ROSS STORES, INC. SEC Filings

Morgan Stanley Smith Barney LLC Executive Financial Services reported Form 144 activity related to common stock on 03/10/2026. The filing lists securities tied to board compensation with entries of 908 shares dated 05/24/2024 and 973 shares dated 05/24/2023. The record lists the broker as Morgan Stanley Smith Barney LLC and the market as NASDAQ.

Ross Stores reported a strong finish to fiscal 2025, with fourth quarter sales up 12% to $6.6 billion and comparable store sales rising 9%. Operating margin reached 12.3%, above the company’s plan, and diluted earnings per share were $2.00, well ahead of guidance of $1.77–$1.85.

For the full year, sales hit a record $22.8 billion, up 8% from $21.1 billion, with comparable store sales up 5%. Diluted earnings per share were $6.61, versus $6.32 last year; excluding a prior-year facility sale gain and current-year tariff costs, EPS grew about 10%.

The company returned significant cash to shareholders, repurchasing 7.1 million shares for $1.05 billion in fiscal 2025 and completing its existing program. The board approved a new two‑year $2.55 billion repurchase authorization and a 10% increase in the quarterly dividend to $0.445 per share. For fiscal 2026, Ross forecasts comparable sales growth of 3–4% and projects earnings per share of $7.02–$7.36, up from $6.61.

Ross Stores, Inc. reported solid third-quarter fiscal 2025 growth, with sales of $5.6 billion versus $5.1 billion a year earlier and comparable store sales up 7%, driven equally by higher traffic and larger baskets. Net earnings for the quarter rose to $511.9 million from $488.8 million, and diluted EPS increased to $1.58 from $1.48, helped by stock repurchases.

For the first nine months, sales reached $16.1 billion versus $15.2 billion, while net earnings were roughly flat at $1.50 billion. Operating margin eased to 11.6% in the quarter as higher distribution, occupancy, and tariff-related costs offset lower domestic freight. The company ended the period with $4.1 billion in cash and cash equivalents, $1.5 billion of senior notes outstanding, and an undrawn $1.3 billion credit facility.

Ross repurchased 5.6 million shares for $787.5 million year-to-date under its two-year $2.1 billion authorization and paid $397.2 million in dividends, including a quarterly dividend of $0.4050 per share. The chain operated 2,273 stores at quarter-end after opening 90 new locations in fiscal 2025.

Ross Stores, Inc. announced a planned leadership transition at its Board. Longtime Executive Chairman Michael Balmuth will continue in that role through January 31, 2026, then step down as Executive Chairman and retire from the Board at the same time. He will remain an employee as Senior Advisor from February 1, 2026 through March 31, 2026 to support the transition.

The company expects to reduce the number of authorized Board seats by one, to ten directors, when Mr. Balmuth leaves the Board. In connection with this change, the Board has approved the appointment of K. Gunnar Bjorklund as Chairman of the Board, effective February 1, 2026. Mr. Bjorklund has been a Board member since 2003 and has served as Lead Independent Director since 2023.

Ross Stores, Inc. (ROST) furnished an update on its recent performance by announcing that it issued a press release with financial results for its fiscal quarter ended November 1, 2025. The company provided this information in connection with a current report on Form 8-K dated November 20, 2025.

The press release is included as Exhibit 99.1 and is furnished, not filed, meaning it is not automatically subject to certain liability provisions or incorporated into other securities law filings unless specifically referenced. The filing also lists an interactive data cover page as Exhibit 104.

Ross Stores, Inc. insider Michael Balmuth, who serves as Executive Chairman and a director, reported a transaction dated 10/09/2025 disclosing a gifting disposal of 383 shares of common stock (Transaction Code G(1)) at a $0 price. After the reported transaction, the filing shows Mr. Balmuth beneficially owns 59,503 shares in total. The report also notes that the ownership total includes two recent employee stock purchase plan purchases of 48 shares each on 6/30/2025 and 9/30/2025, transactions exempt under Rule 16b-3. The form is signed by an authorized filer on behalf of Mr. Balmuth on 10/10/2025. This filing records an insider transfer by gift and confirms continued disclosure of his remaining stake.

Stephen C. Brinkley, identified as President, Operations and an officer of Ross Stores, Inc. (ROST), reported an open-market sale of company common stock. On 10/08/2025 he disposed of 6,437 shares at a reported price of $150.97 per share, leaving him with 57,012 shares beneficially owned after the transaction. The Form 4 was signed on 10/10/2025 by an authorized filer.

Ross Stores, Inc. reported a Form 144 notice for a proposed sale of 6,437 shares of common stock through Morgan Stanley Smith Barney LLC on 10/08/2025. The filing lists an aggregate market value of $971,793.89 and shows 325,226,266 shares outstanding. The shares were acquired as restricted stock from the issuer on 09/12/2025, with payment recorded the same day. The filer states there were no securities sold by the reporting person in the past three months and includes the standard representation that the seller is not aware of undisclosed material adverse information.

Jeffrey P. Burrill, Group SVP and CAO of Ross Stores, Inc. (ROST), reported an acquisition on 10/01/2025 of 4,570 shares of common stock under the companys 2017 Equity Incentive Plan at a reported price of $0. After the transaction, he beneficially owned 34,825 shares. The Form 4 discloses the awarded shares vest in two equal tranches of 2,285 shares on 9/08/2028 and 9/14/2029. The filing also notes Employee Stock Purchase Plan purchases of 41, 48, and 48 shares on 3/31/2025, 6/30/2025, and 9/30/2025, respectively. The report is signed on behalf of Mr. Burrill on 10/03/2025.