StreetInsider.com News Articles

Form 4 COSTCO WHOLESALE CORP For: Sep 29 Filed by: Frates Caton

Wed, 30 Sep 2026 17:53:00 -0400

si-local-file:///var/storage/secattach/20260930/27129739.html

Form 4 COSTCO WHOLESALE CORP For: Sep 29 Filed by: Adamo Claudine

Wed, 30 Sep 2026 17:48:00 -0400

si-local-file:///var/storage/secattach/20260930/27129727.html

Form 3/A COSTCO WHOLESALE CORP For: Aug 31 Filed by: Self Adam Webb

Wed, 30 Sep 2026 17:46:00 -0400

si-local-file:///var/storage/secattach/20260930/27129722.html

Form 144 COSTCO WHOLESALE CORP Filed by: Adamo Claudine

Tue, 29 Sep 2026 14:02:00 -0400

si-local-file:///var/storage/secattach/20260929/27121271.html

Form 144 COSTCO WHOLESALE CORP Filed by: Frates Caton

Tue, 29 Sep 2026 13:33:00 -0400

si-local-file:///var/storage/secattach/20260929/27120930.html

Guggenheim Reiterates Neutral Rating on Costco Wholesale (COST)

Mon, 28 Sep 2026 06:40:09 -0400

Guggenheim analyst John Heinbockel reiterated a Neutral rating and {REMOVEPT} price target on Costco Wholesale (NASDAQ: COST).

The analyst commented: "A flat-to-down trendline during the past year suggests valuation finally reaching a level that must be digested before outperformance can resume. As shown in Exhibit 1, a visual EBITDA PEG depiction across large-cap retail, the current 2x is the sector’s highest with a meaningful spread versus the next closest peers. The business possesses an industry-leading 10-12% growth algo powered by both a structurally superior value proposition and a model proven to travel globally. With 134 locations outside of North America, the

Evercore ISI Reiterates Outperform Rating on Costco Wholesale (COST)

Mon, 28 Sep 2026 05:17:37 -0400

Evercore ISI analyst Greg Melich reiterated an Outperform rating and $1,100.00 price target on Costco Wholesale (NASDAQ: COST).

The analyst comments "Renewal rates ticked up for the second straight quarter, yet membership growth slowed to 3.8%. With Asian openings not until 2028, what can spark the momentum back into Costco? The return of the $1.50 churro can’t hurt! But more fundamentally there are some options. First, reinvestment of tariff rebates to keep the shocking value in the membership. Second, find new ways of convenience (uber eats, doordash delivery) and programs like pharmacy. Third, keep accelerating the club openings, with infills to

Truist Securities Reiterates Hold Rating on Costco Wholesale (COST)

Mon, 28 Sep 2026 05:12:36 -0400

Truist Securities analyst Scot Ciccarelli reiterated a Hold rating and $1,011.00 price target on Costco Wholesale (NASDAQ: COST).

The analyst comments "Net/net – Costco put up another strong quarter, including US comps of 7.2% and Enterprise comps of 6.7%, with nearly an even contribution from Ticket and Traffic. The company continues to churn out MSD/HSD comps despite its $300b annualized run-rate. Further, the company continues to tightly manage their P&L and was able to offset this quarter’s slightly lower GM with disciplined SG&A spend, resulting in ~11% adjusted EBIT growth and ~12% adjusted EPS growth. The one sticking point investors have

Costco Wholesale (COST) PT Lowered to $1,010 at Freedom Broker

Fri, 25 Sep 2026 13:17:18 -0400

Freedom Broker analyst Georgy Vashchenko lowered the price target on Costco Wholesale (NASDAQ: COST) to $1,010.00 (from $1,030.00) while maintaining a Buy rating.

The analyst comments "Costco Wholesale Corporation delivered a strong finish to FY2026, with Q4 net sales increasing 11.2% YoY to $93.87bn and total revenue rising 11.1% to $95.72bn. Comparable sales increased 9.4%, or 6.7% excluding gasoline price inflation and foreign exchange, while digitally enabled comparable sales grew 19.8% on an adjusted basis. Traffic increased 3.3% globally, highlighting continued underlying customer engagement. Membership economics remained supportive, with paid memberships reaching 84.1m (+3.8% YoY), Executive Memberships increasing 9.4% to 42.3m,

Costco Wholesale (COST) PT Lowered to $1,010 at Freedom Broker

Fri, 25 Sep 2026 13:17:18 -0400

Freedom Broker analyst Georgy Vashchenko lowered the price target on Costco Wholesale (NASDAQ: COST) to $1,010.00 (from $1,030.00) while maintaining a Buy rating.

Costco Wholesale (COST) PT Raised to $1,040 at DA Davidson Following Q4 Earnings

Fri, 25 Sep 2026 09:00:32 -0400

(Updated - September 25, 2026 9:00 AM EDT)

DA Davidson analyst Michael Baker raised the price target on Costco Wholesale (NASDAQ: COST) to $1,040.00 (from $1,000.00) while maintaining a Neutral rating.

The analyst commented, "Perhaps the most important news from Costco’s earnings report confirming the speculation that the churro is indeed making a comeback at the club’s food courts. Outside of that, it was another in a long string of very solid earnings reports. Comp sales were already known from the monthly reports, which doesn’t diminish the noteworthiness of the 9.4% total comps, including 6.7% ex. fx and gas inflation and 10.7%

Costco Wholesale (COST) PT Raised to $1,040 at DA Davidson Following Q4 Earnings

Fri, 25 Sep 2026 09:00:32 -0400

(Updated - September 25, 2026 9:00 AM EDT)

DA Davidson analyst Michael Baker raised the price target on Costco Wholesale (NASDAQ: COST) to $1,040.00 (from $1,000.00) while maintaining a Neutral rating.

Costco Wholesale (COST) PT Lowered to $955 at Truist Securities

Fri, 25 Sep 2026 08:15:59 -0400

(Updated - September 25, 2026 8:15 AM EDT)

Truist Securities analyst Scot Ciccarelli lowered the price target on Costco Wholesale (NASDAQ: COST) to $955.00 (from $1,011.00) while maintaining a Hold rating.

The analyst commented: "Another strong qtr; 7.2%/6.7% US/Ent comp growth despite $300b sls; member grth still a topic; Costco’s US (+7.2%), Int’l (~5.5%) and Enterprise (+6.7%) comps continue to outpace the vast majority of Hardline/Broadline retailers despite the company’s $300b sales run-rate. Member growth has continued to slow (+3.8%, but down for 8 qtrs), but that slowdown has partly been driven by new warehouse locations, as more warehouses over the last

Costco Wholesale (COST) PT Lowered to $955 at Truist Securities

Fri, 25 Sep 2026 08:15:59 -0400

(Updated - September 25, 2026 8:15 AM EDT)

Truist Securities analyst Scot Ciccarelli lowered the price target on Costco Wholesale (NASDAQ: COST) to $955.00 (from $1,011.00) while maintaining a Hold rating.

Costco Wholesale (COST) PT Lowered to $1,143 at Bernstein SocGen Group

Fri, 25 Sep 2026 08:04:15 -0400

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Costco Wholesale (NASDAQ: COST) to $1,143.00 (from $1,144.00) while maintaining an Outperform rating.

The analyst commented: "After Q4 beat, all eyes on MFI growth in FY27; Costco delivered a beat in 4Q26. Comp sales grew by 9.4% (vs. 8.4% consensus), driven by 3.3% traffic growth and 5.9% ticket growth. By region ex gas/FX, US led comp sales growth at +7.2%, followed by Other International at +6.2%, and Canada at +4.6%. Gross margin declined 10 bps YoY to 11.0% due to the gas inflation impact and was +20bps ex gas. EPS

Costco Wholesale (COST) PT Lowered to $1,143 at Bernstein SocGen Group

Fri, 25 Sep 2026 08:04:15 -0400

Bernstein SocGen Group analyst Zhihan Ma lowered the price target on Costco Wholesale (NASDAQ: COST) to $1,143.00 (from $1,144.00) while maintaining an Outperform rating.

Costco Wholesale (COST) PT Lowered to $1,015 at JPMorgan

Fri, 25 Sep 2026 07:16:01 -0400

JPMorgan analyst Christopher Horvers lowered the price target on Costco Wholesale (NASDAQ: COST) to $1,015.00 (from $1,100.00) while maintaining a Overweight rating.

The analyst comments "On the stock, the de-rating of quality growth and source of funds to fund the AI trade has impacted COST, ORLY, WMT, and others after significant multiple expansion in 2025. At 39x our FY27 EPS forecast, it has come inside the high end of the 1.5-2.0 range that growth staples typically trade at, where COST typically trades at or above (see our 40+ page Club Primer). We also note that we expect grocery inflation to accelerate

Costco Wholesale (COST) PT Lowered to $1,015 at JPMorgan

Fri, 25 Sep 2026 07:16:01 -0400

JPMorgan analyst Christopher Horvers lowered the price target on Costco Wholesale (NASDAQ: COST) to $1,015.00 (from $1,100.00) while maintaining a Overweight rating.

TD Cowen Reiterates Buy Rating on Costco Wholesale (COST)

Fri, 25 Sep 2026 07:12:40 -0400

TD Cowen analyst Oliver Chen reiterated a Buy rating and $1,175.00 price target on Costco Wholesale (NASDAQ: COST).

The analyst comments "We continue to see significant runway in digital across e-commerce, delivery, personalization, and AI-enabled discovery tools. Management highlighted expanding partnerships with Instacart, Uber Eats and DoorDash, with average delivery times under one hour and evidence that these transactions remain largely incremental to warehouse sales. Further, personalized initiatives delivered triple-digit sales growth during the quarter, while AI-generated traffic grew triple digits for a second consecutive quarter and continues to convert at above-average rates. Management highlighted continued success attracting younger members, with

Bond market selloff; Costco earnings - what’s moving markets

Fri, 25 Sep 2026 06:59:02 -0400

Investing.com - Futures linked to the main U.S. stock indices tick up, although investors are keeping a wary eye on a deep bond-market selloff this week. The U.S. 10-year Treasury yield touches its highest level since 2007, fueled by a combination of elevated oil prices, U.S. economic strength, and bets on the Federal Reserve’s interest rate trajectory. Elsewhere, Costco posts fiscal fourth-quarter results that top expectations.

1. Futures edge up

U.S. stock futures pointed higher on Friday, but a surge in Treasury yields kept pressure on risk assets heading into the final trading session of the week.