Costco Wholesale (COST) Projected to Post Quarterly Earnings on Thursday

Key Points

• Costco is expected to report fiscal Q4 2026 results after market close on September 24. Analysts forecast earnings of $6.55 per share on $94.87 billion in revenue.
• Recent operating momentum includes 17.9% August digital-sales growth, expansion of its Uber Eats partnership to 47 states, approximately $297.3 billion in fiscal-year sales, and plans to open 10 additional stores.
• Despite a “Moderate Buy” analyst consensus, risks include potential earnings pressure from higher fuel costs, supply-related inflation, a possible membership decline, and concerns that core fourth-quarter earnings could miss estimates.

Costco Wholesale (NASDAQ:COST - Get Free Report) is expected to be announcing its Q4 2026 results after the market closes on Thursday, September 24th. Analysts expect the company to announce earnings of $6.55 per share and revenue of $94.8738 billion for the quarter. Investors may visit the the company's upcoming Q4 2026 earning report page for the latest details on the call scheduled for Thursday, September 24, 2026 at 5:00 PM ET.

Costco Wholesale Trading Down 0.8%

Shares of COST stock opened at $893.74 on Thursday. Costco Wholesale has a 52-week low of $844.06 and a 52-week high of $1,096.50. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.61 and a current ratio of 1.07. The company has a 50-day simple moving average of $937.35 and a two-hundred day simple moving average of $972.55. The company has a market capitalization of $396.36 billion, a price-to-earnings ratio of 44.96, a PEG ratio of 3.76 and a beta of 0.86.

Costco Wholesale Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, August 7th. Stockholders of record on Friday, July 24th were paid a $1.47 dividend. This represents a $5.88 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date was Friday, July 24th. Costco Wholesale's payout ratio is presently 29.58%.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on COST. Guggenheim reaffirmed a "neutral" rating on shares of Costco Wholesale in a report on Monday, June 1st. UBS Group boosted their price objective on Costco Wholesale from $1,205.00 to $1,275.00 and gave the stock a "buy" rating in a research report on Wednesday, May 20th. Truist Financial upped their price objective on Costco Wholesale from $977.00 to $1,011.00 and gave the company a "hold" rating in a research note on Friday, May 29th. TD Cowen reaffirmed a "buy" rating and set a $1,175.00 target price on shares of Costco Wholesale in a research report on Wednesday, June 3rd. Finally, Citigroup began coverage on Costco Wholesale in a research note on Thursday, June 18th. They set a "neutral" rating and a $1,020.00 target price on the stock. Twenty-two research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Costco Wholesale presently has an average rating of "Moderate Buy" and a consensus target price of $1,052.65.

Costco Wholesale News Summary

Here are the key news stories impacting Costco Wholesale this week:

• Positive Sentiment: Costco expanded its Uber Eats partnership from 17 to 47 states, bringing nearly 600 warehouses onto the platform. The broader delivery reach could increase convenience, order frequency and customer engagement while strengthening Costco’s membership value proposition. Costco expands Uber Eats delivery partnership to 47 states
• Positive Sentiment: Costco’s digital sales rose 17.9% in August and 20.9% for fiscal 2026, indicating that e-commerce remains an important growth engine alongside the warehouse business. The company also reported fiscal-year sales of approximately $297.3 billion, up 10.2%, and plans to open 10 additional stores. Costco's E-commerce Momentum Keeps Its Growth Engine Running
• Positive Sentiment: Analysts are discussing the possibility of a special dividend after the upcoming earnings report on September 24. While unconfirmed, such a payout could provide a near-term catalyst for the shares. Costco Earnings May Disappoint, but There's a Special Catalyst That Could Lift the Stock
• Neutral Sentiment: Bank of America lowered its Costco price target to $1,095 from $1,200 but retained a Buy rating, citing the company’s value-oriented strategy and resilience amid consumer volatility. The reduction may weigh on sentiment even though the target remains materially above recent trading levels. BofA Securities Adjusts Costco Wholesale Price Target
• Negative Sentiment: Oppenheimer expects core fiscal fourth-quarter earnings to miss Wall Street estimates. RBC also warned that higher fuel costs could pressure gross margins, although tariff refunds may partly offset the impact. Costco Core Fourth-Quarter Earnings to Miss Estimates
• Negative Sentiment: Costco nearly doubled the price of Kirkland motor oil and limited purchases as global supply pressures intensified. The move may protect availability and pricing, but highlights inflationary pressure and could frustrate members. Reports also indicate membership declined year over year, adding to concerns ahead of earnings. Costco nearly doubles price of store brand motor oil

Insiders Place Their Bets

In other Costco Wholesale news, Director Kenneth Denman sold 885 shares of the firm's stock in a transaction on Tuesday, June 23rd. The stock was sold at an average price of $957.45, for a total value of $847,343.25. Following the completion of the sale, the director directly owned 4,779 shares of the company's stock, valued at $4,575,653.55. This trade represents a 15.62% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Company insiders own 0.10% of the company's stock.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates membership-based warehouse clubs that offer a broad selection of merchandise at generally competitive prices. Its product range includes groceries, fresh foods, apparel, appliances, electronics, furniture, jewelry, hardware, and seasonal goods, along with private-label products sold under the Kirkland Signature brand.

The company also provides a variety of ancillary services, including gasoline stations, pharmacies, optical centers, hearing-aid centers, food courts, tire centers, and travel services.

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