Dec. 17, 2025•
Analysts have provided insights into several consumer cyclical companies. Lennar (LEN) received a Hold rating from Citi and Wells Fargo, with an average price target implying a slight upside. Ross Stores (ROST) was maintained at a Hold by UBS but holds a Strong Buy consensus overall. Birkenstock Holding plc (BIRK) received a reiterated Buy rating from BTIG and an initiation of coverage with a Buy from Guggenheim, sporting a Strong Buy consensus and significant potential upside.
Dec. 17, 2025•
Thrivent Financial for Lutherans significantly reduced its stake in Ross Stores, Inc. (NASDAQ:ROST) by 31.7% in the second quarter, valuing their holdings at $15.70 million. Despite this reduction, other institutional investors have increased their positions in the apparel retailer. Ross Stores recently reported strong quarterly earnings, surpassing analyst expectations, and declared a quarterly dividend of $0.405 per share.
Dec. 16, 2025•
Wells Fargo has increased its price target for Ross Stores (ROST) to $200 from $180, while reaffirming an Overweight rating on the stock. This adjustment reflects Wells Fargo's continued positive outlook on the apparel and accessories retailer. The article also notes other recent analyst adjustments for Ross Stores, indicating a general positive sentiment among financial institutions.
Dec. 16, 2025•
Nomura Holdings Inc. has significantly increased its stake in Ross Stores, Inc. by 195.2%, now owning 24,343 shares valued at $3.11 million. This increase follows Ross Stores' strong Q3 results, which exceeded analyst expectations for both EPS and revenue, and promising FY2025 guidance. Several analysts have upgraded the stock or raised price targets, contributing to a "Moderate Buy" consensus rating for ROST.
Dec. 15, 2025•
MASTERINVEST Kapitalanlage GmbH has acquired a new stake in Ross Stores, Inc. (NASDAQ:ROST) worth approximately $960,000, purchasing 7,525 shares in the second quarter. Other institutional investors also adjusted their holdings, while company insiders, including the CMO and CEO, executed significant stock sales. Ross Stores recently reported strong quarterly earnings, beating analyst expectations, and announced a quarterly dividend.
Dec. 14, 2025•
Stance Capital LLC has acquired a new stake in Ross Stores, Inc. (NASDAQ:ROST), purchasing 24,864 shares valued at $3.17 million, making it their 11th largest holding. Other institutional investors have also adjusted their positions in Ross Stores, and analysts have set various price targets, maintaining a "Moderate Buy" consensus rating for the stock. Insider selling activities were also reported.
Dec. 13, 2025•
Benchstone Capital Management LP recently acquired a new stake in Ross Stores, Inc. (NASDAQ:ROST) during the second quarter, purchasing 230,259 shares valued at approximately $29.38 million. This investment makes Ross Stores the 20th largest holding for Benchstone Capital Management, representing 2.6% of their portfolio. Other institutional investors and hedge funds have also adjusted their positions in Ross Stores, with the company displaying a "Moderate Buy" average analyst rating and healthy financial performance.
Dec. 13, 2025•
EdgePoint Investment Group Inc. increased its stake in Ross Stores, Inc. by 8.9% during the second quarter, purchasing an additional 359,832 shares. This acquisition brings their total holdings to 4,414,920 shares, valued at $563,255,000, making Ross Stores the 13th largest position in their portfolio. Other institutional investors like Vanguard Group Inc., State Street Corp, and Bank of America Corp DE also significantly increased their holdings in the apparel retailer.
Dec. 12, 2025•
The TJX Companies, Inc. (TJX) shares surged 30.4% in 2025, outperforming competitors and market benchmarks due to its off-price model, strong sales, and market-share gains. Despite challenges like rising operating costs and shrink, TJX's consistent performance and upgraded fiscal 2026 outlook suggest a "Hold" rather than aggressive accumulation given its current valuation. The company's expansion plans and value proposition continue to drive growth.
Dec. 12, 2025•
TJX Companies (TJX) shares surged 30.4% in 2025, outperforming competitors and market benchmarks due to its off-price model, strong sales, and market-share gains. The company is benefiting from consistent customer traffic, broad global expansion, and an upgraded fiscal 2026 outlook, although it faces challenges from higher operating costs and shrink. Despite a robust rally potentially limiting near-term upside, its proven model and strong execution suggest a "Hold" rating for 2026 given its current valuation and balanced risk-reward profile.