ABN AMRO Bank N.V. grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 19.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 116,688 shares of the retailer’s stock after purchasing an additional 18,609 shares during the quarter. Costco Wholesale comprises about 1.1% of ABN AMRO Bank N.V.’s investment portfolio, making the stock its 29th biggest position. ABN AMRO Bank N.V.’s holdings in Costco Wholesale were worth $107,584,000 at the end of the most recent quarter.
A number of other large investors have also recently bought and sold shares of COST. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale in the 2nd quarter valued at approximately $31,000. AXS Investments LLC acquired a new position in Costco Wholesale during the third quarter valued at approximately $36,000. Financial Connections Group Inc. raised its position in shares of Costco Wholesale by 975.0% in the second quarter. Financial Connections Group Inc. now owns 43 shares of the retailer’s stock valued at $42,000 after purchasing an additional 39 shares during the period. Frazier Financial Advisors LLC lifted its stake in shares of Costco Wholesale by 72.0% in the second quarter. Frazier Financial Advisors LLC now owns 43 shares of the retailer’s stock worth $43,000 after buying an additional 18 shares during the last quarter. Finally, Marquette Asset Management LLC lifted its stake in shares of Costco Wholesale by 2,200.0% in the third quarter. Marquette Asset Management LLC now owns 46 shares of the retailer’s stock worth $43,000 after buying an additional 44 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors.
Costco Wholesale Trading Up 0.0%
Costco Wholesale stock opened at $978.33 on Thursday. The business has a 50 day moving average price of $911.22 and a two-hundred day moving average price of $929.80. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,078.23. The stock has a market cap of $434.25 billion, a price-to-earnings ratio of 52.40, a price-to-earnings-growth ratio of 5.85 and a beta of 1.01.
Costco Wholesale Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.
Key Stories Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: January sales beat expectations — Costco reported retail month net sales of $21.33 billion for January, up 9.3% year-over-year, supporting growth momentum and underlying cash flow visibility. Costco Wholesale Corporation Reports January Sales Results
- Positive Sentiment: Digital and comp strength highlighted — reporting and media coverage emphasize Costco outpaced broad retail sales in January and that its digital business performed well, a near-term growth trigger for investors. Costco outpaces broad retail sales in January as its digital business shines
- Positive Sentiment: Membership revenue strength — analysts note membership fee growth (reported ~14% jump in Q1 FY26) and steady renewal behavior that supports predictable recurring revenue and margins. Costco’s Membership Model Continues to Deliver Predictable Growth
- Positive Sentiment: Exceptional renewal rates — coverage highlights a ~92% renewal rate in the U.S. & Canada (≈89.8% worldwide), reinforcing the durability of Costco’s membership “moat.” Nine Out of Ten Costco Members Renew
- Positive Sentiment: Analyst support — Gordon Haskett raised its price target to $1,100, giving upside room from current levels; Telsey reaffirmed an Outperform rating, which can support buyer interest. Gordon Haskett adjusts price target on Costco
- Neutral Sentiment: Valuation debate persists — pieces are probing whether Costco’s high P/E is justified after multi-year share gains and membership strength; this keeps valuation a focal point for longer-term investors. Is Costco Wholesale (COST) Pricing Reflect Lofty P/E
- Neutral Sentiment: Macro/sector context — coverage (e.g., Barron’s) notes staples stocks look frothy vs. their historical safety role, which can temper momentum if market risk appetite shifts. Staples Stocks Are Known for Safety. Now They Look Way Too Frothy.
- Negative Sentiment: Product recalls for bakery items — Costco has recalled beignets/mini-beignets and other pastries due to packaging mix-ups and undeclared nuts/allergen risks across multiple states, creating potential reputational and operational headaches for the foodservice side. Costco recall beignets
- Negative Sentiment: Labeling lawsuit — a suit challenges Costco’s “no preservatives” claim on rotisserie chicken, which could increase legal/PR risk and potential liability if the case gains traction. Lawsuit challenges Costco’s ‘no preservatives’ labeling
Insider Activity at Costco Wholesale
In other Costco Wholesale news, EVP William Richard Wilcox sold 2,400 shares of the firm’s stock in a transaction dated Friday, November 7th. The shares were sold at an average price of $930.13, for a total transaction of $2,232,312.00. Following the completion of the transaction, the executive vice president owned 2,000 shares in the company, valued at $1,860,260. This trade represents a 54.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction that occurred on Wednesday, January 14th. The shares were 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 owned 44,837 shares in the company, valued at approximately $42,101,943. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 9,315 shares of company stock worth $8,549,409 in the last ninety days. Company insiders own 0.10% of the company’s stock.
Wall Street Analyst Weigh In
COST has been the topic of several recent analyst reports. Weiss Ratings reiterated a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Gordon Haskett raised their price target on Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday. JPMorgan Chase & Co. lifted their price objective on Costco Wholesale from $1,025.00 to $1,027.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. Truist Financial lowered their target price on Costco Wholesale from $1,033.00 to $926.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Finally, DA Davidson reiterated a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a report on Thursday, December 4th. Twenty-one investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $998.50.
Check Out Our Latest Analysis on Costco Wholesale
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.
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