Norden Group LLC grew its holdings in Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 16.6% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,457 shares of the retailer’s stock after buying an additional 633 shares during the quarter. Norden Group LLC’s holdings in Costco Wholesale were worth $3,844,000 at the end of the most recent quarter.
A number of other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC boosted 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 worth $18,165,000 after purchasing an additional 2,172 shares in the last quarter. Revolve Wealth Partners LLC grew its stake in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after purchasing an additional 130 shares during the period. Sivia Capital Partners LLC increased its holdings in shares of Costco Wholesale by 4.5% in the 2nd 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 in the last quarter. Pinnacle Wealth Planning Services Inc. increased its holdings 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 in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Costco Wholesale by 2.2% in the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after purchasing an additional 182 shares during the period. 68.48% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
COST has been the topic of a number of research analyst reports. Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on shares of Costco Wholesale in a report on Thursday, January 8th. Robert W. Baird set a $1,100.00 price target on shares of Costco Wholesale in a research report on Thursday, February 5th. Wells Fargo & Company boosted their price target on Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research note on Thursday, February 5th. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a report on Wednesday, February 4th. Finally, BTIG Research reaffirmed a “buy” rating and issued a $1,115.00 price objective on shares of Costco Wholesale in a research note on Thursday, March 5th. Twenty-two 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. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.
Insider Activity
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 stock was sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the transaction, the director owned 8,532 shares of the company’s stock, 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 filing with the SEC, which is accessible through this link. Also, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction on Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total value of $1,408,500.00. Following the completion of the sale, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,645 shares of company stock worth $7,049,302 in the last quarter. 0.10% of the stock is currently owned by corporate insiders.
Costco Wholesale Stock Performance
NASDAQ:COST opened at $979.65 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 company has a market capitalization of $434.62 billion, a P/E ratio of 50.94, a price-to-earnings-growth ratio of 4.81 and a beta of 1.01. The firm has a 50-day moving average price of $986.29 and a two-hundred day moving average price of $939.17. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08.
Costco Wholesale (NASDAQ:COST – Get Free Report) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.55 by $0.03. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. The company had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter in the prior year, the firm earned $4.02 earnings per share. The company’s revenue for the quarter was up 9.2% compared to the same quarter last year. As a group, research analysts expect that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.
Costco Wholesale Announces Dividend
The business also recently announced a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were issued a dividend of $1.30 per share. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s dividend payout ratio is 27.04%.
Key Stories Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Costco is testing standalone gas stations, a move that could deepen its membership moat by turning fuel into a traffic and retention tool, supporting long?term comps and membership revenue. Costco Is Launching Standalone Gas Stations. Why the Heck Does Wall Street Care?
- Positive Sentiment: Rising gas prices are likely to benefit Costco because its low pump pricing drives membership signups/renewals and consistent store traffic — making fuel a strategic advantage rather than a profit center. Will Rising Gas Prices Send Costco’s Stock Higher?
- Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts (FY2026 ? $20.43; FY2027 ? $22.47), signaling stronger-than-expected profit momentum versus consensus — a direct bullish catalyst for earnings expectations. Erste Group Raises Estimates
- Positive Sentiment: New Kirkland?branded energy drinks are drawing strong member interest and are pressuring rivals (e.g., Celsius), showing Costco can use private?label launches to win share and margin—a tailwind for sales and membership value. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
- Positive Sentiment: Local expansion: Costco secured a Polaris site in Columbus, adding capacity in a growth market and signaling continued store footprint growth that supports membership gains over time. Costco Grabs Polaris Plot For Bigger Columbus Footprint
- Neutral Sentiment: Analysts remain broadly bullish with a consensus price target near $1,100, but the coverage notes increasing concerns around membership-growth trends and the stock’s valuation — mixed signals for near?term momentum. Analysts Bullish on Costco Despite Concerns
- Neutral Sentiment: Product/competition coverage (press and ETFs): commentary about the COSW covered?call ETF and media pieces on Costco deals/products may influence sentiment but don’t alter fundamentals. COSW Sells Away Costco’s Upside
- Neutral Sentiment: Regulatory/consumer refund watch: FedEx, Costco and UPS are named as targets for consumer tariff refund programs — could produce one?time benefits but uncertain impact. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds
- Negative Sentiment: Valuation risk: COST trades at a premium multiple (PE ~51, PEG ~4.8) — strong execution is already priced in, so any slowdown in membership growth or comp traffic could pressure the stock despite positive operational news. Analysts Flag Membership & Valuation Risks
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.
Further Reading
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