Czech National Bank grew its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 116,860 shares of the retailer’s stock after purchasing an additional 4,226 shares during the quarter. Costco Wholesale accounts for about 0.7% of Czech National Bank’s holdings, making the stock its 21st biggest holding. Czech National Bank’s holdings in Costco Wholesale were worth $100,773,000 as of its most recent SEC filing.
A number of other institutional investors have also recently made changes to their positions in COST. Hurley Capital LLC lifted its holdings in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in shares of Costco Wholesale in the third quarter worth $34,000. Collier Financial acquired a new position in shares of Costco Wholesale in the third quarter worth $35,000. AXS Investments LLC purchased a new stake in shares of Costco Wholesale during the third quarter worth $36,000. Finally, Imprint Wealth LLC purchased a new stake in shares of Costco Wholesale during the third quarter worth $36,000. Institutional investors and hedge funds own 68.48% of the company’s stock.
Costco Wholesale Stock Performance
NASDAQ:COST opened at $974.86 on Thursday. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month 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. The firm has a market capitalization of $432.50 billion, a PE ratio of 50.69, a price-to-earnings-growth ratio of 4.81 and a beta of 1.01. The business’s fifty day moving average price is $985.83 and its 200 day moving average price is $938.89.
Costco Wholesale Dividend Announcement
The firm also recently declared 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%.
Insider Transactions at Costco Wholesale
In other news, EVP Russell D. Miller sold 1,500 shares of the business’s stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Claudine Adamo sold 730 shares of the company’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 owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 7,645 shares of company stock valued at $7,049,302 over the last three months. 0.10% of the stock is owned by corporate insiders.
Wall Street Analysts Forecast Growth
A number of research firms recently issued reports on COST. Truist Financial lifted their target price on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a report on Thursday, January 8th. Sanford C. Bernstein reiterated an “outperform” rating and issued a $1,155.00 price objective on shares of Costco Wholesale in a research note on Monday, February 9th. TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Finally, Robert W. Baird set a $1,100.00 target price on shares of Costco Wholesale in a research note on Thursday, February 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,039.13.
Check Out Our Latest Analysis on Costco Wholesale
Key Stories Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco’s new Kirkland energy drink is being positioned as a value private‑label offering that should drive incremental sales and hurt branded competitors — this is seen by markets as a low‑cost growth lever for Costco. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
- Positive Sentiment: Coverage highlights strong member response to the Kirkland energy drink and frames the launch as another example of Costco using its private label to expand assortments and margins — a near‑term positive for top‑line and gross‑margin outlooks. Costco’s new energy drink delights fans, rattles competition
- Positive Sentiment: Multiple outlets note that Costco’s product expansion is putting pressure on smaller branded peers (e.g., Celsius), which markets interpreted as confirmation that Costco can capture share in higher‑growth categories. Celsius Stock Jolted After Costco Offers Energy-Drink Brand for Less
- Neutral Sentiment: Analyst coverage remains broadly positive: consensus price target implies material upside, but reports flag rising concerns about membership growth and valuation — a mixed signal for future returns. Analysts Bullish on Costco Wholesale (COST) Despite Increasing Concerns Regarding Membership Growth Trends and Valuation
- Positive Sentiment: Analyses on Costco’s gas‑pricing strategy emphasize it as a membership retention/acquisition tool that stabilizes traffic and revenue — supportive for recurring revenue and same‑store trends. Here’s Why Costco’s Gas Pricing Strategy Is Good News for Shareholders
- Negative Sentiment: Separate pieces call out valuation worries and include Costco on lists of overvalued names — a reminder that the stock’s premium multiple leaves it vulnerable to sentiment shifts if membership or comp trends slow. 5 Most Overvalued Companies According to the Media
- Neutral Sentiment: Regulatory/legal flow: Bloomberg Law flags Costco as a target in consumer tariff‑refund actions — keep an eye on potential filings, though no immediate financial impact has been reported. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds
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
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