CX Institutional Has $7.82 Million Stock Holdings in Costco Wholesale Corporation $COST

CX Institutional trimmed its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 25.9% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,071 shares of the retailer’s stock after selling 3,165 shares during the quarter. CX Institutional’s holdings in Costco Wholesale were worth $7,823,000 at the end of the most recent reporting period.

Other institutional investors have also added to or reduced their stakes in the company. Hurley Capital LLC increased its position in Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after purchasing an additional 18 shares in the last quarter. Joseph Group Capital Management acquired a new position in Costco Wholesale during the 4th quarter worth approximately $33,000. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale during the 3rd quarter worth approximately $34,000. Collier Financial acquired a new position in Costco Wholesale during the 3rd quarter worth approximately $35,000. Finally, AXS Investments LLC acquired a new position in Costco Wholesale during the 3rd quarter worth approximately $36,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Costco Wholesale News Summary

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

• Positive Sentiment: Amy’s Kitchen will roll select frozen meals into more than 150 Costco warehouses across key U.S. markets, expanding fresh/organic assortment and potentially boosting food sales and member engagement. Amy’s Kitchen Lands Costco Distribution in Three Major Markets, Bringing Organic Frozen Meals to Millions of Members
• Positive Sentiment: Costco is hiring ahead of a new Guilderland, NY warehouse opening — a sign of continued unit growth that supports revenue and membership expansion over time. Costco begins hiring as opening of Guilderland warehouse nears
• Positive Sentiment: Analyst/market pieces highlight Costco’s strong membership metrics and ability to convert members to higher-fee Executive tiers, supporting recurring revenue and margins. This ongoing narrative underpins bullish views despite macro uncertainty. Better Buy: Walmart or Costco Stock
• Positive Sentiment: Costco received recognition in TIME’s influential companies coverage, reinforcing brand strength that supports long-term customer loyalty and pricing power. Costco Wholesale
• Neutral Sentiment: Retail-focused stories on seasonal merchandise and promotions (patio furniture roundups, a Dyson sale) reflect normal merchandising and traffic drivers but are routine and unlikely to move fundamentals by themselves. 9 Costco Patio Dining Furniture Sets To Look For In 2026
• Neutral Sentiment: Costco quietly changed elements of its long-standing $1.50 hot dog combo (product tweaks, price intact), a brand-story item that signals attention to costs but keeps the iconic price point. Costco changed the hot dog combo after 40 years. Is it still $1.50? Here’s what to know
• Negative Sentiment: Several pieces question whether COST’s strong YTD performance and premium valuation leave ample upside from current levels, highlighting its high P/E and recent run — a valuation headwind that can pressure the stock if growth expectations slip. Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?

Costco Wholesale Trading Down 0.3%

Shares of NASDAQ COST opened at $1,011.70 on Friday. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. Costco Wholesale Corporation has a 52-week low of $844.06 and a 52-week high of $1,067.08. The firm has a 50 day moving average price of $996.93 and a two-hundred day moving average price of $950.01. The stock has a market cap of $448.84 billion, a P/E ratio of 52.61, a price-to-earnings-growth ratio of 4.99 and a beta of 0.92.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Wednesday, March 11th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the prior year, the company posted $4.02 EPS. The company’s revenue was up 9.2% on a year-over-year basis. As a group, equities analysts forecast that Costco Wholesale Corporation will post 20.32 EPS for the current year.

Costco Wholesale Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, May 15th. Shareholders of record on Friday, May 1st will be given a $1.47 dividend. This is an increase from Costco Wholesale’s previous quarterly dividend of $1.30. The ex-dividend date is Friday, May 1st. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s dividend payout ratio is currently 27.04%.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the sale, the executive vice president directly owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This represents a 10.66% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Corporate insiders own 0.10% of the company’s stock.

Analyst Ratings Changes

COST has been the subject of a number of research analyst reports. Daiwa Securities Group upped their price objective on shares of Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. Oppenheimer upped their price objective on shares of Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Thursday, February 5th. BTIG Research reiterated a “buy” rating and set a $1,115.00 price objective on shares of Costco Wholesale in a research report on Thursday, March 5th. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Finally, Citigroup reissued a “neutral” rating on shares of Costco Wholesale in a report on Friday, February 20th. Twenty-two equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,045.97.

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.