Pensionfund Sabic Invests $3.28 Million in Costco Wholesale Corporation $COST

Pensionfund Sabic bought a new position in shares of Costco Wholesale Corporation (NASDAQ:COST) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 3,800 shares of the retailer’s stock, valued at approximately $3,277,000. Costco Wholesale makes up 0.9% of Pensionfund Sabic’s investment portfolio, making the stock its 26th biggest position.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. Brighton Jones LLC raised its position in shares of Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock valued at $18,165,000 after buying an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC boosted its position in shares of Costco Wholesale by 13.1% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after acquiring an additional 130 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of Costco Wholesale by 4.5% during the second quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after acquiring an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. grew its stake in Costco Wholesale by 1.1% during the second quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after acquiring an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Costco Wholesale by 2.2% during the second quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after acquiring an additional 182 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Insider Buying and Selling at Costco Wholesale

In other news, EVP Teresa A. Jones sold 850 shares of the business’s stock in a transaction that occurred 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 approximately $4,169,907.28. The trade was a 16.74% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Claudine Adamo sold 730 shares of the stock in a transaction on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total value of $732,204.60. Following the sale, the executive vice president owned 6,121 shares in the company, valued at $6,139,485.42. The trade was a 10.66% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 7,645 shares of company stock valued at $7,049,302. Corporate insiders own 0.10% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts have commented on COST shares. Telsey Advisory Group boosted their price target on shares of Costco Wholesale from $1,100.00 to $1,125.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. HSBC cut their price objective on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Daiwa Securities Group boosted their target price on Costco Wholesale from $917.00 to $975.00 and gave the stock a “neutral” rating in a research report on Tuesday, March 10th. TD Cowen reissued a “buy” rating on shares of Costco Wholesale in a research note on Friday, March 6th. Finally, Truist Financial raised their price target on Costco Wholesale from $926.00 to $977.00 and gave the company a “hold” rating in a report on Friday, March 6th. Twenty-two analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $1,039.13.

Costco Wholesale Stock Performance

Shares of NASDAQ:COST opened at $973.82 on Wednesday. The firm has a fifty day simple moving average of $985.35 and a two-hundred day simple moving average of $938.64. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,067.08. The company has a quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The stock has a market capitalization of $432.04 billion, a P/E ratio of 50.64, a PEG ratio of 4.77 and a beta of 1.01.

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 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 firm had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. During the same period in the prior year, the company earned $4.02 EPS. The business’s revenue was up 9.2% compared to the same quarter last year. On average, 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 disclosed a quarterly dividend, which was paid on Friday, February 13th. Shareholders of record on Friday, January 30th were given a dividend of $1.30 per share. The ex-dividend date was Friday, January 30th. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. 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’s stock snapped a six-session losing streak, a technical turnaround that often attracts short‑term buying. Costco shares snap six-session losing streak
• Positive Sentiment: The Street highlights a secular tailwind as more Americans cut back on dining out, which benefits at‑home bulk grocery and membership retailers like Costco. That supports higher traffic and basket sizes. Costco sees big opportunity as Americans ditch restaurants
• Positive Sentiment: Costco launched a rival energy drink (reportedly impacting Celsius), signaling product expansion and private‑label premiumization that can boost margins and membership value. Celsius stock tumbles as Costco launches rival energy drink
• Positive Sentiment: Costco is expanding member services into fertility care and rolling out in‑store experiential events (outdoor cooking roadshow), diversifying revenue beyond bulk merchandise and strengthening membership stickiness. Costco Expands Member Offerings With Fertility Care And In Store Events
• Positive Sentiment: Analyst pieces (Zacks) reiterate a long‑term growth thesis driven by strong comparable sales, traffic and ticket growth—supporting investor confidence in earnings durability. Costco’s Comparable Sales Stay Strong: Is Traffic Driving Growth?
• Neutral Sentiment: Multiple short‑interest reports show a “large increase” but list 0 shares / NaN changes and 0.0 days to cover — this appears to be a data glitch rather than meaningful shorting activity; investors should treat these entries as noise until corrected.
• Negative Sentiment: InsiderMonkey included Costco on a list of “most overvalued companies,” a headline that can feed headline‑driven selling or cautious positioning given COST’s premium valuation metrics. 5 Most Overvalued Companies According to the Media

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.