Ross Stores (ROST)
Runs two off-price banners for branded apparel, footwear, accessories, and home fashions.
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Sells branded apparel, footwear, accessories, beauty products, and home fashions through Ross Dress for Less and dd's DISCOUNTS. Revenue comes from a domestic off-price store network supplied by opportunistic buying, with the Ross banner accounting for most sales.
Operates two off-price apparel and home-fashion banners across the United States and its territories. Ross Dress for Less serves mainly middle-income households with branded apparel, footwear, accessories, beauty products, and home merchandise, while dd's DISCOUNTS carries a more moderately priced assortment for lower- to moderate-income households.
Creates value through opportunistic buying across advance-of-season, in-season, and past-season goods, sourcing most merchandise directly from manufacturers and refreshing stores several times each week. Centralized merchandising, purchasing, marketing, and automated distribution support a flexible, self-service store model.
Depends on merchant execution to select recognizable brands, respond to local demand, price inventory, and keep assortments turning. A predominant portion of goods sold is manufactured outside the United States, and the store network relies on distribution centers, regional cross-docks, and contract carriers.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 21, 2026 | Deutsche Bank | Reiterate | Rating: —Target: $257 | Target: $294 |
| Aug 21, 2026 | Jefferies | Reiterate | Rating: —Target: $205 | Target: $285 |
| Aug 21, 2026 | Evercore ISI | Target | Target: $276 | Target: $290 |
| Aug 21, 2026 | Morgan Stanley | Reiterate | Rating: —Target: $231 | Target: $234 |
| Aug 21, 2026 | Bernstein | Reiterate | Rating: —Target: $230 | Target: $240 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Aug 1, 2026Cash & short-term investments $4.31B · Total debt $4.74B · Total assets $15.98B · Shareholders' equity $6.74B
- Revenue
- $6.26B
- Operating income
- $1.10B
- Net income
- $851.3M
HistoryDividendAnnual yield
| Institutions | 94.11% | 301.88M shares | |
|---|---|---|---|
| 1,476 holders · as of Jun 30, 2026 | |||
| Insiders | 1.82% | 5.82M shares | |
| 18 holders · as of Sep 15, 2026 | |||
| Other | 4.07% | 13.08M shares | |
| remainder | |||
320.78M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 8.70% | 27.90M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.56% | 21.04M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.56% | 14.64M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 4.53% | 14.52M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 3.84% | 12.32M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 14, 2026 | James Grant Conroy | director, officer: CHIEF EXECUTIVE OFFICER | −49,205 | $229.48 |
| Sep 14, 2026 | Stephen C. Brinkley | officer: PRESIDENT, OPERATIONS | −6,424 | $229.66 |
| Mar 26, 2026 | William W. II Sheehan | officer: EVP, CHIEF FINANCIAL OFFICER | −4,883 | $216.95 |
| Mar 25, 2026 | Karen Sykes | officer: PRESIDENT, CMO DD'S DISCOUNTS | −5,506 | $213.40 |
| Mar 25, 2026 | Michael J. Hartshorn | director, officer: GROUP PRESIDENT, COO | −15,813 | $214.91 |
- TJX Companies
Largest global off-price retailer; T.J. Maxx/Marshalls/HomeGoods vs Ross.
- Burlington Stores
Pure-play US off-price challenger; smaller stores and aggressive expansion pace.
- Walmart
Mass-market EDLP giant; primary indirect rival for dd's value shoppers.
- Target
Design-led mass merchandiser; apparel and home fashion at mid-income level.
- Ollie's Bargain Outlet
Closeout hardlines specialist; home goods and vendor sourcing overlap with Ross.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ross Stores | $232.83 | +0.68% | $74.18B | 28.0 | 27.4 | 3.0 | +13.3% |
| TJX Companies | $130.99 | +0.02% | $144.66B | 24.2 | 24.3 | 2.3 | +5.4% |
| Burlington Stores | $254.06 | +0.90% | $15.85B | 22.6 | 21.1 | 1.3 | +10.9% |
| Walmart | $109.66 | +2.06% | $855.02B | 38.8 | 36.6 | 1.2 | +5.9% |
| Target | $159.08 | +0.87% | $71.63B | 16.4 | 17.2 | 0.7 | +5.3% |
| Ollie's Bargain Outlet | $82.26 | +3.19% | $4.82B | 17.8 | 18.0 | 1.7 | +9.1% |
| Median | 22.6 | 21.1 | 1.3 | +5.9% |