Rockland Trust Co. Increases Stake in Costco Wholesale Corporation $COST

Rockland Trust Co. boosted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 860.7% in the third quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 8,358 shares of the retailer’s stock after buying an additional 7,488 shares during the quarter. Rockland Trust Co.’s holdings in Costco Wholesale were worth $7,736,000 at the end of the most recent quarter.

Other hedge funds also recently made changes to their positions in the company. Gallagher Capital Advisors LLC boosted its holdings in shares of Costco Wholesale by 66.0% during the 3rd quarter. Gallagher Capital Advisors LLC now owns 4,029 shares of the retailer’s stock valued at $3,680,000 after purchasing an additional 1,602 shares during the last quarter. Navellier & Associates Inc. boosted its holdings in Costco Wholesale by 4.2% during the 3rd quarter. Navellier & Associates Inc. now owns 20,363 shares of the retailer’s stock valued at $18,849,000 after acquiring an additional 819 shares during the period. Integrity Financial Corp WA increased its stake in Costco Wholesale by 1.5% in the 3rd quarter. Integrity Financial Corp WA now owns 968 shares of the retailer’s stock worth $896,000 after buying an additional 14 shares during the period. Edgemoor Investment Advisors Inc. boosted its holdings in shares of Costco Wholesale by 3.4% in the third quarter. Edgemoor Investment Advisors Inc. now owns 812 shares of the retailer’s stock valued at $752,000 after purchasing an additional 27 shares during the period. Finally, Arista Wealth Management LLC grew its position in shares of Costco Wholesale by 0.3% during the 3rd quarter. Arista Wealth Management LLC now owns 7,163 shares of the retailer’s stock worth $6,630,000 after buying an additional 18 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

More Costco Wholesale News

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

• Positive Sentiment: JPMorgan upgraded COST to “overweight” and raised its price target to $1,050, signaling analyst confidence and providing upside to the stock. JPMorgan raises COST price target to $1,050
• Positive Sentiment: January sales and Costco’s value proposition (pricing, private label, e-commerce + warehouse footprint) are being flagged as drivers for continued traffic and revenue growth — a bullish operational read-through for 2026. Is Costco’s January Sales Surge Fueling a Bigger 2026 Rally?
• Positive Sentiment: Costco is expanding its Instacart partnership in Europe, which can boost e-commerce volume and improve cross-border growth optionality. Costco Expands Instacart In Europe As Valuation Stays Above Fair Value
• Positive Sentiment: Company expansion plans, including a proposed 20-store strategy in Australia, support long-term member and sales growth in a relatively underpenetrated market. Can anyone compete with Costco’s 20-store plan?
• Positive Sentiment: An institutional buyer, RFG Advisory LLC, modestly increased its Costco stake, a small signal of continued investor interest. Costco Shares Purchased by RFG Advisory LLC
• Neutral Sentiment: DA Davidson reiterated a “Neutral” rating on COST, which may temper near-term momentum from upgrades. DA Davidson reiterates Neutral on COST
• Neutral Sentiment: Multiple media pieces are debating whether the 15% year-to-date rise makes Costco a buy — helpful for retail interest but largely reiterative analysis rather than new company-specific catalysts. Costco Stock Is Up 15% This Year. Time to Buy?
• Negative Sentiment: Some commentary highlights valuation as a risk — Costco’s premium P/E and elevated multiple relative to growth could limit upside unless top-line acceleration and margin expansion persist. Valuation watch: Is COST expensive?

Costco Wholesale Stock Down 0.4%

NASDAQ COST opened at $997.59 on Tuesday. The business has a fifty day moving average price of $916.32 and a 200 day moving average price of $930.88. The company has a debt-to-equity ratio of 0.19, a quick ratio of 0.53 and a current ratio of 1.04. The company has a market cap of $442.80 billion, a P/E ratio of 53.43, a P/E/G ratio of 5.28 and a beta of 1.01. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,078.23.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. The business had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company’s revenue for the quarter was up 8.3% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $4.04 earnings per share. Research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be paid 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 is Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

Analyst Ratings Changes

Several research analysts have recently commented on the company. Mizuho boosted their price target on Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a research report on Tuesday, February 3rd. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. HSBC reduced their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research note on Friday, December 12th. BTIG Research began coverage on shares of Costco Wholesale in a research report on Tuesday, October 14th. They set a “buy” rating and a $1,115.00 target price for the company. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price target on Costco Wholesale in a research report on Thursday, January 8th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and an average price target of $1,007.42.

Insiders Place Their Bets

In related news, EVP James C. Klauer sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the transaction, the executive vice president owned 44,837 shares in the company, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Susan L. Decker sold 458 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the transaction, the director directly owned 8,532 shares in the company, valued at $8,148,060. This trade represents a 5.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is currently owned by 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.