National Pension Service boosted its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 2.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 997,577 shares of the retailer’s stock after buying an additional 26,542 shares during the period. Costco Wholesale accounts for approximately 0.7% of National Pension Service’s holdings, making the stock its 20th biggest holding. National Pension Service’s holdings in Costco Wholesale were worth $923,387,000 at the end of the most recent quarter.
A number of other large investors also recently bought and sold shares of COST. Norges Bank bought a new position in Costco Wholesale in the second quarter worth about $5,692,035,000. Laurel Wealth Advisors LLC raised its position in shares of Costco Wholesale by 96,316.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after purchasing an additional 1,377,328 shares during the period. Vanguard Group Inc. lifted its stake in Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after buying an additional 711,560 shares during the last quarter. Invesco Ltd. lifted its stake in Costco Wholesale by 9.8% in the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after buying an additional 383,887 shares during the last quarter. Finally, Symphony Financial Ltd. Co. boosted its holdings in shares of Costco Wholesale by 15,055.5% during the second quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock valued at $317,722,000 after acquiring an additional 318,876 shares during the period. Institutional investors own 68.48% of the company’s stock.
Analysts Set New Price Targets
Several analysts recently weighed in on COST shares. Oppenheimer cut their price objective on shares of Costco Wholesale from $1,130.00 to $1,050.00 and set an “outperform” rating on the stock in a research report on Monday, November 3rd. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Roth Mkm set a $769.00 price objective on Costco Wholesale and gave the stock a “sell” rating in a report on Monday, December 15th. Wells Fargo & Company decreased their price target on Costco Wholesale from $1,000.00 to $900.00 and set an “equal weight” rating for the company in a research note on Friday, December 19th. Finally, JPMorgan Chase & Co. raised their price target on Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a report on Friday, December 12th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average price target of $996.00.
Key Headlines Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco is expanding same‑day delivery across Europe (Paris to Madrid), which supports international growth and services-led revenue expansion. Costco Stock (COST) has no Joie de Vivre Despite Expanding Services to Paris and Madrid
- Positive Sentiment: Analyst coverage remains generally favorable (average “Moderate Buy” / bullish writeups), offering support amid near‑term volatility. Costco Wholesale Corporation (NASDAQ:COST) Given Average Rating of “Moderate Buy” by Brokerages
- Neutral Sentiment: Costco continues product and membership promotions (Kirkland x Nike SB Dunk release, Gold Star membership digital shop card) that boost customer engagement but are unlikely to move near‑term results materially. Costco and Nike released the Kirkland x Nike SB Dunk shoes. Are they worth it? This Costco Gold Star Membership gets you a $20 Digital Costco Shop Card*
- Neutral Sentiment: Valuation remains rich (high P/E relative to peers), which can amplify reactions to news and weighs on upside in a risk‑off session. (Background market data)
- Negative Sentiment: A proposed class‑action accuses Costco of misleading customers by marketing its rotisserie chicken as having “no preservatives.” Legal risk and reputation headlines are the clearest short‑term negative catalyst. Costco Is Sued Over Preservatives in Its $5 Rotisserie Chickens Costco sued over ‘no preservatives’ claims
- Negative Sentiment: Some fund activity shows minor trimming of positions (e.g., Alpha Cubed Investments sold shares), which can add to downward pressure in a smaller‑volume selloff. Alpha Cubed Investments LLC Trims Position in Costco Wholesale Corporation $COST
Insider Transactions at Costco Wholesale
In other Costco Wholesale news, EVP Javier Polit sold 558 shares of Costco Wholesale stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total transaction of $481,492.62. Following the completion of the sale, the executive vice president owned 10,190 shares of the company’s stock, valued at $8,792,849.10. This trade represents a 5.19% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total value of $1,408,500.00. Following the sale, the executive vice president owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 9,315 shares of company stock worth $8,549,409. 0.10% of the stock is currently owned by company insiders.
Costco Wholesale Stock Performance
Shares of COST opened at $940.25 on Friday. The company has a 50-day moving average of $906.50 and a two-hundred day moving average of $929.59. The stock has a market cap of $417.35 billion, a price-to-earnings ratio of 50.36, a PEG ratio of 5.70 and a beta of 1.02. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23.
Costco Wholesale (NASDAQ:COST – Get Free Report) last issued its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The business had revenue of $67.31 billion during the quarter, compared to the consensus estimate of $67.03 billion. During the same quarter in the prior year, the firm earned $4.04 EPS. The firm’s quarterly revenue was up 8.3% on a year-over-year basis. On average, equities research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.
Costco Wholesale Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Friday, February 13th. Investors of record on Friday, January 30th will be given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a yield of 0.6%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.85%.
Costco Wholesale Profile
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.
Further Reading
- Five stocks we like better than Costco Wholesale
- Do not delete, read immediately
- NEW LAW: Congress Approves Setup For Digital Dollar?
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
- A U.S. “birthright” claim worth trillions – activated quietly
- The Crash Has Already Started (Most Just Don’t See It Yet)
Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COST – Free Report).
Receive News & Ratings for Costco Wholesale Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Costco Wholesale and related companies with MarketBeat.com's FREE daily email newsletter.
