Costco Wholesale Corporation $COST Shares Purchased by BIP Wealth LLC

BIP Wealth LLC increased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 92.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 3,334 shares of the retailer’s stock after purchasing an additional 1,606 shares during the period. BIP Wealth LLC’s holdings in Costco Wholesale were worth $2,875,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently bought and sold shares of COST. Assenagon Asset Management S.A. increased its position in Costco Wholesale by 1,586.8% during the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock worth $980,857,000 after purchasing an additional 1,070,005 shares during the last quarter. Amundi increased its position in Costco Wholesale by 45.0% during the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after purchasing an additional 986,182 shares during the last quarter. Voloridge Investment Management LLC increased its position in Costco Wholesale by 112.2% during the third quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock worth $441,919,000 after purchasing an additional 252,453 shares during the last quarter. Worldquant Millennium Advisors LLC increased its position in Costco Wholesale by 638.7% during the second quarter. Worldquant Millennium Advisors LLC now owns 227,310 shares of the retailer’s stock worth $225,023,000 after purchasing an additional 196,537 shares during the last quarter. Finally, Canada Pension Plan Investment Board increased its position in Costco Wholesale by 55.0% during the second quarter. Canada Pension Plan Investment Board now owns 490,871 shares of the retailer’s stock worth $485,933,000 after purchasing an additional 174,082 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

COST has been the subject of several recent analyst reports. Oppenheimer raised their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. Northcoast Research set a $1,100.00 target price on shares of Costco Wholesale and gave the stock a “buy” rating in a research note on Wednesday, December 24th. Telsey Advisory Group reaffirmed an “outperform” rating and set a $1,125.00 target price on shares of Costco Wholesale in a research note on Tuesday, March 31st. BTIG Research reaffirmed a “buy” rating and set a $1,115.00 target price on shares of Costco Wholesale in a research note on Thursday, March 5th. Finally, DA Davidson reaffirmed a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research note on Friday, March 6th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned 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.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Costco has introduced a Kirkland Signature energy drink line that closely matches popular Celsius flavors at lower prices, expanding private‑label into a high‑growth category. This could boost margins, strengthen Costco’s buyer/supplier leverage, and keep member value high. Costco Tests Kirkland Energy Drinks And Supplier Power With Celsius Lookalike
• Positive Sentiment: Commentary highlights Costco as a rare inflation beneficiary: discounted gas and bulk pricing are driving stronger fuel sales and membership engagement, supporting top‑line resilience. That dynamic helps justify premium multiples if it continues. Costco: The Surprising Winner of Rising Gas Prices
• Positive Sentiment: Sector news: Sam’s Club announced a membership/fee change effective May 1, which could push price‑sensitive customers toward Costco and be a modest competitive tailwind. Dear Costco Stock Fans, Mark Your Calendars for May 1
• Positive Sentiment: New store openings (e.g., New Braunfels) continue Costco’s footprint expansion, supporting membership growth and steady unit expansion. Costco to open New Braunfels location this spring
• Neutral Sentiment: Industry moves — traditional grocers and suppliers (e.g., PepsiCo cutting snack prices) are adjusting strategies to close the value gap, which shifts competitive dynamics but doesn’t uniquely hurt Costco’s warehouse model. How traditional grocers are trying to narrow the ‘value gap’ with discount competitors PepsiCo Cuts Snack Prices Up To 15% After Doritos Jump Nearly 50%
• Negative Sentiment: Valuation and positioning concerns: multiple recent pieces question whether Costco’s premium valuation (strong YTD performance and high P/E) leaves limited upside and increases sensitivity to any slowdown. That narrative can pressure the share price despite solid fundamentals. Is It Too Late to Buy Costco or Merck? Are These Defensive Stocks Overbought? Costco Stock Deep Dive: Vibecession Winner Or Overpriced Recession Insurance

Insiders Place Their Bets

In other news, EVP Russell D. Miller sold 1,500 shares of the firm’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 value of $1,374,480.00. Following the completion of the transaction, the executive vice president owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred 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. The trade was a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 5,038 shares of company stock valued at $4,790,896. 0.10% of the stock is owned by company insiders.

Costco Wholesale Trading Down 0.5%

Shares of COST stock opened at $1,013.21 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. The firm has a market cap of $449.51 billion, a PE ratio of 52.69, a price-to-earnings-growth ratio of 5.01 and a beta of 0.99. The company has a 50-day moving average of $991.36 and a two-hundred day moving average of $941.25. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The business had revenue of $69.60 billion during the quarter, compared to analyst estimates of $68.96 billion. During the same quarter last year, the firm posted $4.02 earnings per share. The business’s revenue for the quarter was up 9.2% compared to the same quarter last year. On average, analysts predict that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

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

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.