Ross Stores, Inc. filings document the formal disclosures of an off-price apparel and home fashion retailer operating the Ross Dress for Less® and dd's DISCOUNTS® banners. Recent 8-K reports furnish quarterly and annual earnings releases, operating guidance, dividend and share repurchase actions, and material updates affecting financial reporting.
The company’s SEC record also includes proxy materials covering board matters, executive compensation, equity awards, and shareholder voting items. Other material-event filings address leadership succession, executive employment arrangements, and financing structure, including the company’s senior unsecured revolving credit facility and related borrowing terms.
Ross Stores, Inc. (ROST) reported very strong results for the second quarter of fiscal 2026, with sales of $6.27 billion, up 13% from a year earlier, driven by 10% comparable store sales growth (about 7% higher traffic and 3% higher basket). Operating income rose to $1.10 billion, and the operating margin improved to 17.6% from 11.5%, helped by a $253 million recovery of IEEPA tariffs recorded in cost of goods sold.
Net earnings for the quarter were $851 million versus $508 million a year ago, and diluted EPS increased to $2.66 from $1.56; management states about $0.60 per share of this reflects the tariff refund, while prior-year results had an approximately $0.11 per share tariff-related drag. For the first six months, sales grew 17% to $12.28 billion and diluted EPS reached $4.69 (up 55%). Ross ended the quarter with $4.29 billion in cash and cash equivalents, about $1.0 billion of Senior Notes outstanding, and an undrawn $1.3 billion credit facility. The company opened 47 new stores in the quarter, bringing the total to 2,328, and increased its full‑year opening plan to roughly 115 new stores while continuing capital returns via dividends and $637.5 million of share repurchases in the first half.
ROSS STORES, INC. (ROST) reported very strong results for the 13‑week quarter ended August 1, 2026, and raised its outlook for the second half and full fiscal year 2026. Second quarter sales rose 13% to $6.26 billion, with comparable store sales up a very strong 10%, primarily driven by higher customer traffic.
Operating income was $1.10 billion, including about $253 million of IEEPA tariff refunds, and operating margin expanded by 610 bps year over year; excluding refunds, operating margin still improved by 205 bps, above the company’s plan. Net earnings were $851 million and diluted EPS were $2.66, including roughly $0.60 per share from tariff refunds, well above guidance of $1.85–$1.93.
For the first six months of fiscal 2026, sales increased 17% to $12.28 billion, with comparable store sales up 13% and diluted EPS of $4.69 versus $3.03 a year ago. Ross opened 47 new stores in the quarter and raised its 2026 new store plan to 115 locations. The company repurchased 1.4 million shares for $319 million in the quarter and continues to target $1.275 billion of buybacks for fiscal 2026. Management now expects third- and fourth-quarter comparable store sales growth of 6%–7% and 4%–5%, respectively, and increased full-year 2026 EPS guidance to $8.61–$8.77, which includes the approximate $0.60 per-share benefit from tariff refunds.
BlackRock, Inc. filed an amended Schedule 13G reporting beneficial ownership of 25,664,414 shares of Ross Stores, Inc. common stock, representing 8.0% of the class as of June 30, 2026. BlackRock reports sole voting power over 23,825,271 shares and sole dispositive power over all 25,664,414 shares, with no shared voting or dispositive power.
Various underlying clients and funds have economic rights to dividends and sale proceeds in these shares, but no single other person is reported to hold more than five percent of Ross Stores’ outstanding common shares through these arrangements.
Ross Stores director Sharon D. Garrett reported two bona fide gifts of Common Stock. On 2026-05-29, she gifted 1,354 shares held indirectly through the Sharon D. Garrett Living Trust and 1,354 shares held directly, for a total of 2,708 shares transferred. After these gifts, she holds 215,059 shares indirectly via the trust and 2,113 shares directly.
Ross Stores, Inc. director Patricia H. Mueller reported non-market transfers of common stock classified as bona fide gifts. She gifted a total of 2,708 shares on May 29, 2026, split between indirect and direct holdings, at a reported price of $0.00 per share.
One 1,354-share gift was made from shares held indirectly through LT Doglover Holdings, LLC, and a separate 1,354-share gift came from her direct holdings. After these gifts, filings show 3,513 shares held indirectly via the LLC and 2,113 shares held directly in her name.
Ross Stores, Inc. reported a strong first quarter of fiscal 2026, with sales of $6.01 billion, up 21% from $4.99 billion a year earlier. Comparable store sales rose 17%, driven by roughly 11% higher traffic and a 6% larger average basket.
Operating income increased to $804 million, and operating margin improved to 13.4% from 12.2%, helped by better merchandise margins and leveraging of occupancy and freight costs. Net earnings were $650 million, compared with $479 million, and diluted earnings per share grew 37% to $2.02 from $1.47.
Cash flow from operations more than doubled to $836 million, supporting $500 million of debt repayment, $318.7 million of stock repurchases, and higher dividends. Ross ended the quarter with 2,282 stores, continued net cash and no borrowings under its $1.3 billion credit facility.
Ross Stores, Inc. reported the results of its May 20, 2026 virtual Annual Meeting of Stockholders. Stockholders elected nine directors to one-year terms expiring at the 2027 annual meeting, with each nominee receiving over 250 million votes in favor.
Stockholders approved the 2026 Equity Incentive Plan, with 257,919,061 votes for, 8,132,534 against, and 415,646 abstentions, and supported the advisory resolution on executive compensation with 246,144,167 votes for and 19,809,647 against. They also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending January 30, 2027, by 270,432,479 votes for and 15,149,535 against.
BJORKLUND GUNNAR K reported acquisition or exercise transactions in this Form 4 filing.
Ross Stores director Gunnar K. Bjorklund reported receiving two stock awards of 643 and 896 shares of Common Stock. These are restricted stock units granted under the 2026 Equity Incentive Plan, vesting in three equal installments in 2027, 2028, and 2029. After these awards, he holds 24,481 shares directly, while a prior transfer of 19,940 shares was made under a domestic relations order.
BUSH MICHAEL J reported acquisition or exercise transactions in this Form 4 filing.
ROSS STORES, INC. director Michael J. Bush received an equity award of 896 shares of common stock in the form of restricted stock units under the 2026 Equity Incentive Plan. No cash changed hands for this grant, and his directly held stake increased to 37,554 shares.
The footnote explains that these stock units vest in three equal installments: one-third on May 27, 2027, one-third on May 26, 2028, and one-third on May 25, 2029. Settlement of the units into shares is deferred until his separation from the Board, so the award is designed as longer-term, service-based compensation.
Sutton Doniel reported acquisition or exercise transactions in this Form 4 filing.
Ross Stores director Doniel Sutton reported receiving an award of 896 shares of common stock, granted at no cash cost as part of the company’s 2026 Equity Incentive Plan. These shares vest in three equal installments on May 27, 2027, May 26, 2028, and May 25, 2029. Following this equity grant, Sutton directly holds a total of 8,917 Ross Stores common shares.