Costco Wholesale (COST) – Research Analysts’ Recent Ratings Changes

Several brokerages have updated their recommendations and price targets on shares of Costco Wholesale (NASDAQ: COST) in the last few weeks:

• 2/10/2026 – Costco Wholesale had its price target raised by analysts at Evercore ISI from $1,025.00 to $1,050.00. They now have an “outperform” rating on the stock.
• 2/9/2026 – Costco Wholesale had its “outperform” rating reaffirmed by analysts at Sanford C. Bernstein. They now have a $1,155.00 price target on the stock.
• 2/9/2026 – Costco Wholesale had its price target raised by analysts at JPMorgan Chase & Co. from $1,000.00 to $1,050.00. They now have an “overweight” rating on the stock.
• 2/5/2026 – Costco Wholesale was given a new $1,100.00 price target on by analysts at Robert W. Baird.
• 2/5/2026 – Costco Wholesale had its “neutral” rating reaffirmed by analysts at DA Davidson. They now have a $1,000.00 price target on the stock.
• 2/5/2026 – Costco Wholesale had its price target raised by analysts at Oppenheimer Holdings, Inc. from $1,050.00 to $1,100.00. They now have an “outperform” rating on the stock.
• 2/5/2026 – Costco Wholesale had its price target raised by analysts at Wells Fargo & Company from $900.00 to $950.00. They now have an “equal weight” rating on the stock.
• 2/4/2026 – Costco Wholesale had its “sell” rating reaffirmed by analysts at Roth Mkm.
• 2/3/2026 – Costco Wholesale had its price target raised by analysts at Mizuho from $1,000.00 to $1,065.00. They now have an “outperform” rating on the stock.
• 2/3/2026 – Costco Wholesale had its price target raised by analysts at Gordon Haskett from $1,000.00 to $1,100.00.
• 2/2/2026 – Costco Wholesale had its “outperform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $1,100.00 price target on the stock.
• 1/8/2026 – Costco Wholesale was given a new $1,044.00 price target on by analysts at Deutsche Bank Aktiengesellschaft.
• 1/8/2026 – Costco Wholesale is now covered by analysts at Deutsche Bank Aktiengesellschaft. They set a “buy” rating on the stock.
• 1/8/2026 – Costco Wholesale had its “outperform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $1,100.00 price target on the stock.
• 1/5/2026 – Costco Wholesale was given a new $1,000.00 price target on by analysts at Mizuho. They now have an “outperform” rating on the stock.
• 1/5/2026 – Costco Wholesale was upgraded by analysts at Mizuho from a “neutral” rating to an “outperform” rating. They now have a $1,000.00 price target on the stock, up previously from $950.00.
• 1/2/2026 – Costco Wholesale had its “outperform” rating reaffirmed by analysts at Telsey Advisory Group. They now have a $1,100.00 price target on the stock.
• 12/29/2025 – Costco Wholesale had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/24/2025 – Costco Wholesale was given a new $1,100.00 price target on by analysts at Northcoast Research. They now have a “buy” rating on the stock.
• 12/24/2025 – Costco Wholesale was upgraded by analysts at Northcoast Research from a “neutral” rating to a “buy” rating. They now have a $1,100.00 price target on the stock.
• 12/22/2025 – Costco Wholesale had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/22/2025 – Costco Wholesale had its “neutral” rating reaffirmed by analysts at Guggenheim.
• 12/19/2025 – Costco Wholesale had its price target lowered by analysts at Wells Fargo & Company from $1,000.00 to $900.00. They now have an “equal weight” rating on the stock.
• 12/16/2025 – Costco Wholesale had its price target lowered by analysts at Daiwa Securities Group Inc. from $947.00 to $917.00. They now have a “neutral” rating on the stock.
• 12/15/2025 – Costco Wholesale had its “hold (c+)” rating reaffirmed by analysts at Weiss Ratings.
• 12/15/2025 – Costco Wholesale was given a new $769.00 price target on by analysts at Roth Mkm. They now have a “sell” rating on the stock.

Costco Wholesale Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

Insiders Place Their Bets

In related news, Director Susan L. Decker sold 458 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director owned 8,532 shares of the company’s stock, valued at approximately $8,148,060. This represents a 5.09% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction that occurred on Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the transaction, the executive vice president directly owned 10,748 shares in the company, valued at approximately $9,320,773.08. This trade represents a 16.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is owned by insiders.

Costco Wholesale Corporation operates a global chain of membership-only warehouse clubs that sell a wide array of merchandise in bulk at discounted prices. The company’s product mix includes groceries, fresh and frozen food, household goods, electronics, apparel, and seasonal items, augmented by its prominent private-label brand, Kirkland Signature. Costco’s business model centers on annual membership fees and high-volume, low-margin sales, designed to drive repeat purchasing and strong customer loyalty among both consumers and small-business buyers.

Beyond merchandise, Costco provides a range of ancillary services that complement its warehouses, including gasoline stations, pharmacy and optical services, hearing aid centers, photo services, and travel and insurance products.