Danica Pension Livsforsikringsaktieselskab purchased a new stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 20,356 shares of the retailer’s stock, valued at approximately $18,842,000.
A number of other hedge funds and other institutional investors have also bought and sold shares of the stock. Soundwatch Capital LLC lifted its position in shares of Costco Wholesale by 635.7% during the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after buying an additional 2,206 shares in the last quarter. Hurley Capital LLC increased its holdings in Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new stake in Costco Wholesale in the 3rd quarter worth approximately $34,000. Collier Financial bought a new stake in Costco Wholesale during the 3rd quarter worth approximately $35,000. Finally, AXS Investments LLC bought a new stake in Costco Wholesale during the 3rd quarter worth approximately $36,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.
Costco Wholesale Trading Down 0.6%
COST stock opened at $996.16 on Wednesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08. The business has a 50 day simple moving average of $980.18 and a two-hundred day simple moving average of $937.82. The company has a market capitalization of $441.95 billion, a price-to-earnings ratio of 51.80, a PEG ratio of 5.06 and a beta of 1.01.
Costco Wholesale Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Friday, February 13th. Shareholders 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 was Friday, January 30th. Costco Wholesale’s payout ratio is currently 27.04%.
Insider Buying and Selling
In other news, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares in the company, valued at $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction dated 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 completion of the sale, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 7,645 shares of company stock worth $7,049,302 in the last 90 days. 0.10% of the stock is owned by company insiders.
Key Costco Wholesale News
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Management says shoppers remain willing to spend at Costco and its fuel business is resilient; commentary that Costco moderates gas margin changes supports steady traffic and membership value, a bullish signal for near-term same-store sales. Why Costco Stock Is Up 16% in 2026
- Positive Sentiment: Kirkland Signature continues to expand (new products from wings to salmon and ongoing brand-strength coverage), reinforcing private-label margins and member loyalty — a structural moat that supports higher-margin sales over time. Costco adds new Kirkland Signature products
- Positive Sentiment: New checkout technology pilots could speed throughput and reduce labor/friction costs if rolled out broadly, improving store economics and customer experience. Costco’s New Checkout Tech
- Neutral Sentiment: Costco is pursuing local expansion talks (Asheville, NC), which could support long-term growth but have limited immediate earnings impact. Is Asheville Costco still possible?
- Negative Sentiment: Costco has issued recalls and public warnings for prepared meatloaf/meal kits over potential Salmonella contamination in multiple states; recalls can drive short-term costs, refunds, regulatory scrutiny and pressure foot traffic for affected categories. Costco recalls popular heat-and-serve meal sold at NC stores
- Negative Sentiment: Broad media and health-department alerts (Hawaii, multiple states) amplified the recall story, increasing reputational risk and the chance of localized sales softness in deli/ready-to-eat categories. Costco warns shoppers after salmonella contamination
Wall Street Analyst Weigh In
A number of research firms have weighed in on COST. Guggenheim reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Monday, December 22nd. Bank of America initiated coverage on shares of Costco Wholesale in a research report on Friday, February 27th. They set a “buy” rating and a $1,185.00 price objective on the stock. TD Cowen restated a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Truist Financial upped their target price on shares of Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a report on Friday, March 6th. Finally, Raymond James Financial increased their price target on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Twenty-two 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 stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.
Get Our Latest Research Report on Costco Wholesale
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.
Featured Articles
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.
