593 Shares in Costco Wholesale Corporation $COST Purchased by Valen Private Capital LLC

Valen Private Capital LLC acquired a new position in Costco Wholesale Corporation (NASDAQ:COST) during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 593 shares of the retailer’s stock, valued at approximately $540,000.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. State Street Corp lifted its holdings in shares of Costco Wholesale by 31.7% in the 2nd quarter. State Street Corp now owns 23,901,594 shares of the retailer’s stock worth $22,359,224,000 after buying an additional 5,749,362 shares during the period. Bank of America Corp DE increased its stake in shares of Costco Wholesale by 11.5% during the first 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 period. Diamant Asset Management Inc. increased its stake in shares of Costco Wholesale by 99,278.0% during the first quarter. Diamant Asset Management Inc. now owns 6,726,899 shares of the retailer’s stock valued at $672,690,000 after buying an additional 6,720,130 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its stake in shares of Costco Wholesale by 5.5% during the second quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 3,068,312 shares of the retailer’s stock valued at $2,870,314,000 after buying an additional 160,893 shares during the period. Finally, Amundi raised its holdings in shares of Costco Wholesale by 11.1% in the first quarter. Amundi now owns 2,839,016 shares of the retailer’s stock valued at $2,828,881,000 after acquiring an additional 283,360 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Analyst Ratings Changes

A number of research firms recently weighed in on COST. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a research note on Friday, October 9th. Jefferies Financial Group cut their target price on shares of Costco Wholesale from $1,130.00 to $1,100.00 in a research report on Friday, September 25th. Weiss Ratings upgraded shares of Costco Wholesale from a “buy (b-)” rating to a “buy (b)” rating in a report on Friday. TD Cowen reaffirmed a “buy” rating on shares of Costco Wholesale in a research report on Friday, September 25th. Finally, Oppenheimer reaffirmed an “outperform” rating and issued a $1,160.00 price target on shares of Costco Wholesale in a research report on Wednesday, September 16th. Twenty-five equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, Costco Wholesale presently has a consensus rating of “Moderate Buy” and a consensus target price of $1,086.19.

Costco Wholesale Stock Performance

Costco Wholesale stock opened at $1,003.32 on Monday. 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 stock has a market cap of $444.60 billion, a PE ratio of 48.33, a price-to-earnings-growth ratio of 4.29 and a beta of 0.88. The stock has a 50-day moving average of $937.96 and a two-hundred day moving average of $962.82. Costco Wholesale Corporation has a one year low of $844.06 and a one year high of $1,096.50.

Costco Wholesale (NASDAQ:COST) last issued 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 return on equity of 27.60% and a net margin of 3.04%. The business had revenue of $95.72 billion for the quarter, compared to analyst estimates of $94.97 billion. During the same quarter in the previous year, the firm earned $5.87 earnings per share. The company’s revenue was up 11.1% on a year-over-year basis. On average, research analysts anticipate that Costco Wholesale Corporation will post 22.70 EPS for the current fiscal year.

Costco Wholesale Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, November 13th. Investors of record on Friday, October 30th will be given a $1.47 dividend. This represents a $5.88 annualized dividend and a dividend yield of 0.6%. The ex-dividend date of this dividend is Friday, October 30th. Costco Wholesale’s dividend payout ratio (DPR) is presently 28.32%.

Insider Buying and Selling

In other Costco Wholesale news, EVP William Richard Wilcox sold 1,100 shares of the company’s stock in a transaction that occurred on Tuesday, October 13th. The shares were sold at an average price of $958.21, for a total transaction of $1,054,031.00. Following the transaction, the executive vice president owned 3,094 shares in the company, valued at approximately $2,964,701.74. This represents a 26.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Claudine Adamo sold 2,200 shares of the company’s stock in a transaction that occurred on Tuesday, September 29th. The shares were sold at an average price of $915.93, for a total transaction of $2,015,046.00. Following the transaction, the executive vice president owned 7,134 shares in the company, valued at $6,534,244.62. The trade was a 23.57% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.10% of the stock is owned by company insiders.

Key Costco Wholesale News

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

• Positive Sentiment: Analyst support remains strong. CICC initiated coverage with an Outperform rating, while Tigress Financial raised its price target to $1,250. Erste Group also increased its FY2028 EPS estimate to $25.07 from $25.01, above the current-year consensus estimate of $22.70. CICC coverage article Tigress Financial price target article
• Positive Sentiment: Growth and customer engagement remain key positives. Costco’s membership model has delivered substantial long-term shareholder returns, and the company is reportedly using purchasing data to better target high-spending members. REJURAN Cosmetics is also expanding through Costco’s first Beauty Table program, potentially adding traffic and broadening its premium beauty offering. Costco customer spending article REJURAN retail expansion article
• Neutral Sentiment: Long-term growth screens are favorable, and analysts’ average recommendation is equivalent to a Buy. However, these reports largely reiterate existing optimism rather than provide a new earnings catalyst. Zacks growth stock article
• Negative Sentiment: Valuation and competition remain concerns. Costco trades at a high earnings multiple, leaving the stock sensitive to profit-taking or disappointing growth. Kroger is planning major investments and price cuts to win back market share from Costco and Walmart, which could intensify grocery competition and pressure margins. Kroger competition article

About Costco Wholesale

Costco Wholesale Corporation operates a membership-based warehouse retail business under the Costco name. The company sells merchandise in bulk and at competitive prices through warehouse clubs and e-commerce platforms, serving individual consumers, businesses and other organizations.

Its product selection includes groceries and fresh foods, household supplies, appliances, electronics, furniture, apparel, health and beauty products, jewelry, automotive products and prescription drugs. Costco also provides services such as optical care, pharmacy services, hearing-aid sales, travel offerings and fuel sales, depending on location.

The company traces its roots to Price Club, which opened in San Diego in 1976.