Recent Sales Performance: Discussions on X about Costco Wholesale Corporation (COST) have recently focused on the company’s September sales data, which showed an 8% increase in net sales. Many users are impressed by the strong consumer demand and robust digital growth highlighted in the report. This has sparked conversations about Costco’s ability to maintain momentum across various regions and categories.
Stock Price Concerns: Despite the positive sales figures, some on X have noted a recent dip in Costco’s stock price, with a few pointing to slightly underwhelming same-store sales growth in the latest quarterly results. There’s debate over whether the current high valuation metrics are justified given the broader market context. The tone remains mixed as users weigh the retailer’s consistent performance against market expectations.
Note: This discussion summary was generated from an AI condensation of post data.
Costco Wholesale Corporation Congressional Stock Trading
Members of Congress have traded $COST stock 5 times in the past 6 months. Of those trades, 1 have been purchases and 4 have been sales.
Here’s a breakdown of recent trading of $COST stock by members of Congress over the last 6 months:
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 06/17 and 2 sales worth up to $30,000 on 07/10, 06/09.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $250,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Costco Wholesale Corporation Insider Trading Activity
Costco Wholesale Corporation insiders have traded $COST stock on the open market 10 times in the past 6 months. Of those trades, 0 have been purchases and 10 have been sales.
Here’s a breakdown of recent trading of $COST stock by insiders over the last 6 months:
- YORAM RUBANENKO (Executive Vice President) sold 4,000 shares for an estimated $3,899,852
- RUSSELL D MILLER (Sr. Executive Vice President) sold 3,381 shares for an estimated $3,093,615
- PATRICK J CALLANS (Executive Vice President) sold 3,000 shares for an estimated $3,008,298
- CLAUDINE ADAMO (Executive Vice President) sold 2,700 shares for an estimated $2,526,336
- PIERRE RIEL (Executive Vice President) sold 2,000 shares for an estimated $2,028,294
- 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 600 shares for an estimated $595,230
- SUSAN L DECKER has made 0 purchases and 2 sales selling 547 shares for an estimated $536,058.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Costco Wholesale Corporation Hedge Fund Activity
We have seen 1,876 institutional investors add shares of Costco Wholesale Corporation stock to their portfolio, and 1,626 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 2,358,874 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,183,444,540
- ALLIANCEBERNSTEIN L.P. removed 1,035,485 shares (-23.9%) from their portfolio in Q2 2025, for an estimated $1,025,068,020
- ASSENAGON ASSET MANAGEMENT S.A. removed 758,869 shares (-91.8%) from their portfolio in Q3 2025, for an estimated $702,431,912
- BANK OF NEW YORK MELLON CORP removed 735,151 shares (-17.6%) from their portfolio in Q2 2025, for an estimated $727,755,380
- VANGUARD GROUP INC added 711,560 shares (+1.7%) to their portfolio in Q2 2025, for an estimated $704,401,706
- BLACKROCK, INC. added 651,656 shares (+1.9%) to their portfolio in Q2 2025, for an estimated $645,100,340
- CITADEL ADVISORS LLC removed 472,383 shares (-89.8%) from their portfolio in Q2 2025, for an estimated $467,630,827
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Costco Wholesale Corporation Analyst Ratings
Wall Street analysts have issued reports on $COST in the last several months. We have seen 9 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 10/15/2025
- Argus Research issued a "Buy" rating on 09/29/2025
- JP Morgan issued a "Overweight" rating on 09/26/2025
- Telsey Advisory Group issued a "Outperform" rating on 09/26/2025
- Bernstein issued a "Outperform" rating on 09/26/2025
- Oppenheimer issued a "Outperform" rating on 09/26/2025
- Evercore ISI Group issued a "Outperform" rating on 06/17/2025
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 13 analysts offer price targets for $COST in the last 6 months, with a median target of $1100.0.
Here are some recent targets:
- Robert Drbul from BTIG set a target price of $1115.0 on 10/15/2025
- David Belinger from Mizuho set a target price of $950.0 on 10/09/2025
- Paul Lejuez from Citigroup set a target price of $990.0 on 09/29/2025
- Christopher Graja from Argus Research set a target price of $1200.0 on 09/29/2025
- Christopher Horvers from JP Morgan set a target price of $1050.0 on 09/26/2025
- Joseph Feldman from Telsey Advisory Group set a target price of $1100.0 on 09/26/2025
- Greg Melich from Evercore ISI Group set a target price of $1025.0 on 09/26/2025
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.
