Ross Stores (ROST) reported second-quarter fiscal 2026 sales of $6.3 billion, up 13% from a year earlier, while comparable-store sales increased 10%. GAAP net earnings totaled $851.3 million, and diluted earnings per share were $2.66 for the 13 weeks ended August 1, 2026.
The company raised its second-half and full-year fiscal 2026 outlook after reporting approximately $253 million in IEEPA tariff refunds during the quarter.
- Second-quarter operating income was $1.1 billion, including about $253 million in tariff refunds.
- Basic EPS was $2.68 and diluted EPS was $2.66, compared with $1.57 and $1.56, respectively, a year earlier.
- Ross opened 47 stores in the quarter, including 35 Ross locations and 12 dd’s DISCOUNTS locations.
- The company raised its fiscal 2026 store-opening plan to 115 locations.
- Fiscal 2026 EPS guidance was increased to a range of $8.61 to $8.77.
$ROST Insider Trading Activity
$ROST insiders have traded $ROST stock on the open market 8 times in the past 6 months. Of those trades, 0 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $ROST stock by insiders over the last 6 months:
- MICHAEL J. HARTSHORN (GROUP PRESIDENT, COO) has made 0 purchases and 2 sales selling 21,874 shares for an estimated $4,698,514.
- KAREN SYKES (PRESIDENT, CMO DD'S DISCOUNTS) has made 0 purchases and 2 sales selling 8,062 shares for an estimated $1,721,738.
- KAREN FLEMING (PRES, CMO ROSS DRESS FOR LESS) sold 7,000 shares for an estimated $1,489,285
- WILLIAM W II SHEEHAN (EVP, CHIEF FINANCIAL OFFICER) sold 4,883 shares for an estimated $1,059,367
- STEPHEN C BRINKLEY (PRESIDENT, OPERATIONS) sold 4,154 shares for an estimated $884,428
- PATRICIA H MUELLER sold 1,881 shares for an estimated $400,897
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ROST Hedge Fund Activity
We have seen 765 institutional investors add shares of $ROST stock to their portfolio, and 584 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 8,685,523 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,848,713,570
- INVESCO LTD. added 6,971,639 shares (+130.4%) to their portfolio in Q2 2026, for an estimated $1,483,913,361
- EDGEPOINT INVESTMENT GROUP INC. removed 4,292,951 shares (-97.9%) from their portfolio in Q2 2026, for an estimated $913,754,620
- VIKING GLOBAL INVESTORS LP removed 3,167,479 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $678,141,416
- WELLINGTON MANAGEMENT GROUP LLP added 3,118,591 shares (+89.2%) to their portfolio in Q2 2026, for an estimated $663,792,094
- BLACKROCK, INC. added 3,044,139 shares (+12.2%) to their portfolio in Q2 2026, for an estimated $647,944,986
- D. E. SHAW & CO., INC. removed 2,466,002 shares (-66.9%) from their portfolio in Q2 2026, for an estimated $524,888,525
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
