FY2027 EPS Estimate for Costco Wholesale Boosted by Analyst

Costco Wholesale Corporation (NASDAQ:COST) – Equities researchers at Erste Group Bank boosted their FY2027 EPS estimates for shares of Costco Wholesale in a report issued on Thursday, October 8th. Erste Group Bank analyst H. Engel now expects that the retailer will earn $22.80 per share for the year, up from their prior estimate of $22.67. The consensus estimate for Costco Wholesale’s current full-year earnings is $22.85 per share. Erste Group Bank also issued estimates for Costco Wholesale’s FY2028 earnings at $25.01 EPS.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, topping the consensus estimate of $6.54 by $0.21. The business had revenue of $95.72 billion during the quarter, compared to the consensus estimate of $94.97 billion. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The business’s revenue for the quarter was up 11.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $5.87 earnings per share.

A number of other equities analysts have also issued reports on COST. Royal Bank Of Canada restated a “sector perform” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a research note on Friday. Bank of America dropped their price target on Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating on the stock in a research note on Wednesday, September 16th. JPMorgan Chase & Co. cut their price objective on Costco Wholesale from $1,100.00 to $1,015.00 and set an “overweight” rating on the stock in a report on Friday, September 25th. BTIG Research reissued a “buy” rating and issued a $1,125.00 price objective on shares of Costco Wholesale in a report on Wednesday, September 23rd. Finally, Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Thursday. Twenty-three equities research analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $1,046.27.

Costco Wholesale Price Performance

NASDAQ COST opened at $959.44 on Tuesday. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.06 and a quick ratio of 0.62. The stock’s fifty day moving average price is $930.81 and its 200 day moving average price is $963.26. Costco Wholesale has a 1 year low of $844.06 and a 1 year high of $1,096.50. The company has a market cap of $425.16 billion, a price-to-earnings ratio of 46.22, a PEG ratio of 4.05 and a beta of 0.88.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 2,200 shares of the stock in a transaction on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total value of $2,015,046.00. Following the sale, the executive vice president owned 7,134 shares in the company, valued at $6,534,244.62. This represents a 23.57% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. 0.10% of the stock is owned by company insiders.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. NorthCrest Asset Manangement LLC boosted its holdings in Costco Wholesale by 11.6% in the third quarter. NorthCrest Asset Manangement LLC now owns 38,038 shares of the retailer’s stock valued at $34,490,000 after purchasing an additional 3,958 shares during the last quarter. Value Investment Professionals LLC acquired a new stake in Costco Wholesale during the 3rd quarter worth about $225,000. Perpetual Ltd raised its stake in shares of Costco Wholesale by 60.4% during the 3rd quarter. Perpetual Ltd now owns 3,734 shares of the retailer’s stock valued at $3,399,000 after buying an additional 1,406 shares during the last quarter. Woodstock Corp raised its stake in shares of Costco Wholesale by 8.6% during the 3rd quarter. Woodstock Corp now owns 23,711 shares of the retailer’s stock valued at $21,585,000 after buying an additional 1,874 shares during the last quarter. Finally, JGP Wealth Management LLC raised its stake in shares of Costco Wholesale by 1,574.4% during the 3rd quarter. JGP Wealth Management LLC now owns 71,147 shares of the retailer’s stock valued at $64,768,000 after buying an additional 66,898 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

More Costco Wholesale News

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

• Positive Sentiment: September sales accelerated: Costco reported September net sales of approximately $30.02 billion, up 13.0% year over year. The result reinforces expectations for resilient consumer demand and was a key catalyst for renewed investor interest. Costco Wholesale Posts 13% September Sales Growth
• Positive Sentiment: Digital momentum remains strong: September digital sales increased 19%, aided by expanded delivery options and personalization. Continued e-commerce growth provides an additional avenue for Costco to increase sales beyond its warehouse base. Costco’s September Digital Sales Growth
• Positive Sentiment: Long-term shareholder appeal: Commentary highlights Costco’s history of share-price appreciation and dividend growth. Its dividend increased substantially over the past five years, while investors continue to anticipate potential special dividends. Costco Dividend Income Outlook
• Positive Sentiment: Potential warehouse expansion: Filings indicate a proposed West Oakland Costco could employ hundreds, suggesting continued investment in the company’s physical-store footprint. West Oakland Costco Employment Plans
• Neutral Sentiment: Membership value is mixed: Costco’s bulk pricing can provide low per-unit costs, but the $65 annual membership and large package sizes may not benefit every household. This supports the value proposition for high-volume shoppers but offers limited evidence of a broad sales catalyst. Costco Grocery Staple Pricing Analysis
• Negative Sentiment: Valuation and yield risks: COST trades at roughly 45–46 times earnings, while the 10-year Treasury yield has reached 5.2%, far above Costco’s dividend yield. Higher bond yields can make the stock less attractive to income-focused investors and increase pressure on its premium valuation. Costco Stock Versus 10-Year Treasury Yields
• Negative Sentiment: Fuel-related growth may be less durable: Higher gasoline prices have boosted reported sales at Costco’s fuel operations. If prices decline, some of the recent sales growth could fade, though cheaper gasoline could benefit household budgets and merchandise spending. Impact of Cheaper Gas on Costco Sales and Margins

About Costco Wholesale

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.