Costco Wholesale (NASDAQ:COST – Free Report) had its target price lifted by Rothschild & Co Redburn from $890.00 to $1,000.00 in a research report released on Tuesday morning,MarketScreener reports. They currently have a neutral rating on the retailer’s stock.
COST has been the topic of a number of other research reports. Daiwa Securities Group reduced their price target on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating on the stock in a report on Tuesday, December 16th. Evercore lifted their price objective on Costco Wholesale from $1,025.00 to $1,050.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 10th. JPMorgan Chase & Co. boosted their target price on Costco Wholesale from $1,000.00 to $1,050.00 and gave the company an “overweight” rating in a research note on Monday, February 9th. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Finally, HSBC dropped their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. Twenty-one investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $1,008.07.
Get Our Latest Stock Report on COST
Costco Wholesale Stock Down 0.6%
Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate 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 quarter in the prior year, the company posted $4.04 EPS. The firm’s revenue for the quarter was up 8.3% compared to the same quarter last year. On average, equities research analysts expect that Costco Wholesale will post 18.03 earnings per share for the current year.
Costco Wholesale Dividend Announcement
The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a dividend of $1.30 per share. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.85%.
Insider Buying and Selling at Costco Wholesale
In related news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the sale, the executive vice president owned 8,240 shares in the company, valued at $7,550,476.80. This represents a 15.40% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction on Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the transaction, the executive vice president owned 10,748 shares of the company’s stock, valued at $9,320,773.08. The trade was a 16.01% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is currently owned by company insiders.
Institutional Investors Weigh In On Costco Wholesale
A number of institutional investors have recently modified their holdings of COST. Norges Bank purchased a new position in Costco Wholesale in the fourth quarter worth about $5,195,415,000. Cardano Risk Management B.V. grew its holdings in shares of Costco Wholesale by 907.1% during the fourth quarter. Cardano Risk Management B.V. now owns 1,785,080 shares of the retailer’s stock valued at $1,539,346,000 after buying an additional 1,607,833 shares during the last quarter. Laurel Wealth Advisors LLC increased its position in shares of Costco Wholesale by 96,316.6% during the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock valued at $1,364,888,000 after acquiring an additional 1,377,328 shares in the last quarter. Assenagon Asset Management S.A. raised its holdings in Costco Wholesale by 1,586.8% in the 4th quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock worth $980,857,000 after acquiring an additional 1,070,005 shares during the last quarter. Finally, Amundi raised its holdings in Costco Wholesale by 45.0% in the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after acquiring an additional 986,182 shares during the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.
Costco Wholesale News Summary
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Digital and warehouse growth remain strong (e‑commerce comps +20.5%, new stores boosting sales), supporting longer‑term revenue momentum. Costco’s Digital Demand and Warehouse Strength Create a Dual Engine
- Positive Sentiment: Member enthusiasm for new food‑court offering (McDonald’s‑style item) is positive for in‑club traffic and ancillary sales. Costco launches McDonald’s copycat food court item that members call ‘top notch’
- Positive Sentiment: New mobile ordering for cakes/deli could improve customer convenience and drive higher average tickets for the deli category. Costco cake online ordering is coming
- Neutral Sentiment: Rothschild & Co Redburn raised its price target to $1,000 but kept a “neutral” rating — the PT is close to current levels, giving limited directional push. Rothschild & Co Redburn adjusts PT on Costco Wholesale to $1,000
- Neutral Sentiment: Coverage and valuation commentary continue to evolve; a recent roundup of analyst moves highlights mixed views that could keep share volatility elevated. How Recent Analyst Moves Are Shaping The Costco Wholesale (COST) Valuation Story
- Neutral Sentiment: Short‑interest reporting in mid‑February shows effectively zero reported short position (data contains anomalies), so short squeeze dynamics are unlikely to be a driver. (internal short‑interest entries)
- Negative Sentiment: Gift cards sold at Costco are at risk after the issuer declared bankruptcy, creating potential consumer refunds/liability and reputational concern. Gift cards sold at Costco at risk after issuer declares sudden bankruptcy
- Negative Sentiment: Related recall: Costco issued a recall on certain restaurant gift cards, which amplifies near‑term consumer and operational risk. Costco issues recall on restaurant gift cards
- Negative Sentiment: Legal exposure: Costco faces a U.S. class action alleging salmonella risk (and separate rotisserie‑chicken complaint coverage), which could mean litigation costs, recalls or reputational damage if claims progress. Costco hit by US class action over salmonella risk claims
Costco Wholesale Company Profile
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.
See Also
- Five stocks we like better than Costco Wholesale
- Energy Security Is Now National Security – Positioning Is Happening Now
- 1968. 1980. 2020. Here’s the pattern…
- Your Bank Account Is No Longer Safe
- Trump’s AI Secret: 100X Faster Than Nvidia
- This $15 Stock Could Go Down as the #1 Stock of 2026
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.
