Insigneo Advisory Services LLC Increases Stock Position in Costco Wholesale Corporation $COST

Insigneo Advisory Services LLC lifted its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 55.5% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,230 shares of the retailer’s stock after purchasing an additional 2,937 shares during the quarter. Costco Wholesale accounts for about 0.5% of Insigneo Advisory Services LLC’s investment portfolio, making the stock its 25th biggest holding. Insigneo Advisory Services LLC’s holdings in Costco Wholesale were worth $7,618,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of COST. Norges Bank purchased a new stake in shares of Costco Wholesale during the 2nd quarter valued at about $5,692,035,000. Laurel Wealth Advisors LLC boosted its holdings in Costco Wholesale by 96,316.6% in the second quarter. Laurel Wealth Advisors LLC now owns 1,378,758 shares of the retailer’s stock worth $1,364,888,000 after purchasing an additional 1,377,328 shares during the last quarter. Vanguard Group Inc. grew its position in Costco Wholesale by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 43,356,271 shares of the retailer’s stock worth $42,920,107,000 after purchasing an additional 711,560 shares during the period. Invesco Ltd. lifted its holdings in Costco Wholesale by 9.8% in the second quarter. Invesco Ltd. now owns 4,291,557 shares of the retailer’s stock valued at $4,248,384,000 after acquiring an additional 383,887 shares during the period. Finally, Symphony Financial Ltd. Co. lifted its position in Costco Wholesale by 15,055.5% during the second quarter. Symphony Financial Ltd. Co. now owns 320,994 shares of the retailer’s stock valued at $317,722,000 after purchasing an additional 318,876 shares in the last quarter. 68.48% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, EVP James C. Klauer sold 1,500 shares of the firm’s stock in a transaction that occurred on Wednesday, January 14th. The stock was 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 directly owned 44,837 shares of the company’s stock, valued at $42,101,943. This trade represents a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Javier Polit sold 558 shares of the stock in a transaction on Tuesday, December 30th. The shares were sold at an average price of $862.89, for a total value of $481,492.62. Following the sale, the executive vice president owned 10,190 shares in the company, valued at $8,792,849.10. The trade was a 5.19% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is owned by insiders.

Analysts Set New Price Targets

Several research analysts have recently commented on COST shares. HSBC decreased their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research note on Friday, December 12th. Evercore set a $1,100.00 target price on shares of Costco Wholesale in a research note on Monday. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, December 12th. Gordon Haskett raised their price objective on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research report on Tuesday, February 3rd. Finally, Mizuho upped their target price on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the stock an “outperform” rating in a report on Tuesday, February 3rd. Twenty-two analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and an average target price of $1,016.18.

Costco Wholesale Trading Up 0.5%

Shares of Costco Wholesale stock opened at $1,007.77 on Wednesday. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company has a quick ratio of 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The business has a 50-day moving average price of $954.27 and a 200-day moving average price of $935.09. The firm has a market cap of $447.32 billion, a price-to-earnings ratio of 53.98, a PEG ratio of 4.81 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, beating analysts’ consensus estimates of $4.27 by $0.07. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.The company had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. During the same period in the prior year, the company earned $4.04 earnings per share. The firm’s revenue was up 8.3% on a year-over-year basis. Equities research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 27.85%.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Analysts and retail commentators point to ongoing outperformance driven by membership strength and customers trading down in a pressured economy — executive membership upgrades are boosting revenues and margins. Where Will Costco Stock Be in 1 Year?
• Positive Sentiment: Costco’s tech push — AI inventory tools, digital wallet and faster checkout — is showing productivity gains that can protect low prices and margins, reinforcing the growth narrative. Is Costco’s Technology Spending Finally Fueling Better Productivity?
• Positive Sentiment: Store expansion and large real‑estate wins (new openings and anchoring the Viva White Oak development) support longer‑term same‑store traffic and membership growth. Costco To Anchor Massive Montgomery County Development
• Neutral Sentiment: Upcoming earnings (March 5) are the immediate catalyst — investors are weighing Costco’s streak of beats against rich expectations; this creates short‑term volatility depending on the print and guidance. Costco (COST) Reports Q1: Everything You Need To Know Ahead Of Earnings
• Neutral Sentiment: Ongoing favorable analyst coverage and momentum/ growth score stories keep investor interest high, but they also reinforce expectations that are already priced in. 3 Reasons Why Growth Investors Shouldn’t Overlook Costco (COST)
• Neutral Sentiment: Recent short‑interest data in public feeds appears inconsistent (zeros/NaN), suggesting no meaningful short squeeze signal — treat those data points cautiously.
• Negative Sentiment: Valuation concerns are prominent — some analyses argue COST is expensive near the $1,000 level (high P/E vs. retail peers), prompting sell/trim arguments that can cap upside. Sell Costco Stock At $1,000?
• Negative Sentiment: Customer friction from confusing return‑policy reports could modestly dent sentiment if amplified, though it’s unlikely to materially affect fundamentals. Costco members confused over return policy rule

Costco Wholesale Company 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.