Capital International Sarl Boosts Stock Position in Costco Wholesale Corporation $COST

Capital International Sarl boosted its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 3.8% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 64,341 shares of the retailer’s stock after buying an additional 2,339 shares during the period. Costco Wholesale accounts for 1.0% of Capital International Sarl’s investment portfolio, making the stock its 21st largest position. Capital International Sarl’s holdings in Costco Wholesale were worth $59,556,000 as of its most recent filing with the SEC.

Several other large investors also recently added to or reduced their stakes in the stock. Brighton Jones LLC raised its position in shares of Costco Wholesale by 12.3% during the 4th quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after buying an additional 2,172 shares during the period. Revolve Wealth Partners LLC increased its stake in Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after acquiring an additional 130 shares during the last quarter. Sivia Capital Partners LLC raised its position in Costco Wholesale by 4.5% in the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock valued at $3,814,000 after purchasing an additional 165 shares during the period. Pinnacle Wealth Planning Services Inc. lifted its stake in shares of Costco Wholesale by 1.1% in 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, United Bank grew its holdings in shares of Costco Wholesale by 4.2% during the 2nd quarter. United Bank now owns 5,846 shares of the retailer’s stock worth $5,787,000 after purchasing an additional 235 shares during the period. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

COST has been the topic of several research analyst reports. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a report on Wednesday, February 4th. Truist Financial lifted their price target on shares of Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a research report on Friday. Guggenheim restated a “neutral” rating on shares of Costco Wholesale in a report on Monday, December 22nd. Wells Fargo & Company lifted their target price on shares of Costco Wholesale from $900.00 to $950.00 and gave the company an “equal weight” rating in a report on Thursday, February 5th. Finally, Oppenheimer upped their price target on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Twenty-two equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $1,037.20.

Costco Wholesale Price Performance

Shares of COST opened at $1,005.30 on Tuesday. The company has a market cap of $446.22 billion, a P/E ratio of 52.28, a PEG ratio of 4.76 and a beta of 1.00. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The firm’s 50 day moving average price is $964.39 and its 200 day moving average price is $935.57.

Costco Wholesale (NASDAQ:COST) last released its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, topping the consensus estimate of $4.55 by $0.03. The firm had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same period in the previous year, the firm posted $4.02 EPS. On average, research analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were given a dividend of $1.30 per share. This represents a $5.20 annualized dividend and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s payout ratio is 27.04%.

Insider Transactions at Costco Wholesale

In other news, EVP Russell D. Miller sold 1,500 shares of the company’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the completion of the transaction, the executive vice president directly owned 8,240 shares of the company’s stock, valued at approximately $7,550,476.80. This represents a 15.40% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, EVP Teresa A. Jones sold 850 shares of the stock in a transaction dated Wednesday, January 21st. The shares were 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 in the company, valued at approximately $4,169,907.28. The trade was a 16.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 6,915 shares of company stock valued at $6,317,097 over the last ninety days. Company insiders own 0.10% of the company’s stock.

Trending Headlines about Costco Wholesale

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

• Positive Sentiment: February comparable‑store sales rose 7.9% and e‑commerce jumped 21.8%, reinforcing Costco’s revenue momentum and supporting its premium valuation. Do Costco’s February Comparable Sales Justify Its Premium Valuation?
• Positive Sentiment: A federal trade‑court ruling could produce tariff refunds; Costco management says it would likely pass savings to members via lower prices — a potential long‑term margin/competitive benefit if realized. Costco Tariff Refunds Could Reinforce Low Prices And Membership Value
• Positive Sentiment: Several firms have raised price targets recently (multiple lifts reported, including a raise to $1,315), signaling continued analyst confidence in Costco’s longer‑term upside despite near‑term debates over valuation. Costco Wholesale (NASDAQ:COST) Price Target Raised to $1,315.00
• Positive Sentiment: Operational expansions and product distribution moves — e.g., a new standalone gas station project and partnerships bringing third‑party products to Costco.ca — broaden member value and convenience. Costco building another standalone gas station Braille Energy Expands Electrafy Home Backup Power Reach via Costco.ca
• Neutral Sentiment: Truist lifted its price target to $977 from $926 but reiterated a Hold, citing solid results yet noting membership‑growth as a near‑term headwind — a mixed signal that tempers enthusiasm. Truist Lifts PT on Costco Wholesale Corporation (COST) to $977 From $926 – Here’s Why
• Neutral Sentiment: Citi reiterated a Neutral rating with a $1,000 target — another vote for mid‑case expectations rather than outright bullish conviction. Citi Maintains Neutral Rating on Costco Wholesale Corporation (COST) with $1000 Target
• Neutral Sentiment: Reported short‑interest data appears anomalous (shows 0 shares), so it provides no actionable signal about crowd positioning.
• Negative Sentiment: Competitive pressure: BJ’s Wholesale and other clubs are making aggressive moves to win budget‑conscious shoppers, which could limit market share gains or force promotional activity. BJ’s Wholesale makes bold move to lure more shoppers
• Negative Sentiment: Some analysts and commentators view shares as fairly valued after Costco’s outperformance, which may cap near‑term upside until further fundamental beats arrive. Costco: Continued Operating Outperformance, Shares Fairly Valued

About Costco Wholesale

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.