Xponance Inc. cut its stake in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 1.2% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 116,701 shares of the retailer’s stock after selling 1,459 shares during the quarter. Costco Wholesale makes up approximately 0.9% of Xponance Inc.’s portfolio, making the stock its 17th biggest position. Xponance Inc.’s holdings in Costco Wholesale were worth $108,022,000 as of its most recent SEC filing.
Other institutional investors have also recently made changes to their positions in the company. Hobbs Wealth Management LLC lifted its position in shares of Costco Wholesale by 4.4% in the 2nd quarter. Hobbs Wealth Management LLC now owns 262 shares of the retailer’s stock worth $259,000 after purchasing an additional 11 shares during the period. Busey Bank lifted its holdings in Costco Wholesale by 0.4% in the third quarter. Busey Bank now owns 2,651 shares of the retailer’s stock valued at $2,454,000 after buying an additional 11 shares during the period. Pasadena Private Wealth LLC boosted its position in Costco Wholesale by 0.8% during the third quarter. Pasadena Private Wealth LLC now owns 1,403 shares of the retailer’s stock valued at $1,299,000 after acquiring an additional 11 shares during the last quarter. Tandem Investment Partners LLC grew its holdings in Costco Wholesale by 1.1% during the 3rd quarter. Tandem Investment Partners LLC now owns 990 shares of the retailer’s stock worth $916,000 after acquiring an additional 11 shares during the period. Finally, Optima Capital LLC raised its position in shares of Costco Wholesale by 0.9% in the 3rd quarter. Optima Capital LLC now owns 1,192 shares of the retailer’s stock worth $1,104,000 after acquiring an additional 11 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.
Costco Wholesale News Summary
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Citi raised its price target on COST to $1,000 (from $990), signaling stronger analyst conviction and giving investors a near-term valuation catalyst. Citi Raises Costco (COST) Price Target to $1,000 from $990
- Positive Sentiment: Costco is adding more big brands and cutting prices on select items — a move likely to lift store traffic and membership value, supporting same-store sales momentum. Costco adds more big brands and lowers prices
- Positive Sentiment: New-store approvals (Lawrence and Southborough) continue Costco’s measured footprint growth, which can drive long-term revenue and membership growth in underpenetrated markets. A new Costco will be built in Lawrence — the city’s first. Here’s what to know
- Positive Sentiment: Costco’s legal push to recoup tariffs and simultaneous investments in digital tools (membership scanning, digital wallet) create upside: successful tariff refunds would be a one-time cash boost, while digital rollout supports long-term operational efficiency. How Investors May Respond To Costco Wholesale (COST) Tariff Refund Lawsuits And Digital Expansion Investments
- Neutral Sentiment: Coverage pieces and sector notes (Zacks, Motley Fool/TipRanks) highlight valuation reset, renewal-rate focus and defensive positioning — useful context but not immediate catalysts. Costco and 3 More Discount Retail Stocks Investors Should Watch Now
- Neutral Sentiment: Product/marketing updates (new food-court item) and analyst scenario pieces are positive for engagement but are modest, incremental drivers of traffic. Costco launches new food court treat to rival McDonalds
- Negative Sentiment: Costco notified Hawaii members of a Yakitori fried rice recall — a localized food-safety issue that could create short-term costs and reputational noise, though likely limited in scale. Costco notifies Hawaii members of Yakitori fried rice recall
Analysts Set New Price Targets
Read Our Latest Report on COST
Costco Wholesale Stock Down 0.8%
COST stock opened at $986.74 on Friday. 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 0.53, a current ratio of 1.04 and a debt-to-equity ratio of 0.19. The firm has a 50-day simple moving average of $945.05 and a 200-day simple moving average of $935.19. The stock has a market capitalization of $437.98 billion, a P/E ratio of 52.85, a P/E/G ratio of 5.24 and a beta of 1.01.
Costco Wholesale (NASDAQ:COST – Get Free Report) last posted its quarterly earnings data on Thursday, December 11th. The retailer reported $4.34 EPS for the quarter, topping the consensus estimate of $4.27 by $0.07. The company had revenue of $67.31 billion during the quarter, compared to analyst estimates of $67.03 billion. Costco Wholesale had a return on equity of 29.35% and a net margin of 2.96%.Costco Wholesale’s quarterly revenue was up 8.3% on a year-over-year basis. During the same period in the previous year, the business earned $4.04 EPS. Equities analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.
Costco Wholesale Announces Dividend
The firm also recently announced 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 yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is 27.85%.
Insiders Place Their Bets
In other Costco Wholesale news, EVP James C. Klauer sold 1,500 shares of the company’s stock in a transaction 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 in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction on Friday, January 16th. The stock was sold at an average price of $955.00, for a total value of $437,390.00. Following the transaction, the director owned 8,532 shares in the company, valued at approximately $8,148,060. This represents a 5.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 6,915 shares of company stock worth $6,317,097. 0.10% of the stock is currently owned by insiders.
Costco Wholesale 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.
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