Costco Wholesale Corporation (COST) reported second-quarter fiscal 2026 results with total revenues of $69.6 billion (up 9.22% year‑over‑year) and diluted earnings per share of 4.58 (up 13.93% year‑over‑year). Revenue compared with an estimate of $70.6 billion, and the EPS compared with an estimate of 4.6481.
Liquidity and cash-flow metrics strengthened, while the company continued to invest in its footprint.
Margin expansion was notable: gross profit grew faster than revenue (11.27% vs. 9.22%), and operating profit rose 12.52% year‑over‑year, reflecting improved operating leverage in the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Costco Wholesale Corporation Insider Trading Activity
Costco Wholesale Corporation insiders have traded $COST stock on the open market 11 times in the past 6 months. Of those trades, 0 have been purchases and 11 have been sales.
Here’s a breakdown of recent trading of $COST stock by insiders over the last 6 months:
- RUSSELL D MILLER (Sr. Executive Vice President) has made 0 purchases and 2 sales selling 4,881 shares for an estimated $4,468,095.
- CLAUDINE ADAMO (Executive Vice President) sold 2,700 shares for an estimated $2,526,336
- JAVIER POLIT (Executive Vice President) has made 0 purchases and 2 sales selling 2,607 shares for an estimated $2,258,662.
- WILLIAM RICHARD WILCOX (Executive Vice President) sold 2,400 shares for an estimated $2,232,312
- JAMES C KLAUER (Executive Vice President) sold 1,500 shares for an estimated $1,408,500
- CATON FRATES (Executive Vice President) sold 1,540 shares for an estimated $1,401,430
- TIFFANY MARIE BARBRE sold 1,239 shares for an estimated $1,158,352
- TERESA A. JONES (Executive Vice President) sold 850 shares for an estimated $838,318
- SUSAN L DECKER sold 458 shares for an estimated $437,390
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Costco Wholesale Corporation Hedge Fund Activity
We have seen 1,702 institutional investors add shares of Costco Wholesale Corporation stock to their portfolio, and 1,979 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 9,504,414 shares (-77.5%) from their portfolio in Q4 2025, for an estimated $8,196,036,368
- CORIENT PRIVATE WEALTH LLC added 5,472,968 shares (+838.9%) to their portfolio in Q4 2025, for an estimated $4,719,559,225
- CARDANO RISK MANAGEMENT B.V. added 1,607,833 shares (+907.1%) to their portfolio in Q4 2025, for an estimated $1,386,498,709
- ROCKEFELLER CAPITAL MANAGEMENT L.P. added 1,585,489 shares (+484.3%) to their portfolio in Q4 2025, for an estimated $1,367,230,584
- FMR LLC removed 1,260,326 shares (-15.8%) from their portfolio in Q4 2025, for an estimated $1,086,829,522
- GOLDMAN SACHS GROUP INC removed 1,101,786 shares (-29.9%) from their portfolio in Q4 2025, for an estimated $950,114,139
- ASSENAGON ASSET MANAGEMENT S.A. added 1,070,005 shares (+1586.8%) to their portfolio in Q4 2025, for an estimated $922,708,111
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Costco Wholesale Corporation Congressional Stock Trading
Members of Congress have traded $COST stock 8 times in the past 6 months. Of those trades, 5 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $COST stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 01/30, 10/17 and 1 sale worth up to $15,000 on 12/24.
- SENATOR MARKWAYNE MULLIN purchased up to $50,000 on 12/29.
- REPRESENTATIVE RICHARD MCCORMICK purchased up to $15,000 on 11/05.
- SENATOR SHELLEY MOORE CAPITO sold up to $15,000 on 10/17.
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 10/09.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Costco Wholesale Corporation Analyst Ratings
Wall Street analysts have issued reports on $COST in the last several months. We have seen 7 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 03/05/2026
- Telsey Advisory Group issued a "Outperform" rating on 01/08/2026
- Bernstein issued a "Outperform" rating on 12/12/2025
- Baird issued a "Outperform" rating on 12/12/2025
- JP Morgan issued a "Overweight" rating on 11/06/2025
- Oppenheimer issued a "Outperform" rating on 11/03/2025
- Argus Research issued a "Buy" rating on 09/29/2025
To track analyst ratings and price targets for Costco Wholesale Corporation, check out Quiver Quantitative's $COST forecast page.
Costco Wholesale Corporation Price Targets
Multiple analysts have issued price targets for $COST recently. We have seen 16 analysts offer price targets for $COST in the last 6 months, with a median target of $1050.0.
Here are some recent targets:
- Robert Drbul from BTIG set a target price of $1115.0 on 03/05/2026
- Greg Melich from Evercore ISI Group set a target price of $1050.0 on 02/10/2026
- Joseph Feldman from Telsey Advisory Group set a target price of $1100.0 on 02/05/2026
- Michael Baker from DA Davidson set a target price of $1000.0 on 02/05/2026
- Edward Kelly from Wells Fargo set a target price of $950.0 on 02/05/2026
- David Belinger from Mizuho set a target price of $1065.0 on 02/03/2026
- Chuck Cerankosky from Northcoast Research set a target price of $1100.0 on 12/24/2025
