Costco Wholesale Corporation $COST Stock Holdings Raised by LifeGoal Investments LLC

LifeGoal Investments LLC increased its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 587.9% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 3,467 shares of the retailer’s stock after purchasing an additional 2,963 shares during the period. Costco Wholesale makes up approximately 1.0% of LifeGoal Investments LLC’s holdings, making the stock its 26th biggest holding. LifeGoal Investments LLC’s holdings in Costco Wholesale were worth $3,156,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. State Street Corp boosted its stake in shares of Costco Wholesale by 31.7% in the second quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock valued at $22,359,224,000 after purchasing an additional 5,749,362 shares during the period. Bank of America Corp DE increased its stake in shares of Costco Wholesale by 11.5% during the first quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock valued at $7,488,203,000 after acquiring an additional 773,651 shares during the period. Corient Private Wealth LLC boosted its stake in Costco Wholesale by 838.9% during the 4th quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after purchasing an additional 5,472,968 shares in the last quarter. Invesco Ltd. boosted its stake in Costco Wholesale by 3.4% during the fourth quarter. Invesco Ltd. now owns 4,328,729 shares of the retailer’s stock valued at $3,732,836,000 after buying an additional 143,150 shares in the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in Costco Wholesale by 5.5% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,068,312 shares of the retailer’s stock valued at $2,870,314,000 after acquiring an additional 160,893 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: September sales accelerated. Costco reported net sales of $30.02 billion for the five-week retail month, up 13.0% year over year. Total comparable sales increased 11.4%, with U.S. comparable sales up 12.5%, supporting expectations for a strong start to fiscal 2027. Costco Wholesale Corporation Reports September Sales Results
• Positive Sentiment: Traffic and digital momentum remain strong. Analysts noted that transaction growth and customer traffic were key drivers, while digital sales rose 19%. Core comparable sales excluding gasoline and foreign-exchange effects increased 7.6%, indicating that demand extends beyond fuel-price inflation. Costco sales rise in September as strong traffic drives start to fiscal 2027
• Neutral Sentiment: Analyst support is mixed. UBS characterized the September trends as accelerating, while DA Davidson maintained a Hold rating and kept its price target unchanged. This suggests the operating performance is healthy but may already be reflected in COST’s valuation. Costco warehouse club tour analysis
• Negative Sentiment: Sales quality and valuation remain concerns. Some analysts cautioned that gasoline prices and other temporary, lower-margin factors contributed to the headline increase. With COST trading at roughly 45 times earnings, investors need sustained traffic, membership and profit growth to justify the premium multiple. Costco’s Sales Rebound in September Looks Great on Paper

Insider Activity at Costco Wholesale

In related news, EVP Claudine Adamo sold 2,200 shares of the company’s stock in a transaction on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the transaction, the executive vice president directly owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. The trade was a 23.57% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.10% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on COST shares. Jefferies Financial Group lowered their price objective on shares of Costco Wholesale from $1,130.00 to $1,100.00 in a research note on Friday, September 25th. Citigroup started coverage on shares of Costco Wholesale in a report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 target price for the company. Deutsche Bank Aktiengesellschaft dropped their price target on Costco Wholesale from $1,091.00 to $1,079.00 and set a “buy” rating on the stock in a report on Monday, September 28th. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, September 25th. Finally, UBS Group reaffirmed a “buy” rating on shares of Costco Wholesale in a report on Thursday, September 17th. Twenty-two research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,046.27.

Costco Wholesale Stock Up 0.6%

Shares of NASDAQ:COST opened at $947.92 on Friday. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06. The company has a market cap of $420.38 billion, a PE ratio of 45.66, a price-to-earnings-growth ratio of 4.03 and a beta of 0.88. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,096.50. The firm has a 50 day simple moving average of $930.81 and a 200 day simple moving average of $963.49.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, topping the consensus estimate of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The firm had revenue of $95.72 billion for the quarter, compared to analysts’ expectations of $94.97 billion. During the same period in the previous year, the company posted $5.87 EPS. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. As a group, research analysts expect that Costco Wholesale Corporation will post 22.86 earnings per share for the current year.

About Costco Wholesale

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.