Pallas Capital Advisors LLC Sells 1,104 Shares of Costco Wholesale Corporation $COST

Pallas Capital Advisors LLC lowered its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 9.6% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 10,419 shares of the retailer’s stock after selling 1,104 shares during the period. Pallas Capital Advisors LLC’s holdings in Costco Wholesale were worth $8,985,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of the business. Brighton Jones LLC lifted its position in 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 purchasing an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC increased its holdings in shares of Costco Wholesale by 13.1% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock worth $1,029,000 after buying an additional 130 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in shares of Costco Wholesale by 4.5% in the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after buying an additional 165 shares during the last quarter. Pinnacle Wealth Planning Services Inc. raised its position in shares of Costco Wholesale by 1.1% during the 2nd quarter. Pinnacle Wealth Planning Services Inc. now owns 2,110 shares of the retailer’s stock valued at $2,089,000 after buying an additional 23 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its position in shares of Costco Wholesale by 2.2% during the 2nd quarter. Schnieders Capital Management LLC. now owns 8,502 shares of the retailer’s stock valued at $8,416,000 after buying an additional 182 shares in the last quarter. Institutional investors own 68.48% of the company’s stock.

Costco Wholesale News Roundup

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

• Positive Sentiment: Erste Group raised FY2026 and FY2027 EPS estimates, signaling stronger-than-expected profit outlook that supports higher valuation multiples for COST. Erste Group EPS Upgrade
• Positive Sentiment: Costco is rolling out standalone gas stations — a potential traffic driver and membership-value play that could boost ancillary revenue and stickiness of memberships. Costco Is Launching Standalone Gas Stations
• Positive Sentiment: Costco opened its 11th Canadian Business Centre (Winnipeg), expanding B2B footprint, creating local jobs and increasing wholesale penetration in a new province. Canada’s Eleventh Costco Business Centre
• Positive Sentiment: New Kirkland energy drink rollout is drawing customer enthusiasm and could pressure branded competitors while reinforcing Costco’s private-label margin advantages. Kirkland Energy Drink Coverage
• Positive Sentiment: High-profile endorsements and favorable press (Charlie Munger praise, coverage highlighting membership loyalty) help sentiment and investor confidence in Costco’s durable model. Charlie Munger on Costco
• Neutral Sentiment: Coverage comparing Costco to Walmart and Amazon frames Costco as a defensive, membership-driven retailer but highlights intensifying omnichannel and ad-revenue competition from peers. Walmart or Costco: Who’s Winning?
• Neutral Sentiment: Investor write-ups (Fool, MarketBeat) continue to list Costco as a top consumer-staples holding — supportive for long-term flows but not a catalyst for immediate re-rating. The 2 Best Consumer Staples Stocks
• Negative Sentiment: Analysts and media flag concerns about membership-growth trends and rich valuation — a key risk that could cap upside if membership or comparable-sales momentum slows. Analyst Concerns on Membership Growth

Costco Wholesale Trading Up 0.4%

NASDAQ COST opened at $983.86 on Friday. The stock has a market cap of $436.49 billion, a P/E ratio of 51.16, a price-to-earnings-growth ratio of 4.84 and a beta of 1.01. Costco Wholesale Corporation has a fifty-two week low of $844.06 and a fifty-two week high of $1,067.08. The stock has a 50 day simple moving average of $986.70 and a two-hundred day simple moving average of $939.26. The company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06.

Costco Wholesale (NASDAQ:COST) last posted 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. The firm had revenue of $69.60 billion for the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The business’s revenue was up 9.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.02 earnings per share. On average, analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Dividend Announcement

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. 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 payout ratio is presently 27.04%.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on COST. Wells Fargo & Company upped their target price on shares of Costco Wholesale from $900.00 to $950.00 and gave the stock an “equal weight” rating in a research report on Thursday, February 5th. Roth Mkm restated a “sell” rating on shares of Costco Wholesale in a research report on Wednesday, February 4th. BMO Capital Markets lifted their price target on Costco Wholesale from $1,175.00 to $1,315.00 and gave the stock an “outperform” rating in a research note on Friday, March 6th. Weiss Ratings upgraded Costco Wholesale from a “hold (c+)” rating to a “buy (b-)” rating in a report on Tuesday, March 17th. Finally, Deutsche Bank Aktiengesellschaft set a $1,044.00 price objective on Costco Wholesale in a research report on Thursday, January 8th. Twenty-two analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Insiders Place Their Bets

In other news, EVP Javier Polit sold 2,049 shares of Costco Wholesale stock in a transaction dated Monday, December 29th. The shares were sold at an average price of $867.21, for a total transaction of $1,776,913.29. Following the sale, the executive vice president owned 10,748 shares of the company’s stock, valued at approximately $9,320,773.08. The trade was a 16.01% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction dated Wednesday, January 14th. The shares were sold at an average price of $939.00, for a total transaction of $1,408,500.00. Following the transaction, the executive vice president owned 44,837 shares in the company, valued at $42,101,943. This represents a 3.24% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 7,645 shares of company stock worth $7,049,302. Company 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.