Earnings anticipation: Market participants are turning their focus to Costco's latest quarterly results, emphasizing membership renewal rates as a key indicator of consumer resilience in a challenging environment. Discussions highlight expectations around revenue figures and EPS estimates near $6.53.
Key metrics debate: Analysts and observers note that strong membership trends could underscore Costco's value proposition even as broader spending tightens. Some point to the company's substantial cash reserves and consistent renewal rates above 90 percent as factors supporting long-term stability.
Price action context: Recent share movements, including an 18 percent pullback from highs, have sparked conversations on whether the stock's valuation aligns with its defensive business model. Overall chatter reflects a cautiously optimistic tone ahead of the print.
Note: This discussion summary was generated from an AI condensation of post data.
Costco Insider Trading Activity
Costco insiders have traded $COST stock on the open market 2 times in the past 6 months. Of those trades, 0 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $COST stock by insiders over the last 6 months:
- KENNETH D DENMAN sold 885 shares for an estimated $847,345
- CATON FRATES (Executive Vice President) sold 700 shares for an estimated $695,100
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Costco Congressional Stock Trading
Members of Congress have traded $COST stock 3 times in the past 6 months. Of those trades, 2 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $COST stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICHARD MCCORMICK sold up to $15,000 on 07/30.
- REPRESENTATIVE DAN NEWHOUSE purchased up to $15,000 on 07/10.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Costco Hedge Fund Activity
We have seen 1,899 institutional investors add shares of Costco stock to their portfolio, and 2,011 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 9,675,631 shares (+224.3%) to their portfolio in Q2 2026, for an estimated $9,051,262,531
- DIAMANT ASSET MANAGEMENT, INC. removed 6,720,148 shares (-99.9%) from their portfolio in Q2 2026, for an estimated $6,286,496,849
- CORIENT PRIVATE WEALTH LLC removed 5,366,419 shares (-87.6%) from their portfolio in Q1 2026, for an estimated $5,331,751,933
- JPMORGAN CHASE & CO added 4,224,191 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,951,603,954
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 3,631,675 shares (+inf%) to their portfolio in Q2 2026, for an estimated $3,397,323,012
- SG AMERICAS SECURITIES, LLC added 955,931 shares (+116.9%) to their portfolio in Q2 2026, for an estimated $894,244,772
- MARSHALL WACE, LLP added 910,725 shares (+345.3%) to their portfolio in Q2 2026, for an estimated $851,955,915
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Costco Price Targets
Multiple analysts have issued price targets for $COST recently. We have seen 11 analysts offer price targets for $COST in the last 6 months, with a median target of $1125.0.
Here are some recent targets:
- Christopher Horvers from JP Morgan set a target price of $1100.0 on 07/09/2026
- Steven Zaccone from Citigroup set a target price of $1020.0 on 06/18/2026
- Michael Baker from DA Davidson set a target price of $1000.0 on 06/04/2026
- Oliver Chen from TD Cowen set a target price of $1175.0 on 06/03/2026
- Robert Drbul from BTIG set a target price of $1125.0 on 05/29/2026
- Robert Ohmes from B of A Securities set a target price of $1200.0 on 05/29/2026
- Scot Ciccarelli from Truist Securities set a target price of $1011.0 on 05/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
