UBS Reiterates Hold Rating on Ross Stores with $144 Price Target

UBS analyst Jay Sole reiterated a Hold rating on Ross Stores (ROST) with a price target of $144.00. The analyst has a 4-star rating and an average return of 6.8%, covering the Consumer Cyclical sector. TipRanks data shows a Strong Buy analyst consensus rating for ROST with an average price target of $154.80.

Ross Stores, Inc. (NASDAQ:ROST), a prominent off-price retail apparel and home fashion retailer, has seen mixed analyst sentiment following its Q1 shareholder adjustments and recent earnings report. UBS analyst Jay Sole reiterated a Hold rating on Ross Stores with a price target of $144.00, reflecting a cautious stance on the stock [1]. Meanwhile, the Strong Buy consensus rating from TipRanks analysts suggests a more optimistic outlook, with an average price target of $154.80 [1].

During the first quarter, Bank of New York Mellon Corp reduced its stake in Ross Stores by 12.5%, selling 325,631 shares and owning approximately 2.27 million shares at the end of the period. This move comes as other institutional investors have adjusted their positions, with Larson Financial Group LLC boosting its holdings by 152.9% and Golden State Wealth Management LLC increasing its stake by 50.7% [1]. Despite these changes, institutional investors and hedge funds collectively own 86.86% of Ross Stores' stock.

Ross Stores reported earnings of $1.47 per share for the quarter, exceeding the consensus estimate of $1.44. The company also saw a 2.6% increase in revenue to $4.98 billion, with a return on equity of 38.77% and a net margin of 9.79%. The retailer's dividend payout ratio stands at 25.59%, with a quarterly dividend of $0.405 per share [1].

Analysts' ratings on Ross Stores vary significantly, with a Moderate Buy consensus rating from MarketBeat, an average target price of $158.94, and a beta of 1.11. Ross Stores' market cap is $42.98 billion, with a price-to-earnings ratio of 20.76 and a price-to-earnings-growth ratio of 2.52. The company's 50-day and 200-day simple moving averages are $138.90 and $139.84, respectively [1].

In conclusion, Ross Stores faces a mix of analyst opinions following its Q1 shareholder adjustments and recent earnings report. While some analysts maintain a cautious stance, others remain optimistic about the retailer's prospects. Investors should closely monitor the company's financial performance and analyst ratings to make informed decisions.

References:
[1] https://www.marketbeat.com/instant-alerts/filing-ross-stores-inc-nasdaqrost-shares-sold-by-bank-of-new-york-mellon-corp-2025-07-07/