Banque Transatlantique SA Purchases 4,944 Shares of Costco Wholesale Corporation $COST

Banque Transatlantique SA lifted its position in Costco Wholesale Corporation (NASDAQ:COST) by 2.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 205,252 shares of the retailer’s stock after buying an additional 4,944 shares during the period. Costco Wholesale comprises 4.6% of Banque Transatlantique SA’s holdings, making the stock its 7th largest position. Banque Transatlantique SA’s holdings in Costco Wholesale were worth $189,607,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Hobbs Wealth Management LLC raised its stake in shares of Costco Wholesale by 4.4% during the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock worth $259,000 after purchasing an additional 11 shares in the last quarter. Busey Bank raised its holdings in shares of Costco Wholesale by 0.4% during the 3rd quarter. Busey Bank now owns 2,651 shares of the retailer’s stock worth $2,454,000 after buying an additional 11 shares in the last quarter. Pasadena Private Wealth LLC lifted its position in shares of Costco Wholesale by 0.8% during the 3rd quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock worth $1,299,000 after buying an additional 11 shares during the last quarter. Tandem Investment Partners LLC boosted its stake in Costco Wholesale by 1.1% in the third quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock valued at $916,000 after buying an additional 11 shares in the last quarter. Finally, Optima Capital LLC boosted its stake in Costco Wholesale by 0.9% in the third quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock valued at $1,104,000 after buying an additional 11 shares in the last quarter. 68.48% of the stock is owned by institutional investors.

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. The trade was a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the firm’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 completion of the transaction, the executive vice president directly owned 8,240 shares in the company, valued at $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 7,645 shares of company stock worth $7,049,302 in the last quarter. 0.10% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on COST. JPMorgan Chase & Co. increased their price objective on Costco Wholesale from $1,050.00 to $1,060.00 and gave the company an “overweight” rating in a report on Friday, March 6th. DA Davidson restated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Friday, March 6th. HSBC reduced their target price on shares of 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. Hovde Group assumed coverage on Costco Wholesale in a research note on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 price objective for the company. Finally, Sanford C. Bernstein restated an “outperform” rating and set a $1,155.00 price objective on shares of Costco Wholesale in a report on Monday, February 9th. Twenty-two analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale presently has an average rating of “Moderate Buy” and an average target price of $1,039.13.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: Q2 beat and membership strength: Costco reported stronger-than-expected FQ2 results (revenue and EPS beats) and management highlighted membership growth and traffic as key drivers, underpinning confidence in recurring fee income and sales momentum. Costco Reports $68.24B FQ2 Sales
• Positive Sentiment: Membership mix and premium sign‑ups: Executive membership growth (near 40M members, +~9%) supports higher-margin recurring fee income and may sustain revenue per member. This is a structural tailwind for margins and cash flow. Is a $130 Costco executive membership the new VIP status?
• Positive Sentiment: In‑warehouse innovation and product drops: Expanded in‑warehouse experiences, curated product drops (e.g., fashion/brand collaborations) and new assortments (including third‑party brands like Hiboy e‑bikes) are helping traffic and impulse sales. Costco Expands In‑Warehouse Experiences Hiboy C1 E‑Bike Lands at Costco
• Neutral Sentiment: Digital growth and traffic resilience: Management says digital sales and e‑commerce expansion remain contributors to growth, but macro headwinds (e.g., energy-driven pressure on discretionary budgets) add uncertainty to near‑term sales cadence. Costco Says Shoppers Are Still Spending Rising gas prices could offset tax refunds
• Neutral Sentiment: Insider sale: An EVP disclosed a sale of ~730 shares; the size is immaterial relative to Costco’s market cap and does not signal a clear change in insider confidence. Executive Form 4
• Negative Sentiment: Tariff‑refund lawsuits create legal overhang: Multiple proposed class‑action suits allege Costco must pass along refunds to customers after the Supreme Court struck down certain Trump‑era tariffs; plaintiffs seek substantial recoveries and class status, introducing potential liability, administrative burden and PR risk until resolved. Reuters: Costco customers sue
• Negative Sentiment: Complex legal landscape: Coverage notes the situation is “messy” — Costco has also pursued government action to recover tariff amounts, but parallel suits against the company could keep volatility and headline risk elevated until legal outcomes and any government refunds are clarified. Barron’s: Tariff refunds are getting messy

Costco Wholesale Trading Up 0.5%

NASDAQ:COST opened at $1,008.43 on Friday. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The stock has a market cap of $447.61 billion, a price-to-earnings ratio of 52.44, a PEG ratio of 5.07 and a beta of 1.01. The company’s 50 day moving average price is $975.52 and its 200-day moving average price is $937.17. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the previous year, the firm earned $4.02 EPS. The firm’s revenue was up 9.2% compared to the same quarter last year. On average, equities research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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