Costco Wholesale stock heads into its September sales test

Published on 10/06/2026 at 18:05 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Costco Wholesale stock was last at USD 930.35 on October 6, 2026, up 0.74 percent in Nasdaq trading. Fiscal Q4 revenue reached USD 95.72 billion, beating consensus.

Flatlay mit Aktienzertifikat, ISIN-Karte, Einkaufsliste und Einkaufswagen-Modell — Flatlay-Arrangement repräsentiert Costco Wholesale Corp. US22160K1051 mit Aktienzertifikat, ISIN-Karte und kleinem Einkaufswagenmodell, Illustration mit AI erstellt.

Costco Wholesale (ISIN US22160K1051) was last at USD 930.35 on Nasdaq on October 6, 2026 at 12:04 p.m. ET, up 0.74 percent. The retailer will publish its September sales report after market close on October 7, 2026, according to Yahoo Finance. That report offers the first operating checkpoint for fiscal 2027.

September sales set the next test

The upcoming release matters because adjusted comparable sales have been cooling through the summer. The August figure was 5.4 percent excluding fuel and currency effects, while fiscal fourth-quarter adjusted comparable sales reached 6.7 percent, according to Yahoo Finance.

Costco's fiscal fourth quarter covered the 16 weeks ended August 30, 2026. Traffic increased 3.3 percent worldwide, while average transaction growth excluding fuel and currency slowed to 3.3 percent from 4.2 percent in the preceding quarter, the report said.

Quarterly figures beat estimates

Costco reported fiscal fourth-quarter revenue of USD 95.72 billion and diluted EPS of USD 6.75 on September 24, 2026. Revenue was USD 0.75 billion above the USD 94.97 billion consensus, and EPS exceeded the USD 6.54 estimate by USD 0.21, according to Costco Wholesale.

The company also disclosed a USD 0.15 per diluted share benefit from IEEPA tariff refunds, including USD 184 million in refunds and interest. Excluding that non-recurring benefit, management said quarterly net income increased 12.3 percent year over year.

Analysts keep a premium valuation

Consensus remains constructive but leaves a demanding valuation in view. MarketBeat counted 22 Buy, 10 Hold and one Sell rating among 33 firms on October 6, 2026, producing a Moderate Buy consensus and an average 12-month target of USD 1,046.27. That target lies 12.5 percent above the USD 930.35 Nasdaq price.

MarketBeat also reported that Deutsche Bank cut its target from USD 1,091.00 to USD 1,079.00 on September 28, 2026, while retaining a Buy rating. The contrast between positive operating growth and a high earnings multiple makes the September sales figure the next important valuation input.

Costco Wholesale stock stays below its high

At USD 930.35 on Nasdaq on October 6, 2026 at 12:04 p.m. ET, Costco Wholesale stock stood 15.2 percent below its 52-week high of USD 1,096.50 and above its 52-week low of USD 844.06. Its market capitalization was USD 412.6 billion on the same date.