No material news briefings were available for Costco Wholesale Corporation (COST) in the 30 days preceding this report's generation date of 2026-06-09. The principal drivers of this report are a new SEC filing and material institutional position changes identified in recent 13F filings, as detailed in the holdings section below [Brief - 2026-06-01] [Brief - 2026-05-24].
Costco's trailing twelve-month revenue stood at approximately $293.6 billion, representing year-over-year growth of 11.6%. Net income for the same period was $8.84 billion, with a net margin of 3.01% and an operating margin of 3.82%. Gross margin was recorded at 5.61%. EPS grew 15.19% year-over-year. The company held $18.95 billion in cash against total debt of $5.71 billion. The market capitalisation was approximately $432.3 billion, with a price-to-earnings ratio of 49.03 [SEC 10-Q - COST - 2026-05-10].
Four notable institutional investors opened new positions in COST during the most recent reporting period. Citadel (Ken Griffin), AQR Capital (Cliff Asness), Millennium (Izzy Englander), and Bridgewater (Ray Dalio) each initiated new holdings in the company [SEC 13F - Citadel - Q1 2026] [SEC 13F - AQR Capital - Q1 2026] [SEC 13F - Millennium - Q1 2026] [SEC 13F - Bridgewater - Q1 2026]. No insider transaction data was available in the provided context for the period under review.
The prevailing macro environment reflects a 10-year US Treasury yield of 4.55% and a 2-year yield of 4.17%, producing a normal yield curve with a spread of 38 basis points [FRED DGS10] [FRED DGS2]. This rate configuration represents the broader fixed-income backdrop against which equity valuations, including COST's reported P/E of 49.03, are contextualised.