Jefferies cuts target for Costco Wholesale stock from USD 1,130 to USD 1,100
Published on 10/01/2026 at 13:53 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS
Costco Wholesale (ISIN US22160K1051) stock was at EUR 805.95 at Lang & Schwarz on October 1, 2026, plus 0.22 percent versus the prior close of EUR 804.20. The latest analyst move came from Jefferies, which cut its Costco target from USD 1,130.00 to USD 1,100.00 on September 25, 2026, according to MarketBeat.
Jefferies trims the target
The lower target still stood above the latest Nasdaq quotation. Jefferies' change came after Costco reported its 16-week fiscal fourth quarter and 52-week fiscal year ended August 30, 2026.
The report showed a mixed valuation signal. Costco delivered strong operating growth, while the target reduction shows that analysts are weighing membership momentum and the premium valuation alongside the earnings performance.
Revenue clears USD 300 billion
According to Costco on September 24, 2026, fiscal 2026 total revenue reached USD 303.154 billion, compared with USD 275.235 billion in fiscal 2025. That represents growth of 10.14 percent, while net income increased to USD 9.226 billion from USD 8.099 billion, a 13.92 percent gain.
In the fiscal fourth quarter, total revenue was USD 95.723 billion, up from USD 86.156 billion in the prior-year quarter. Diluted earnings per share rose to USD 6.75 from USD 5.87, although the company said the quarter included a USD 0.15 benefit per share from tariff refunds.
Membership remains the key test
Costco ended fiscal 2026 with 939 warehouses and 84.1 million paid members. Digitally enabled comparable sales increased 20.70 percent in the fiscal year, while total comparable sales excluding gasoline prices and foreign exchange effects rose 6.60 percent.
That combination gives investors two different signals: the sales engine remains broad, but recurring membership growth remains central to the valuation debate. CNBC reported on September 24, 2026 that paid membership reached 84.1 million, up 3.80 percent year over year, while executive members reached 42.3 million.
Costco stock holds near EUR 806
Costco stock was trading at EUR 805.95 at Lang & Schwarz on October 1, 2026 at 1:43 p.m. CEST, up 0.22 percent versus the Lang & Schwarz prior close of EUR 804.20. The primary Nasdaq quotation was last at USD 910.34 on September 30, 2026 at 4:00 p.m. EDT, with a 52-week range of USD 844.06 to USD 1,096.50.
The further course of trading is shown by the continuously updated real-time quote of Costco Wholesale stock.
Costco Wholesale stock facts
- Company: Costco Wholesale Corporation
- ISIN: US22160K1051
- Ticker: COST
- Primary exchange: Nasdaq
- Price Lang & Schwarz (as of October 1, 2026, 1:43 p.m. CEST): EUR 805.95
- Change versus prior close: plus 0.22 percent
- Prior close Lang & Schwarz (September 30, 2026): EUR 804.20
- Market capitalization: USD 403.7 billion (as of September 30, 2026)
- 52-week range: USD 844.06-1,096.50 (as of September 30, 2026)
- Sector / Industry: Consumer Defensive / Discount Stores
- Next earnings date: December 10, 2026
