ROST Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for ROST. 3 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 8 sales, a net selling of $10.3M. The largest was Hartshorn Michael J. (director, officer: GROUP PRESIDENT, COO) selling $3.4M. The stock gained 13.2% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| May 26, 2026 | Sutton Donieldirector | Grant | 896 | — |
| May 26, 2026 | BJORKLUND GUNNAR Kdirector | Grant | 896 | — |
| May 26, 2026 | Cannizzaro Edward Gdirector | Grant | 896 | — |
| May 26, 2026 | MILLIGAN STEPHEN Ddirector | Grant | 896 | — |
| May 26, 2026 | BUSH MICHAEL Jdirector | Grant | 896 | — |
| May 26, 2026 | GARRETT SHARON Ddirector | Grant | 896 | — |
| May 26, 2026 | Mueller Patricia Hdirector | Grant | 896 | — |
| May 26, 2026 | BJORKLUND GUNNAR Kdirector | Grant | 643 | — |
| Mar 30, 2026 | Sheehan William W IIofficer: EVP, CHIEF FINANCIAL OFFICER | Sell | 4,883 | $216.95 |
| Mar 27, 2026 | Sykes Karenofficer: PRESIDENT, CMO DD'S DISCOUNTS | Sell | 5,506 | $213.40 |
| Mar 26, 2026 | Brinkley Stephen Cofficer: PRESIDENT, OPERATIONS | Sell | 4,154 | $212.91 |
| Mar 26, 2026 | Hartshorn Michael J.director, officer: GROUP PRESIDENT, COO | Sell | 6,061 | $214.52 |
| Mar 26, 2026 | Fleming Karenofficer: PRES, CMO ROSS DRESS FOR LESS | Sell | 7,000 | $212.75 |
| Mar 26, 2026 | Hartshorn Michael J.director, officer: GROUP PRESIDENT, COO | Sell | 15,813 | $214.91 |
| Mar 24, 2026 | Conroy James Grantdirector, officer: CHIEF EXECUTIVE OFFICER | Tax | 8,268 | $211.19 |
Source: ROST SEC Form 4 filings, latest May 26, 2026. For informational purposes only — not investment advice.
Research
Off-Price Retail Scorecard: Ranking OLLI, FIVE, BURL, TJX, and ROST on Growth and Margins
TJX leads the off-price retail group with 12% operating margins and 54% ROE, while Ollie's offers the best value at 23x forward P/E with double-digit revenue growth. Five Below commands the richest valuation despite the weakest earnings track record, making it the least attractive risk/reward in the group.
OLLIFIVEBURLHow do TJX and Ross's margins compare to Ollie's and Burlington as the off-price sector matures?
Burlington and Ollie's carry significantly higher gross margins (41.9% and 40.3%) than TJX and Ross (31.1% and 27.9%), but the larger players convert more efficiently — TJX and Ross deliver 12.0% and 11.9% operating margins respectively versus Burlington's 8.9%. Ross emerges as the quiet margin leader with a best-in-class 9.7% FCF margin, while Burlington's 21.6% EBITDA growth signals the fastest margin expansion trajectory in the group.
TJXOLLIBURLHow does Ollie's gross margin compare to TJX and Burlington as closeout deal flow tightens?
Ollie's 40.3% TTM gross margin ranks between Burlington (41.9%) and well above TJX (31.1%) and Ross (27.9%), but OLLI's quarterly margins compressed 180bps YoY in Q4 2025 while TJX expanded by 140bps. The divergence highlights OLLI's vulnerability to tightening closeout supply versus TJX's diversified sourcing model, with operating margin (10.2% vs TJX's 13.0%) further constrained by SGA deleveraging at smaller scale.
OLLITJXBURL
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