Costco Wholesale Corporation $COST Stock: Signal Advisors Wealth LLC Boosts Holdings

Signal Advisors Wealth LLC grew its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 97.0% during the third quarter, Holdings Channel.com reports. The firm owned 3,531 shares of the retailer’s stock after acquiring an additional 1,739 shares during the quarter. Signal Advisors Wealth LLC’s holdings in Costco Wholesale were worth $3,214,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. State Street Corp grew its position in Costco Wholesale by 31.7% in the second quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock valued at $22,359,224,000 after purchasing an additional 5,749,362 shares in the last quarter. Bank of America Corp DE increased its stake in Costco Wholesale by 11.5% in the 1st quarter. Bank of America Corp DE now owns 7,515,031 shares of the retailer’s stock valued at $7,488,203,000 after buying an additional 773,651 shares during the last quarter. Corient Private Wealth LLC increased its stake in Costco Wholesale by 838.9% in the 4th quarter. Corient Private Wealth LLC now owns 6,125,405 shares of the retailer’s stock valued at $5,282,182,000 after buying an additional 5,472,968 shares during the last quarter. Invesco Ltd. increased its stake in Costco Wholesale by 3.4% in the 4th quarter. Invesco Ltd. now owns 4,328,729 shares of the retailer’s stock valued at $3,732,836,000 after buying an additional 143,150 shares during the last quarter. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in Costco Wholesale by 5.5% during the 2nd 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 buying an additional 160,893 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Price Performance

NASDAQ:COST opened at $954.63 on Wednesday. The stock has a market capitalization of $423.03 billion, a PE ratio of 45.98, a P/E/G ratio of 4.07 and a beta of 0.88. Costco Wholesale Corporation has a 1-year low of $844.06 and a 1-year high of $1,096.50. The firm has a fifty day simple moving average of $930.95 and a 200 day simple moving average of $963.12. The company has a current ratio of 1.06, a quick ratio of 0.62 and a debt-to-equity ratio of 0.11.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The firm had revenue of $95.72 billion for the quarter, compared to analyst estimates of $94.97 billion. During the same period in the prior year, the firm posted $5.87 earnings per share. The company’s quarterly revenue was up 11.1% compared to the same quarter last year. On average, research analysts expect that Costco Wholesale Corporation will post 22.85 EPS for the current fiscal year.

Key Costco Wholesale News

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

• Positive Sentiment: Strong sales momentum: Costco reported September net sales of approximately $30.02 billion, up 13% year over year. Digital sales increased 19%, supported by expanded delivery options and personalization, indicating continued customer engagement beyond physical warehouses. Costco Wholesale Posts 13% September Sales Growth
• Positive Sentiment: Balance-sheet strength: Costco’s reported $21.3 billion liquidity cushion, manageable debt and robust cash generation give it flexibility to expand its warehouse network and invest in e-commerce. This provides an advantage over more financially constrained retail competitors. How Costco’s Balance Sheet Gives It an Edge
• Positive Sentiment: Constructive earnings outlook: Erste Group raised its FY2027 EPS forecast to $22.80 from $22.67 and projects FY2028 EPS of $25.01, reinforcing expectations for continued earnings growth. Costco analyst earnings estimates
• Neutral Sentiment: Competitive and consumer considerations: Costco continues to outperform or pressure traditional grocery rivals such as Albertsons, while its bulk-pack format and $65 membership fee may not be equally attractive for every household. A potential West Oakland warehouse could support employment and local growth but is not an immediate earnings catalyst.
• Negative Sentiment: Premium valuation and income competition: COST trades at roughly 46 times earnings, well above the broader market. The 10-year Treasury yield near 5.2% significantly exceeds Costco’s dividend yield, which can reduce the stock’s appeal to income-focused investors and increase valuation pressure. Costco Stock Versus 10-Year Treasury Notes
• Negative Sentiment: Questions about sales quality: Higher gasoline prices contributed to reported sales growth at Costco’s fuel business. If gas prices decline, some of that revenue boost could fade, making the premium valuation harder to justify despite solid underlying membership and digital trends. What Cheaper Gas Would Mean for Costco Sales and Margins

Wall Street Analysts Forecast Growth

COST has been the subject of a number of recent research reports. Royal Bank Of Canada restated a “sector perform” rating and set a $1,000.00 price objective on shares of Costco Wholesale in a research note on Friday, October 9th. Deutsche Bank Aktiengesellschaft lowered their target price on Costco Wholesale from $1,091.00 to $1,079.00 and set a “buy” rating on the stock in a research report on Monday, September 28th. HSBC raised Costco Wholesale to a “buy” rating in a research report on Friday, September 25th. Robert W. Baird set a $1,175.00 target price on Costco Wholesale in a report on Friday, September 25th. Finally, Truist Financial reduced their price target on Costco Wholesale from $1,011.00 to $955.00 and set a “hold” rating for the company in a research report on Friday, September 25th. Twenty-three analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and an average price target of $1,046.27.

Insider Activity at Costco Wholesale

In other news, EVP Claudine Adamo sold 2,200 shares of Costco Wholesale stock in a transaction dated Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total value of $2,015,046.00. Following the completion of the transaction, the executive vice president owned 7,134 shares of the company’s stock, valued at $6,534,244.62. This trade represents a 23.57% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.10% of the stock is currently owned by company insiders.

About Costco Wholesale

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells a broad selection of merchandise, including groceries, fresh foods, beverages, appliances, electronics, furniture, apparel, jewelry, hardware, and seasonal products. It also offers services such as gasoline, pharmacies, optical departments, hearing-aid centers, food courts, travel services, and business delivery in selected markets.

Costco markets many products under its private-label Kirkland Signature brand and sells merchandise through warehouse locations and e-commerce platforms.