B. Metzler seel. Sohn & Co. AG lifted its position in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 51,274 shares of the retailer’s stock after buying an additional 767 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in Costco Wholesale were worth $47,461,000 at the end of the most recent reporting period.
Several other hedge funds have also recently bought and sold shares of the company. Dynamic Technology Lab Private Ltd purchased a new stake in shares of Costco Wholesale during the third quarter worth $1,194,000. Vinva Investment Management Ltd raised its stake in shares of Costco Wholesale by 18.5% in the third quarter. Vinva Investment Management Ltd now owns 33,989 shares of the retailer’s stock valued at $31,163,000 after acquiring an additional 5,315 shares in the last quarter. TPG Financial Advisors LLC raised its stake in shares of Costco Wholesale by 33.9% in the third quarter. TPG Financial Advisors LLC now owns 367 shares of the retailer’s stock valued at $340,000 after acquiring an additional 93 shares in the last quarter. Guardian Partners Inc. boosted its holdings in Costco Wholesale by 0.9% in the third quarter. Guardian Partners Inc. now owns 11,663 shares of the retailer’s stock valued at $10,699,000 after purchasing an additional 102 shares during the period. Finally, Cladis Investment Advisory LLC grew its stake in Costco Wholesale by 10.5% during the 3rd quarter. Cladis Investment Advisory LLC now owns 2,613 shares of the retailer’s stock worth $2,419,000 after purchasing an additional 249 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of analysts recently weighed in on the stock. Robert W. Baird set a $1,100.00 target price on shares of Costco Wholesale in a research note on Thursday, February 5th. Raymond James Financial lifted their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Friday. Northcoast Research set a $1,100.00 price target on shares of Costco Wholesale and gave the stock a “buy” rating in a report on Wednesday, December 24th. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a research report on Monday, December 29th. Finally, Truist Financial raised their price objective on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday. Twenty-two research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,035.35.
Key Costco Wholesale News
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Q2 double‑beat — Costco reported revenue of ~$69.6B and GAAP EPS of $4.58, with comp‑store strength and membership fee growth that underpin near‑term sales momentum. This is the main catalyst supporting the rally. Costco Wholesale beats quarterly comparable sales estimates
- Positive Sentiment: Analyst upgrades and higher price targets — several brokers (notably a large Street high by BMO cited in coverage) raised targets and reiterated outperform/overweight views, adding upward pressure. Costco Stock Scores New Street‑High Price Target
- Positive Sentiment: Capital returns & balance‑sheet strength — commentary and notes on buybacks, a rising cash pile and the “special dividend” thesis are attracting income/return‑focused investors and support further upside. Costco Wholesale: Buy Now, Get Paid Later as Cash and Returns Build
- Positive Sentiment: Digital and membership momentum — online sales growth (~22.6%) and rising membership income are cited on the call as durable drivers of mix and margins, supporting investor confidence. Costco Digital Innovations Fuel 22.6% Online Growth
- Neutral Sentiment: Mixed analyst moves — while many raised targets, a few (e.g., Goldman) trimmed targets even as they kept buy calls; that creates a mix of conviction levels among institutional holders. Goldman Sachs adjusts price target on Costco
- Neutral Sentiment: Muted market reaction — despite the beat, some headlines note a tepid price move (and some pre‑market weakness) as investors weigh valuation metrics versus growth. That can lead to intraday volatility. Costco Stock Exhibits Muted Reaction Amid Double‑Beat Earnings Report
- Negative Sentiment: Valuation concerns and “red flags” narrative — some outlets argue the stock is expensive (high P/E, PEG) and list risks that could cap upside; those narratives are pressuring more value‑sensitive investors. Is Costco Too Expensive? 3 Red Flags That Could Send Shares Sliding
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 stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the sale, the executive vice president owned 8,240 shares of the company’s stock, valued at $7,550,476.80. The trade was a 15.40% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 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 sale, the director owned 8,532 shares in the company, valued at approximately $8,148,060. The trade was a 5.09% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is owned by company insiders.
Costco Wholesale Price Performance
Shares of NASDAQ COST opened at $998.10 on Friday. The stock has a market cap of $443.03 billion, a P/E ratio of 51.90, a P/E/G ratio of 4.77 and a beta of 1.01. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The stock has a 50 day moving average of $961.64 and a two-hundred day moving average of $935.74. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19.
Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 29.37%. The business had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the prior year, the company earned $4.02 earnings per share. The business’s revenue was up 9.2% compared to the same quarter last year. On average, research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.
Costco Wholesale Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a $1.30 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s payout ratio is 27.04%.
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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