Costco Wholesale Corporation $COST Shares Bought by Allworth Financial LP

Allworth Financial LP raised its position in Costco Wholesale Corporation (NASDAQ:COST) by 3.3% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 60,683 shares of the retailer’s stock after buying an additional 1,935 shares during the period. Allworth Financial LP’s holdings in Costco Wholesale were worth $56,170,000 at the end of the most recent quarter.

A number of other large investors have also modified their holdings of COST. Silver Oak Securities Incorporated increased its position in shares of Costco Wholesale by 49.3% during the third quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after acquiring an additional 1,248 shares during the last quarter. Permanent Capital Management LP acquired a new position in shares of Costco Wholesale in the 3rd quarter worth approximately $874,000. Wealthspire Advisors LLC boosted its position in shares of Costco Wholesale by 2.0% during the 2nd quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after purchasing an additional 312 shares during the period. Exchange Traded Concepts LLC increased its holdings in Costco Wholesale by 43.6% in the 3rd quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock valued at $21,700,000 after purchasing an additional 7,116 shares during the last quarter. Finally, FORA Capital LLC acquired a new stake in Costco Wholesale in the 3rd quarter valued at approximately $2,781,000. Institutional investors and hedge funds own 68.48% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have commented on COST shares. Truist Financial upped their price target on Costco Wholesale from $926.00 to $977.00 and gave the stock a “hold” rating in a research note on Friday, March 6th. Mizuho lifted their price objective on Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research note on Tuesday, February 3rd. Robert W. Baird set a $1,100.00 target price on Costco Wholesale in a research note on Thursday, February 5th. BTIG Research restated a “buy” rating and set a $1,115.00 target price on shares of Costco Wholesale in a report on Thursday, March 5th. Finally, Gordon Haskett lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Twenty-three analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Costco Wholesale currently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Costco Wholesale Trading Down 1.6%

NASDAQ:COST opened at $979.92 on Thursday. Costco Wholesale Corporation has a 12-month low of $844.06 and a 12-month high of $1,067.08. The firm has a market cap of $434.74 billion, a PE ratio of 50.96, a price-to-earnings-growth ratio of 4.92 and a beta of 1.01. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The stock has a fifty day moving average price of $982.13 and a 200 day moving average price of $938.12.

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

Costco Wholesale Dividend Announcement

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. The ex-dividend date of this dividend was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 27.04%.

Costco Wholesale News Roundup

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

• Positive Sentiment: Costco is opening its first standalone gas station in Mission Viejo, CA, expanding fuel footprint and local competitive pressure on convenience stores — this can boost fuel volumes and membership value over time. Costco’s first standalone gas station to open by late June
• Positive Sentiment: Management commentary and recent analysis highlight resilient consumer spending at Costco and a strong gas business, supporting revenue stability even during broader market weakness. Why Costco Stock Is Up 16% in 2026 While the Broader Market Sells Off
• Positive Sentiment: Multiple bullish pieces argue Costco’s premium multiple is justified by its membership model, Kirkland private label strength, and recession resilience — narratives that support a higher valuation multiple. 3 Reasons Costco Stock Deserves to Trade at a Sky-High Valuation
• Positive Sentiment: Local initiatives and benefits — e.g., lowering fertility-drug costs in New Jersey and rollout of faster checkout tech — boost member value and may support retention and traffic. Costco to lower cost of fertility drugs in NJ
• Neutral Sentiment: New product and private-label news (sourdough kit, new Kirkland items) help drive in-store traffic and add to merchandise appeal but are routine for Costco’s merchandising strategy. This Costco Sourdough Kit Has Everything You Need to Start Baking Bread
• Neutral Sentiment: Macro trade/tariff developments and energy policy moves (Jones Act waiver, new tariffs) create broader cost/price risk for retail but impacts on Costco are indirect and timing uncertain. Trump tariffs live updates
• Neutral Sentiment: Reports that some members may pay more to renew memberships could boost recurring revenue if accepted, but risk minor churn; net effect depends on price level and timing. Some Costco members may pay more to renew their memberships
• Negative Sentiment: Costco issued recalls and warnings after possible salmonella contamination in heat-and-serve/meatloaf meal kits — food-safety recalls can dent foot traffic, incur recall costs, and temporarily harm reputation. Costco recalls popular heat-and-serve meal sold at NC stores. How to get a refund

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the transaction, the director owned 8,532 shares in the company, valued at $8,148,060. The trade was a 5.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP James C. Klauer sold 1,500 shares of the stock in a transaction that occurred on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the sale, the executive vice president directly 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. The SEC filing for this sale provides additional information. Insiders have sold 7,645 shares of company stock valued at $7,049,302 over the last quarter. Insiders own 0.10% of the company’s stock.

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.