Tower Bridge Advisors Has $9.86 Million Stake in Costco Wholesale Corporation $COST

Tower Bridge Advisors raised its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 9.8% in the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 10,654 shares of the retailer’s stock after acquiring an additional 947 shares during the period. Tower Bridge Advisors’ holdings in Costco Wholesale were worth $9,862,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of the stock. Vanguard Group Inc. raised its stake in shares of Costco Wholesale by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after purchasing an additional 711,560 shares during the period. State Street Corp increased its position in shares of Costco Wholesale by 0.5% during the 2nd quarter. State Street Corp now owns 18,325,416 shares of the retailer’s stock worth $18,141,062,000 after purchasing an additional 90,107 shares during the last quarter. Geode Capital Management LLC lifted its stake in Costco Wholesale by 1.5% in the second quarter. Geode Capital Management LLC now owns 10,275,056 shares of the retailer’s stock valued at $10,124,263,000 after acquiring an additional 150,844 shares during the last quarter. Norges Bank bought a new stake in shares of Costco Wholesale in the 2nd quarter valued at about $5,692,035,000. Finally, Invesco Ltd. lifted its position in shares of Costco Wholesale by 9.8% in the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after buying an additional 383,887 shares during the last quarter. 68.48% of the stock is owned by institutional investors.

Insider Buying and Selling at Costco Wholesale

In other Costco Wholesale news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction on Friday, January 9th. The shares were sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the transaction, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction dated Wednesday, January 14th. The stock was 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 owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 6,915 shares of company stock worth $6,317,097 in the last ninety days. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale News Roundup

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

• Positive Sentiment: Wall Street is focused on Costco’s Q2 report after the close March 5 — several previews suggest analysts expect another solid quarter, which could lift the stock if management confirms strength in holiday sales and memberships. Should You Buy Costco Stock (COST) ahead of Q2 Earnings? Technical Indicators Suggest Yes
• Positive Sentiment: Analysts note a possible lift from a recent Supreme Court tariff ruling; previews say monthly sales data point to a fourth straight “double beat,” a bullish catalyst if reiterated on the call. Costco Q2 Preview: Will Retailer Celebrate Tariff Ruling? Monthly Data Points To Fourth Straight Double Beat
• Positive Sentiment: Technical and momentum-focused commentary is bullish ahead of earnings; some analysts point to favorable technicals as a reason to own into the print. Dear Costco Stock Fans, Mark Your Calendars for March 5
• Positive Sentiment: Multiple commentary pieces highlight Costco’s YTD outperformance vs. peers and argue the stock still has growth attributes investors want — supportive narrative if earnings show revenue/membership traction. Is Costco Wholesale (COST) Outperforming Other Retail-Wholesale Stocks This Year?
• Neutral Sentiment: Market-wide resilience and macro headlines are keeping broader risk-on conditions intact; this makes Costco’s results more likely to move sentiment but not necessarily market direction. Review & Preview: Stocks Show Resilience
• Neutral Sentiment: Consumer-facing writeups (best yogurts, top in-store finds) keep brand engagement visible but are unlikely to move the stock materially. The 11 Best Yogurts To Grab At Costco, According To Reviews
• Neutral Sentiment: Store-level customer ratings and “best things” lists help retail perception but have limited near-term financial impact. These Are The 2 Highest-Rated Costco Stores In America, According To Shoppers
• Neutral Sentiment: Short-interest reporting shows anomalous zero/NaN figures in recent data releases — appears to be a reporting glitch rather than a genuine short-squeeze signal. Short Interest Data (source)
• Negative Sentiment: Customer confusion over a return-policy change has drawn negative attention; if widespread, policy friction could dent loyalty or generate PR risk. Costco members confused over return policy rule
• Negative Sentiment: A Reuters piece notes some small businesses find tariff refunds burdensome — underlines that tariff rulings have uneven effects and could leave some margin/operational uncertainty. For some small businesses, a tariff refund isn’t worth the pain of pursuing it

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the stock. DA Davidson restated a “neutral” rating and set a $1,000.00 target price on shares of Costco Wholesale in a research note on Thursday, February 5th. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a report on Thursday, February 5th. Evercore set a $1,100.00 target price on shares of Costco Wholesale in a research report on Monday. UBS Group restated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $1,155.00 target price on shares of Costco Wholesale in a research report on Monday, February 9th. Twenty-two investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, Costco Wholesale has a consensus rating of “Moderate Buy” and an average target price of $1,016.18.

Costco Wholesale Stock Down 0.1%

Shares of NASDAQ:COST opened at $1,006.74 on Thursday. The company has a market capitalization of $446.86 billion, a price-to-earnings ratio of 53.92, a P/E/G ratio of 4.83 and a beta of 1.01. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The business’s 50-day moving average is $956.95 and its 200-day moving average is $935.59. The company has a debt-to-equity ratio of 0.19, a current ratio of 1.04 and a quick ratio of 0.53.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, beating the consensus estimate of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The company had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same quarter in the previous year, the business posted $4.04 EPS. Costco Wholesale’s revenue for the quarter was up 8.3% compared to the same quarter last year. Equities research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis 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 27.85%.

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.