Costco Wholesale (NASDAQ:COST – Free Report) had its target price increased by Wells Fargo & Company from $900.00 to $950.00 in a report issued on Thursday morning, MarketBeat reports. They currently have an equal weight rating on the retailer’s stock.
Other analysts also recently issued reports about the company. Mizuho raised their target price on Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research note on Tuesday. BTIG Research initiated coverage on Costco Wholesale in a report on Tuesday, October 14th. They issued a “buy” rating and a $1,115.00 price target on the stock. Daiwa Securities Group decreased their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. HSBC cut their target price on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,006.19.
Check Out Our Latest Stock Analysis on COST
Costco Wholesale Stock Performance
Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same period last year, the company posted $4.04 earnings per share. The business’s quarterly revenue was up 8.3% on a year-over-year basis. On average, equities analysts forecast that Costco Wholesale will post 18.03 earnings per share for the current year.
Costco Wholesale Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be given a dividend of $1.30 per share. The ex-dividend date is Friday, January 30th. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.
Insider Transactions at Costco Wholesale
In other news, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 6,915 shares of company stock valued at $6,317,097. Company insiders own 0.10% of the company’s stock.
Institutional Investors Weigh In On Costco Wholesale
A number of institutional investors and hedge funds have recently made changes to their positions in COST. Associated Banc Corp boosted its stake in Costco Wholesale by 10.4% during the fourth quarter. Associated Banc Corp now owns 2,064 shares of the retailer’s stock valued at $1,780,000 after buying an additional 194 shares during the period. CFO4Life Group LLC raised its holdings in shares of Costco Wholesale by 19.7% in the 4th quarter. CFO4Life Group LLC now owns 1,467 shares of the retailer’s stock valued at $1,265,000 after acquiring an additional 241 shares in the last quarter. Condor Capital Management raised its holdings in shares of Costco Wholesale by 1.1% in the 4th quarter. Condor Capital Management now owns 3,564 shares of the retailer’s stock valued at $3,074,000 after acquiring an additional 39 shares in the last quarter. Delta Financial Advisors LLC boosted its position in shares of Costco Wholesale by 14.5% during the 4th quarter. Delta Financial Advisors LLC now owns 6,907 shares of the retailer’s stock valued at $5,956,000 after acquiring an additional 875 shares during the last quarter. Finally, Americana Partners LLC grew its holdings in shares of Costco Wholesale by 1.6% during the fourth quarter. Americana Partners LLC now owns 16,457 shares of the retailer’s stock worth $14,192,000 after purchasing an additional 264 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.
Key Headlines Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Management’s January sales report showed solid comp growth and digital strength, which traders have credited for recent upside in COST. Costco Stock Rallies On Strong January Sales
- Positive Sentiment: Oppenheimer raised its price target to $1,100 and kept an Outperform rating — a bullish signal that increases upside expectations from Wall Street. Oppenheimer adjusts PT on Costco Wholesale
- Positive Sentiment: Mizuho also lifted its target (to $1,065) and kept an Outperform rating, citing rebounding membership trends — supportive for longer-term revenue and renewal visibility. Mizuho Raises Costco Target as Membership Trends Rebound
- Positive Sentiment: Macro flows: BofA flagged record inflows into consumer staples amid a tech selloff, helping defensive retailers like Costco attract demand. Walmart, Costco, XLP Surge As BofA Flags Record Inflows
- Positive Sentiment: Store expansion and membership initiatives (Cam arillo opening timeline; moves to fix membership issues) support continued sales growth and member retention. Costco Camarillo gets opening timeline
- Neutral Sentiment: Analyst coverage is mixed: Wells Fargo raised its PT to $950 but keeps an Equal Weight, and DA Davidson reiterated a Neutral rating with a $1,000 target — results in varied near-term views. Wells Fargo raises PT on Costco DA Davidson reaffirms neutral
- Neutral Sentiment: Short-interest data posted today is effectively zero/invalid (no actionable change), so it isn’t driving price action. (Entry shows 0 shares and NaN increase.)
- Neutral Sentiment: Consumer-interest pieces and product buzz (e.g., viral food items, product availability lists) are getting social attention but are unlikely to move fundamentals materially. Costco cookie cake reactions
- Negative Sentiment: Roth MKM and some cautious analysts warn about a possible stockpiling reversal (inventory normalization) that could slow comps in February — a risk investors are watching. Costco stock climbs after strong January sales (blockonomi)
- Negative Sentiment: Jim Cramer and others flagged that Costco has been selling discounted luxury items in Chinese warehouses — an oddity that raises questions about merchandising controls and brand perception overseas. Jim Cramer on discounted Hermès Birkin items
About Costco Wholesale
Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.
Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.
Featured Articles
- Five stocks we like better than Costco Wholesale
- NEW LAW: Congress Approves Setup For Digital Dollar?
- The $650 Million Bet on AI’s Future
- The gold chart Wall Street is terrified of…
- Trump’s AI Secret: 100X Faster Than Nvidia
- Your Bank Account Is No Longer Safe
Receive News & Ratings for Costco Wholesale Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Costco Wholesale and related companies with MarketBeat.com's FREE daily email newsletter.
