Robertson Stephens Wealth Management LLC Grows Position in Costco Wholesale Corporation $COST

Robertson Stephens Wealth Management LLC grew its stake in shares of Costco Wholesale Corporation (NASDAQ:COST) by 2.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 18,689 shares of the retailer’s stock after purchasing an additional 505 shares during the quarter. Robertson Stephens Wealth Management LLC’s holdings in Costco Wholesale were worth $16,117,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in COST. Assenagon Asset Management S.A. lifted its stake in Costco Wholesale by 1,586.8% in the fourth quarter. Assenagon Asset Management S.A. now owns 1,137,436 shares of the retailer’s stock worth $980,857,000 after acquiring an additional 1,070,005 shares during the period. Amundi lifted its stake in Costco Wholesale by 45.0% in the third quarter. Amundi now owns 3,176,606 shares of the retailer’s stock worth $2,893,697,000 after acquiring an additional 986,182 shares during the period. Voloridge Investment Management LLC lifted its stake in Costco Wholesale by 112.2% in the third quarter. Voloridge Investment Management LLC now owns 477,425 shares of the retailer’s stock worth $441,919,000 after acquiring an additional 252,453 shares during the period. Worldquant Millennium Advisors LLC lifted its stake in Costco Wholesale by 638.7% in the second quarter. Worldquant Millennium Advisors LLC now owns 227,310 shares of the retailer’s stock worth $225,023,000 after acquiring an additional 196,537 shares during the period. Finally, CIBC Bancorp USA Inc. purchased a new stake in Costco Wholesale in the third quarter worth $158,189,000. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 730 shares of the firm’s stock in a transaction on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the transaction, the executive vice president owned 6,121 shares of the company’s stock, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.10% of the company’s stock.

Costco Wholesale Stock Performance

Shares of Costco Wholesale stock opened at $1,011.70 on Friday. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $448.84 billion, a P/E ratio of 52.61, a P/E/G ratio of 5.00 and a beta of 0.92. The business has a fifty day simple moving average of $996.93 and a two-hundred day simple moving average of $949.91. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08.

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

Costco Wholesale Increases Dividend

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

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?

Analyst Ratings Changes

COST has been the subject of a number of research analyst reports. Evercore set a $1,100.00 price target on Costco Wholesale in a research note on Monday, March 2nd. Roth Mkm reaffirmed a “sell” rating on shares of Costco Wholesale in a research note on Wednesday, February 4th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $1,050.00 price target on shares of Costco Wholesale in a research note on Thursday, March 5th. Telsey Advisory Group raised their price target on Costco Wholesale from $1,125.00 to $1,135.00 and gave the stock an “outperform” rating in a research note on Thursday, April 9th. Finally, Raymond James Financial raised their price target on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. 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 company has a consensus rating of “Moderate Buy” and an average 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.