Comgest Global Investors S.A.S. Reduces Position in Costco Wholesale Corporation $COST

Comgest Global Investors S.A.S. reduced its position in Costco Wholesale Corporation (NASDAQ:COST) by 6.8% during the third quarter, HoldingsChannel.com reports. The firm owned 127,470 shares of the retailer’s stock after selling 9,232 shares during the period. Costco Wholesale makes up 2.1% of Comgest Global Investors S.A.S.’s portfolio, making the stock its 17th biggest position. Comgest Global Investors S.A.S.’s holdings in Costco Wholesale were worth $117,990,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of COST. Brighton Jones LLC increased its stake in Costco Wholesale by 12.3% in the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC boosted its position in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after purchasing an additional 130 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after buying an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. lifted its holdings in shares of Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after purchasing an additional 23 shares during the last quarter. Finally, Capital & Planning LLC raised its stake in Costco Wholesale by 4.1% in the second quarter. Capital & Planning LLC now owns 3,567 shares of the retailer’s stock valued at $3,532,000 after buying an additional 140 shares during the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In related news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the transaction, the executive vice president directly owned 44,837 shares of the company’s stock, valued at approximately $42,101,943. This trade represents a 3.24% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Javier Polit sold 558 shares of the business’s stock in a transaction that occurred on Tuesday, December 30th. The stock was sold at an average price of $862.89, for a total value of $481,492.62. Following the sale, the executive vice president owned 10,190 shares of the company’s stock, valued at approximately $8,792,849.10. This trade represents a 5.19% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 6,915 shares of company stock valued at $6,317,097. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Down 1.6%

Shares of COST opened at $996.08 on Thursday. The firm has a market cap of $442.13 billion, a P/E ratio of 53.35, a PEG ratio of 5.34 and a beta of 1.01. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08. The stock’s 50 day moving average is $930.48 and its two-hundred day moving average is $933.95. The company has a current ratio of 1.04, a quick ratio of 0.53 and a debt-to-equity ratio of 0.19.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, December 11th. The retailer reported $4.34 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The firm had revenue of $67.31 billion for the quarter, compared to analyst estimates of $67.03 billion. During the same quarter last year, the firm posted $4.04 EPS. The business’s revenue was up 8.3% on a year-over-year basis. Analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

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

Costco Wholesale News Summary

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

• Positive Sentiment: Nike limited-release collaboration is generating social-media hype and high resale prices, driving earned awareness and foot traffic that could boost sales and membership perception. Why Nike Partnering with Costco Is Actually a Genius Move
• Positive Sentiment: Rothschild & Co Redburn raised its price target to $1,000 (from $890) — a signal that some sell‑side analysts see further upside even as the firm kept a neutral rating. That can support investor confidence. Rothschild & Co Redburn adjusts PT on Costco Wholesale to $1,000
• Positive Sentiment: New member-facing services (online/custom cake ordering and popular new food-court items) are incremental revenue drivers and improve the value proposition for members. These rollouts support same-store engagement and ancillary sales. Costco unveiling online cake ordering
• Positive Sentiment: New club openings (example: a $62M Costco in a small Texas town) expand capacity and membership growth opportunities in underpenetrated markets. Tiny Texas town gears up for spring opening of $62M Costco
• Neutral Sentiment: Costco is paying dividends this February — a reminder of shareholder income support, but the payout is small relative to market cap and not a major valuation lever. Costco is Paying Dividends in February
• Neutral Sentiment: Market commentary notes COST underperformed while the broader market improved, highlighting near-term sentiment pressure despite longer-term fundamentals. Useful for traders assessing rotation risk. Costco (COST) Stock Declines While Market Improves
• Negative Sentiment: Costco is issuing refunds and recalling certain restaurant gift cards after an issuer bankruptcy/program closure — this creates short-term refund liability, member inconvenience and potential revenue timing issues. Costco to issue refunds for Synergy gift card program closure Costco Is Recalling Gift Cards Issued for Hundreds of Restaurants
• Negative Sentiment: Class-action lawsuits allege Costco’s rotisserie chicken poses a salmonella risk — legal exposure and negative PR could pressure margins and traffic if issues widen or lead to recalls. Class-action lawsuit alleges Costco’s rotisserie chicken poses salmonella risk
• Negative Sentiment: Company confirmation of strict entrance/exit store rules may harm in-store convenience and shopper throughput, a modest negative for traffic and member experience. Costco Confirms Strict Entrance and Exit Rules

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently weighed in on COST shares. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a report on Thursday, February 5th. Raymond James Financial dropped their price objective on shares of Costco Wholesale from $1,070.00 to $1,000.00 and set an “outperform” rating on the stock in a report on Friday, December 12th. JPMorgan Chase & Co. raised their target price on shares of Costco Wholesale from $1,000.00 to $1,050.00 and gave the stock an “overweight” rating in a report on Monday, February 9th. DA Davidson reiterated a “neutral” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Thursday, February 5th. Finally, TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a report on Friday, December 12th. Twenty-one analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $1,008.07.

Costco Wholesale 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.