Costco Wholesale Corporation $COST Shares Acquired by Public Sector Pension Investment Board

Public Sector Pension Investment Board lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COSTFree Report) by 112.2% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 71,333 shares of the retailer’s stock after purchasing an additional 37,722 shares during the period. Public Sector Pension Investment Board’s holdings in Costco Wholesale were worth $66,028,000 as of its most recent SEC filing.

Other institutional investors have also recently modified their holdings of the company. Peterson Wealth Services grew its position in shares of Costco Wholesale by 0.5% in the second quarter. Peterson Wealth Services now owns 13,616 shares of the retailer’s stock valued at $13,479,000 after purchasing an additional 72 shares during the period. Silver Oak Securities Incorporated boosted its stake in Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock worth $3,499,000 after buying an additional 1,248 shares during the last quarter. Permanent Capital Management LP purchased a new stake in Costco Wholesale in the 3rd quarter valued at about $874,000. Wealthspire Advisors LLC increased its stake 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 valued at $15,640,000 after acquiring an additional 312 shares during the last quarter. Finally, Vanguard Group Inc. increased its stake in shares of Costco Wholesale by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock valued at $42,920,107,000 after acquiring an additional 711,560 shares during the last quarter. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Susan L. Decker sold 458 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the sale, the director directly owned 8,532 shares in the company, valued at approximately $8,148,060. This trade represents a 5.09% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP Teresa A. Jones sold 850 shares of the company’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the transaction, the executive vice president owned 4,228 shares of the company’s stock, valued at approximately $4,169,907.28. This represents a 16.74% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 6,915 shares of company stock valued at $6,317,097. Company insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST stock opened at $998.86 on Friday. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19. The company has a market cap of $443.36 billion, a PE ratio of 53.50, a P/E/G ratio of 5.16 and a beta of 1.01. The company’s fifty day simple moving average is $920.48 and its 200-day simple moving average is $931.93. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23.

Costco Wholesale (NASDAQ:COSTGet Free Report) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share for the quarter, topping analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a net margin of 2.96% and a return on equity of 29.35%. The firm had revenue of $67.31 billion during the quarter, compared to analysts’ expectations of $67.03 billion. During the same period in the prior year, the company earned $4.04 EPS. The firm’s revenue was up 8.3% on a year-over-year basis. As a group, equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current year.

Costco Wholesale Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Stockholders of record on Friday, January 30th will be paid a $1.30 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on the stock. Wells Fargo & Company raised their target price on shares of Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. BMO Capital Markets reiterated an “outperform” rating on shares of Costco Wholesale in a report on Friday, December 12th. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. JPMorgan Chase & Co. increased their target price on Costco Wholesale from $1,000.00 to $1,050.00 and gave the stock an “overweight” rating in a research report on Monday. Finally, TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, Costco Wholesale currently has an average rating of “Moderate Buy” and an average price target of $1,009.00.

Check Out Our Latest Stock Analysis on COST

Key Costco Wholesale News

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

  • Positive Sentiment: Multiple brokerages raised price targets or reiterated bullish views, supporting the rally — Evercore ISI boosted its price target to $1,050. Evercore ISI Boosts Costco Price Target
  • Positive Sentiment: Bernstein lifted its target to $1,155 and kept an Outperform, citing resilience in the quarter and positioning COST as a Roth-IRA candidate — a bullish endorsement that can attract long-term money. Bernstein Boosts Costco Target
  • Positive Sentiment: JPMorgan commentary flagged upside to the stock, reinforcing buy-side confidence and likely contributing to intraday buying pressure. JPMorgan Says COST Expected to Rise
  • Positive Sentiment: Industry and market write-ups emphasize Costco’s long-term growth profile and YTD momentum, which can sustain investor interest (articles discuss whether COST can reach $1,200 and highlight growth scores). Can Costco Stock Hit $1,200?
  • Neutral Sentiment: Valuation debate persists — Zacks notes Costco trades at a high multiple (forward P/E ~46x) and recommends a “hold” for some investors despite solid comps and renewal/digital trends. This tempers upside for value-sensitive funds. Is Costco Stock a Buy Now?
  • Neutral Sentiment: Short-interest reports in the feed show an anomalous “large increase” but list zero shares and a 0.0 days ratio — the data appears unreliable and should not be over-interpreted; low reported short interest would be supportive if accurate. (Data timestamp Feb 11–12.)
  • Neutral Sentiment: Customer-interest pieces (e.g., members impressed by regional store features) boost brand sentiment but are unlikely to move results materially in the short term. Members in Awe of Regional Stores
  • Negative Sentiment: Costco issued a recall of mini beignets over an undeclared hazelnut allergen across multiple states — a reputational and operational nuisance; typically a modest financial hit but worth monitoring for broader food-safety headlines. Costco Recalls Mini Beignets

About Costco Wholesale

(Free Report)

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.

Recommended Stories

Want to see what other hedge funds are holding COST? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Costco Wholesale Corporation (NASDAQ:COSTFree Report).

Institutional Ownership by Quarter for Costco Wholesale (NASDAQ:COST)

Receive News & Ratings for Costco Wholesale Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Costco Wholesale and related companies with MarketBeat.com's FREE daily email newsletter.