Lincluden Management Ltd. Purchases 657 Shares of Costco Wholesale Corporation $COST

Lincluden Management Ltd. raised its position in Costco Wholesale Corporation (NASDAQ:COST) by 13.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,432 shares of the retailer’s stock after purchasing an additional 657 shares during the period. Lincluden Management Ltd.’s holdings in Costco Wholesale were worth $5,028,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of COST. Soundwatch Capital LLC increased its position in shares of Costco Wholesale by 635.7% in the 2nd quarter. Soundwatch Capital LLC now owns 2,553 shares of the retailer’s stock valued at $25,000 after buying an additional 2,206 shares in the last quarter. Hurley Capital LLC lifted its holdings in Costco Wholesale by 120.0% during the third quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock worth $31,000 after acquiring an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in Costco Wholesale in the third quarter valued at about $34,000. Collier Financial acquired a new position in Costco Wholesale in the third quarter valued at about $35,000. Finally, AXS Investments LLC bought a new stake in shares of Costco Wholesale in the third quarter worth about $36,000. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale Stock Down 0.7%

COST stock opened at $1,001.74 on Tuesday. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The stock has a market capitalization of $444.42 billion, a P/E ratio of 52.09, a P/E/G ratio of 5.10 and a beta of 1.00. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The business has a 50-day moving average of $978.04 and a 200-day moving average of $937.45.

Costco Wholesale (NASDAQ:COST) last announced its earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. The business had revenue of $69.60 billion for 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%.Costco Wholesale’s revenue for the quarter was up 9.2% compared to the same quarter last year. During the same quarter last year, the firm earned $4.02 EPS. On average, sell-side analysts anticipate that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, February 13th. Stockholders of record on Friday, January 30th were issued a $1.30 dividend. The ex-dividend date was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a dividend yield of 0.5%. Costco Wholesale’s dividend payout ratio (DPR) is 27.04%.

Key Costco Wholesale News

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

• Positive Sentiment: JPMorgan raised its tone on Costco following recent fiscal results and increased its price target, signaling confidence in Costco’s topline momentum and membership-driven margins — a catalyst for continued investor interest. JPMorgan Bullish on Costco Wholesale (COST) Following Fiscal Q2 Results
• Positive Sentiment: Several long-form pieces argue Costco still has durable growth and premium membership economics that could support large market-cap expansion over the next several years — a bullish narrative for buy-and-hold investors. Will Costco Wholesale Stock Join the Trillion-Dollar Club by 2030?
• Positive Sentiment: Comparisons with other defensive, wide-moat consumer names (e.g., Coca‑Cola) and lists recommending Costco as a buy-and-hold reinforce steady demand from long-term investors and support multiple expansion. Best Stock to Buy and Hold Forever: Costco vs. Coca-Cola
• Positive Sentiment: MarketBeat and others continue to flag COST as a potential stock-split candidate given its >$1,000 price — a split could broaden retail demand and improve liquidity if announced. 3 Stocks That Could Be Next to Announce a Stock Split
• Neutral Sentiment: Coverage pieces and screeners (Zacks, InsiderMonkey) have featured COST as a quality retail pick; useful for sentiment but less likely to move the stock materially by themselves. Beat the Market the Zacks Way: IPG Photonics, Celanese, Costco in Focus
• Neutral Sentiment: Small operational/product updates (e.g., online custom cake ordering) and minor portfolio moves by advisers are low-impact items that support convenience and steady sales but won’t change fundamentals. Costco now lets you order custom cakes online — here’s how it works
• Negative Sentiment: Costco issued recalls for prepared meatloaf meals over potential Salmonella contamination (multiple local health alerts and national notices). Recalls can depress short‑term foot traffic, raise remediation costs, and attract negative media — a near‑term drag on sentiment. Costco recalls prepared meatloaf meals over possible Salmonella risk
• Negative Sentiment: Competitive improvements at Sam’s Club (fixing pain points that have favored Costco) are being highlighted in the press — any persistent market-share shift or promotional aggression could pressure margins or membership momentum. Sam’s Club fixes problem that’s a major pain point at Costco

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on COST shares. Telsey Advisory Group raised their price target on Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Northcoast Research set a $1,100.00 target price on Costco Wholesale and gave the stock a “buy” rating in a research note on Wednesday, December 24th. Sanford C. Bernstein restated an “outperform” rating and set a $1,155.00 target price on shares of Costco Wholesale in a report on Monday, February 9th. Guggenheim reaffirmed a “neutral” rating on shares of Costco Wholesale in a research note on Monday, December 22nd. Finally, The Goldman Sachs Group reduced their price target on shares of Costco Wholesale from $1,171.00 to $1,088.00 and set a “buy” rating for the company in a report on Friday, March 6th. Twenty-two analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Costco Wholesale presently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insider Buying and Selling

In other news, EVP James C. Klauer sold 1,500 shares of the business’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 sale, the executive vice president owned 44,837 shares of the company’s stock, valued at $42,101,943. The trade was a 3.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Teresa A. Jones sold 850 shares of the stock in a transaction on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total transaction of $838,321.00. Following the transaction, the executive vice president owned 4,228 shares of the company’s stock, valued at $4,169,907.28. The trade was a 16.74% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 7,645 shares of company stock valued at $7,049,302 over the last ninety days. Insiders own 0.10% of the company’s stock.

About Costco Wholesale

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.