Cypress Wealth Services LLC Has $4.91 Million Position in Costco Wholesale Corporation $COST

Cypress Wealth Services LLC boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 16.9% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 5,691 shares of the retailer’s stock after acquiring an additional 823 shares during the period. Cypress Wealth Services LLC’s holdings in Costco Wholesale were worth $4,908,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently modified their holdings of COST. Assenagon Asset Management S.A. increased its position in shares of Costco Wholesale by 1,586.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock worth $980,857,000 after purchasing an additional 1,070,005 shares during the period. Amundi lifted its position in Costco Wholesale by 45.0% during the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after purchasing an additional 986,182 shares during the period. Invesco Ltd. grew its stake in Costco Wholesale by 9.8% during 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 in the last quarter. Voloridge Investment Management LLC grew its stake in Costco Wholesale by 112.2% during the third quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock worth $441,919,000 after buying an additional 252,453 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in Costco Wholesale by 3,728.4% in the 2nd quarter. Arrowstreet Capital Limited Partnership now owns 245,590 shares of the retailer’s stock valued at $243,119,000 after buying an additional 239,175 shares during the period. 68.48% of the stock is currently owned by institutional investors.

Key Costco Wholesale News

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total value of $732,204.60. Following the completion of the transaction, the executive vice president directly owned 6,121 shares in the company, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction on Wednesday, January 21st. The shares were sold at an average price of $986.26, for a total value of $838,321.00. Following the sale, the executive vice president directly owned 4,228 shares in the company, valued at approximately $4,169,907.28. This trade represents a 16.74% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is owned by company insiders.

Costco Wholesale Stock Up 0.4%

COST stock opened at $983.86 on Friday. The firm has a 50-day moving average price of $986.70 and a 200-day moving average price of $938.98. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. 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 market capitalization of $436.49 billion, a P/E ratio of 51.16, a price-to-earnings-growth ratio of 4.86 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate 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 net margin of 2.99% and a return on equity of 28.57%. The firm’s revenue was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.02 EPS. As a group, equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s payout ratio is presently 27.04%.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Evercore set a $1,100.00 price objective on shares of Costco Wholesale in a research note on Monday, March 2nd. Wells Fargo & Company boosted their price objective on shares of Costco Wholesale from $900.00 to $950.00 and gave the company an “equal weight” rating in a research report on Thursday, February 5th. Rothschild & Co Redburn upped their target price on Costco Wholesale from $890.00 to $1,000.00 and gave the stock a “neutral” rating in a research note on Tuesday, February 17th. Finally, Oppenheimer raised their target price on Costco Wholesale from $1,050.00 to $1,100.00 and gave the company an “outperform” rating in a report on Thursday, February 5th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.

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.