Alecta Tjanstepension Omsesidigt Sells 32,300 Shares of Costco Wholesale Corporation $COST

Alecta Tjanstepension Omsesidigt reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 23.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 107,700 shares of the retailer’s stock after selling 32,300 shares during the period. Alecta Tjanstepension Omsesidigt’s holdings in Costco Wholesale were worth $99,679,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of COST. Hobbs Wealth Management LLC raised its position in shares of Costco Wholesale by 4.4% during the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock valued at $259,000 after acquiring an additional 11 shares during the last quarter. Busey Bank boosted its position in shares of Costco Wholesale by 0.4% in the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after purchasing an additional 11 shares during the last quarter. Pasadena Private Wealth LLC grew its stake in shares of Costco Wholesale by 0.8% during the third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after purchasing an additional 11 shares during the period. Tandem Investment Partners LLC grew its stake in shares of Costco Wholesale by 1.1% during the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock worth $916,000 after purchasing an additional 11 shares during the period. Finally, Optima Capital LLC increased its holdings in Costco Wholesale by 0.9% in the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock valued at $1,104,000 after purchasing an additional 11 shares during the last quarter. 68.48% of the stock is owned by institutional investors.

More Costco Wholesale News

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

• Positive Sentiment: Costco is opening its first standalone gas station in Mission Viejo, CA, expanding fuel footprint and local competitive pressure on convenience stores — this can boost fuel volumes and membership value over time. Costco’s first standalone gas station to open by late June
• Positive Sentiment: Management commentary and recent analysis highlight resilient consumer spending at Costco and a strong gas business, supporting revenue stability even during broader market weakness. Why Costco Stock Is Up 16% in 2026 While the Broader Market Sells Off
• Positive Sentiment: Multiple bullish pieces argue Costco’s premium multiple is justified by its membership model, Kirkland private label strength, and recession resilience — narratives that support a higher valuation multiple. 3 Reasons Costco Stock Deserves to Trade at a Sky-High Valuation
• Positive Sentiment: Local initiatives and benefits — e.g., lowering fertility-drug costs in New Jersey and rollout of faster checkout tech — boost member value and may support retention and traffic. Costco to lower cost of fertility drugs in NJ
• Neutral Sentiment: New product and private-label news (sourdough kit, new Kirkland items) help drive in-store traffic and add to merchandise appeal but are routine for Costco’s merchandising strategy. This Costco Sourdough Kit Has Everything You Need to Start Baking Bread
• Neutral Sentiment: Macro trade/tariff developments and energy policy moves (Jones Act waiver, new tariffs) create broader cost/price risk for retail but impacts on Costco are indirect and timing uncertain. Trump tariffs live updates
• Neutral Sentiment: Reports that some members may pay more to renew memberships could boost recurring revenue if accepted, but risk minor churn; net effect depends on price level and timing. Some Costco members may pay more to renew their memberships
• Negative Sentiment: Costco issued recalls and warnings after possible salmonella contamination in heat-and-serve/meatloaf meal kits — food-safety recalls can dent foot traffic, incur recall costs, and temporarily harm reputation. Costco recalls popular heat-and-serve meal sold at NC stores. How to get a refund

Insider Activity at Costco Wholesale

In related news, EVP Javier Polit sold 2,049 shares of the stock in a transaction on Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the completion of the transaction, the executive vice president owned 10,748 shares in the company, valued at approximately $9,320,773.08. This represents a 16.01% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total transaction of $838,321.00. Following the completion of the transaction, the executive vice president directly owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 7,645 shares of company stock worth $7,049,302. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Performance

COST opened at $979.92 on Thursday. The company has a market capitalization of $434.74 billion, a price-to-earnings ratio of 50.96, a P/E/G ratio of 4.92 and a beta of 1.01. The business’s 50-day moving average price is $982.13 and its two-hundred day moving average price is $938.12. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. 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 (NASDAQ:COST) last posted its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, topping the consensus estimate of $4.55 by $0.03. The company had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $4.02 earnings per share. Equities analysts expect that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

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

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on COST. Evercore set a $1,100.00 target price on Costco Wholesale in a report on Monday, March 2nd. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research note on Thursday, January 8th. Gordon Haskett increased their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a report on Wednesday, February 4th. Finally, Truist Financial upped their target price on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research note on Friday, March 6th. Twenty-three analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $1,039.13.

About Costco Wholesale

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.