AI brief of an SEC Form 8-K · Ross Stores (ROST)

Ross Stores Q4 EPS $2.00 beats guidance; sales up 12%, new $2.55 billion buyback

Positive Impact 4 of 5 earnings Written later

Ross Stores reported fourth-quarter fiscal 2025 sales up 12% to $6.6 billion and diluted earnings per share of $2.00, above its guidance of $1.77 to $1.85. The company projected fiscal 2026 EPS of $7.02 to $7.36, compared with $6.61 in fiscal 2025, and approved a new two-year $2.55 billion stock buyback and a 10% increase in its quarterly dividend, which means more cash returned to shareholders.

Key points

  • Q4 sales rose 12% to $6.6 billion, with comparable store sales up 9%.
  • Q4 diluted EPS of $2.00, compared with $1.79 a year earlier and guidance of $1.77 to $1.85.
  • Q1 fiscal 2026 EPS guidance of $1.60 to $1.67 vs. $1.47; full-year fiscal 2026 guidance of $7.02 to $7.36 vs. $6.61.
  • New two-year $2.55 billion buyback for fiscal 2026 and 2027; quarterly dividend raised 10% to $0.445 per share, payable March 31, 2026.

The filing

CompanyRoss Stores (ROST)
Form8-K, current report
Filed with the SECMar 3, 2026, 4:03 PM ET
Accession number0000745732-26-000003

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 1:21 AM ET, from the text of the filing and its press-release exhibits only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on March 03, 2026.

Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.