Kepler Cheuvreux Suisse SA Invests $41.37 Million in Costco Wholesale Corporation $COST

Kepler Cheuvreux Suisse SA bought a new stake in Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, Holdings Channel reports. The firm bought 44,691 shares of the retailer’s stock, valued at approximately $41,365,000. Costco Wholesale accounts for about 2.3% of Kepler Cheuvreux Suisse SA’s investment portfolio, making the stock its 8th largest holding.

Other large investors also recently made changes to their positions in the company. Silver Oak Securities Incorporated lifted 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 valued at $3,499,000 after purchasing an additional 1,248 shares during the last quarter. Permanent Capital Management LP bought a new stake in shares of Costco Wholesale during the third quarter worth $874,000. Wealthspire Advisors LLC grew its stake in shares of Costco Wholesale by 2.0% during the second quarter. Wealthspire Advisors LLC now owns 15,799 shares of the retailer’s stock worth $15,640,000 after buying an additional 312 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Costco Wholesale by 1.7% during the second quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after buying an additional 711,560 shares in the last quarter. Finally, Exchange Traded Concepts LLC increased its holdings in shares of Costco Wholesale by 43.6% during the third quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock worth $21,700,000 after buying an additional 7,116 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on COST shares. Sanford C. Bernstein reissued an “outperform” rating and set a $1,155.00 price objective on shares of Costco Wholesale in a report on Monday, February 9th. Hovde Group initiated coverage on Costco Wholesale in a report on Tuesday, November 18th. They issued a “market perform” rating and a $16.00 target price for the company. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday. Rothschild & Co Redburn lifted their price target on Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a research note on Tuesday, February 17th. Finally, DA Davidson restated a “neutral” rating and set a $1,000.00 price target on shares of Costco Wholesale in a report on Friday, March 6th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and a consensus price target of $1,039.13.

Key Costco Wholesale News

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

• Positive Sentiment: BTIG raised its price target to $1,125 (from $1,115) and kept a Buy rating after Costco’s Q2 beat, citing strong membership income and traffic — a supportive signal for upside. Read More.
• Positive Sentiment: Several outlets/reporting services published higher price targets (including one noting a raise to $1,315), showing continued analyst bullishness and a range of upside scenarios priced in by some firms. Read More.
• Positive Sentiment: Tax/tariff news: a federal trade‑court ruling could generate tariff refunds that management says it may pass to members as lower prices — this would reinforce Costco’s value proposition and membership stickiness. Read More.
• Positive Sentiment: Operational momentum: February comparable‑store sales were strong (Zacks cites comps up ~7.9%) and e‑commerce grew double digits, supporting the premium valuation on fundamental grounds. Read More.
• Neutral Sentiment: Daiwa raised its target to $975 but kept a Neutral rating — a modestly positive PT move offset by a non‑bullish stance. Read More.
• Neutral Sentiment: Truist nudged its target higher to $977 (from $926) but reiterated a Hold, noting membership growth remains a constraint — mixed signal for near‑term upside. Read More.
• Neutral Sentiment: Company expansion note: Costco is building another standalone gas station — incremental revenue/traffic detail that is likely modestly accretive over time. Read More.
• Neutral Sentiment: Wide coverage pieces (Fool, Seeking Alpha) continue to debate valuation vs. peers (Walmart, Home Depot) — helpful context but not an immediate catalyst. Read More.
• Negative Sentiment: Goldman Sachs cut its price target to $1,088, which, along with comments about premium valuation, adds near‑term downside risk if growth disappoints. Read More.
• Negative Sentiment: Valuation/expectations: some analysts and writeups (Seeking Alpha coverage noted) view shares as fairly valued — combined with membership‑growth headwinds this can pressure the stock when sentiment weakens. Read More.

Costco Wholesale Stock Down 0.8%

Shares of NASDAQ:COST opened at $997.36 on Wednesday. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The business’s 50-day moving average is $967.03 and its 200-day moving average is $935.85. The company has a market capitalization of $442.70 billion, a price-to-earnings ratio of 51.86, a P/E/G ratio of 4.84 and a beta of 1.01.

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 business 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%.The firm’s revenue was up 9.2% on a year-over-year basis. During the same quarter last year, the firm posted $4.02 earnings per share. Equities research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

The business 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. The ex-dividend date of this dividend 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 27.04%.

Insider Buying and Selling

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of the firm’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the completion of 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 ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the completion of the sale, the executive vice president 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 SEC filing for this sale provides additional information. Insiders have sold a total of 6,915 shares of company stock worth $6,317,097 over the last ninety days. 0.10% of the stock is owned by company insiders.

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.