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🇺🇸 SECCostco Wholesale CorpDoubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 04:16:05·⟳ 抓取 04:16:28 +23s·⚡ 决策 10-15 04:17:31 +1m03s·12.8 天前

Costco宣布每股1.47美元季度现金股息,与4月上调后的既有季度水平持平、无新增信息

本8-K仅为按既有股息政策的例行季度股息宣派,1.47美元正是4月加13%后的季度水平(年5.88美元),新闻稿无业绩、指引、特别股息或资本配置新变化;对约数千亿美元市值的Costco无短线预期差,历史上此类例行宣派市场基本不反应,无交易价值。

📄 原文Costco Wholesale Corp↗ 原文
----- cost-20261014.htm ----- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT…
不做 Costco Wholesale Corporation(COST.US)
例行季度股息宣派,每股1.47美元与4月加13%后的既有季度水平(年5.88美元)一致、无信息增量;对超大市值龙头不构成盈利或资本回报预期差,盘后披露亦无可执行edge,不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

结论摘要

Costco本次8-K只是宣派每股1.47美元的常规季度股息,与4月加13%后已执行的季度水平一致、无新增信息;对超大市值龙头不产生预期差,例行派息不做交易。

🔎 新鲜度:最早出现 2026-10-14 · 扩散 low · price-in 风险 high ↗ ↗

消息传播链

  1. 2026-10-14 16:16 EDT首发SEC EDGAR 8-K + 公司新闻稿(Exhibit 99.1)一手源原文 ↗
    公司盘后提交8-K宣派每股1.47美元季度股息,为法定一手披露,内容例行、无业绩或指引信息

主要风险

  • 若市场此前误期本次会有额外特别股息(Costco历史上偶发特别分红),本次缺席理论上略偏负面,但属预期管理范畴、无证据支撑为催化

反向证据

  • 做多前查反向 · 来源 web · 日期 2026-10-14 · 影响 invalidates
    本次8-K仅Item 8.01常规派息,无特别股息、无业绩超预期或指引上调,新闻稿其余为门店数与前瞻性陈述套话,缺乏做多催化
    检索:Costco special dividend October 2026 guidance earnings raise 原文 ↗

先例如何影响了这次决策

对本次决策的影响:确认无edge,直接AVOID,不进入交易

方向:无可定价的同类事件先例值得回测:例行季度股息宣派是按固定节奏重复的行政事件,股息率极低(约0.5%量级),市场对维持既有水平的派息通常无显著反应

涨幅量级:不足以校准任何有意义的短线涨幅,故不设tp/sl

形态:此类常规派息既无见光死也无上涨催化,属零预期差事件

工具执行结果 · 成功 2 · 降级 0 · 失败 0 · 取消 0
  1. search_processed_events 成功 stock_tools HTTP · 11 ms
    {"result": "search_processed_events:agent query=`costco 8-k quarterly dividend $1.47 per share october 14 2026 | costco 开市客 季度股息 1.47 派息`;结构化索引覆盖完整 72 小时;旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整),返回 0 条候选。未命中只表示这些 agent query 表达式没有召回候选,不能据此证明消息首发或不是重复;按当前事件继续正常研判。"}
  2. web_search 成功 doubao_search · 1,219 ms
    豆包搜索结果(原始查询:Costco previous quarterly dividend per share 2026 $1.30 increase;API SearchType:web)

原文全文

展开原文 · 6,128 字
----- cost-20261014.htm -----
UNITED STATES
SECURITIES AND EXCHANGE
COMMISSION
Washington, D.C. 20549
FORM
8-K
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of Earliest Event Reported):
October 14, 2026
COSTCO WHOLESALE CORPORATION
(Exact name of registrant as specified in its charter)
Washington
0-20355
91-1223280
(State or other jurisdiction
of incorporation)
(Commission
File No.)
(I.R.S. Employer
Identification No.)
999 Lake Drive
Issaquah
,
WA
98027
(Address of principal executive offices and zip code)
Registrant’s telephone number, including area code:
425
-
313-8100
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
☐
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
☐
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
☐
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $.005 per share
COST
NASDAQ
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (17 CFR §230.405) or Rule 12b-2 of the Securities Exchange Act of 1934 (17 CFR §240.12b-2).
Emerging growth company
☐
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐
Item 8.01.
Other Events
The Board of Directors declared a quarterly cash dividend on the Company's common stock of $1.47 per share. The dividend was declared on October 14, 2026, and is payable November 13, 2026, to shareholders of record at the close of business on October 30, 2026.
Item 9.01.
Financial Statements and Exhibits
(d) Exhibits.
99.1.
Press release dated October 14, 2026.
104    Cover Page Interactive Data File (embedded within the Inline XBRL document).
SIGNATURE
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
COSTCO WHOLESALE CORPORATION
Dated: October 14, 2026
By:
/s/ Gary Millerchip
Gary Millerchip
Executive Vice President and Chief Financial Officer

----- costex9918-k101426.htm -----
EX-99.1
2
costex9918-k101426.htm
EX-99.1
Document
Exhibit 99.1
Press Release
COSTCO WHOLESALE CORPORATION ANNOUNCES QUARTERLY CASH DIVIDEND
ISSAQUAH, Wash., October 14, 2026 - Costco Wholesale Corporation (“Costco” or the “Company”) (Nasdaq: COST) today announced that its Board of Directors has declared a quarterly cash dividend on Costco common stock of $1.47 per share. The quarterly dividend is payable November 13, 2026, to shareholders of record at the close of business on October 30, 2026.
Costco currently operates 939 warehouses, including 647 in the United States and Puerto Rico, 115 in Canada, 43 in Mexico, 37 in Japan, 29 in the United Kingdom, 20 in Korea, 15 in Australia, 14 in Taiwan, seven in China, five in Spain, three in France, two in Sweden, and one each in Iceland, and New Zealand. Costco also operates e-commerce sites in the U.S., Canada, the U.K., Mexico, Korea, Taiwan, Japan, Australia, and China.
Certain statements contained in this document constitute forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. For these purposes, forward-looking statements are statements that address activities, events, conditions or developments that the Company expects or anticipates may occur in the future. In some cases forward-looking statements can be identified because they contain words such as “anticipate,” “believe,” “continue,” “could,” “estimate,” “expect,” “intend,” “likely,” “may,” “might,” “plan,” “potential,” “predict,” “project,” “seek,” “should,” “target,” “will,” “would,” or similar expressions and the negatives of those terms. Such forward-looking statements involve risks and uncertainties that may cause actual events, results or performance to differ materially from those indicated by such statements. These risks and uncertainties include, but are not limited to, domestic and international economic conditions, including exchange rates, inflation or deflation, the effects of competition and regulation, uncertainties in the financial markets, consumer and small business spending patterns and debt levels, breaches of security or privacy of member or business information, conditions affecting the acquisition, development, ownership or use of real estate, capital spending, actions of vendors, rising costs associated with employees (generally including health-care costs and wages), workforce interruptions, energy and certain commodities, geopolitical conditions (including tariffs and global conflicts), the ability to maintain effective internal control over financial reporting, regulatory and other impacts related to environmental and social matters, public-health related factors, and other risks identified from time to time in the Company’s public statements and reports filed with the Securities and Exchange Commission. Forward-looking statements speak only as of the date they are made, and the Company does not undertake to update these statements, except as required by law. Comparable sales and comparable sales excluding impacts from changes in gasoline prices and foreign exchange are intended as supplemental information and are not a substitute for net sales presented in accordance with U.S. GAAP.
CONTACTS:    Costco Wholesale Corporation
Josh Dahmen, 425/313-8254
Andrew Yoon, 425/313-6305
Bryan Starnes, 425/427-7403
COST-Comp

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