Costco Wholesale Corp. reported strong fiscal fourth-quarter results with net sales rising 11.2% to USD 93.9 billion, driven by robust demand for its membership model. Total revenue, inclusive of membership fees, reached USD 95.7 billion, while net income climbed to USD 3.0 billion. Diluted earnings per share increased to USD 6.75, bolstered by a non-recurring tariff refund benefit of USD 0.15 per share.
The retailer demonstrated significant digital growth with digitally enabled comparable sales surging 19.5%, more than double the adjusted organic growth rate of 6.7%. Operating scale expanded across 939 warehouses globally, and annual operating cash flow grew to USD 15.8 billion for fiscal 2026. Paid memberships reached 84.1 million with a worldwide renewal rate improving slightly to 89.8%.
Despite the strong operational performance, Costco faces mixed analyst sentiment as one analyst lowered its price target from USD 1,100 to USD 1,050 while maintaining a hold rating. The company noted that membership growth is currently slower than the pace of overall sales expansion. On a full-year basis, net sales totaled USD 297.2 billion and net income reached USD 9.2 billion.
📈 Costco Q4 net sales grew 11.2% to USD 93.9 billion.
💰 Net income rose to USD 3.0 billion with diluted EPS of USD 6.75.
📱 Digital comparable sales surged 19.5%, outpacing organic growth of 6.7%.
👥 Paid memberships hit 84.1 million with an 89.8% renewal rate.
⚖️ Analyst sentiment is mixed as one lowered the price target to USD 1,050.
📈 Costco reported fiscal fourth-quarter net sales growth of 11.2% to USD 93.9 billion, with total revenue reaching USD 95.7 billion.
💰 Net income increased to USD 3.0 billion and diluted EPS rose to USD 6.75, aided by a non-recurring tariff refund benefit.
📱 Digital comparable sales surged 19.5%, significantly outpacing the adjusted organic growth rate of 6.7%.
🏢 The company operates 939 warehouses globally and generated annual operating cash flow of USD 15.8 billion in fiscal 2026.
👥 Paid memberships reached 84.1 million with a worldwide renewal rate improving to 89.8% year over year.
⚖️ Analyst sentiment is mixed as one analyst lowered the price target to USD 1,050 while retaining a hold-equivalent rating.
📉 Membership growth is currently lagging behind the rapid pace of overall sales expansion according to company commentary.
💵 Full-year fiscal results showed net sales of USD 297.2 billion and net income of USD 9.2 billion.
Costco Wholesale Corporation reported robust financial performance for its fourth quarter and fiscal year ended August 30, 2026, with net sales reaching $93.9 billion in the quarter and $297.2 billion annually. This represents an 11.2% increase in quarterly revenue and a 10.1% rise in annual sales compared to the previous year, driven by strong customer demand and digital expansion.
Net income for the fourth quarter climbed to $2.998 billion, resulting in diluted earnings per share of $6.75, up from $5.87 the prior year. On an annual basis, net income improved to $9.226 billion from $8.099 billion, reflecting sustained profitability across its global operations.
Comparable sales growth was consistent across major regions, with the U.S. segment posting a 10.7% increase in the fourth quarter and Canada growing by 5%. Digital commerce remained a significant driver, with digitally enabled sales surging 19.5% in the quarter and 20.9% for the fiscal year.
Costco continues to expand its physical footprint, now operating 939 warehouses globally, including 647 in the U.S. and Puerto Rico, 115 in Canada, and locations in Mexico, Japan, the UK, and other international markets. The company's membership-based model and digital platforms are central to its long-term growth strategy.
📈 Q4 net sales hit $93.9B, up 11.2% year-over-year.
💰 Q4 net income reached $2.998B with EPS of $6.75.
🌍 FY total sales totaled $297.2B, a 10.1% increase.
📱 Digital commerce surged 19.5% in the fourth quarter.
📉 Stock fell 0.91% despite strong revenue and earnings beats.
📈 Costco reported fourth-quarter net sales of $93.9 billion, marking an 11.2% year-over-year increase.
💰 Fourth-quarter net income reached $2.998 billion, driving diluted earnings per share to $6.75.
🌍 Annual fiscal-year net sales totaled $297.2 billion, a 10.1% rise from the prior year.
📱 Digital commerce momentum accelerated with 19.5% growth in digitally enabled sales for the quarter.
🇺🇸 U.S. comparable sales grew 10.7% in the fourth quarter, excluding gasoline and FX effects.
🇨🇦 Canada delivered 5% comparable sales growth in the fourth quarter with adjusted growth of 4.6%.
🏗️ The global warehouse network expanded to 939 locations across multiple international markets.
📊 International operations outside North America achieved 7% comparable sales growth in the quarter.
Costco Wholesale Corporation reported robust financial results for the fourth quarter and full fiscal year ended August 30, 2026. In the fourth quarter alone, the retailer posted sales of USD 93,873 million and revenue of USD 95,723 million, representing significant growth over the prior year period.
Net income for the quarter reached USD 2,998 million, driving basic and diluted earnings per share to USD 6.75 each, up from USD 5.88 and USD 5.87 respectively in the same quarter last year. This strong profitability underscores the company's ability to maintain margins despite inflationary pressures.
On a full-year basis, Costco delivered even more impressive growth with sales climbing to USD 297,247 million and revenue hitting USD 303,154 million. The company generated net income of USD 9,226 million for the year, resulting in basic earnings per share of USD 20.78 and diluted earnings per share of USD 20.76.
Both metrics show substantial year-over-year increases compared to the previous fiscal year, where full-year sales were USD 269,912 million and revenue was USD 275,235 million. The consistent expansion in both top-line revenue and bottom-line earnings highlights Costco's resilient business model and strong consumer demand.
📈 Q4 sales surged to $93.9B, up from $84.4B last year.
💰 Annual revenue hit $303.2B, surpassing the prior year's $275.2B.
📊 Full-year net income reached $9.2B, an increase from $8.1B.
💵 EPS grew to $20.78 for the full year versus $18.24 previously.
📈 Costco reported fourth-quarter sales of USD 93,873 million, a substantial increase from USD 84,432 million the prior year.
💰 Revenue for the quarter reached USD 95,723 million, growing from USD 86,156 million in the same period last year.
📊 Net income for the fourth quarter was USD 2,998 million, compared to USD 2,610 million a year ago.
💵 Basic earnings per share from continuing operations hit USD 6.75, up from USD 5.88 in the previous year's quarter.
📈 Full-year sales for fiscal 2026 totaled USD 297,247 million, significantly higher than the USD 269,912 million recorded a year ago.
Costco Wholesale Corp. (COST) opened trading on September 23, 2026, following a modest 0.10 percent gain that saw the stock close at USD 899.41 on September 22. The Nasdaq Composite rose 0.45 percent to 27,244.28 during the session, leaving Costco with a slight lag of 0.35 percentage points against its broader market benchmark.
Trading activity for the retailer remained steady as shares fluctuated between USD 895.84 and USD 903.40 with a volume of 1.98 million shares, which matched the reported average daily volume. The stock currently trades within a 52-week range spanning from a low of USD 844.06 to a high of USD 1,096.50.
Market attention is focused on the upcoming fourth-quarter earnings report scheduled for September 24, 2026, at 5:00 p.m. Eastern Time. Analysts are closely watching consensus estimates which project quarterly revenue of USD 94.85 billion and earnings per share of USD 6.55.
Equity research firm Evercore ISI has maintained an Outperform rating on the stock with a price target set at USD 1,100 ahead of the earnings release. This positive analyst sentiment suggests continued confidence in Costco's financial performance despite the recent flat trading session.
📈 COST closed at $899.41 on Sept 22, 2026, gaining 0.10%.
📊 Stock traded between $895.84 and $903.40 with average volume.
📅 Q4 results release scheduled for Sept 24, 2026 at 5 p.m. ET.
💰 Consensus estimates forecast quarterly revenue of $94.85 billion.
👍 Evercore ISI maintains Outperform rating with $1,100 price target.
📈 Costco Wholesale Corp. closed at USD 899.41 on September 22, 2026, after a 0.10 percent gain.
📊 The stock traded between USD 895.84 and USD 903.40 with volume matching the average of 1.98 million shares.
📅 Fourth-quarter results are scheduled for release on September 24, 2026, at 5:00 p.m. Eastern Time.
💰 Consensus estimates call for quarterly revenue of USD 94.85 billion and earnings per share of USD 6.55.
👍 Evercore ISI reiterated an Outperform rating with a price target of USD 1,100 ahead of the report.
📉 The stock posted a 0.35 percentage-point lag against the Nasdaq Composite's 0.45 percent gain.
Bullish Signals
Evercore ISI reiterated Outperform rating with $1,100 price target.
Consensus projects Q4 revenue of $94.85B and EPS of $6.55.
Bullish Signals
Evercore ISI reiterated an Outperform rating and set a USD 1,100 price target ahead of the fourth-quarter earnings report.
Analyst consensus estimates project strong quarterly revenue of USD 94.85 billion and earnings per share of USD 6.55.
Costco Wholesale Corp. shares closed at USD 898.48 on September 21, 2026, marking a modest 0.35% gain ahead of its scheduled earnings release on September 24. The company reported fiscal 2026 net sales of USD 297.3 billion, representing a robust 10.2% increase from the prior year, which sets a high bar for the upcoming fourth-quarter performance.
Digital growth remains a critical driver for the retailer, with digital comparable sales surging 20.7% in the most recent reported period. Fourth-quarter net sales were specifically highlighted at USD 93.9 billion, up 11.3% year over year, signaling strong momentum in online channels that analysts will scrutinize during the upcoming fiscal fourth-quarter report.
Analyst sentiment remains cautiously optimistic with Evercore ISI reiterating an Outperform rating and a USD 1,100 price target. However, consensus estimates suggest a slight downward revision to earnings per share of USD 6.55, while revenue expectations rose marginally, indicating that profitability and margin execution will be the primary focus for investors.
Costco continues to expand its delivery ecosystem by launching same-day delivery through DoorDash across nearly 630 U.S. locations, following a similar expansion with Uber Eats. This strategic move aims to enhance member convenience but introduces scrutiny regarding delivery economics and their impact on overall margin resilience in a structurally thin retail environment.
📈 Costco stock closed at $898.48, up 0.35% ahead of earnings.
💰 Fiscal 2026 net sales reached $297.3 billion, a 10.2% increase.
📱 Digital comparable sales surged 20.7% in the most recent period.
🚀 Costco expanded same-day delivery via DoorDash to nearly 630 U.S. locations.
🎯 Evercore ISI maintains an Outperform rating with a $1,100 price target.
📈 Costco Wholesale stock closed at USD 898.48, up 0.35%, ahead of the September 24 earnings release.
💰 Fiscal 2026 net sales reached USD 297.3 billion, a significant 10.2% increase from the prior fiscal year.
📱 Digital comparable sales surged 20.7% in the most recent reported period, highlighting strong online demand.
🚀 Costco expanded same-day delivery through DoorDash to nearly 630 U.S. locations to boost member engagement.
🎯 Evercore ISI maintained an Outperform rating with a USD 1,100 price target ahead of the earnings report.
⚠️ Consensus estimates show EPS falling 0.51% while revenue estimates rose 0.26%, focusing attention on margins.
📊 Fourth-quarter net sales were reported at USD 93.9 billion, up 11.3% year over year.
🏢 The company operates in the Consumer Staples sector with a market cap of approximately USD 398.58 billion.
Bullish Signals
Fiscal 2026 net sales hit USD 297.3B, up 10.2%.
Digital comparable sales surged 20.7% recently.
Q4 net sales reached USD 93.9B, up 11.3%.
Evercore ISI set a USD 1,100 price target.
Same-day delivery expanded to nearly 630 locations.
Risk Factors
EPS fell 0.51% in last 30 days.
Thin retail margins threaten premium valuation.
Sep 24 earnings tests premium valuation.
Bullish Signals
Costco Wholesale reported fiscal 2026 net sales of USD 297.3 billion, a strong 10.2% increase from the prior year.
Digital comparable sales rose 20.7% in the most recent period, demonstrating robust growth in the online channel.
Fourth-quarter net sales reached USD 93.9 billion, up 11.3% year over year, indicating sustained momentum.
Evercore ISI reiterated an Outperform rating and set a USD 1,100 price target, implying confidence in future performance.
Costco successfully expanded same-day delivery through DoorDash to nearly 630 locations, enhancing its logistics network.
Risk Factors
Consensus estimates indicate earnings per share fell 0.51% over the last 30 days, raising concerns about profitability.
Analysts note that retail margins are structurally thin, making margin resilience a key condition for maintaining the premium valuation.
The upcoming September 24 earnings report will face a direct test of Costco's premium valuation given recent sales growth.
Costco Wholesale Corp. (COST) shares are trading near $890 as investors anticipate the release of fourth-quarter fiscal 2026 earnings on September 24, 2026. The company has already disclosed net sales for the quarter ended August 30, 2026, at $93.9 billion, representing an 11.3% year-over-year increase. This strong top-line growth sets a high bar for the upcoming earnings report, which will focus on membership fee revenue, renewal rates, merchandise gross margins, and operating expenses.
Analyst expectations remain robust, with a consensus price target of $1,052.65 implying approximately 17.6% upside from current levels. The stock trades at a trailing P/E ratio of roughly 45x, reflecting investor confidence in the company's membership model and consistent cash generation. Historical data from fiscal 2025 shows net income rising 10% to $8.10 billion, underscoring the resilience of Costco's business model driven by recurring membership fees.
Key areas of scrutiny for the upcoming report include whether strong sales growth translates into proportional profit growth and if margin discipline is maintained amidst rising operating costs. Digital channel performance has surged with comparable sales jumping 19.8%, significantly outpacing total comparable sales growth of 6.7%. Investors will watch to see if this shift toward digital and delivery partnerships affects cost structures and overall profitability in the near term.
Costco's long-term value proposition relies on sustaining revenue growth above the 8% level seen in fiscal 2025 while managing the interplay between merchandise margins and operating expenses. The market is closely monitoring whether the company can justify its premium valuation multiple through continued expansion of both physical warehouse footprints and online channels without eroding the high-margin membership fee business.
📈 Costco Q4 FY26 net sales rose 11.3% to $93.9 billion.
💻 Digital channel comparable sales surged 19.8%, outpacing total growth.
🎯 Analysts see ~17.6% upside with a $1,052.65 price target.
💰 Fiscal 2025 net income grew 10% to $8.10 billion.
⚠️ Digital sales divergence raises questions about future cost structures.
📈 Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, marking an 11.3% year-over-year increase.
💻 Digital channel comparable sales surged by 19.8%, significantly outpacing the 6.7% growth in total comparable sales.
🎯 Analysts maintain a consensus price target of $1,052.65, suggesting roughly 17.6% upside from the current trading price near $890.
💰 The company trades at a trailing P/E ratio of approximately 45x, reflecting confidence in its membership model and cash generation.
📅 Earnings results are scheduled for release after market close on September 24, 2026, with a conference call at 5:00 p.m. ET.
🔍 Investors will closely monitor merchandise gross margins and operating expenses to ensure they align with the strong revenue growth.
📊 Fiscal 2025 net income reached $8.10 billion, an increase of 10% compared to the prior fiscal year.
🛒 Membership fees totaled $5.32 billion in fiscal 2025, highlighting the critical role of recurring revenue in profitability.
🚀 Operating cash flow increased by roughly 18% to $13.34 billion in fiscal 2025, demonstrating strong liquidity generation.
⚠️ The divergence between digital and total sales growth raises questions about how delivery partnerships impact future cost structures.
Bullish Signals
Q4 sales hit $93.9B, up 11.3% YoY.
Digital comps surged 19.8%, boosting member spend.
Stock has ~17.6% upside to $1,052.65 target.
Net income rose 10% to $8.1B in FY25.
Operating cash flow grew 18% to $13.34B.
Risk Factors
Delivery partnerships may alter cost structures.
High 45x P/E leaves little room for error.
Bullish Signals
Costco reported fourth-quarter fiscal 2026 net sales of $93.9 billion, a robust 11.3% year-over-year increase that demonstrates continued top-line expansion.
Digital channel comparable sales jumped 19.8%, indicating successful leverage of online channels to drive higher member spending alongside physical stores.
The stock trades at a consensus price target of $1,052.65, implying approximately 17.6% upside from the current trading level near $890.
Fiscal 2025 net income rose 10% to $8.10 billion, validating the resilience and profitability of the company's membership-based business model.
Operating cash flow increased by roughly 18% to $13.34 billion in fiscal 2025, reflecting strong liquidity generation and efficient capital management.
Risk Factors
The significant divergence between digital sales growth (19.8%) and total comparable sales growth (6.7%) suggests that delivery partnerships may be altering cost structures.
The high trailing P/E ratio of 45x leaves little room for error, meaning any miss in earnings per share or margin trajectory could lead to a valuation re-rating.
Costco Wholesale Corp. shares are trading around $895 as of September 18, 2026, following a downgrade in its price target by Bank of America analyst Christopher Nardone. The bank lowered its fair value estimate from $1,200 to $1,095 while maintaining a Buy rating, citing expectations for solid but not spectacular profit growth ahead of the fiscal fourth-quarter earnings report scheduled for September 24.
Analysts across the broader community project Costco will deliver fiscal Q4 revenue near $94.85 billion, representing a year-over-year increase of approximately 10%, with estimated EPS around $6.53, up roughly 11%. This outlook suggests double-digit growth in both top-line and bottom-line metrics despite ongoing macroeconomic pressures facing the retail sector.
Investors are closely monitoring Costco's membership model and recurring fee income as key drivers of its valuation, which currently sits near 39 times forward earnings. While technical indicators show the stock has fallen below its 50-day and 200-day moving averages into oversold territory, analysts note that a same-day delivery partnership with DoorDash will launch after the current quarter closes, potentially supporting future revenue growth.
📉 Bank of America lowered COST price target to $1,095 ahead of Q4.
📈 Analysts expect COST Q4 revenue of $94.85B and EPS of $6.53.
💰 COST twelve-month free cash flow is estimated at $9.25 billion.
🤝 New same-day delivery partnership with DoorDash launches after current quarter.
📉 COST trades near $895, below moving averages with RSI near 21.
📉 Bank of America analyst Christopher Nardone lowered Costco's price target to $1,095 from $1,200 ahead of fiscal Q4 earnings.
📈 Analysts expect Costco to report fiscal Q4 revenue of approximately $94.85 billion, up 10% year over year.
💰 Estimated EPS for the upcoming quarter is around $6.53, reflecting an 11% increase from the prior year.
📊 Costco shares are trading near $895, down from a recent high above $1,090 and below key moving averages.
🤝 A new same-day delivery partnership with DoorDash is set to launch after the current quarter closes.
💵 The company's latest twelve-month free cash flow is estimated at around $9.25 billion.
📉 The stock currently trades at a premium valuation of approximately 39 times forward earnings.
📉 Technical indicators show Costco trading below its 50-day and 200-day moving averages with an RSI near 21.
Bullish Signals
Q4 revenue expected at $94.85B, up 10% YoY.
Estimated EPS of $6.53, an 11% growth.
Twelve-month free cash flow reaches $9.25B.
High membership renewal rate supports premium valuation.
Risk Factors
BofA lowered target to $1,095 from $1,200.
Stock fell below 50-day and 200-day moving averages.
Price near $895 trades above intrinsic value.
Bullish Signals
Analysts expect Costco to deliver fiscal Q4 revenue of approximately $94.85 billion, representing a robust 10% year-over-year increase.
Estimated EPS for the upcoming quarter is around $6.53, indicating an 11% year-over-year growth in profitability.
Costco's latest twelve-month free cash flow sits at approximately $9.25 billion, demonstrating strong cash generation capabilities.
The company maintains a high renewal rate for its membership model, providing steady recurring fee income that supports its premium valuation.
Risk Factors
Bank of America lowered its price target to $1,095 from $1,200, citing expectations for solid but not spectacular profit growth.
The stock has fallen below both its 50-day and 200-day moving averages, trading at a discount relative to recent highs above $1,090.
A discounted cash flow analysis suggests the current share price near $895 leaves the stock trading meaningfully above its intrinsic value based on cash flow projections.
Costco Wholesale Corp. (COST) closed its trading session on September 16, 2026, at USD 893.74 on the Nasdaq, marking a 0.8% decline from the prior day's close. The stock underperformed the broader market as the Dow Jones Industrial Average fell 1.21%, with Costco shares trading down by USD 7.61 in absolute terms. This decline occurred within a sector-wide downturn where consumer staples peers, including Walmart, also experienced price drops following a Federal Reserve rate hike that signaled further tightening.
Market analysts are closely monitoring Costco ahead of its upcoming fiscal quarterly earnings release scheduled for September 24, 2026, which is expected to be reported after the close of trading. Oppenheimer has issued caution regarding the prevailing earnings-per-share consensus of approximately USD 6.55 for the upcoming quarter, suggesting that this figure may be overly optimistic once one-off tariff refunds are stripped out. This raises specific questions about Costco's margin mix and underlying profitability heading into the results.
The broader macroeconomic context continues to influence sentiment toward large consumer staples names like Costco as major US indices closed sharply lower. While some commentary highlights Costco as a favored defensive holding, the immediate pressure from rising interest rates and sector-wide weakness has weighed on the stock price. Investors are weighing these headwinds against the company's upcoming financial performance data.
📉 COST stock closed at $893.74, down 0.8% amid broader market weakness.
📅 Fiscal quarterly earnings release scheduled for September 24, 2026.
⚠️ Analysts warn consensus EPS of $6.55 may be overly optimistic.
🛡️ Motley Fool favors COST as a defensive holding despite daily drop.
📉 Costco Wholesale stock closed at USD 893.74 on September 16, 2026, down 0.8% as the Dow Jones Industrial Average fell 1.21% and the broader market weakened.
📅 The company is set to release its fiscal quarterly earnings after the close of trading on September 24, 2026, according to Zacks data.
⚠️ Oppenheimer analysts caution that the consensus EPS estimate of around USD 6.55 may be optimistic once one-off tariff refunds are excluded from the calculation.
📊 Costco shares traded lower by USD 7.61 on the day, reflecting a 0.84% move that brought the closing level to USD 893.74.
🏢 The stock underperformed alongside consumer staples peers such as Walmart, highlighting sector-wide pressure following the Federal Reserve's rate hike.
🛡️ Market commentary from The Motley Fool highlighted Costco Wholesale as a favored defensive holding despite the daily decline of minus USD 7.61.
Bullish Signals
Analysts favor Costco as a defensive holding.
Earnings update expected September 24, 2026.
Risk Factors
Stock down 0.8% at USD 893.74, underperforming the Dow's 1.21% drop.
EPS consensus of USD 6.55 may be optimistic without tariff refunds.
Fed rate hikes and tightening pressure consumer staples sector.
Bullish Signals
Analysts and market commentators highlight Costco Wholesale as a favored defensive holding, noting its resilience in a broader market downturn.
The company is approaching its fiscal quarterly earnings release scheduled for September 24, 2026, which will provide critical updates on its financial performance.
Risk Factors
Costco Wholesale stock finished down 0.8% at USD 893.74, underperforming the broader market as the Dow Jones Industrial Average fell 1.21%.
The prevailing earnings-per-share consensus of around USD 6.55 may be optimistic once one-off tariff refunds are stripped out, raising concerns about margin mix.
Sector-wide pressure from a Federal Reserve rate hike and signaled tightening has contributed to a broader market weakness affecting consumer staples names.
Costco Wholesale Corporation reported robust fiscal 2026 performance, with fourth-quarter net sales reaching USD 93.9 billion, representing an 11.3% year-over-year increase. This strong top-line growth was driven by double-digit expansion in digitally enabled sales, which climbed 17.9% in August alone, alongside an 8.4% rise in comparable sales. The full fiscal year 2026 net sales totaled USD 297.3 billion, up 10.2% from the prior year, demonstrating consistent growth across its massive revenue base despite operating at a large scale.
Despite the impressive operational momentum, Costco's stock price has underperformed relative to analyst expectations. As of September 11, 2026, shares closed at USD 904.77 on Nasdaq, trading in the lower half of their 52-week range and significantly below the average consensus price target of USD 1,056.03. This disconnect between share price behavior and underlying operating results has created a key storyline for investors, who are now focused on upcoming earnings to see if margins and membership trends align with the strong sales data.
Wall Street sentiment remains broadly supportive of Costco Wholesale stock, with an average rating of Moderate Buy based on 22 Buy ratings against 12 Hold recommendations. Analysts view the company as capable of maintaining steady earnings growth in various economic environments, though current valuations have moderated closer to levels seen at competitors like Walmart. Investors are anticipating the next earnings release scheduled for September 24, 2026, hoping it will validate the premium valuation supported by high single-digit to double-digit growth rates.
Costco Wholesale Corporation continues to trade with a market capitalization of roughly USD 401.25 billion as of mid-September 2026. While recent trading has been volatile with a multi-session losing streak extending into early September, the company's ability to deliver high growth even at its current scale remains a central argument for its premium valuation. The upcoming earnings report will be critical in determining whether the stock can bridge the gap between its current price and the consensus target.
📈 Fiscal 2026 net sales hit USD 93.9B, up 11.3% year-over-year.
💻 Digital sales surged 17.9% in August with strong demand.
📉 Shares closed at USD 904.77 below the USD 1,056 analyst target.
🏆 Stock holds a Moderate Buy rating with 22 Buy recommendations.
Haverford Trust Co. purchased 283,676 shares of Costco Wholesale Corporation (COST) worth approximately $265.4 million during the second quarter, establishing it as the fund's 11th-largest holding and representing 2.3% of its portfolio. This significant institutional accumulation contrasts with minor insider activity, where Director Kenneth Denman sold 885 shares for roughly $847,000, reducing his personal stake by 15.62% to approximately 4,779 shares.
Costco reported robust sales momentum in August, with net sales rising 9.9% year over year to $23.70 billion and fiscal-year sales increasing 10.2% to $297.3 billion. Comparable sales grew 8.4%, while digitally enabled sales surged 17.9% for the month and 20.9% annually, highlighting strong consumer demand and effective digital integration within its warehouse club model.
The stock faces mixed signals regarding valuation and regulatory scrutiny. Analysts maintain a 'Moderate Buy' consensus with an average price target of $1,059.53, though the stock trades near $925 with a premium P/E ratio of 46.55. Additionally, Costco is under investigation by the Department of Justice regarding beef pricing strategies, creating potential legal and operational risks that could impact margins or require compliance adjustments.
📈 Haverford Trust added 283k shares, making COST its 11th-largest holding.
📊 August net sales rose 9.9% YoY to $23.7 billion.
💻 Digitally enabled sales grew 17.9% in August and 20.9% for the year.
⚖️ DOJ investigates beef pricing, creating regulatory uncertainty for COST.
📉 Director Denman sold shares, reducing stake by 15.62%.
📈 Haverford Trust Co. acquired a new position of 283,676 shares valued at $265.4 million, making COST its 11th-largest holding.
📊 Costco reported August net sales of $23.70 billion, up 9.9% year over year, with fiscal-year sales reaching $297.3 billion.
💻 Digitally enabled sales rose 17.9% in August and 20.9% for the fiscal year, indicating strong digital growth.
📈 Analysts maintain a 'Moderate Buy' consensus with an average price target of $1,059.53, implying upside from current levels.
⚖️ The Department of Justice is investigating Costco regarding beef pricing, costs, and margins, introducing regulatory uncertainty.
📉 Director Kenneth Denman sold 885 shares for $847,343, reducing his personal stake by 15.62% to 4,779 shares.
💰 Costco paid a quarterly dividend of $1.47 per share on August 7th, with an annualized yield of 0.6%.
📉 The stock trades near $925 with a premium P/E ratio of 46.55 and a market cap of $410.40 billion.
🏢 Institutional ownership stands at 68.48%, reflecting broad interest from hedge funds and asset managers.
📉 BTIG reaffirmed its Buy rating with a $1,125 price target, while DA Davidson maintained a Neutral rating with a $1,000 target.
Analysts see upside with average target of $1,059.53.
BTIG reaffirmed Buy rating with $1,125 price target.
Risk Factors
DOJ investigates beef pricing, risking margins and operations.
Director Denman sold shares, signaling insider caution.
High P/E of 46.55 risks valuation if growth slows.
Bullish Signals
Haverford Trust Co. purchased 283,676 shares worth $265.4 million, signaling strong institutional confidence in the company's long-term prospects.
August net sales reached $23.70 billion, a 9.9% year-over-year increase, demonstrating resilient consumer spending and operational strength.
Digitally enabled sales grew 17.9% in August and 20.9% for the fiscal year, highlighting successful digital transformation and member engagement.
Analysts maintain a 'Moderate Buy' consensus with an average price target of $1,059.53, suggesting potential upside from the current trading price near $925.
BTIG reaffirmed its Buy rating with a $1,125 price target, reinforcing confidence in Costco's membership model and sales momentum.
Risk Factors
The Department of Justice is investigating Costco regarding beef pricing strategies, creating potential legal, regulatory, and operational risks that could impact margins.
Director Kenneth Denman sold 885 shares for $847,343, reducing his personal stake by 15.62%, which may signal insider caution despite the broader institutional buying.
The stock trades near $925 with a premium P/E ratio of 46.55, indicating high valuation expectations that could be vulnerable if growth slows or margins compress.
Costco Wholesale Corporation (COST) saw increased institutional interest as Asset One Wealth Management LLC purchased 5,876 shares valued at approximately $5.39 million in the second quarter. Major investors including Geode Capital Management, Morgan Stanley, and Bank of America also expanded their stakes, while Diamant Asset Management and Corient Private Wealth significantly grew their holdings by over 99% and 838% respectively, reflecting strong confidence in the retailer's long-term prospects.
The company reported robust financial performance with August net sales reaching $23.70 billion, a 9.9% year-over-year increase, and fiscal-year sales climbing 10.2% to $297.3 billion. Comparable sales grew 8.4% for the month and year, while digitally enabled sales surged 17.9% monthly and 20.9% annually, underscoring the strength of its membership model and digital expansion efforts.
Analysts maintain a consensus 'Moderate Buy' rating with an average price target of $1,059.53, though sentiment is mixed due to regulatory scrutiny over beef pricing by the DOJ and the recent shutdown of the Costco Next online marketplace. Despite these headwinds, the stock trades at a premium valuation with a P/E ratio of 46.55 and offers a modest 0.6% dividend yield, supported by a balance sheet showing low debt-to-equity of 0.17.
📈 Asset One Wealth acquired 5,876 shares for $5.39 million in Q2.
📊 Institutional ownership is 68.48% with Geode and Morgan Stanley increasing positions.
💰 August net sales rose 9.9% YoY to $23.70 billion driven by membership retention.
🚀 Digitally enabled sales grew 17.9% in August and 20.9% for the fiscal year.
📈 Asset One Wealth Management LLC acquired 5,876 shares of Costco for approximately $5.39 million during the second quarter.
📊 Institutional ownership stands at 68.48%, with major firms like Geode Capital and Morgan Stanley increasing their positions by over 10% in the fourth quarter.
💰 August net sales reached $23.70 billion, representing a 9.9% year-over-year increase driven by strong membership retention and digital growth.
📉 Fiscal-year sales increased 10.2% to $297.3 billion, with comparable sales growing 8.4% for the full year.
🚀 Digitally enabled sales rose 17.9% in August and 20.9% for the fiscal year, highlighting successful e-commerce integration.
📈 Analyst consensus rating is 'Moderate Buy' with an average price target of $1,059.53, implying significant upside from current levels.
⚖️ The Justice Department is investigating Costco regarding beef pricing strategies, creating potential regulatory and operational risks.
🛑 The abrupt shutdown of the Costco Next online marketplace disappointed members but appears to have limited direct financial impact.
💵 Costco pays a quarterly dividend of $1.47, resulting in an annualized yield of 0.6% with a payout ratio of 29.58%.
📉 The stock trades at a P/E ratio of 46.55 and a market capitalization of $410.4 billion, reflecting its premium valuation status.
Bullish Signals
Asset One Wealth bought 5,876 shares worth $5.39 million in Q2.
Costco Wholesale Corporation (NASDAQ:COST) saw its stock open at $925.41 with a market capitalization of $410.4 billion and a P/E ratio of 46.55. The company recently paid a quarterly dividend of $1.47, resulting in an annualized yield of 0.6% and a payout ratio of 29.58%. Financial metrics indicate a current ratio of 1.07 and a low debt-to-equity ratio of 0.17, reflecting a stable balance sheet.
Institutional ownership remains strong at 68.48%, with notable activity from Asset One Wealth Management LLC purchasing approximately $5.39 million in shares during the second quarter. Other major investors like Geode Capital Management, Morgan Stanley, and Bank of America also increased their stakes, signaling continued confidence in the retailer's long-term prospects despite mixed analyst signals.
Recent performance highlights include strong August net sales of $23.70 billion, up 9.9% year over year, and fiscal-year sales growth of 10.2%. Comparable sales grew 8.4%, while digitally enabled sales surged 17.9% for the month. Analysts maintain a consensus 'Moderate Buy' rating with an average price target of $1,059.53, though regulatory scrutiny over beef pricing and mixed analyst ratings present near-term headwinds.
📈 August net sales rose 9.9% to $23.70 billion.
📊 Fiscal-year sales grew 10.2% to $297.3 billion total.
💻 Digital sales surged 17.9% in August and 20.9% yearly.
⚖️ Low debt-to-equity ratio of 0.17 ensures financial stability.
📉 Analysts rate 'Moderate Buy' with $1,059.53 price target.
📈 Costco reported strong August net sales of $23.70 billion, representing a 9.9% year-over-year increase.
📊 Fiscal-year sales grew 10.2% to $297.3 billion, with comparable sales rising 8.4% for the period.
💻 Digitally enabled sales surged 17.9% in August and 20.9% for the fiscal year, highlighting digital momentum.
🏦 Institutional investors own 68.48% of shares, with Asset One Wealth Management adding $5.39 million to its position.
📉 Analyst consensus is 'Moderate Buy' with an average price target of $1,059.53, implying upside from current levels.
⚖️ The company maintains a low debt-to-equity ratio of 0.17 and a current ratio of 1.07, indicating financial stability.
💰 Costco paid a quarterly dividend of $1.47 on July 24th, offering an annualized yield of 0.6%.
Bullish Signals
Net sales rose 9.9% to $23.7B in August.
Digital sales grew 17.9% in August and 20.9% FY.
Institutional ownership is 68.48% with major firms increasing stakes.
Debt-to-equity ratio is 0.17 with a current ratio of 1.07.
Haverford Trust Co. purchased 283,676 shares of Costco Wholesale Corporation (COST) worth approximately $265.4 million during the second quarter, establishing it as the fund's 11th-largest holding and representing 2.3% of its portfolio. This significant institutional accumulation contrasts with minor insider activity, where Director Kenneth Denman sold 885 shares for roughly $847,000, reducing his personal stake by 15.62% to approximately 4,779 shares.
Costco reported robust sales momentum in August, with net sales rising 9.9% year over year to $23.70 billion and fiscal-year sales increasing 10.2% to $297.3 billion. Comparable sales grew 8.4%, while digitally enabled sales surged 17.9% for the month and 20.9% annually, highlighting strong consumer demand and effective digital integration within its warehouse club model.
Analysts maintain a 'Moderate Buy' consensus with an average price target of $1,059.53, though sentiment is mixed due to regulatory headwinds and valuation concerns. The Justice Department has launched an inquiry into beef pricing strategies among major retailers, creating potential legal and operational risks for Costco. Additionally, the company trades at a premium P/E ratio of 46.55 near $925, reflecting high expectations that may be tempered by these mixed signals.
📈 Haverford Trust added 283k shares, making Costco its 11th-largest holding.
📊 August net sales rose 9.9% YoY to $23.7B; FY sales up 10.2%.
💻 Digitally enabled sales surged 17.9% in August and 20.9% for the year.
Wealthfront Advisers LLC reduced its position in Costco Wholesale Corporation (COST) by 5.2% during the second quarter, selling 3,454 shares and retaining approximately $58.7 million worth of stock. This move contrasts with significant accumulation by other major institutional investors, including Geode Capital Management, Morgan Stanley, Bank of America, and Corient Private Wealth, which all increased their holdings in COST during recent quarters.
Analyst sentiment remains broadly positive for the retailer, with a consensus rating of 'Moderate Buy' and an average price target of $1,059.53. Recent analyst actions include Mizuho setting a $1,100 target, Deutsche Bank restating a buy with a $1,120 target, and UBS lifting its target to $1,275. However, Costco's latest quarterly earnings report showed it slightly missed EPS expectations of $4.94 while beating revenue estimates at $70.53 billion.
The company continues to expand its physical footprint and service offerings, including opening a new warehouse in Celina, Texas, and launching delivery for customizable cakes and party platters. Costco also maintains a low valuation multiple relative to growth but trades at a high earnings multiple of 47.56x. The firm recently paid a quarterly dividend of $1.47 per share, contributing to an annualized yield of approximately 0.6%.
📈 Wealthfront cut position by 5.2% to retain $58.7 million.
📈 Geode Capital added 26,690 shares for $8.9 billion total.
🚀 Corient Private Wealth surged stake 838.9% with 5.4M shares.
💰 Revenue beat estimates at $70.53B; EPS missed slightly at $4.93.
⚖️ Stock trades at high P/E of 47.56 below 200-day moving average.
📉 Wealthfront Advisers LLC cut its COST position by 5.2% in Q2, selling 3,454 shares while retaining $58.7 million.
📈 Geode Capital Management increased its holdings by 0.3%, adding 26,690 shares to reach a total value of $8.9 billion.
📈 Morgan Stanley lifted its COST position by 1.1% in the fourth quarter, acquiring an additional 107,775 shares.
📈 Bank of America Corp DE boosted its holdings by 11.5% in Q1, purchasing 773,651 additional shares.
🚀 Corient Private Wealth LLC significantly increased its stake by 838.9% in Q4, adding over 5.4 million shares.
💰 Costco reported revenue of $70.53 billion for the quarter, beating analyst estimates of $70.12 billion.
📉 The company missed EPS expectations slightly, reporting $4.93 per share versus a consensus of $4.94.
🎯 Analysts maintain a 'Moderate Buy' consensus with an average price target of $1,059.53 for the stock.
🏗️ Costco opened its first warehouse in Celina, Texas, continuing its physical expansion strategy.
🍰 The retailer launched delivery services for customizable sheet cakes and party platters to boost engagement.
💵 Costco paid a quarterly dividend of $1.47 per share on August 7th with an annualized yield of 0.6%.
⚖️ The stock trades at a high valuation with a P/E ratio of 47.56 and is currently below its 200-day moving average.
🛡️ Costco continues to offer gasoline stations, pharmacy services, and insurance products as ancillary revenue streams.
⚖️ The company is contesting a class-action lawsuit regarding tariff duties while refunding certain duties.
📉 Director Kenneth D. Denman sold 885 shares of COST in a transaction valued at $847,343.
Bullish Signals
Geode Capital Management increased its holdings by 0.3% in Q4, adding 26,690 shares to reach a total value of $8.9 billion.
Morgan Stanley lifted its position by 1.1% in the fourth quarter, acquiring an additional 107,775 shares.
Bank of America Corp DE boosted its holdings by 11.5% in Q1, purchasing 773,651 additional shares.
Corient Private Wealth LLC significantly increased its stake by 838.9% in Q4, adding over 5.4 million shares.
Costco reported revenue of $70.53 billion for the quarter, beating analyst estimates of $70.12 billion.
Analysts maintain a 'Moderate Buy' consensus with an average price target of $1,059.53 for the stock.
Costco opened its first warehouse in Celina, Texas, continuing its physical expansion strategy.
The retailer launched delivery services for customizable sheet cakes and party platters to boost engagement.
Costco paid a quarterly dividend of $1.47 per share on August 7th with an annualized yield of 0.6%.
Risk Factors
Wealthfront Advisers LLC cut its COST position by 5.2% in Q2, selling 3,454 shares while retaining $58.7 million.
The company missed EPS expectations slightly, reporting $4.93 per share versus a consensus of $4.94.
The stock trades at a high valuation with a P/E ratio of 47.56 and is currently below its 200-day moving average.
Costco is contesting a class-action lawsuit regarding tariff duties while refunding certain duties.
Institutional investor FSA Advisors Inc. significantly reduced its position in Costco Wholesale Corporation (NASDAQ:COST) by 98.7% during the first quarter, selling 18,954 shares and retaining only 246 shares valued at $245,000. Conversely, several other hedge funds increased their stakes, with Brighton Jones LLC raising holdings by 12.3% to own 19,825 shares worth approximately $18.17 million, while Revolve Wealth Partners and Sivia Capital Partners also added to their positions.
Analyst sentiment remains mixed but generally positive regarding Costco's long-term prospects. Major firms like UBS Group and BTIG Research maintained or raised buy ratings with target prices ranging from $1,125 to $1,275, while Roth Capital issued a sell rating despite boosting its price objective. The stock currently trades around $940.87, sitting below its 50-day moving average of $975.73 but well above its 52-week low of $844.06.
Costco recently announced a quarterly dividend of $1.47 per share, payable on August 7th to shareholders of record on July 24th, representing a yield of 0.6%. Director Kenneth D. Denman sold 885 shares for approximately $847,343 in late June, reducing his personal stake by over 15%. The company maintains a strong balance sheet with a debt-to-equity ratio of 0.17 and continues to operate its global membership warehouse model.
📉 FSA Advisors slashed Costco stake by 98.7% to just 246 shares.
📈 Brighton Jones increased holdings by 12.3% to 19,825 shares.
💰 Other institutions like Revolve Wealth also grew their positions.
📊 Stock trades at $417.26B market cap with PE of 47.33.
💵 Quarterly dividend is $1.47 per share yielding 0.6%.
📉 FSA Advisors Inc. slashed its Costco position by 98.7%, selling 18,954 shares in Q1 while retaining a minimal stake of 246 shares.
📈 Brighton Jones LLC increased its holdings by 12.3% to own 19,825 shares valued at $18.17 million during the fourth quarter.
💰 Other institutional investors including Revolve Wealth Partners and Sivia Capital Partners also grew their positions in the retailer's stock.
📊 The stock trades at a market cap of $417.26 billion with a PE ratio of 47.33 and a beta of 0.88.
💵 Costco declared a quarterly dividend of $1.47 per share, yielding 0.6% with an ex-dividend date of July 24th.
👔 Director Kenneth D. Denman sold 885 shares for roughly $847,343 in late June, reducing his personal stake by 15.62%.
📝 Analyst ratings are mixed with UBS Group and BTIG Research maintaining buy ratings while Roth Capital issued a sell rating.
🎯 Average analyst target price stands at $1,059.07 according to MarketBeat.com, suggesting potential upside from current levels.
🏢 The company maintains a low debt-to-equity ratio of 0.17 and a current ratio of 1.07 indicating solid liquidity.
🛒 Costco's business model relies on membership fees and high-volume, low-margin sales across groceries and electronics.
Bullish Signals
Brighton Jones increased stake by 12.3% to hold 19,825 shares worth $18.17 million.
Hedge funds Revolve Wealth and Sivia Capital added positions recently.
UBS and BTIG maintain buy ratings with targets of $1,275 and $1,125.
Low debt-to-equity ratio of 0.17 and current ratio of 1.07 show strong health.
Quarterly dividend of $1.47 per share with 29.58% payout ratio.
Risk Factors
Drastic 98.7% position reduction by FSA Advisors Inc.
Sell rating issued despite raising price objective to $781.
Trading below 50-day ($975.73) and 200-day ($977.54) averages.
Bullish Signals
Brighton Jones LLC significantly increased its stake by 12.3% to hold 19,825 shares worth $18.17 million, indicating institutional confidence.
Multiple other hedge funds including Revolve Wealth Partners and Sivia Capital Partners added to their positions during the recent quarters.
Major analysts like UBS Group and BTIG Research maintain buy ratings with target prices of $1,275 and $1,125 respectively.
The company has a very low debt-to-equity ratio of 0.17 and a current ratio of 1.07, reflecting strong financial health.
Costco recently paid a quarterly dividend of $1.47 per share with a payout ratio of 29.58%, returning capital to shareholders.
Risk Factors
FSA Advisors Inc. drastically reduced its position by 98.7%, selling the vast majority of its 18,954 shares in Q1.
Roth Capital issued a sell rating on the stock despite raising its price objective to $781.00.
The stock is currently trading below its 50-day moving average of $975.73 and 200-day moving average of $977.54.
Assetmark Inc. increased its stake in Costco Wholesale Corporation (COST) by 16.1% during the first quarter, purchasing an additional 9,153 shares to hold a total of 66,108 shares valued at $65.87 million. Several other institutional investors also adjusted their positions, with NovaPoint Capital LLC, Gould Asset Management LLC CA, Main Street Group LTD, and Angeles Wealth Management LLC all raising their stakes. Barings LLC initiated a new position worth approximately $297,000, while hedge funds collectively own 68.48% of the company's outstanding stock.
Costco Wholesale Corporation shares opened at $940.87 on Friday, trading below its 50-day moving average of $975.73 and 200-day moving average of $977.54. The retailer maintains a massive market capitalization of $417.26 billion with a price-to-earnings ratio of 47.33. Financial metrics indicate a low debt-to-equity ratio of 0.17 and a current ratio of 1.07, reflecting the company's strong balance sheet despite its high valuation multiples.
The company recently announced a quarterly dividend of $1.47 per share, payable on August 7th to shareholders of record as of July 24th, representing an annualized yield of 0.6%. Analyst sentiment remains generally positive with a consensus rating of 'Moderate Buy' and an average price target of $1,059.07. Recent upgrades from Bank of America and Sanford C. Bernstein contrast with neutral ratings from DA Davidson and Guggenheim, highlighting continued institutional interest in the retailer's long-term growth prospects.
📈 Assetmark raised COST stake by 16.1% to 66,108 shares worth $65.87 million.
💰 Costco shares opened at $940.87, trading below its 50-day moving average of $975.73.
🏦 Market cap is $417.26 billion with a P/E ratio of 47.33 and low debt-to-equity of 0.17.
💵 Quarterly dividend of $1.47 announced for shareholders of record on July 24th.
🎯 Bank of America raised price target to $1,200 and maintained a 'buy' rating.
📈 Assetmark Inc. raised its COST stake by 16.1% to 66,108 shares worth $65.87 million during Q1.
📊 Multiple hedge funds including NovaPoint Capital and Angeles Wealth Management increased their holdings in the retailer.
💰 Costco shares opened at $940.87, trading below its 50-day moving average of $975.73.
🏦 The company holds a market cap of $417.26 billion with a P/E ratio of 47.33 and low debt-to-equity of 0.17.
💵 A quarterly dividend of $1.47 was announced for shareholders of record on July 24th.
📉 Director Kenneth D. Denman sold 885 shares in a transaction valued at $847,343.
🎯 Bank of America raised its price target to $1,200 and maintained a 'buy' rating on the stock.
📊 Analyst consensus is 'Moderate Buy' with an average 12-month price target of $1,059.07.
🛒 Costco operates a global chain of membership-only warehouses selling bulk groceries and private-label Kirkland Signature goods.
Bullish Signals
Assetmark increased COST position by 16.1%.
Major investors like NovaPoint Capital added stakes.
Low debt-to-equity ratio of 0.17 and current ratio of 1.07.
Bank of America raised price target to $1,200.
Company pays consistent quarterly dividends.
Risk Factors
Director sold 885 shares, reducing ownership by 15.62%.
Stock trades below 50-day and 200-day moving averages.
Bullish Signals
Assetmark Inc. significantly increased its position in COST by 16.1%, signaling strong institutional confidence in the retailer's business model.
Multiple other major investors including NovaPoint Capital LLC, Angeles Wealth Management LLC, and Barings LLC added to their stakes or initiated new positions.
The company maintains a robust balance sheet with a low debt-to-equity ratio of 0.17 and a current ratio of 1.07.
Analyst sentiment is predominantly bullish, with Bank of America raising its price target to $1,200 and maintaining a 'buy' rating.
Costco continues to pay a consistent quarterly dividend, demonstrating commitment to returning value to shareholders.
Risk Factors
Director Kenneth D. Denman sold 885 shares of COST, reducing his personal ownership by 15.62% in a transaction worth over $847,000.
Shares are currently trading below both the 50-day and 200-day moving averages, indicating short-term price weakness relative to recent trends.
Bleakley Financial Group LLC increased its holdings in Costco Wholesale Corporation (COST) by 11.9% during the first quarter, acquiring an additional 1,561 shares to bring its total position to 14,687 shares valued at approximately $14.63 million. Several other institutional investors, including Brighton Jones LLC and Revolve Wealth Partners LLC, also boosted their stakes in the retailer during recent quarters, while others like Sivia Capital Partners and Pinnacle Wealth Planning Services increased their positions by smaller margins.
Analyst sentiment remains generally positive with multiple major firms raising price targets or maintaining buy ratings. Sanford C. Bernstein raised its target to $1,194 with an 'outperform' rating, Bank of America lifted its target to $1,200 with a 'buy' rating, and Truist Financial increased its objective to $1,011. The consensus rating among twenty-three analysts is 'Moderate Buy' with a collective price target of $1,059.07.
Costco reported quarterly earnings on May 28th, posting EPS of $4.93 against a consensus estimate of $4.94 and revenue of $70.53 billion versus an expected $70.12 billion. The company maintains a strong balance sheet with a market capitalization of $410.85 billion, a debt-to-equity ratio of 0.17, and a current ratio of 1.07. Additionally, the board declared a quarterly dividend of $1.47 per share payable on August 7th to shareholders of record on July 24th.
📈 Bleakley Financial Group increased COST holdings by 11.9% to $14.63 million.
🎯 Sanford Bernstein raised price target to $1,194 with an 'outperform' rating.
💰 Bank of America lifted objective to $1,200 maintaining a 'buy' rating.
💵 Q1 revenue hit $70.53 billion, beating analyst expectations by $412 million.
📉 Q1 EPS of $4.93 missed consensus estimate by one cent.
📈 Bleakley Financial Group LLC increased its COST holdings by 11.9% in Q1, adding 1,561 shares for a total value of $14.63 million.
📊 Other institutional investors including Brighton Jones LLC and Revolve Wealth Partners LLC also added to their stakes in the retailer during recent quarters.
🎯 Sanford C. Bernstein raised its price target on COST to $1,194 with an 'outperform' rating in a report dated May 29th.
💰 Bank of America lifted its price objective to $1,200 and maintained a 'buy' rating for the stock.
📉 Costco reported Q1 EPS of $4.93, slightly missing the consensus estimate of $4.94 by one cent.
💵 The company generated revenue of $70.53 billion in the quarter, beating analyst expectations of $70.12 billion.
📈 Costco's market capitalization stands at $410.85 billion with a PE ratio of 46.60 and a beta of 0.88.
💸 The company declared a quarterly dividend of $1.47 per share, payable on August 7th to shareholders of record on July 24th.
📉 Director Kenneth D. Denman sold 885 shares for approximately $847,343 in a transaction completed on June 23rd.
🏢 Institutional investors collectively own 68.48% of Costco Wholesale Corporation's outstanding stock.
Bullish Signals
Major banks raised targets or maintained strong buy ratings.
Revenue beat estimates at $70.53 billion vs $70.12 billion.
Low debt-to-equity ratio of 0.17 ensures financial stability.
Analyst consensus is Moderate Buy with 22 buys vs 1 sell.
Risk Factors
Missed EPS expectations by one cent at $4.93.
Director sold 885 shares for a 15.62% stake drop.
Bullish Signals
Multiple major financial institutions including Bank of America and Sanford C. Bernstein have raised their price targets or maintained strong buy ratings, indicating continued confidence in the company's long-term prospects.
Costco beat revenue expectations with $70.53 billion in quarterly sales compared to a consensus estimate of $70.12 billion, demonstrating resilient top-line growth.
The company maintains a very low debt-to-equity ratio of 0.17 and a healthy current ratio of 1.07, signaling strong liquidity and financial stability.
Analyst consensus remains 'Moderate Buy' with twenty-two analysts rating the stock as a buy versus only one sell rating.
Risk Factors
Costco missed earnings per share expectations by one cent, reporting $4.93 EPS against a consensus estimate of $4.94.
Director Kenneth D. Denman reduced his personal stake in the company by selling 885 shares, representing a 15.62% decrease in his ownership.
Farrow Financial Inc. increased its position in Costco Wholesale Corporation (COST) by 37.3% during the first quarter, acquiring an additional 695 shares to hold a total of 2,557 shares valued at $2,548,000. This investment represents approximately 1.4% of Farrow Financial's total holdings and ranks as its 27th largest position according to recent SEC filings.
Several major institutional investors have significantly expanded their stakes in Costco during the fourth quarter. Notable additions include Diamant Asset Management Inc., which increased its holding by over 99 million percent, Norges Bank adding a stake worth over $5.1 billion, and Corient Private Wealth LLC raising its position by 838.9%. These moves indicate strong institutional confidence in the retailer's long-term prospects.
Costco Wholesale Corporation continues to show robust financial metrics with a market capitalization of $406.34 billion and a P/E ratio of 46.09. The company recently declared a quarterly dividend of $1.47 per share, payable on August 7th for shareholders of record on July 24th, reflecting an annualized yield of 0.6% and a payout ratio of 29.58%. Analyst consensus remains positive with a 'Moderate Buy' rating and a target price of $1,061.10.
📈 Farrow Financial boosted COST holdings 37.3% to 2,557 shares in Q1.
💰 Major institutions increased stakes in Costco during the fourth quarter.
📊 Costco trades at $406.34B market cap with a P/E of 46.09.
💵 Quarterly dividend is $1.47 per share, payable August 7th.
🎯 Analyst consensus is 'Moderate Buy' with a target price of $1,061.10.
📈 Farrow Financial Inc. boosted its COST holdings by 37.3% in Q1, adding 695 shares to reach a total of 2,557 shares.
💰 Major institutional investors including Norges Bank and Diamant Asset Management significantly increased their stakes in Costco during the fourth quarter.
📊 Costco maintains a market cap of $406.34 billion with a P/E ratio of 46.09 and a beta of 0.88.
💵 The company declared a quarterly dividend of $1.47 per share, payable on August 7th to shareholders of record on July 24th.
📉 Director Kenneth D. Denman sold 885 shares for approximately $847,343, reducing his personal position by 15.62%.
🎯 Analyst consensus is 'Moderate Buy' with a collective target price of $1,061.10 based on recent research notes.
📈 TD Cowen reissued a 'buy' rating with a $1,175.00 price target, while UBS Group raised its target to $1,275.00.
🏢 Costco operates a global membership-only warehouse club model focusing on high-volume, low-margin sales and annual fees.
Bullish Signals
Major institutions like Norges Bank hold a $5.19B stake.
Analysts maintain 'Moderate Buy' ratings with raised price targets.
Healthy balance sheet features a current ratio of 1.07.
Low debt-to-equity ratio stands at just 0.17.
Quarterly dividend declared at $1.47 per share.
Risk Factors
Director sold 885 shares for $847,343, reducing position by 15.62%.
P/E ratio of 46.09 and PEG of 4.42 suggest high valuation.
Bullish Signals
Significant institutional accumulation from major entities like Norges Bank ($5.19B stake) and Diamant Asset Management (6.7M shares) signals strong confidence in Costco's business model.
Analyst consensus remains 'Moderate Buy' with multiple firms including TD Cowen, UBS Group, and Oppenheimer raising price targets or maintaining buy ratings.
Costco maintains a healthy balance sheet with a current ratio of 1.07 and a low debt-to-equity ratio of 0.17, supporting its dividend payments.
The company recently declared a quarterly dividend of $1.47 per share, demonstrating a commitment to returning capital to shareholders.
Risk Factors
Director Kenneth D. Denman sold 885 shares for approximately $847,343, representing a 15.62% reduction in his personal position.
The stock trades at a P/E ratio of 46.09 and a PEG ratio of 4.42, which may indicate high valuation relative to growth expectations.
Bell Global Equities Fund, managed by Bell Asset Management, announced in its May 2026 investor update that it exited its position in Costco Wholesale Corporation (NASDAQ:COST). The fund cited a premium valuation of approximately 45x forward earnings as the primary reason for the exit, arguing that the risk-reward profile was no longer compelling compared to other high-quality companies that had seen their valuations de-rate materially lower.
The article notes that Costco closed at $953.13 per share on July 8, 2026, with a market capitalization of $422.69 billion. Despite the exit, the fund manager maintains that Costco remains a great business, highlighting a historical total shareholder return of approximately 1,000% over more than 12 years. The decision to sell was driven by intense competition for capital within the portfolio and a belief that AI stocks currently offer higher promise for delivering returns in a shorter timeframe.
The fund manager also mentioned other exits during the month, including Pool Corporation following executive departures and Copart where growth turnaround signals were not yet materializing. While Costco is no longer on the fund's list of 40 most popular stocks heading into 2026, hedge fund data indicates that 107 portfolios still held the stock at the end of the first quarter, up slightly from the previous quarter.
📉 Bell Global Equities Fund exited Costco in May 2026 due to 45x forward earnings premium.
📊 Stock closed at $953.13 with a market cap of $422.69 billion on July 8, 2026.
🤝 Manager praises Costco's business after 12 years but favors AI stocks for higher returns.
🚀 Portfolio underperformed MSCI World ex-Australia in May due to mega-cap tech outperformance.
🔄 Other exits included Pool Corporation and Copart citing leadership changes and lack of growth.
📉 Bell Global Equities Fund exited its position in Costco Wholesale Corporation (COST) during May 2026.
💰 The fund cited a premium valuation of approximately 45x forward earnings as the primary driver for the exit.
📊 Costco closed at $953.13 per share on July 8, 2026, with a market cap of $422.69 billion.
📉 The stock posted a one-month return of -6.42% and lost 5.89% over the past 52 weeks.
🤝 The fund manager stated they continue to believe Costco is a great business after holding it for over 12 years.
🚀 The portfolio underperformed the MSCI World ex-Australia Index in May, driven by mega-cap tech outperformance.
🧠 The fund believes AI stocks currently hold greater promise for delivering higher returns than Costco.
📉 Hedge fund holdings of COST decreased slightly to 107 portfolios at the end of Q1 2026 from 106 previously.
🔄 Other exits included Pool Corporation and Copart due to leadership changes and lack of growth materialization.
Bullish Signals
Manager believes Costco remains a great business despite exit.
Risk Factors
Exited due to 45x forward earnings premium.
Underperformed benchmark in May 2026.
Manager prefers AI stocks over Costco.
Bullish Signals
The fund manager explicitly states they continue to believe Costco is a great business despite the exit.
Costco has delivered a total shareholder return of approximately 1,000% over more than 12 years of ownership.
Hedge fund data shows sustained interest with 107 portfolios holding the stock at the end of Q1 2026.
Risk Factors
The fund exited due to a premium valuation of approximately 45x forward earnings, deeming the risk-reward profile unattractive.
The portfolio underperformed the benchmark in May 2026, partly attributed to high returns from mega-cap technology stocks.
The fund manager believes AI stocks currently offer higher promise for delivering returns in a shorter timeframe than Costco.
Baer Investment Advisory LLC acquired a new stake in Costco Wholesale Corporation (NASDAQ:COST) during the first quarter, purchasing 2,282 shares valued at approximately $2.27 million. This transaction is part of broader institutional activity, with other firms like FORA Capital, World Investment Advisors, and the Teacher Retirement System of Texas also adjusting their positions in the fourth quarter, collectively indicating sustained institutional interest in the retailer's stock.
Costco Wholesale reported quarterly earnings on May 28th, posting $4.93 per share in earnings, which slightly missed analyst consensus estimates of $4.94. Despite the minor miss, the company generated revenue of $70.53 billion against a consensus estimate of $70.12 billion, demonstrating strong top-line performance. The retailer maintains a robust balance sheet with a debt-to-equity ratio of 0.17 and recently increased its quarterly dividend to $1.47, reflecting confidence in its cash flow generation.
The article details specific financial metrics for Costco, including a market capitalization of $422.05 billion and a P/E ratio of 47.87. Director Kenneth D. Denman sold 885 shares worth approximately $847,000 in late June, reducing his personal ownership by 15.62%. Currently, institutional investors own 68.48% of the outstanding stock, while insiders hold 0.10%, highlighting a predominantly institutional ownership structure typical for large-cap retailers.
Costco operates a global network of membership-only warehouse clubs selling bulk merchandise at discounted prices, with a business model reliant on annual membership fees and high-volume, low-margin sales. The company's product mix includes groceries, electronics, and apparel, augmented by its Kirkland Signature private-label brand. Ancillary services such as gasoline stations, pharmacies, and optical centers complement the core retail operations to drive customer loyalty and repeat purchasing.
📈 Baer Investment Advisory bought 2,282 shares worth $2.27 million in Q1.
💰 Revenue hit $70.53 billion, beating estimates despite a minor earnings miss.
📉 EPS was $4.93, missing the consensus estimate by one cent.
💵 Quarterly dividend increased to $1.47 per share from the previous $1.30.
🏦 Strong liquidity with a debt-to-equity ratio of 0.17 and current ratio of 1.07.
📈 Baer Investment Advisory LLC purchased a new stake of 2,282 shares in Costco Wholesale valued at approximately $2.27 million during the first quarter.
📊 Other institutional investors including FORA Capital and World Investment Advisors increased or established positions in the fourth quarter, with Teacher Retirement System of Texas boosting its stake by 24.5%.
💰 Costco reported quarterly revenue of $70.53 billion, slightly exceeding analyst consensus estimates of $70.12 billion despite a minor earnings miss.
📉 The company posted $4.93 EPS for the quarter, missing the consensus estimate of $4.94 by one cent.
💵 Costco recently declared a quarterly dividend of $1.47 per share, representing an increase from the previous $1.30 payout.
🏦 The retailer maintains a low debt-to-equity ratio of 0.17 and a current ratio of 1.07, indicating strong liquidity management.
📉 Director Kenneth D. Denman sold 885 shares worth approximately $847,343 in late June, reducing his personal ownership stake by 15.62%.
🏢 Institutional investors currently own 68.48% of Costco's outstanding stock, while company insiders hold only 0.10%.
📈 The stock trades at a P/E ratio of 47.87 with a market capitalization of $422.05 billion as of the latest data.
🛒 Costco's business model relies on annual membership fees and high-volume, low-margin sales to drive repeat purchasing and customer loyalty.
Bullish Signals
Revenue hit $70.53 billion, beating estimates.
Quarterly dividend rose to $1.47 per share.
Institutional ownership stands strong at 68.48%.
Low debt-to-equity ratio of 0.17 ensures stability.
Diversified services like gas stations boost revenue.
Risk Factors
EPS of $4.93 missed consensus of $4.94 by one cent.
Director Denman reduced stake by 15.62% in late June.
Bullish Signals
Costco reported revenue of $70.53 billion for the quarter, beating analyst consensus estimates of $70.12 billion.
The company increased its quarterly dividend to $1.47 per share from the previous $1.30, signaling confidence in cash flow.
Institutional ownership remains strong at 68.48%, with multiple major funds like Teacher Retirement System of Texas increasing their stakes.
Costco maintains a very low debt-to-equity ratio of 0.17 and a healthy current ratio of 1.07, reflecting a robust balance sheet.
The retailer's diversified ancillary services including gasoline stations and optical centers provide additional revenue streams beyond merchandise sales.
Risk Factors
Costco reported earnings per share of $4.93, which missed the analyst consensus estimate of $4.94 by one cent.
Director Kenneth D. Denman sold a significant portion of his holdings, reducing his personal stake by 15.62% in late June.
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