First Nebraska Trust Co Makes New $1.84 Million Investment in Costco Wholesale Corporation $COST

First Nebraska Trust Co acquired a new position in Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 2,024 shares of the retailer’s stock, valued at approximately $1,843,000.

A number of other institutional investors and hedge funds have also bought and sold shares of COST. State Street Corp lifted its holdings in Costco Wholesale by 31.7% during the 2nd quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock worth $22,359,224,000 after buying an additional 5,749,362 shares during the period. Bank of America Corp DE raised its position in shares of Costco Wholesale by 11.5% during the first quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock worth $7,488,203,000 after acquiring an additional 773,651 shares during the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Costco Wholesale by 5.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,068,312 shares of the retailer’s stock worth $2,870,314,000 after acquiring an additional 160,893 shares during the last quarter. Amundi raised its position in shares of Costco Wholesale by 11.1% during the first quarter. Amundi now owns 2,839,016 shares of the retailer’s stock worth $2,828,881,000 after acquiring an additional 283,360 shares during the last quarter. Finally, Ascentis Wealth Management LLC lifted its stake in shares of Costco Wholesale by 103,637.0% in the second quarter. Ascentis Wealth Management LLC now owns 2,500,062 shares of the retailer’s stock worth $2,549,616,000 after acquiring an additional 2,497,652 shares during the period. 68.48% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In other Costco Wholesale news, EVP Claudine Adamo sold 2,200 shares of the stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the transaction, the executive vice president directly owned 7,134 shares in the company, valued at approximately $6,534,244.62. This represents a 23.57% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, EVP William Richard Wilcox sold 1,100 shares of the firm’s stock in a transaction that occurred on Tuesday, October 13th. The stock was sold at an average price of $958.21, for a total transaction of $1,054,031.00. Following the sale, the executive vice president directly owned 3,094 shares of the company’s stock, valued at approximately $2,964,701.74. This trade represents a 26.23% decrease in their position. The SEC filing for this sale provides additional information. 0.10% of the stock is currently owned by corporate insiders.

Costco Wholesale Stock Performance

COST stock opened at $1,019.26 on Wednesday. The firm has a market cap of $451.66 billion, a PE ratio of 49.10, a price-to-earnings-growth ratio of 4.45 and a beta of 0.85. The company has a current ratio of 1.06, a quick ratio of 0.62 and a debt-to-equity ratio of 0.11. The stock has a 50-day moving average price of $946.12 and a 200-day moving average price of $971.09. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, September 24th. The retailer reported $6.75 EPS for the quarter, beating the consensus estimate of $6.54 by $0.21. Costco Wholesale had a return on equity of 27.60% and a net margin of 3.04%. The company had revenue of $95.72 billion for the quarter, compared to analyst estimates of $94.97 billion. During the same quarter in the prior year, the company earned $5.87 EPS. The firm’s revenue for the quarter was up 11.1% compared to the same quarter last year. As a group, equities research analysts expect that Costco Wholesale Corporation will post 22.70 earnings per share for the current year.

Costco Wholesale Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, November 13th. Shareholders of record on Friday, October 30th will be paid a $1.47 dividend. The ex-dividend date of this dividend is Friday, October 30th. This represents a $5.88 annualized dividend and a yield of 0.6%. Costco Wholesale’s payout ratio is 28.32%.

Analyst Upgrades and Downgrades

Several brokerages recently commented on COST. Royal Bank Of Canada reiterated a “sector perform” rating and issued a $1,000.00 target price on shares of Costco Wholesale in a report on Friday, October 9th. Bank of America lowered their price target on shares of Costco Wholesale from $1,200.00 to $1,095.00 and set a “buy” rating for the company in a report on Wednesday, September 16th. Oppenheimer restated an “outperform” rating and issued a $1,160.00 price target on shares of Costco Wholesale in a research report on Wednesday, September 16th. Sanford C. Bernstein dropped their price target on shares of Costco Wholesale from $1,144.00 to $1,143.00 and set an “outperform” rating on the stock in a research report on Friday, September 25th. Finally, DA Davidson upped their price objective on shares of Costco Wholesale from $1,000.00 to $1,040.00 and gave the company a “neutral” rating in a research note on Friday, September 25th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating, eight have given a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,086.19.

More Costco Wholesale News

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

• Positive Sentiment: Costco’s DoorDash and Uber Eats expansion could add sales, reach younger shoppers and support digital growth without reducing warehouse traffic. Read article
• Positive Sentiment: Costco received approval for a new store at Seacoast Landing in Newington, New Hampshire, with a 2027 opening targeted—supporting longer-term expansion. Read article
• Positive Sentiment: Commentary presents Costco as a durable blue-chip investment and highlights its ability to introduce appealing products, including a coffee offering tied to an emerging trend. These are supportive long-term views, not new financial guidance. Read article Read article
• Neutral Sentiment: Articles discuss whether Costco could split its shares in 2027 because the price is above $1,000. A split could improve share accessibility but would not change the company’s underlying value, and no split has been announced. Read article
• Negative Sentiment: ETFs were reported as net sellers of about $75.6 million in COST shares on Oct. 29, which may have contributed to selling pressure; this is backward-looking and does not establish the cause of the latest decline. Read article

About Costco Wholesale

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.