Costco Wholesale Corporation $COST Stock Sold by Steginsky Capital LLC

Steginsky Capital LLC lessened its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST) by 1.4% during the third quarter, HoldingsChannel.com reports. The institutional investor owned 133,430 shares of the retailer’s stock after selling 1,841 shares during the period. Costco Wholesale makes up 19.9% of Steginsky Capital LLC’s investment portfolio, making the stock its 2nd largest position. Steginsky Capital LLC’s holdings in Costco Wholesale were worth $121,467,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Sarasin & Partners LLP raised its stake in Costco Wholesale by 6.9% during the second quarter. Sarasin & Partners LLP now owns 214,194 shares of the retailer’s stock valued at $200,372,000 after buying an additional 13,795 shares during the last quarter. Perryman Financial Advisory Inc. AD purchased a new position in shares of Costco Wholesale in the 4th quarter worth about $9,300,000. Nissay Asset Management Corp Japan boosted its stake in Costco Wholesale by 4.1% in the 2nd quarter. Nissay Asset Management Corp Japan now owns 158,416 shares of the retailer’s stock worth $148,193,000 after purchasing an additional 6,200 shares in the last quarter. Hyperion Asset Management Ltd grew its position in Costco Wholesale by 9.0% during the 2nd quarter. Hyperion Asset Management Ltd now owns 68,762 shares of the retailer’s stock valued at $64,325,000 after purchasing an additional 5,656 shares during the last quarter. Finally, Concurrent Investment Advisors LLC increased its stake in Costco Wholesale by 15.0% during the 2nd quarter. Concurrent Investment Advisors LLC now owns 22,766 shares of the retailer’s stock valued at $21,297,000 after purchasing an additional 2,974 shares in the last quarter. 68.48% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

COST has been the subject of several analyst reports. Roth Capital reissued a “sell” rating and set a $781.00 price target on shares of Costco Wholesale in a research report on Friday, September 25th. UBS Group reiterated a “buy” rating on shares of Costco Wholesale in a research note on Thursday, September 17th. Robert W. Baird set a $1,175.00 target price on Costco Wholesale in a report on Friday, September 25th. JPMorgan Chase & Co. decreased their price target on Costco Wholesale from $1,100.00 to $1,015.00 and set an “overweight” rating for the company in a research note on Friday, September 25th. Finally, Citigroup started coverage on Costco Wholesale in a research report on Thursday, June 18th. They set a “neutral” rating and a $1,020.00 price objective on the stock. Twenty-two analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $1,046.27.

Key Headlines Impacting Costco Wholesale

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

• Positive Sentiment: Costco’s cash balance continues to build, raising speculation that the company could announce another special dividend or otherwise return additional capital to shareholders later this year. Costco’s Cash Pile Keeps Building
• Positive Sentiment: Digital sales exceeded $33 billion in fiscal 2026, with faster delivery, personalization and AI-powered search supporting Costco’s e-commerce expansion and providing another avenue for revenue growth. Costco’s Digital Sales Top $33 Billion
• Positive Sentiment: Fiscal 2026 ended with 84.1 million paid members and a 92.3% U.S. and Canada renewal rate, reinforcing Costco’s competitive moat and recurring membership-fee revenue. Is Costco’s Moat Really Worth the Premium?
• Positive Sentiment: Analyst commentary remains constructive, with COST described as a highly ranked growth stock and brokerages assigning an average “Moderate Buy” rating. Costco Is a Top-Ranked Growth Stock
• Neutral Sentiment: A proposed new warehouse in Westfield could support future sales and membership growth, but the project is still under consideration and would not materially affect near-term results. Westfield Considers New Costco Warehouse Proposal
• Negative Sentiment: Investors remain concerned that Costco’s premium valuation leaves limited room for error, particularly as tariffs and other economic pressures threaten merchandise margins. Costco Stock Could Surprise Investors

Insider Buying and Selling

In related news, EVP Claudine Adamo sold 2,200 shares of the stock in a transaction that occurred on Tuesday, September 29th. The stock was sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the completion of the transaction, the executive vice president directly owned 7,134 shares of the company’s stock, valued at approximately $6,534,244.62. This represents a 23.57% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. 0.10% of the stock is currently owned by insiders.

Costco Wholesale Stock Performance

Shares of COST stock traded up $9.17 during mid-day trading on Wednesday, reaching $944.85. 859,060 shares of the company’s stock traded hands, compared to its average volume of 2,191,021. The company has a debt-to-equity ratio of 0.11, a quick ratio of 0.62 and a current ratio of 1.06. The firm has a market capitalization of $419.02 billion, a PE ratio of 45.48, a price-to-earnings-growth ratio of 3.95 and a beta of 0.88. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,096.50. The firm has a 50 day moving average price of $931.59 and a two-hundred day moving average price of $963.90.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, September 24th. The retailer reported $6.75 earnings per share for the quarter, topping analysts’ consensus estimates of $6.54 by $0.21. Costco Wholesale had a net margin of 3.04% and a return on equity of 27.60%. The business had revenue of $95.72 billion during the quarter, compared to analyst estimates of $94.97 billion. During the same period in the prior year, the business posted $5.87 earnings per share. The company’s revenue was up 11.1% on a year-over-year basis. On average, research analysts forecast that Costco Wholesale Corporation will post 22.86 EPS for the current year.

Costco Wholesale Profile

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.