ROST at a glance
Ross Stores (ROST, SEC CIK 745732) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on September 1, 2026, an 8-K current report on September 17, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Ross Stores (ROST) reported revenue of $22.8 billion (up 7.7% from FY2025) and net income of $2.1 billion. Diluted EPS was $6.61.
- As of June 30, 2026, 49 institutional investment managers tracked by SignalX reported holding Ross Stores (ROST) shares worth $34.3 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Brinkley Stephen C on September 14, 2026 of 6,424 shares at $229.66 per share.
- In the last 90 days, ROST insiders reported 0 open-market purchases ($0) and 2 open-market sales ($12.8M) on Form 4, a net sale of $12.8M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $22.8B
- +7.7% vs prior year
- Insiders · 90 days
- 0 buys · 2 sells
- Net −$12.8M
- 13F holders
- 49 funds
- $34.3B · +2 vs prior quarter
- Latest 8-K
- Sep 17, 2026
- Item 7.01 · Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Aug 1, 2026
Management Discussion & Analysis
- Revenue $6,265M, up 13% YoY from $5,529M; comparable-store sales rose 10%
- Operating margin 17.6% vs 11.5% YoY; net margin 13.6% vs 9.2%
- Best-performing metric: comparable-store sales up 10%, driven by traffic up 7% and basket up 3%
- Operating cash flow $1,712M vs $1,078M; $637.5M spent repurchasing 2.9M shares
- Store expansion increased to approximately 115 openings; headwinds include inflation, tariffs, fuel costs, and weaker consumer spending
Risk Factors
- No risk-factors section provided; submitted text covers equity repurchases and exhibits
- Share repurchases reduced remaining authorization to $1,912,500 thousand
- 1,409,512 shares purchased at average $227.86 during the quarter
- Approximately 10,000 treasury shares acquired for employee tax withholding purposes
AI summary of the ROST 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Board transition: Ms. Garrett retiring as director
- Ms. Bransten and Mr. Johnson appointed to the Board
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Sharon D. Garrett retiring from the Board and committees effective October 1, 2026
- Shelley H. Bransten and Christian B. Johnson appointed directors through the 2027 Annual Meeting
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended August 1, 2026 financial results released August 20, 2026
- Full results and management commentary available in Exhibit 99.1
Item EX-99.1: Item EX-99.1
- Q2 sales rose 13% to $6.3B, with comparable-store sales up 10%, signaling strong traffic-driven momentum
- Operating income reached $1.1B, including $253M of IEEPA tariff refunds; underlying operating margin expanded 205 basis points
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 9 director nominees elected for one-year terms expiring at the 2027 annual meeting
- 2026 Equity Incentive Plan approved with 257.9M votes for, supporting continued equity-based compensation
AI summaries of ROST 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ROST
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Johnson Christian B | A | Oct 1, 2026 | 1,111 | - |
| Bransten Shelley | A | Oct 1, 2026 | 1,111 | - |
| Brinkley Stephen C | Sell | Sep 14, 2026 | 6,424 | $229.66 |
| Conroy James Grant | Sell | Sep 14, 2026 | 49,205 | $229.48 |
| Conroy James Grant | F | Sep 11, 2026 | 41,372 | $230.74 |
| Brinkley Stephen C | F | Sep 11, 2026 | 6,654 | $230.74 |
| Fleming Karen | F | Sep 11, 2026 | 907 | $230.74 |
| Mueller Patricia H | G | May 29, 2026 | 1,354 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $21.1B | $22.8B |
| Operating Income | - | $2.6B | $2.7B |
| Net Income | - | $2.1B | $2.1B |
| Op. Margin | - | 12.2% | 11.9% |
| Net Margin | - | 9.9% | 9.4% |
| Balance Sheet | |||
| Total Assets | - | $14.9B | $15.5B |
| Equity | $4.9B | $5.5B | $6.2B |
| ROE | - | 37.9% | 34.7% |
| Per Share | |||
| EPS | $5.56 | $6.32 | $6.61 |
| Cash Flow | |||
| Operating CF | $2.5B | $2.4B | $3.0B |
| CapEx | $762.8M | $720.1M | $819.3M |
Source: XBRL data in Ross Stores (ROST)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ROST share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 49 | $34.26B |
| Q1 2026 | 47 | $34.54B |
| Q4 2025 | 42 | $29.30B |
| Q3 2025 | 44 | $26.09B |
| Q2 2025 | 39 | $21.11B |
| Q1 2025 | 37 | $15.57B |
| Q4 2024 | 34 | $12.11B |
| Q3 2024 | 29 | $6.31B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 321 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ROST filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 17, 2026 | - | Analysis | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 4 | Sep 15, 2026 | - | - | - |
| 10-Q | Sep 1, 2026 | Aug 1, 2026 | Analysis | |
| 8-K | Aug 20, 2026 | - | Analysis | - |
| 4 | Jun 2, 2026 | - | - | |
| 4 | Jun 2, 2026 | - | - | |
| 10-Q | Jun 2, 2026 | May 2, 2026 | Analysis | |
| 8-K | May 27, 2026 | - | Analysis | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 21, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| 10-K | Mar 31, 2026 | Jan 31, 2026 | - | |
| 4 | Mar 31, 2026 | - | - | - |
| 4 | Mar 30, 2026 | - | - | - |
| 4 | Mar 27, 2026 | - | - | - |
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ROST SEC filings: frequently asked questions
Are ROST insiders buying or selling?
In the last 90 days, Ross Stores (ROST) officers, directors and 10% owners reported no open-market purchases and 2 open-market sales worth $12.8 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ROST stock?
As of June 30, 2026, the largest Ross Stores (ROST) holders among the 13F filers tracked by SignalX were BlackRock ($5.9 billion), Vanguard Capital Management LLC ($4.5 billion), State Street Corp ($3.1 billion), Vanguard Portfolio Management LLC ($3.1 billion), Invesco Ltd ($2.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ROST's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Ross Stores (ROST) reported revenue of $22.8 billion (up 7.7% from FY2025) and net income of $2.1 billion. Diluted EPS was $6.61. The figures come from the XBRL data in the 10-K.
What did ROST report in its latest 8-K?
Ross Stores (ROST) filed an 8-K on September 17, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). Board transition: Ms. Garrett retiring as director.
What are the latest ROST SEC filings?
Ross Stores (ROST) filed its latest 10-K annual report on March 31, 2026, a 10-Q quarterly report on September 1, 2026, an 8-K current report on September 17, 2026 and a Form 4 insider filing on October 5, 2026.
What is ROST's SEC CIK number?
Ross Stores (ROST)'s SEC Central Index Key (CIK) is 745732. EDGAR lists every ROST filing under that number.
Ask anything about ROST
The research agent reads ROST's filings, financials, insider trades and 13F holders, then answers with sources.