IFG Advisory LLC Purchases 3,911 Shares of Ross Stores, Inc. $ROST

IFG Advisory LLC lifted its holdings in shares of Ross Stores, Inc. (NASDAQ:ROST) by 32.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 16,017 shares of the apparel retailer’s stock after purchasing an additional 3,911 shares during the quarter. IFG Advisory LLC’s holdings in Ross Stores were worth $2,441,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of ROST. Dimensional Fund Advisors LP boosted its holdings in Ross Stores by 1.4% in the third quarter. Dimensional Fund Advisors LP now owns 3,068,746 shares of the apparel retailer’s stock worth $467,637,000 after purchasing an additional 43,835 shares in the last quarter. Cresset Asset Management LLC increased its holdings in shares of Ross Stores by 0.7% during the 3rd quarter. Cresset Asset Management LLC now owns 22,563 shares of the apparel retailer’s stock valued at $3,438,000 after acquiring an additional 167 shares during the last quarter. AustralianSuper Pty Ltd increased its holdings in shares of Ross Stores by 1,713.6% during the 3rd quarter. AustralianSuper Pty Ltd now owns 156,898 shares of the apparel retailer’s stock valued at $23,910,000 after acquiring an additional 148,247 shares during the last quarter. Strive Asset Management LLC bought a new position in shares of Ross Stores in the 3rd quarter valued at approximately $1,524,000. Finally, Focus Partners Advisor Solutions LLC lifted its holdings in Ross Stores by 12.4% in the 3rd quarter. Focus Partners Advisor Solutions LLC now owns 6,427 shares of the apparel retailer’s stock worth $999,000 after purchasing an additional 709 shares during the last quarter. Institutional investors and hedge funds own 86.86% of the company’s stock.

More Ross Stores News

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

• Positive Sentiment: Q4 outperformance: Ross reported stronger-than-expected Q4 revenue (~$6.64B) and EPS ($2.00), with comps up ~9%, signaling traffic and mix improvements that support upside to sales and earnings. Ross Stores Fourth-Quarter Sales Rise as Traffic Picks Up
• Positive Sentiment: Upbeat guidance and capital returns: Management gave Q1 and FY26 guidance above prior consensus, raised the quarterly dividend ~10% (to $0.445) and authorized a two?year $2.55B buyback — a material share?count tailwind. These actions drove much of the buying momentum. Ross Stores Proves the Off-Price Uptrend Is Far From Over
• Positive Sentiment: Analyst follow?through: Multiple firms raised ratings and price targets (Goldman, Citi, Wells Fargo, Guggenheim, Telsey), reflecting confidence the off?price cycle and Ross’s execution can sustain growth. Ross Stores Analysts Boost Their Forecasts After Upbeat Q4 Results
• Neutral Sentiment: Long-term performance context: Commentary and retrospectives (e.g., “If you invested $1,000 … 15 years ago”) provide background on shareholder returns but don’t change the near?term thesis. If You Invested $1000 In Ross Stores Stock 15 Years Ago, You Would Have This Much Today
• Negative Sentiment: Valuation and profit?taking risk: Some analysts and commentators warn Q4 strength has stretched near?term valuation and the post?release pop leaves the stock vulnerable to consolidation or pullback if execution slips. Ross Stores: Strong Q4 Results Stretch The Valuation
• Negative Sentiment: Insider/institutional flows: Reports show notable insider selling and mixed institutional activity (large trims by some managers offset by adds from others), creating a potential overhang if selling accelerates. Ross Stores jumps after Q4 beat, upbeat spring commentary, and new buyback/dividend hike

Ross Stores Trading Up 0.6%

Shares of Ross Stores stock opened at $214.83 on Friday. The company’s fifty day simple moving average is $192.72 and its 200-day simple moving average is $171.54. The company has a market cap of $69.49 billion, a price-to-earnings ratio of 32.50, a PEG ratio of 3.15 and a beta of 0.97. The company has a current ratio of 1.58, a quick ratio of 0.90 and a debt-to-equity ratio of 0.16. Ross Stores, Inc. has a 1 year low of $122.36 and a 1 year high of $216.80.

Ross Stores (NASDAQ:ROST) last released its earnings results on Tuesday, March 3rd. The apparel retailer reported $2.00 EPS for the quarter, beating the consensus estimate of $1.90 by $0.10. Ross Stores had a net margin of 9.43% and a return on equity of 36.70%. The firm had revenue of $6.64 billion during the quarter, compared to analysts’ expectations of $6.42 billion. During the same period in the prior year, the company earned $1.65 EPS. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, sell-side analysts expect that Ross Stores, Inc. will post 6.17 EPS for the current year.

Ross Stores Increases Dividend

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

Analyst Ratings Changes

ROST has been the topic of several analyst reports. Zacks Research downgraded Ross Stores from a “strong-buy” rating to a “hold” rating in a report on Monday. Citigroup boosted their price objective on shares of Ross Stores from $224.00 to $240.00 and gave the stock a “buy” rating in a research note on Wednesday. Jefferies Financial Group reaffirmed a “buy” rating and set a $205.00 price objective on shares of Ross Stores in a report on Monday, December 1st. The Goldman Sachs Group lifted their target price on shares of Ross Stores from $214.00 to $244.00 and gave the stock a “buy” rating in a report on Wednesday. Finally, Wells Fargo & Company boosted their target price on shares of Ross Stores from $205.00 to $235.00 and gave the stock an “overweight” rating in a research report on Wednesday. Sixteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $208.29.

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.