Beacon Investment Advisory Services Inc. Has $29.16 Million Stake in Ross Stores, Inc. $ROST

Beacon Investment Advisory Services Inc. trimmed its position in shares of Ross Stores, Inc. (NASDAQ:ROST) by 4.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 161,866 shares of the apparel retailer’s stock after selling 8,086 shares during the period. Ross Stores makes up 1.2% of Beacon Investment Advisory Services Inc.’s portfolio, making the stock its 26th biggest holding. Beacon Investment Advisory Services Inc.’s holdings in Ross Stores were worth $29,159,000 at the end of the most recent reporting period.

A number of other institutional investors have also made changes to their positions in the business. Somerset Trust Co lifted its position in shares of Ross Stores by 0.4% during the 4th quarter. Somerset Trust Co now owns 14,788 shares of the apparel retailer’s stock worth $2,664,000 after purchasing an additional 55 shares during the last quarter. JFS Wealth Advisors LLC grew its holdings in Ross Stores by 42.6% in the 4th quarter. JFS Wealth Advisors LLC now owns 211 shares of the apparel retailer’s stock valued at $38,000 after buying an additional 63 shares during the last quarter. CVA Family Office LLC increased its position in Ross Stores by 6.3% in the 4th quarter. CVA Family Office LLC now owns 1,075 shares of the apparel retailer’s stock worth $194,000 after buying an additional 64 shares during the period. Blair William & Co. IL increased its position in Ross Stores by 0.3% in the 3rd quarter. Blair William & Co. IL now owns 20,114 shares of the apparel retailer’s stock worth $3,065,000 after buying an additional 66 shares during the period. Finally, Finivi Inc. lifted its holdings in shares of Ross Stores by 4.2% during the third quarter. Finivi Inc. now owns 1,646 shares of the apparel retailer’s stock worth $251,000 after buying an additional 66 shares during the last quarter. 86.86% of the stock is currently owned by institutional investors.

Ross Stores Stock Performance

ROST opened at $211.69 on Monday. The stock has a market cap of $68.47 billion, a PE ratio of 32.03, a P/E/G ratio of 2.88 and a beta of 0.97. The company has a current ratio of 1.58, a quick ratio of 1.04 and a debt-to-equity ratio of 0.16. Ross Stores, Inc. has a 1 year low of $124.07 and a 1 year high of $217.51. The stock’s 50 day simple moving average is $200.54 and its 200-day simple moving average is $178.92.

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

Ross Stores Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 31st. Stockholders of record on Friday, March 13th will be issued a dividend of $0.445 per share. This represents a $1.78 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date of this dividend is Friday, March 13th. This is a positive change from Ross Stores’s previous quarterly dividend of $0.41. Ross Stores’s payout ratio is 26.93%.

Wall Street Analyst Weigh In

ROST has been the subject of several research reports. Telsey Advisory Group reissued an “outperform” rating and issued a $240.00 price objective on shares of Ross Stores in a research report on Thursday. JPMorgan Chase & Co. upped their target price on shares of Ross Stores from $215.00 to $232.00 and gave the company an “overweight” rating in a research note on Monday, February 23rd. Robert W. Baird set a $200.00 price target on shares of Ross Stores in a report on Wednesday, December 17th. UBS Group set a $208.00 price target on shares of Ross Stores in a research report on Thursday, March 5th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Ross Stores in a report on Friday, January 9th. Sixteen equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $208.29.

Insider Activity

In other Ross Stores news, Director Patricia H. Mueller sold 1,881 shares of the firm’s stock in a transaction dated Tuesday, March 10th. The shares were sold at an average price of $213.13, for a total transaction of $400,897.53. Following the completion of the transaction, the director owned 2,159 shares in the company, valued at $460,147.67. This trade represents a 46.56% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CMO Karen Sykes sold 5,506 shares of Ross Stores stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $213.40, for a total value of $1,174,980.40. Following the sale, the chief marketing officer directly owned 104,648 shares in the company, valued at $22,331,883.20. The trade was a 5.00% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 25,756 shares of company stock worth $5,521,004. Corporate insiders own 2.20% of the company’s stock.

Key Headlines Impacting Ross Stores

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

• Positive Sentiment: Q4 strength: Ross posted broad-based category strength with record sales and strong Q4 gains, underscoring healthy demand and margin leverage potential—key support for forward earnings. Ross Stores Shows Broad-Based Category Strength: Can Momentum Hold?
• Positive Sentiment: Analyst upgrades: Erste Group raised FY2027 and FY2028 EPS forecasts sharply (to ~$7.36 and ~$8.14, respectively), well above current consensus — this lifts forward earnings expectations and supports valuation expansion. MarketBeat ROST
• Positive Sentiment: Brokerage backing: Telsey Advisory Group reaffirmed an “outperform” rating and set a $240 price target, signaling continued sell-side confidence and potential upside from current levels. Telsey Reaffirms Outperform
• Positive Sentiment: Longer-term growth view: Analysts and commentary (e.g., Seeking Alpha) argue Ross’ earnings should continue growing at a healthy clip given its off-price positioning and margin profile — a structural bullish argument for investors focused on multi-year returns. Ross Stores: Earnings Should Continue To Grow At A Healthy Clip
• Neutral Sentiment: Analyst sentiment coverage: A Zacks piece highlights Wall Street bulls are optimistic and that analyst ratings can move the stock — useful context but not a specific rating change driving action. Wall Street Bulls Look Optimistic About Ross Stores (ROST): Should You Buy?
• Neutral Sentiment: Macro/market commentary: Broader consumer-spending commentary (e.g., Jim Cramer coverage) is referenced — supportive of retail but not a direct company-specific catalyst. Jim Cramer’s 5 Stock Calls and the Truth About Strong Consumer Spending
• Negative Sentiment: Insider selling: Reports show top Ross executives executed a sizable stock sale on March 26, which can spook investors and prompt short-term selling or profit-taking despite positive fundamentals. Top Ross Stores Executives Quietly Cash In on Major Stock Sale

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.