Allium Financial Advisors LLC Sells 863 Shares of Costco Wholesale Corporation $COST

Allium Financial Advisors LLC decreased its position in shares of Costco Wholesale Corporation (NASDAQ:COST) by 14.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 5,102 shares of the retailer’s stock after selling 863 shares during the period. Costco Wholesale accounts for approximately 3.9% of Allium Financial Advisors LLC’s portfolio, making the stock its 8th biggest position. Allium Financial Advisors LLC’s holdings in Costco Wholesale were worth $4,723,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of COST. Norges Bank purchased a new stake in shares of Costco Wholesale during the 2nd quarter worth about $5,692,035,000. Laurel Wealth Advisors LLC lifted its holdings in shares of Costco Wholesale by 96,316.6% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock valued at $1,364,888,000 after buying an additional 1,377,328 shares during the last quarter. Amundi grew its stake in shares of Costco Wholesale by 45.0% in the 3rd quarter. Amundi now owns 3,176,606 shares of the retailer’s stock valued at $2,893,697,000 after buying an additional 986,182 shares in the last quarter. Vanguard Group Inc. increased its holdings in Costco Wholesale by 1.7% in the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after buying an additional 711,560 shares during the last quarter. Finally, Invesco Ltd. increased its holdings in Costco Wholesale by 9.8% in the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock worth $4,248,384,000 after buying an additional 383,887 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have issued reports on COST shares. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Rothschild & Co Redburn increased their price target on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Sanford C. Bernstein restated an “outperform” rating and set a $1,155.00 price target on shares of Costco Wholesale in a report on Monday, February 9th. DA Davidson restated a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a report on Friday, March 6th. Finally, Raymond James Financial lifted their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a research note on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $1,039.13.

More Costco Wholesale News

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 Stock Up 0.5%

Shares of Costco Wholesale stock opened at $1,008.43 on Friday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. 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 50 day moving average price of $975.52 and a two-hundred day moving average price of $937.14. The stock has a market capitalization of $447.61 billion, a P/E ratio of 52.44, a PEG ratio of 5.10 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last released its quarterly 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 28.57%. The company had revenue of $69.60 billion for 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 company’s quarterly revenue was up 9.2% compared to the same quarter last year. Equities analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction on 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 completion of the transaction, the executive vice president owned 6,121 shares of the company’s stock, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Javier Polit sold 2,049 shares of the company’s stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the sale, the executive vice president owned 10,748 shares of the company’s stock, valued at $9,320,773.08. This trade represents a 16.01% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 7,645 shares of company stock worth $7,049,302. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Company 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.