B. Metzler seel. Sohn & Co. AG Invests $3.88 Million in Ross Stores, Inc. $ROST

Key Points

• B. Metzler seel. Sohn & Co. acquired 18,236 Ross Stores shares worth approximately $3.88 million during the second quarter. Institutional investors collectively own 86.86% of the company.
• Ross Stores reported strong quarterly results, with EPS of $2.66 versus the $1.95 consensus and revenue of $6.26 billion, up 13.3% year over year. Management also raised its full-year EPS outlook to $8.61–$8.77 and increased its store-opening plan to 115 locations.
• Analyst sentiment remains positive, with a consensus “Moderate Buy” rating and an average price target of $263.76. Ross declared a quarterly dividend of $0.445 per share, representing a 0.7% yield.

B. Metzler seel. Sohn & Co. AG acquired a new stake in Ross Stores, Inc. (NASDAQ:ROST - Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 18,236 shares of the apparel retailer's stock, valued at approximately $3,882,000.

Several other institutional investors have also modified their holdings of the company. BlackRock Inc. bought a new stake in Ross Stores in the second quarter worth $5,938,711,000. State Street Corp lifted its stake in Ross Stores by 0.7% in the fourth quarter. State Street Corp now owns 13,911,953 shares of the apparel retailer's stock valued at $2,506,099,000 after buying an additional 99,975 shares during the period. Bank of America Corp DE increased its stake in Ross Stores by 20.9% during the 2nd quarter. Bank of America Corp DE now owns 9,582,401 shares of the apparel retailer's stock worth $1,222,523,000 after purchasing an additional 1,657,008 shares in the last quarter. Morgan Stanley increased its position in shares of Ross Stores by 1.5% in the fourth quarter. Morgan Stanley now owns 5,436,788 shares of the apparel retailer's stock valued at $979,384,000 after acquiring an additional 79,519 shares during the last quarter. Finally, Norges Bank bought a new position in Ross Stores in the 4th quarter valued at about $868,360,000. Institutional investors and hedge funds own 86.86% of the company's stock.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on the company. Barclays raised their target price on Ross Stores from $260.00 to $298.00 and gave the stock an "overweight" rating in a research note on Friday. Wall Street Zen lowered shares of Ross Stores from a "strong-buy" rating to a "buy" rating in a research note on Saturday, June 20th. Telsey Advisory Group lifted their target price on shares of Ross Stores from $265.00 to $280.00 and gave the stock an "outperform" rating in a research report on Friday, August 14th. Weiss Ratings restated a "buy (b)" rating on shares of Ross Stores in a research report on Monday, July 6th. Finally, UBS Group raised their price objective on shares of Ross Stores from $232.00 to $239.00 and gave the stock a "neutral" rating in a report on Friday. Fifteen analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $263.76.

Ross Stores Price Performance

ROST stock opened at $239.04 on Friday. 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 firm has a 50 day moving average price of $233.81 and a 200-day moving average price of $221.86. Ross Stores, Inc. has a 52-week low of $143.39 and a 52-week high of $257.00. The firm has a market capitalization of $76.68 billion, a price-to-earnings ratio of 28.94, a PEG ratio of 2.30 and a beta of 0.86.

Ross Stores (NASDAQ:ROST - Get Free Report) last posted its quarterly earnings results on Thursday, August 20th. The apparel retailer reported $2.66 earnings per share for the quarter, topping the consensus estimate of $1.95 by $0.71. Ross Stores had a return on equity of 40.28% and a net margin of 10.85%.The company had revenue of $6.26 billion for the quarter, compared to the consensus estimate of $6.16 billion. The firm's quarterly revenue was up 13.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.56 EPS. Equities research analysts forecast that Ross Stores, Inc. will post 7.81 EPS for the current fiscal year.

Ross Stores Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, September 30th. Stockholders of record on Tuesday, September 8th will be issued a dividend of $0.445 per share. The ex-dividend date is Tuesday, September 8th. This represents a $1.78 annualized dividend and a dividend yield of 0.7%. Ross Stores's dividend payout ratio (DPR) is presently 21.55%.

More Ross Stores News

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

• Positive Sentiment: Q2 results exceeded expectations: Ross reported diluted EPS of $2.66 versus the approximately $1.95 consensus estimate, while revenue rose 13.3% year over year to $6.26 billion, ahead of the $6.16 billion forecast. Comparable-store sales increased 10%, supported by stronger customer traffic, improved merchandising and higher margins. Ross Stores Q2 Earnings Top Estimates on Strong Sales Growth Momentum
• Positive Sentiment: Higher outlook signals continued momentum: Management raised fiscal 2026 EPS guidance to $8.61-$8.77, well above the prior outlook and the roughly $7.31 analyst consensus. Third- and fourth-quarter EPS guidance also came in above expectations. The company cited resilient demand for discounted apparel and accessories and raised its fiscal-year store-opening plan to 115 locations. Ross Stores raises annual profit forecast again on discounted apparel demand
• Positive Sentiment: Analysts raised price targets: JPMorgan increased its target to $272 and maintained an Overweight rating, while Robert W. Baird raised its target to $270 and kept an Outperform rating. These revisions reinforce expectations that Ross is gaining market share from rivals. Analysts Boost Forecasts on Ross Stores
• Neutral Sentiment: Approximately $253 million of tariff refunds benefited second-quarter operating income, creating a potential comparison headwind when assessing underlying profitability. Ross Stores Q2 Sales Rise 13% as Diluted EPS Reaches $2.66
• Negative Sentiment: BTIG analyst Robert Drbul reiterated a Hold rating, indicating that strong execution may already be reflected in ROST’s premium valuation. Recent insider activity also showed sales but no purchases, a modest sentiment caution. Analyst Reiterates Hold on Ross Stores

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.

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