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Q4 SSS +9% + Dividend Raised 10% to $0.445 → Wells Fargo and Telsey Both Lift Price Targets

Ross Stores reported Q4 2025 sales of $6.64 billion (+12.2% YoY) and EPS of $2.00, both beating forecasts, with same-store sales rising 9%—a significant acceleration that validated the off-price retail model's resilience amid consumer value-seeking behavior. The company declared a 10% dividend increase to $0.445 per share and authorized a new $2.55 billion stock buyback program, while opening 17 new locations in February-March 2026 as part of a plan to add approximately 110 stores in fiscal 2026. Wells Fargo raised its price target from $205 to $235 and Telsey Advisory upgraded the stock to Outperform at $240, with the stock trading at approximately $213 before further momentum.

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