Inside the research
Costco Wholesale Corporation
COST Research profile · latest available data
Price overview
$922.77
▲ +26.29 (+2.9%)
| 52w hi | $1,092.58 |
|---|---|
| 52w lo | $846.26 |
| Vol | 4.63M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.03
| Short | +0.40 |
|---|---|
| Medium | -0.21 |
| Long | -0.22 |
computed 2026-09-27
Key fundamentals
Costco Wholesale Corporation
Consumer Defensive · Discount Stores
| Market cap | $409.03B |
|---|---|
| Enterprise value | $396.31B |
| Trailing P/E | 44.45x |
| Forward P/E | 36.94x |
| EV / EBITDA | 27.60x |
| P / S (ttm) | 1.35x |
| Profit margin | 3.0% |
| Return on equity | 28.4% |
| Revenue growth | +11.1% |
| Earnings growth | +15.0% |
| Debt / equity | 23.95 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.20 | |
| Sector | -0.01 | |
| Technical | -0.33 | |
| Earnings | +0.00 | |
| Sentiment | +0.90 |
macro × 1.00 · 2026-09-27
Business overview
Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, Mexico, Japan, the United Kingdom, Korea, Australia, Taiwan, China, Spain, France, Iceland, New Zealand, and Sweden. It offers merchandise, including sundries, dry groceries, candies, coolers, freezers, deli, liquor, and tobacco; non-food merchandise comprising appliances, small electronics, health and beauty aids, hardware, lawn and garden, sporting goods, tires, toys and seasonal, automotive, stamps, tickets, apparel, furniture, domestics, housewares, special order kiosks, and jewelry; and fresh food, such as meat, produce, service deli, and bakery products. The company is also involved in warehouse ancillary operations, which include gasoline, pharmacies, optical, food courts, hearing-aid centers, and tire installation centers. In addition, it engages in e-commerce, business centers, travel, and other businesses. The company was formerly known as Costco Companies, Inc. and changed its name to Costco Wholesale Corporation in August 1999. Costco Wholesale Corporation was founded in 1976 and is based in Issaquah, Washington.
Risk Metrics
| Beta vs SPX | 0.34 |
|---|---|
| Corr SPX | 0.26 |
| Annual vol | 20.7% |
| Annual ret | +3.0% |
| Sharpe | 0.15 |
| Max DD | -21.1% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $1,072.22 |
|---|---|
| High / Low | $1,315.00 / $650.00 |
| Median | $1,100.00 |
| Analysts | 32 |
| Strong Buy | 3 | |
|---|---|---|
| Buy | 19 | |
| Hold | 12 | |
| Sell | 2 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-04-10 | DA Davidson | → Neutral |
| 2026-04-09 | Wells Fargo | → Equal-Weight |
| 2026-04-09 | Telsey Advisory Group | → Outperform |
| 2026-03-31 | Telsey Advisory Group | → Outperform |
| 2026-03-06 | Truist Securities | → Hold |
| 2026-03-06 | Telsey Advisory Group | → Outperform |
Officers & Board
| CEO | Ron Vachris since 2023 |
|---|---|
| Director | Helena Foulkes since 2023 |
| Director | Ron Vachris since 2022 |
| Director | Sally Jewell since 2020 |
| Director | Ken Denman since 2017 |
| Director | John W. Stanton since 2015 |
| Director | Maggie Wilderotter since 2015 |
| Director | W. Craig Jelinek since 2010 |
| Director | Jeff Raikes since 2008 |
| Director | Susan Decker since 2004 |
| Director | Richard Galanti since 1995 |
| Director | Hamilton E. James since 1988 |
| Founder | James Sinegal current |
| Founder | Jeffrey Brotman current |
| CEO | W. Craig Jelinek 2012–2024 |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-08 | Other Material Event, Exhibits | read |
| 2026-05-28 | Earnings Release, Exhibits | read |
| 2026-04-15 | Other Material Event, Exhibits | read |
| 2026-03-05 | Earnings Release, Exhibits | read |
| 2026-01-21 | Shareholder Vote, Other Material Event | read |
| 2025-12-11 | Earnings Release, Exhibits | read |
| 2025-10-20 | Officer / Director Change, Exhibits | read |
| 2025-10-15 | Other Material Event, Exhibits | read |
| 2025-09-25 | Earnings Release, Exhibits | read |
| 2025-08-07 | Officer / Director Change | read |
| 2025-07-16 | Other Material Event, Exhibits | read |
| 2025-06-11 | Officer / Director Change | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-10 | RAIKES JEFFREY S | Gift | 5.25K | — | |
| 2026-06-23 | DENMAN KENNETH D | Sell | 885 | $847.35K | |
| 2026-04-01 | Frates Caton | Executive Vice President | Sell | 700 | $695.10K |
| 2026-03-12 | George Sarah Catherine | Executive Vice President | I | 642 | $636.48K |
| 2026-03-11 | MILLERCHIP GARY | Executive Vice President | Withheld for tax | 1.15K | $1.15M |
| 2026-03-09 | Adamo Claudine | Executive Vice President | Sell | 730 | $732.21K |
| 2026-01-27 | Jones Teresa A. | Executive Vice President | Gift | 300 | — |
| 2026-01-27 | RAIKES JEFFREY S | Gift | 5.12K | — | |
| 2026-01-21 | Jones Teresa A. | Executive Vice President | Sell | 850 | $838.32K |
| 2026-01-16 | Raimondo Gina Marie | Grant | 215 | — |
Flow & Concentration
| Insider 180d net | -$1.54M |
|---|---|
| Insider buys / sells | 0 / 2 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 97.0% |
| HHI | 3,607 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $17.20B | 18.38M |
| Fidelity / FMR LLC | $5.77B | 6.16M |
| Citadel Advisors | $3.41B | 3.64M |
| Capital Research / Capital World | $2.66B | 2.85M |
| AQR Capital Management | $1.17B | 1.25M |
| Millennium Management | $912.78M | 975.75K |
| Bridgewater Associates | $24.79M | 26.50K |
| T. Rowe Price Group | $1.93M | 2.06M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.44% |
|---|---|
| $ / share (TTM) | $4.07 |
| 5y CAGR | -16.9% |
Annual dividend per share
| 2021 | $3.07 |
|---|---|
| 2022 | $3.49 |
| 2023 | $18.96 |
| 2024 | $4.50 |
| 2025 | $5.06 |
| 2026 | $2.77 |
SEC Filings
The Long Run
FY 2010–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $254.45B | +22.0% | |
| Operating income | $8.11B | +23.5% | |
| Net income | $6.29B | +26.3% | |
| Cash from ops | $11.34B | +17.8% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $887.00 | $925.14 | $883.10 | $922.77 | 4.63M |
| Sep 24 | $908.81 | $909.43 | $895.26 | $896.48 | 2.89M |
| Sep 23 | $901.31 | $905.59 | $893.36 | $904.70 | 2.28M |
| Sep 22 | $902.26 | $903.40 | $895.84 | $899.41 | 1.98M |
| Sep 21 | $891.07 | $899.44 | $885.50 | $898.48 | 2.16M |
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