1,920 Costco Wholesale Corporation $COST Shares Bought by Investment Partners LTD.

Investment Partners LTD. grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 91.5% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,018 shares of the retailer’s stock after purchasing an additional 1,920 shares during the period. Investment Partners LTD.’s holdings in Costco Wholesale were worth $3,658,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of COST. State Street Corp boosted its position in 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 buying an additional 5,749,362 shares in the last quarter. Bank of America Corp DE raised its stake in shares of Costco Wholesale by 11.5% in 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 last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC boosted its holdings in shares of 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 worth $2,870,314,000 after acquiring an additional 160,893 shares in the last quarter. Amundi boosted its holdings in shares of Costco Wholesale by 11.1% in the 1st quarter. Amundi now owns 2,839,016 shares of the retailer’s stock worth $2,828,881,000 after acquiring an additional 283,360 shares in the last quarter. Finally, Legal & General Group Plc bought a new stake in Costco Wholesale during the 2nd quarter worth approximately $2,362,188,000. 68.48% of the stock is owned by institutional investors and hedge funds.

More Costco Wholesale News

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

• Positive Sentiment: Store expansion supports long-term growth. Costco plans to open 13 locations by the end of 2026, potentially expanding its membership base and sales footprint. Costco opening 13 locations by end of 2026
• Positive Sentiment: Membership acquisition remains a focus. A promotional offer providing new members with a $45 gift card could help drive sign-ups ahead of the holiday shopping season, supporting recurring membership-fee revenue. Costco membership Black Friday deal
• Positive Sentiment: Analysts expect continued earnings momentum. Costco’s upcoming fiscal first-quarter 2027 report is expected to show double-digit year-over-year EPS growth. Its latest quarter also beat consensus estimates on both earnings and revenue. What to expect from Costco Wholesale’s next quarterly earnings report
• Positive Sentiment: Customer loyalty and digital engagement remain strengths. Coverage highlights near-record renewal rates, busy warehouses, a younger shopper base and growing use of Costco’s digital channels. These factors reinforce the company’s competitive advantages and long-term sales potential. The New Costco Shopper Is Under 40
• Neutral Sentiment: Healthcare partnerships could deepen member engagement. Integrations with NationsBenefits and SCAN Health Plan are expanding Costco’s role in Medicare-related spending across more than 600 U.S. warehouses, though the financial contribution is not yet clear. Medicare push and Costco investors
• Negative Sentiment: Valuation leaves little room for disappointment. Costco trades at roughly 49 times earnings, making execution and upcoming results especially important. Analysts remain positive, but the stock’s premium valuation could amplify downside if growth slows. Costco stock’s long-term competitive advantages

Insider Buying and Selling

In other news, EVP William Richard Wilcox sold 1,100 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total value of $1,054,031.00. Following the completion of the transaction, the executive vice president owned 3,094 shares in the company, valued at $2,964,701.74. This represents a 26.23% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Claudine Adamo sold 2,200 shares of the 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 sale, the executive vice president directly owned 7,134 shares of the company’s stock, valued at $6,534,244.62. This represents a 23.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 0.10% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on the company. Mizuho dropped their price target on Costco Wholesale from $1,100.00 to $1,065.00 and set an “outperform” rating for the company in a report on Friday, September 25th. Tigress Financial boosted their price objective on Costco Wholesale from $1,065.00 to $1,250.00 and gave the stock a “buy” rating in a research note on Thursday, October 15th. Deutsche Bank Aktiengesellschaft decreased their target price 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. Bank of America lowered their price target on shares of Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating for the company in a report on Wednesday, September 16th. Finally, CICC Research began coverage on shares of Costco Wholesale in a research note on Wednesday, October 21st. They issued an “outperform” rating and a $1,050.00 target price on the stock. One analyst has rated the stock with a Strong Buy rating, twenty-four have issued a Buy rating, eight have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and an average price target of $1,086.19.

Costco Wholesale Stock Up 1.6%

Shares of Costco Wholesale stock opened at $1,012.28 on Friday. The company has a market capitalization of $448.57 billion, a P/E ratio of 48.76, a price-to-earnings-growth ratio of 4.33 and a beta of 0.88. The company has a debt-to-equity ratio of 0.11, a current ratio of 1.06 and a quick ratio of 0.62. The business has a 50-day moving average of $943.31 and a two-hundred day moving average of $970.25. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last released its quarterly earnings data on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, beating the consensus estimate of $6.54 by $0.21. Costco Wholesale had a return on equity of 27.60% and a net margin of 3.04%. The business had revenue of $95.72 billion for the quarter, compared to analysts’ expectations of $94.97 billion. During the same quarter in the previous year, the business posted $5.87 EPS. Costco Wholesale’s revenue for the quarter was up 11.1% on a year-over-year basis. As a group, equities analysts predict that Costco Wholesale Corporation will post 22.70 EPS for the current year.

Costco Wholesale Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a $1.47 dividend. The ex-dividend date of this dividend is Friday, October 30th. This represents a $5.88 dividend on an annualized basis and a yield of 0.6%. Costco Wholesale’s payout ratio is presently 28.32%.

Costco Wholesale Company Profile

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.