.90 billion, a P/E ratio of 32.17, a PEG ratio of 2.59 and a beta of 0.86. The stock’s 50 day moving average is $223.03 and its 200 day moving average is $201.86. Ross Stores, Inc. has a twelve month low of $124.49 and a twelve month high of $237.41.

Ross Stores (NASDAQ:ROST) last posted its quarterly earnings results on Thursday, May 21st. The apparel retailer reported $2.02 earnings per share for the quarter, topping the consensus estimate of $1.73 by $0.29. The company had revenue of $6.01 billion for the quarter, compared to the consensus estimate of $5.64 billion. Ross Stores had a return on equity of 38.42% and a net margin of 9.74%.The firm’s quarterly revenue was up 20.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.47 EPS. 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. On average, equities research analysts predict that Ross Stores, Inc. will post 7.73 earnings per share for the current fiscal year.

Ross Stores Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, June 30th. Investors of record on Tuesday, June 9th will be paid a $0.445 dividend. The ex-dividend date is Tuesday, June 9th. This represents a $1.78 annualized dividend and a dividend yield of 0.8%. Ross Stores’s dividend payout ratio is presently 24.86%.

Analyst Ratings Changes

ROST has been the topic of a number of research analyst reports. JPMorgan Chase & Co. upped their target price on Ross Stores from $248.00 to $251.00 and gave the stock an “overweight” rating in a report on Monday, May 18th. Guggenheim reiterated a “buy” rating and set a $290.00 target price on shares of Ross Stores in a report on Monday, April 27th. Wells Fargo & Company upped their target price on Ross Stores from $235.00 to $245.00 and gave the stock an “overweight” rating in a report on Friday, May 22nd. UBS Group upped their target price on Ross Stores from $227.00 to $232.00 and gave the stock a “neutral” rating in a report on Friday, May 22nd. Finally, Wall Street Zen upgraded Ross Stores from a “buy” rating to a “strong-buy” rating in a report on Saturday. One investment analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $233.18.

Key Headlines Impacting Ross Stores

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

• Positive Sentiment: Zacks Research increased several EPS forecasts for Ross Stores, signaling improved profit expectations across 2027-2029. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
• Positive Sentiment: The stock is being highlighted as a high-ROE, cash-generating retailer, which can attract investors looking for quality and stability during market volatility. Buy 5 Stocks With High ROE as Markets Swing on War Skirmishes
• Positive Sentiment: Ross Stores recently beat quarterly expectations, reporting EPS and revenue above estimates, which reinforces confidence in its operating momentum.
• Neutral Sentiment: Recent articles question how the investment narrative is evolving and compare Ross Stores with peers like Ollie’s Bargain Outlet, but these pieces are more commentary than new company-specific catalysts. How The Ross Stores (ROST) Investment Narrative Is Evolving Without New Analyst Targets
• Neutral Sentiment: Coverage also notes Ross Stores is outperforming the consumer discretionary sector, but this mainly reflects relative strength already supported by analyst optimism. Ross Stores Stock: Is ROST Outperforming the Consumer Discretionary Sector?

Insider Buying and Selling

In related news, CMO Karen Sykes sold 5,506 shares of the company’s stock in a transaction that occurred on Wednesday, March 25th. The stock was sold at an average price of $213.40, for a total value of $1,174,980.40. Following the sale, the chief marketing officer owned 104,648 shares in the company, valued at $22,331,883.20. This represents a 5.00% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Patricia H. Mueller sold 1,881 shares of the company’s stock in a transaction that occurred on Tuesday, March 10th. The stock was 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. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 25,756 shares of company stock worth $5,521,004 in the last 90 days. Insiders own 2.10% of the company’s stock.

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.