Ross Stores Sees Institutional Investor Sell-Off

Lbp Am Sa reduces stake in apparel retailer by over 80% in Q4 2025

Apr. 19, 2026 at 9:04am

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According to a recent SEC filing, the institutional investor Lbp Am Sa decreased its stake in Ross Stores, Inc. (NASDAQ:ROST) by 82.6% in the fourth quarter of 2025. Lbp Am Sa previously owned 4,385 shares of the apparel retailer's stock, valued at $790,000, but sold 20,788 shares during the period.

Why it matters

This significant sell-off by a major institutional investor could signal broader concerns about Ross Stores' performance or future prospects, despite the company's recent stock price growth and positive analyst ratings. It's a notable shift in investor sentiment that bears watching as the retailer navigates an evolving retail landscape.

The details

According to the SEC filing, Lbp Am Sa sold 20,788 shares of Ross Stores stock in Q4 2025, reducing its total holdings to just 4,385 shares. This represented an 82.6% decrease in the institutional investor's position in the apparel retailer. Ross Stores' stock has seen strong performance recently, with the share price rising from around $124 a year ago to over $227 as of Friday's close.

  • Lbp Am Sa filed the 13F report disclosing the sell-off in Q4 2025.

The players

Lbp Am Sa

An institutional investor that previously held a sizable stake in Ross Stores, Inc.

Ross Stores, Inc.

An American off-price retailer that operates the Ross Dress for Less and dd's DISCOUNTS store formats, selling brand-name and fashion merchandise at reduced prices.

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The takeaway

This significant sell-off by a major institutional investor like Lbp Am Sa could signal broader concerns about Ross Stores' future performance, despite the company's recent stock price growth and positive analyst ratings. It's a notable shift in investor sentiment that bears watching as the retailer navigates an evolving retail landscape.