AustralianSuper Pty Ltd Has $23.91 Million Stock Position in Ross Stores, Inc. $ROST

AustralianSuper Pty Ltd lifted its holdings in Ross Stores, Inc. (NASDAQ:ROST) by 1,713.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 156,898 shares of the apparel retailer’s stock after purchasing an additional 148,247 shares during the period. AustralianSuper Pty Ltd’s holdings in Ross Stores were worth $23,910,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the stock. Woodline Partners LP raised its stake in shares of Ross Stores by 39.9% in the 1st quarter. Woodline Partners LP now owns 27,875 shares of the apparel retailer’s stock valued at $3,562,000 after acquiring an additional 7,951 shares in the last quarter. Geneos Wealth Management Inc. raised its position in shares of Ross Stores by 23.5% in the first quarter. Geneos Wealth Management Inc. now owns 615 shares of the apparel retailer’s stock valued at $79,000 after purchasing an additional 117 shares during the period. Assetmark Inc. lifted its stake in shares of Ross Stores by 58.9% in the second quarter. Assetmark Inc. now owns 3,600 shares of the apparel retailer’s stock worth $459,000 after buying an additional 1,335 shares during the last quarter. Simon Quick Advisors LLC acquired a new stake in shares of Ross Stores in the second quarter worth $261,000. Finally, J. W. Coons Advisors LLC boosted its holdings in shares of Ross Stores by 11.5% during the 2nd quarter. J. W. Coons Advisors LLC now owns 2,080 shares of the apparel retailer’s stock worth $265,000 after buying an additional 215 shares during the period. 86.86% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several brokerages recently commented on ROST. Robert W. Baird set a $200.00 target price on shares of Ross Stores in a report on Wednesday, December 17th. Jefferies Financial Group reissued a “buy” rating and set a $205.00 price objective on shares of Ross Stores in a research report on Monday, December 1st. Bank of America raised their target price on Ross Stores from $175.00 to $200.00 and gave the company a “buy” rating in a report on Friday, November 21st. UBS Group upped their price target on Ross Stores from $181.00 to $199.00 and gave the stock a “neutral” rating in a report on Tuesday, February 17th. Finally, Wells Fargo & Company increased their price objective on Ross Stores from $180.00 to $200.00 and gave the company an “overweight” rating in a research report on Tuesday, December 16th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and five have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $196.67.

Ross Stores Price Performance

Shares of Ross Stores stock opened at $197.64 on Wednesday. The firm has a market cap of $63.93 billion, a P/E ratio of 30.88, a price-to-earnings-growth ratio of 3.52 and a beta of 0.97. The firm’s 50-day simple moving average is $191.34 and its 200-day simple moving average is $170.94. Ross Stores, Inc. has a twelve month low of $122.36 and a twelve month high of $206.40. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.90 and a current ratio of 1.52.

Ross Stores (NASDAQ:ROST) last announced its quarterly earnings results on Tuesday, March 3rd. The apparel retailer reported $2.00 EPS for the quarter, topping analysts’ consensus estimates of $1.90 by $0.10. Ross Stores had a net margin of 9.47% and a return on equity of 36.75%. The firm had revenue of $6.64 billion during the quarter, compared to analysts’ expectations of $6.42 billion. During the same quarter last year, the company earned $1.65 earnings per share. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. As a group, research analysts expect that Ross Stores, Inc. will post 6.17 EPS for the current fiscal year.

Trending Headlines about Ross Stores

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

• Positive Sentiment: Q4 earnings beat — Ross reported fourth-quarter EPS of $2.00, topping the Zacks consensus of $1.88 and improving vs. $1.79 a year ago, signaling continued margin recovery. Ross Stores (ROST) Tops Q4 Earnings and Revenue Estimates
• Positive Sentiment: Shareholder returns & guidance — Ross said Q4 results were well above guidance, authorized a new two‑year buyback program and announced a 10% increase in the quarterly cash dividend; company also provided Q1 and fiscal 2026 guidance. ROSS STORES REPORTS FOURTH QUARTER EARNINGS WELL ABOVE GUIDANCE
• Positive Sentiment: Sales outlook raised — Management forecasted annual sales above Street estimates, citing resilient demand for discounted apparel and accessories, which supports revenue visibility for fiscal 2026. Ross Stores forecasts annual sales above estimates
• Positive Sentiment: Strong start to spring — Management described a “very strong start” to the spring shopping season, boosting conviction in a retail rebound and supporting near‑term same‑store sales momentum. Ross Stores touts ‘very strong start’ for spring shopping
• Positive Sentiment: Analyst bullishness — Barclays and other firms raised forecasts/price targets (Barclays bumped its target and kept an overweight stance), adding external validation to the company’s outlook. Barclays Issues Positive Forecast for Ross Stores (NASDAQ:ROST) Stock Price
• Neutral Sentiment: Tariff ruling provides indirect tailwind — Market commentary notes the Supreme Court tariff decision could ease margin pressure and boost inventory availability for off‑price resellers like Ross, but benefits are indirect and timeline-dependent. 3 Stocks With the Most to Gain From Tariff Relief (ROST)
• Neutral Sentiment: Pre-earnings analyst moves — Several analysts revised forecasts ahead of the print, reflecting anticipation of stronger Q4 results; these changes reduced headline surprise but validated momentum. Ross Stores Likely To Report Higher Q4 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

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.