Earnings Surge: Ross Stores, Inc. has sparked significant buzz on X following its Q3 2025 earnings report, which showed a revenue of $5.6 billion, surpassing expectations. Posts highlight an impressive EPS of $1.58 and a comparable store sales increase of 7%, reflecting strong consumer demand. Many users are pointing to the company’s raised full-year outlook as a sign of continued momentum.
Holiday Optimism: Discussions on X also focus on Ross Stores’ holiday sales projections, with guidance suggesting comparable sales growth of 3-4% for Q4. Some users note the retailer’s back-to-school strength and new marketing efforts as key drivers for the upcoming season. There’s a sense of confidence in the stock’s performance heading into the critical holiday period.
Market Reaction: The stock saw an 8% surge post-earnings, a point frequently mentioned across X conversations. Users are debating whether this rally reflects long-term potential or just short-term excitement. The consensus seems to lean toward optimism about the retailer’s ability to navigate a competitive retail landscape.
Note: This discussion summary was generated from an AI condensation of post data.
Ross Stores, Inc. Insider Trading Activity
Ross Stores, Inc. insiders have traded $ROST stock on the open market 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ROST stock by insiders over the last 6 months:
- JAMES GRANT CONROY (CHIEF EXECUTIVE OFFICER) sold 39,351 shares for an estimated $5,745,246
- STEPHEN C BRINKLEY (PRESIDENT, OPERATIONS) sold 6,437 shares for an estimated $971,793
- KAREN SYKES (PRESIDENT, CMO DD'S DISCOUNTS) sold 4,000 shares for an estimated $607,058
- KAREN FLEMING (PRES, CMO ROSS DRESS FOR LESS) has made 0 purchases and 2 sales selling 3,932 shares for an estimated $588,201.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Ross Stores, Inc. Congressional Stock Trading
Members of Congress have traded $ROST stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $ROST stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 08/18.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/17 and 1 sale worth up to $15,000 on 06/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Ross Stores, Inc. Hedge Fund Activity
We have seen 495 institutional investors add shares of Ross Stores, Inc. stock to their portfolio, and 556 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 5,704,139 shares (-44.0%) from their portfolio in Q3 2025, for an estimated $869,253,742
- JPMORGAN CHASE & CO removed 3,693,839 shares (-22.3%) from their portfolio in Q3 2025, for an estimated $562,904,125
- VIKING GLOBAL INVESTORS LP removed 2,723,771 shares (-57.4%) from their portfolio in Q3 2025, for an estimated $415,075,462
- STEADFAST CAPITAL MANAGEMENT LP removed 2,445,499 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $311,996,762
- HOLOCENE ADVISORS, LP added 2,308,305 shares (+inf%) to their portfolio in Q3 2025, for an estimated $351,762,598
- MARSHALL WACE, LLP added 1,726,324 shares (+1908.8%) to their portfolio in Q3 2025, for an estimated $263,074,514
- D. E. SHAW & CO., INC. added 1,584,088 shares (+69.5%) to their portfolio in Q3 2025, for an estimated $241,399,170
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Ross Stores, Inc. Analyst Ratings
Wall Street analysts have issued reports on $ROST in the last several months. We have seen 9 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- B of A Securities issued a "Buy" rating on 11/21/2025
- Evercore ISI Group issued a "Outperform" rating on 11/21/2025
- JP Morgan issued a "Overweight" rating on 11/21/2025
- Baird issued a "Outperform" rating on 11/21/2025
- Citigroup issued a "Buy" rating on 11/21/2025
- Barclays issued a "Overweight" rating on 11/21/2025
- TD Cowen issued a "Buy" rating on 11/10/2025
To track analyst ratings and price targets for Ross Stores, Inc., check out Quiver Quantitative's $ROST forecast page.
Ross Stores, Inc. Price Targets
Multiple analysts have issued price targets for $ROST recently. We have seen 13 analysts offer price targets for $ROST in the last 6 months, with a median target of $180.0.
Here are some recent targets:
- Aneesha Sherman from Bernstein set a target price of $159.0 on 11/21/2025
- Matthew Boss from JP Morgan set a target price of $200.0 on 11/21/2025
- Jay Sole from UBS set a target price of $169.0 on 11/21/2025
- Lorraine Hutchinson from B of A Securities set a target price of $200.0 on 11/21/2025
- Mark Altschwager from Baird set a target price of $182.0 on 11/21/2025
- Michael Binetti from Evercore ISI Group set a target price of $195.0 on 11/21/2025
- Paul Lejuez from Citigroup set a target price of $188.0 on 11/21/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
