COST Costco Wholesale Corporation

bullish track record → $956.32 -38.88 (-3.9%)
Mkt Cap $424B P/E 49.8 fwd 42.3 52wk $844.06 - $1096.50 Earnings beating Updated Saturday
What We Found Primary source analysis others skip
Material Events (8-K)
8-K
Approval of Fiscal 2026 Executive Bonus Plan Up to $1.12 million for CEO, up to $371,200 for other execut…

Costco Wholesale Corporation's Compensation Committee approved the fiscal 2026 executive bonus plan. Bonuses for executive officers (excluding the CEO) can reach up to $371,200 based on sales, pre-tax...

Filed 2025-10-20 · Chief Executive Officer (unnamed), Executive officers other than the Chief Executive Officer
8-K
Departure and Appointment

Russ Miller, Senior Executive Vice President, COO - U.S. and Mexico Operations at Costco, announced retirement effective February 2026. Caton Frates, Executive Vice President, COO Southwest Division, ...

Filed 2025-08-07 · Russ Miller, Caton Frates
8-K
Departure and Appointment Annual base salary $340,000; Cash bonus $100,000 prorated; R…

Dan Hines, Senior Vice President, Corporate Controller, and Principal Accounting Officer of Costco, will retire on June 30, 2025, but remain a Senior Vice President until January 2026 after 35 years o...

Filed 2025-06-11 · Dan Hines, Senior Vice President, Corporate Controller, Principal Accounting Officer, Tiffany Barbre, Senior Vice President, Corporate Controller, Principal Accounting Officer
Factor divergence: DIVERGENCE: analyst_revisions bullish vs price_momentum, options_sentiment bearish
Est. revisions: +0.5% (11 up, 3 down in 30d)
Backed by structured data (insider trades, analyst ratings, or filings)
Factor Model (net +0.7)

Factor Model

net +0.7 2.6 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.3
Analyst Rev.
+0.8
Narrative Gap
+0.0

Costco Q3 Revenue Climbs 11%; Shares Drop 3.9%

Watch: Monitor Q4 guidance and membership trends for signs of sustained demand and pricing power amid inflationary pressures.

Costco reported Q3 revenue of $70.5 billion, up 11% year-over-year, with net income rising to nearly $2.2 billion from $1.9 billion last year. Paid memberships increased 4% with renewal rates just under 90%, outpacing estimates. Despite beating expectations and strong e-commerce growth of 37%, shares fell 3.9% amid a broad consumer retail sell-off and stable Treasury yields.

Strong earnings and membership growth confirm Costco's resilience amid inflation concerns but recent share weakness suggests cautious investor sentiment against a tough retail environment.

Evidence

Updated Saturday DA Davidson main COST: Neutral → Neutral
Updated Saturday Truist Securities main COST: Hold → Hold
Updated Saturday B of A Securities main COST: Buy → Buy
Updated Friday BTIG reit COST: Buy → Buy
7 older signals
Fundamentals & Data ▾
Costco Wholesale Corporation Consumer Defensive · Discount Stores
Mkt Cap
$424B
P/E
49.8 fwd 42.3
Beta
0.91
Div Yield
61.00%
52w Range
$844.06 - $1096.50
Short Interest
7.4M 1.66%
Days to Cover
4.2 +12%
Technicals downtrend
vs 20d MA
-6.6%
vs 50d MA
-5.1%
from 52w Hi
-12.6%
Vol (20d)
27%
1w return
-9.0%
1m return
-4.1%
3m return
-5.4%
Vol ratio
1.4x
Insiders
selling 0B / 7S
Analysts
mixed
Earnings
beating 4B / 0M
EPS Estimate
$4.92 +0.5% 30d 11up / 3dn
Est. Dispersion
11% 30 analysts
Analyst Target
$1084 $740 - $1315
Options P/C
1.61 7C / 12P unusual
Fund Convergence
strong Citadel, Two Sigma, D.E. Shaw, Bridgewater, Renaissance
Financials
Revenue
$69.6B +9% YoY
FCF
$1.7B
Gross Margin
13%
Op Margin
4%
Momentum: accelerating
Top Holders
Citadel $3.2B
Two Sigma $288M
D.E. Shaw $131M
Bridgewater $26M
Renaissance $19M
Recent Filings & Data
material event 3

Costco Wholesale Corporation's Compensation Committee approved the fiscal 2026 executive bonus plan. Bonuses for executive officers (excluding the CEO) can reach up to $371,200 based on sales, pre-tax income, and environmental/social performance. The CEO can earn up to $1.12 million under the same criteria. The bonus structure includes targets with payouts ranging from 0 to 120% of base amounts, plus additional environmental/social performance bonuses. SEC↗

Russ Miller, Senior Executive Vice President, COO - U.S. and Mexico Operations at Costco, announced retirement effective February 2026. Caton Frates, Executive Vice President, COO Southwest Division, will be appointed Senior Executive Vice President, Warehouse Operations - U.S. and Mexico, effective February 2026. SEC↗

Dan Hines, Senior Vice President, Corporate Controller, and Principal Accounting Officer of Costco, will retire on June 30, 2025, but remain a Senior Vice President until January 2026 after 35 years of service. Tiffany Barbre has been appointed as Senior Vice President, Corporate Controller, and Principal Accounting Officer, effective July 1, 2025. Ms. Barbre's compensation includes an annual base salary of $340,000, eligibility for a prorated $100,000 annual cash bonus for fiscal 2025, and eligibility for annual restricted stock unit grants with an estimated target value of $2 million for fiscal 2026. SEC↗

Track Record (1/1 correct) ▾

Direction History

1/1 correct at 5 days
2026-05-05 bullish +0.5%
15 signals · latest 10h ago

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