Insigneo Advisory Services LLC Purchases 2,937 Shares of Costco Wholesale Corporation $COST

Insigneo Advisory Services LLC grew its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 55.5% during the third quarter, HoldingsChannel reports. The institutional investor owned 8,230 shares of the retailer’s stock after buying an additional 2,937 shares during the period. Costco Wholesale accounts for 0.5% of Insigneo Advisory Services LLC’s portfolio, making the stock its 25th largest position. Insigneo Advisory Services LLC’s holdings in Costco Wholesale were worth $7,618,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of COST. LFA Lugano Financial Advisors SA bought a new position in shares of Costco Wholesale in the second quarter worth about $31,000. Hurley Capital LLC boosted its position in Costco Wholesale by 120.0% in the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares during the period. Abich Financial Wealth Management LLC bought a new position in Costco Wholesale in the 3rd quarter worth about $34,000. Collier Financial purchased a new position in shares of Costco Wholesale during the third quarter worth approximately $35,000. Finally, AXS Investments LLC bought a new stake in shares of Costco Wholesale during the third quarter valued at approximately $36,000. 68.48% of the stock is owned by institutional investors.

Insider Activity

In other news, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the sale, the executive vice president directly owned 44,837 shares of the company’s stock, valued at $42,101,943. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Javier Polit sold 2,049 shares of the company’s stock in a transaction on Monday, December 29th. The shares were sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the transaction, the executive vice president directly owned 10,748 shares in the company, valued at approximately $9,320,773.08. The trade was a 16.01% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 6,915 shares of company stock valued at $6,317,097. 0.10% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts recently issued reports on the company. Robert W. Baird set a $1,100.00 price objective on Costco Wholesale in a research note on Thursday, February 5th. Wells Fargo & Company increased their price target on Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Daiwa Securities Group decreased their price objective on Costco Wholesale from $947.00 to $917.00 and set a “neutral” rating for the company in a report on Tuesday, December 16th. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on shares of Costco Wholesale in a research note on Thursday, January 8th. Finally, Bank of America started coverage on shares of Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price target for the company. Twenty-two research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $1,016.18.

Costco Wholesale Price Performance

Shares of COST opened at $1,007.77 on Wednesday. The company has a 50 day moving average of $954.27 and a two-hundred day moving average of $935.09. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a market cap of $447.32 billion, a price-to-earnings ratio of 53.98, a price-to-earnings-growth ratio of 4.81 and a beta of 1.01.

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

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were paid a dividend of $1.30 per share. The ex-dividend date was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.85%.

Costco Wholesale News Summary

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

• Positive Sentiment: Analysts and retail commentators point to ongoing outperformance driven by membership strength and customers trading down in a pressured economy — executive membership upgrades are boosting revenues and margins. Where Will Costco Stock Be in 1 Year?
• Positive Sentiment: Costco’s tech push — AI inventory tools, digital wallet and faster checkout — is showing productivity gains that can protect low prices and margins, reinforcing the growth narrative. Is Costco’s Technology Spending Finally Fueling Better Productivity?
• Positive Sentiment: Store expansion and large real‑estate wins (new openings and anchoring the Viva White Oak development) support longer‑term same‑store traffic and membership growth. Costco To Anchor Massive Montgomery County Development
• Neutral Sentiment: Upcoming earnings (March 5) are the immediate catalyst — investors are weighing Costco’s streak of beats against rich expectations; this creates short‑term volatility depending on the print and guidance. Costco (COST) Reports Q1: Everything You Need To Know Ahead Of Earnings
• Neutral Sentiment: Ongoing favorable analyst coverage and momentum/ growth score stories keep investor interest high, but they also reinforce expectations that are already priced in. 3 Reasons Why Growth Investors Shouldn’t Overlook Costco (COST)
• Neutral Sentiment: Recent short‑interest data in public feeds appears inconsistent (zeros/NaN), suggesting no meaningful short squeeze signal — treat those data points cautiously.
• Negative Sentiment: Valuation concerns are prominent — some analyses argue COST is expensive near the $1,000 level (high P/E vs. retail peers), prompting sell/trim arguments that can cap upside. Sell Costco Stock At $1,000?
• Negative Sentiment: Customer friction from confusing return‑policy reports could modestly dent sentiment if amplified, though it’s unlikely to materially affect fundamentals. Costco members confused over return policy rule

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.