Ross Stores Inc (ROST)

Sep 26, 2026

Envestnet Asset Management Inc. reduced its stake in Ross Stores (NASDAQ:ROST) by 35% in Q2, selling over 308,000 shares but still retaining a significant holding. Institutional investors collectively own 86.86% of the company, and analysts maintain a "Moderate Buy" rating with an average price target of $263.76. Ross Stores surpassed Q2 earnings and revenue estimates, and declared a quarterly dividend of $0.445 per share.

Sep 26, 2026

This Yahoo Finance page provides a compilation of recent news and headlines concerning The TJX Companies, Inc. (0LCE.L). The articles cover stock performance, analyst insights, digital engagement, and board appointments, indicating active market interest and ongoing developments for the company.

Sep 24, 2026

Casey's General Stores saw inside same-store sales increase by 3.2% in Q1 fiscal 2027, driven primarily by strong performance in prepared food and dispensed beverages, with whole pizzas and non-alcoholic drinks leading growth. The company maintained its fiscal 2027 forecast for inside same-store sales growth and margin. Despite a recent stock decline, Casey's holds a Zacks Rank #3 (Hold) and shows positive earnings growth projections.

Sep 24, 2026

Casey’s General Stores, Inc. (CASY) experienced a 3.2% rise in inside same-store sales in Q1 fiscal 2027, driven primarily by strong performance in prepared food and dispensed beverages, especially whole pizzas. This focus on higher-margin food helped improve inside-store profitability despite softer sales in beer, snacks, and cigarettes. Casey's maintained its fiscal 2027 forecast, anticipating 2-5% inside same-store sales growth and an inside margin above 42%, with sustained demand for pizza and beverages being crucial for achieving these targets.

Sep 24, 2026

QRG Capital Management Inc. has increased its stake in Ross Stores (NASDAQ:ROST) by 14% in the second quarter, bringing its total holdings to 74,973 shares valued at approximately $15.96 million. This move is part of a broader trend of institutional investors, who collectively own 86.86% of the company, modifying their positions. Analysts maintain a positive outlook with a consensus "Moderate Buy" rating and an average price target of $263.76, following strong quarterly results that saw adjusted earnings of $2.66 per share and revenue of $6.26 billion.

Sep 23, 2026

Envestnet Asset Management Inc. increased its stake in The TJX Companies, Inc. by 0.6% in the second quarter, bringing its total holdings to 4.68 million shares valued at $708.5 million. This comes as TJX reported strong quarterly earnings, beating estimates with $1.22 per share and a 5.4% rise in revenue. Despite the stock trading below its moving averages, analysts maintain a "Moderate Buy" rating with an average target price of $171.63.

Sep 23, 2026

Burlington Stores, Inc. (BURL) is seeing strong sales trends in its beauty and accessories categories, contributing to an 11% year-over-year total sales increase and a 2% comparable-store sales rise in fiscal second-quarter 2026. The company's "Burlington 2.0" initiative, focusing on better buying, faster merchandise flow, and localized assortments, is driving these results, alongside significant store expansion. Despite a recent dip in stock performance, Burlington maintains a favorable valuation and positive earnings and sales growth estimates for the current fiscal year.

Sep 23, 2026

State Street Corp increased its holdings in Ross Stores, Inc. by 5.3% in the second quarter, bringing its total to over 14.6 million shares valued at approximately $3.12 billion. This move comes as Ross Stores reported strong quarterly earnings, exceeding analyst expectations, and analysts have issued a "Moderate Buy" consensus rating for the stock. Despite insider selling by the CEO and another executive, institutional investors collectively own a significant portion of the company's shares.

Sep 22, 2026

Andra AP-fonden significantly increased its stake in Dollar General Corporation, now holding 172,133 shares valued at $19.81 million. This comes as Dollar General exceeded Q2 earnings expectations with strong revenue growth. While analyst sentiment is mixed with a "Hold" consensus, the company maintains its fiscal 2026 EPS guidance and offers a 1.9% annual dividend yield.

Sep 22, 2026

Dollar Tree (DLTR) shares have dropped significantly in the past month, despite a yearly rebound, due to concerns over margin durability. While sales are improving, the company's profitability is being tested by reinvestment costs, inflation, and merchandise mix, even with a boost from tariff refunds in the latest quarter. Investors are weighing these factors against the company's adjusted earnings guidance and free cash flow generation.

Sep 22, 2026

This article examines Ross Stores (NASDAQ: ROST) within the current retail stocks narrative, highlighting its resilience due to discount demand amidst cautious consumer spending. It emphasizes the importance of understanding Ross Stores' specific position in off-price apparel and home retail rather than just broad sector trends. The piece suggests that future company communications must provide concrete evidence of execution to support the current market attention.

Sep 22, 2026

Ross Dress for Less is expanding its presence on Long Island with two new stores planned for Levittown and Holbrook. This expansion is driven by strong demand for bargains from inflation-weary customers, contributing to the company's aggressive growth strategy. Ross Stores Inc. plans to open approximately 115 stores this year, building on its recent success and increased customer base.

Sep 21, 2026

Shares of Ross Stores Inc. (ROST) rose 2.05% to $231.25 on Monday, outperforming its competitors and the broader market. This strong performance occurred on a positive trading day where the S&P 500 Index and Dow Jones Industrial Average also saw gains. The company's stock closed 10.02% below its 52-week high.

Sep 20, 2026

Ross Stores has shown strong performance, with its shares rising over 25% since the start of 2026, positioning it as a leader among off-price retailers. An analyst sees nearly 30% further upside for the stock, indicating continued growth prospects based on its sales figures and strategic plan. The article suggests that Ross's success could mirror that of TJX, with its "copycat" strategy proving effective.

Sep 19, 2026

Nykredit A/S has made a new investment of $33.04 million in Ross Stores, Inc. by purchasing 155,218 shares in the second quarter. This comes as Ross Stores reported strong quarterly results with revenue up 13.3% year-over-year and EPS beating analyst estimates. Despite recent insider share sales, analysts generally maintain a "Moderate Buy" rating for the company with an average price target of $263.76.

Sep 18, 2026

Intuitive Surgical (NASDAQ:ISRG) is currently in focus due to recent market movements, including easing oil prices, lower Treasury yields, and a rebound in equities following the Federal Reserve's rate decisions. The article emphasizes that while broader market conditions influence investor sentiment, fundamental analysis of the company's execution, demand quality, competitive positioning, and balance sheet remains crucial. Investors should look for company-specific evidence that confirms or challenges market reactions, especially concerning customer behavior, order trends, and strategic execution.

Sep 17, 2026

Ross Stores announced upcoming changes to its Board of Directors, effective October 1, 2026, with the retirement of long-time director Sharon D. Garrett. The company is expanding its Board to ten members by appointing independent directors Shelley H. Bransten and Christian B. Johnson, both joining the Audit Committee. Spark, TipRanks' AI Analyst, rates ROST as Outperform, citing strong financial health and positive earnings outlook, despite some technical and valuation concerns.

Sep 17, 2026

Ross Stores, Inc. is investing $500 million to construct a 1.75 million-square-foot processing and distribution center in southeast Bakersfield. This multi-year project is expected to break ground in 2027, creating nearly 1,000 new jobs and strengthening the company's distribution network. Bakersfield City Manager Christian Clegg highlighted the project as a significant step for the city's economic growth and diversification.

Sep 17, 2026

Ross Stores announced its plan to build a new 1.75-million-square-foot distribution center in Bakersfield, California, investing $500 million. This project is expected to create nearly 1,000 new jobs and will be the company's 10th distribution center, and second in Kern County. City officials, including City Manager Christian Clegg and Mayor Karen Goh, lauded the development as a significant economic boost for the region, projecting an annual economic impact of over $100 million.

Sep 16, 2026

TJX Companies (TJX) shows strong growth with rising sales, increased earnings guidance, and plans for significant store expansion, backed by substantial cash flow and shareholder returns. However, its valuation remains high compared to industry benchmarks and historical averages, with its premium P/S and P/E ratios raising the bar for continued execution. While the company faces challenges like merchandise-mix issues at Marmaxx and rising costs, its favorable growth and momentum signals, coupled with a Zacks Rank #2 (Buy), suggest a positive outlook if it can address these operational hurdles.

Sep 16, 2026

The TJX Companies, Inc. (TJX) has raised its fiscal 2027 profit and earnings outlook after reporting better-than-expected second-quarter results, driven by broad divisional growth and higher merchandise margins. The company also announced an increase in its long-term global store target by 500 locations to 7,500, aiming for 4% annual store growth starting in fiscal 2028. While Marmaxx was the weakest division in Q2, management expects improvements, making its performance crucial for the upgraded outlook.

Sep 16, 2026

TJX Companies (TJX) shares have dropped 17.4% in the last month despite exceeding second-quarter fiscal 2027 earnings expectations and raising full-year guidance. The decline is attributed to concerns over Marmaxx division's weak comparable sales, execution risks, and cost pressures from wages and fuel, compounded by a premium valuation. Investors are monitoring whether TJX can achieve its revised earnings outlook amidst these challenges.

Sep 16, 2026

Shares of The TJX Companies, Inc. have dropped 17.4% in the past month despite reporting strong second-quarter fiscal 2027 results and raising full-year earnings guidance. The decline is attributed to investor concerns about execution, cost pressures, and valuation risks, particularly weakness in its Marmaxx division. Despite these challenges, TJX maintains a Zacks Rank #2 (Buy) due to favorable short-term signals and early signs of improvement.

Sep 16, 2026

NewEdge Advisors LLC increased its stake in Ross Stores, Inc. (NASDAQ:ROST) by 40.6% in the second quarter, purchasing an additional 5,012 shares. This brings their total holdings to 17,353 shares, valued at approximately $3.7 million. Despite recent insider share sales, analysts maintain a "Moderate Buy" consensus rating for Ross Stores, with an average price target of $263.76, following strong quarterly earnings and revenue.

Sep 16, 2026

Ross Stores (ROST) CEO James Conroy recently sold 49,205 shares, adding to a pattern of insider selling over the past year with no insider buys. The stock is considered "Modestly Overvalued" based on GuruFocus's GF Value, trading at a P/E ratio higher than both its industry median and historical median. While institutional investors (gurus) show mixed signals with more adding than trimming positions, the consistent insider sales and valuation premium suggest caution for potential investors.

Sep 15, 2026

Ross Stores CEO James Grant Conroy sold 49,205 shares of company stock for over $11.29 million, reducing his holdings by 26.81%. This sale occurred despite the company reporting strong quarterly earnings of $2.66 EPS, significantly beating analyst expectations, and a 13.3% year-over-year revenue increase. Wall Street maintains a "Moderate Buy" consensus for ROST, with institutional investors holding a large majority of the stock.

Sep 15, 2026

Jim Cramer expressed significant concern over TJX Companies, particularly its Marmaxx division (TJ Maxx and Marshalls), after its recent weak sales performance. Despite management claiming to have identified and fixed the issues without disclosing specifics, Cramer found this infuriating, especially given Ross Stores' stronger performance. He highlighted the difficulty of owning retail stocks due to external factors like discretionary income and internal merchandising problems, while acknowledging TJX's historical strength.

Sep 15, 2026

Jim Cramer expressed significant concern about TJX Companies after its Marmaxx division (TJ Maxx and Marshalls) underperformed, with management failing to disclose the exact nature of the problem or its resolution. Despite previous strong performance, Cramer highlighted Marmaxx's slow sales growth compared to competitors like Ross Stores and emphasized the uncertainty regarding whether the issues are market-driven or self-inflicted. The investment debate now focuses on Marmaxx's ability to recover by the holiday season, with hedge funds showing slight decreased interest and analysts questioning the stock's future trajectory.

Sep 15, 2026

Jim Cramer expressed concerns about TJX Companies (NYSE: TJX) after its Marmaxx division (TJ Maxx and Marshalls) underperformed, with management attributing the weakness to self-inflicted merchandise mix issues but declining to provide specifics. Despite management claiming the problems are fixed, Cramer and analysts are wary, especially since competitor Ross Stores showed strong comparable-sales growth, highlighting potential risks if Marmaxx's recovery is slower than anticipated. Hedge fund sentiment saw a slight decrease in TJX holdings, with Arrowstreet Capital increasing its stake.

Sep 14, 2026

DD's Discounts is opening its first Michigan store in Dearborn on September 26, located in the Fairlane North Shopping Center. This new store, owned by Ross Stores Inc., will offer clothing, shoes, accessories, and home goods at discounted prices. A new Ross Dress for Less store will also open nearby on October 10 as part of Ross Stores' nationwide expansion plan.