B. Metzler seel. Sohn & Co. AG Boosts Stock Holdings in Costco Wholesale Corporation $COST

Posted by ABMN Staff on Mar 8th, 2026

B. Metzler seel. Sohn & Co. AG increased its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 51,274 shares of the retailer’s stock after buying an additional 767 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Costco Wholesale were worth $47,461,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of Costco Wholesale by 12.3% in the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after acquiring an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC lifted its holdings in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Costco Wholesale by 4.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after acquiring an additional 165 shares in the last quarter. Pinnacle Wealth Planning Services Inc. boosted its position in Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock worth $2,089,000 after purchasing an additional 23 shares during the period. Finally, United Bank boosted its position in Costco Wholesale by 4.2% during the 2nd quarter. United Bank now owns 5,846 shares of the retailer’s stock worth $5,787,000 after purchasing an additional 235 shares during the period. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Trading Up 1.6%

Shares of NASDAQ COST opened at $998.10 on Friday. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The stock’s 50 day moving average price is $961.64 and its two-hundred day moving average price is $935.74. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The stock has a market capitalization of $443.03 billion, a P/E ratio of 51.90, a PEG ratio of 4.77 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 29.37%. The company had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same period last year, the firm posted $4.02 EPS. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. On average, analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were issued a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.04%.

Wall Street Analyst Weigh In

COST has been the subject of a number of recent research reports. Evercore set a $1,100.00 target price on Costco Wholesale in a research note on Monday, March 2nd. Gordon Haskett upped their price target on Costco Wholesale from $1,000.00 to $1,100.00 in a report on Tuesday, February 3rd. BTIG Research reaffirmed a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a research report on Thursday. Northcoast Research set a $1,100.00 price objective on shares of Costco Wholesale and gave the company a “buy” rating in a research note on Wednesday, December 24th. Finally, DA Davidson reissued a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research report on Friday. Twenty-two equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $1,035.35.

Read Our Latest Report on Costco Wholesale

Key Stories Impacting Costco Wholesale

Here are the key news stories impacting Costco Wholesale this week:

Positive Sentiment: Q2 double‑beat — Costco reported revenue of ~$69.6B and GAAP EPS of $4.58, with comp‑store strength and membership fee growth that underpin near‑term sales momentum. This is the main catalyst supporting the rally. Costco Wholesale beats quarterly comparable sales estimates
Positive Sentiment: Analyst upgrades and higher price targets — several brokers (notably a large Street high by BMO cited in coverage) raised targets and reiterated outperform/overweight views, adding upward pressure. Costco Stock Scores New Street‑High Price Target
Positive Sentiment: Capital returns & balance‑sheet strength — commentary and notes on buybacks, a rising cash pile and the “special dividend” thesis are attracting income/return‑focused investors and support further upside. Costco Wholesale: Buy Now, Get Paid Later as Cash and Returns Build
Positive Sentiment: Digital and membership momentum — online sales growth (~22.6%) and rising membership income are cited on the call as durable drivers of mix and margins, supporting investor confidence. Costco Digital Innovations Fuel 22.6% Online Growth
Neutral Sentiment: Mixed analyst moves — while many raised targets, a few (e.g., Goldman) trimmed targets even as they kept buy calls; that creates a mix of conviction levels among institutional holders. Goldman Sachs adjusts price target on Costco
Neutral Sentiment: Muted market reaction — despite the beat, some headlines note a tepid price move (and some pre‑market weakness) as investors weigh valuation metrics versus growth. That can lead to intraday volatility. Costco Stock Exhibits Muted Reaction Amid Double‑Beat Earnings Report
Negative Sentiment: Valuation concerns and “red flags” narrative — some outlets argue the stock is expensive (high P/E, PEG) and list risks that could cap upside; those narratives are pressuring more value‑sensitive investors. Is Costco Too Expensive? 3 Red Flags That Could Send Shares Sliding

Insider Transactions at Costco Wholesale

In other news, EVP Teresa A. Jones sold 850 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the transaction, the executive vice president owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Javier Polit sold 558 shares of the stock in a transaction dated 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 transaction, the executive vice president owned 10,190 shares of the company’s stock, valued at $8,792,849.10. This represents a 5.19% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 6,915 shares of company stock worth $6,317,097 over the last quarter. Insiders own 0.10% of the company’s stock.

About Costco Wholesale

(Free Report)

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.