Costco Wholesale Corporation $COST Shares Acquired by Allworth Financial LP

Allworth Financial LP increased its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 3.3% in the 3rd quarter, Holdings Channel.com reports. The firm owned 60,683 shares of the retailer’s stock after acquiring an additional 1,935 shares during the quarter. Allworth Financial LP’s holdings in Costco Wholesale were worth $56,170,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. 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 worth $25,000 after buying an additional 2,206 shares during the last quarter. Hurley Capital LLC boosted its holdings in shares of Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new position in shares of Costco Wholesale in the 3rd quarter valued at $34,000. Collier Financial purchased a new position in shares of Costco Wholesale in the 3rd quarter valued at $35,000. Finally, AXS Investments LLC acquired a new stake in Costco Wholesale during the 3rd quarter worth $36,000. 68.48% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Costco Wholesale

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

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the stock. HSBC reduced their price target on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Wells Fargo & Company lifted their target price on Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Oppenheimer boosted their target price on Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Finally, Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Tuesday. Twenty-three investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

Costco Wholesale Price Performance

Shares of NASDAQ:COST opened at $979.92 on Thursday. The company has a 50-day simple moving average of $982.13 and a 200-day simple moving average of $938.12. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The stock has a market capitalization of $434.74 billion, a price-to-earnings ratio of 50.96, a PEG ratio of 4.92 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released 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. The firm had revenue of $69.60 billion for the quarter, compared to analyst estimates of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the company posted $4.02 earnings per share. On average, analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a $1.30 dividend. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.04%.

Insiders Place Their Bets

In related news, EVP Teresa A. Jones sold 850 shares of Costco Wholesale stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the transaction, the executive vice president directly owned 4,228 shares in the company, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is owned by company insiders.

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.