UniSuper Management Pty Ltd lifted its holdings in shares of Costco Wholesale Corporation (NASDAQ:COST – Free Report) by 22.0% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,447 shares of the retailer’s stock after acquiring an additional 5,484 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Costco Wholesale were worth $28,183,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors have also bought and sold shares of COST. Brighton Jones LLC increased its holdings in Costco Wholesale by 12.3% during the fourth quarter. Brighton Jones LLC now owns 19,825 shares of the retailer’s stock worth $18,165,000 after buying an additional 2,172 shares during the last quarter. Revolve Wealth Partners LLC grew its position in shares of Costco Wholesale by 13.1% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,123 shares of the retailer’s stock valued at $1,029,000 after acquiring an additional 130 shares during the period. Drucker Wealth 3.0 LLC increased its stake in shares of Costco Wholesale by 45.0% during the 2nd quarter. Drucker Wealth 3.0 LLC now owns 657 shares of the retailer’s stock worth $645,000 after purchasing an additional 204 shares during the last quarter. Sivia Capital Partners LLC increased its stake in shares of Costco Wholesale by 4.5% during the 2nd quarter. Sivia Capital Partners LLC now owns 3,853 shares of the retailer’s stock worth $3,814,000 after purchasing an additional 165 shares during the last quarter. Finally, McAdam LLC raised its holdings in shares of Costco Wholesale by 39.3% in the 2nd quarter. McAdam LLC now owns 1,135 shares of the retailer’s stock worth $1,123,000 after purchasing an additional 320 shares during the period. Hedge funds and other institutional investors own 68.48% of the company’s stock.
Costco Wholesale Stock Up 0.7%
Shares of NASDAQ COST opened at $983.25 on Friday. 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 company has a market cap of $436.44 billion, a P/E ratio of 52.66, a P/E/G ratio of 5.85 and a beta of 1.02. Costco Wholesale Corporation has a 52 week low of $844.06 and a 52 week high of $1,078.23. The business has a 50-day simple moving average of $900.28 and a two-hundred day simple moving average of $930.20.
Costco Wholesale Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, February 13th. Shareholders of record on Friday, January 30th will be paid a $1.30 dividend. The ex-dividend date is Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s dividend payout ratio is currently 27.85%.
Key Headlines Impacting Costco Wholesale
Here are the key news stories impacting Costco Wholesale this week:
- Positive Sentiment: Analysts expect Costco to report strong fiscal Q2 results, with previews calling for double-digit profit growth — investors view this as confirmation of resilient demand and margin stability. Earnings Preview: What to Expect From Costco Wholesale’s Report
- Positive Sentiment: Multiple bullish analyst pieces argue Costco remains a buy for 2026 and beyond, emphasizing membership retention, steady sales/profit growth and defensive consumer-staples characteristics. This supportive coverage helps underpin the rally. Is Costco Stock a Buy in 2026?
- Positive Sentiment: Costco’s membership perks continue to be a strategic growth lever — coverage highlights a past controversial perk and four new 2026 benefits aimed at boosting member value and retention, which supports long-term revenue visibility. Costco Introduced a Controversial Perk Last Year — and It Plans to Follow This Up With 4 New Benefits in 2026
- Positive Sentiment: Operational/UX improvements: reporting says Costco is adopting a tech upgrade used by competitors to improve the member experience — a potential driver of basket size and visit frequency. Costco borrows tech upgrade from competitor to boost member experience
- Neutral Sentiment: Retail buzz and product-level popularity (popular Costco finds, wholesale flowers) are helping brand engagement but are unlikely to move fundamentals materially in the near term. ‘I’ve Been Using This Stuff Every Day For About 2 Years’
- Neutral Sentiment: Trading/technical interest: a pattern-trade roundup lists Costco as a top seasonal idea (speculative short‑term upside), which can attract momentum traders but isn’t a fundamental endorsement. 5 Best Pattern Trades for This Quarter
- Negative Sentiment: Bearish/critical takes: Seeking Alpha published pieces urging caution or a sell-the-rally stance, arguing the strong start may be short‑lived — these raise concerns about near-term momentum and give some investors reason to lock in gains. Costco: Strong Start To 2026 Likely Short-Lived
- Negative Sentiment: Valuation questions: coverage assessing Costco’s rich P/E highlights risk that upside is limited unless earnings justify the premium — a key watch for longer‑term investors. Assessing Whether Costco Wholesale (COST) Deserves Its Rich P/E
- Negative Sentiment: Minor insider activity: a disclosed sale of 458 shares by an executive may be viewed as a small negative signal, though the sale size is immaterial relative to the company’s scale. Susan Decker Sells 458 Shares of Costco Wholesale
Wall Street Analysts Forecast Growth
Several brokerages have weighed in on COST. JPMorgan Chase & Co. increased their price objective on Costco Wholesale from $1,025.00 to $1,027.00 and gave the company an “overweight” rating in a report on Friday, December 12th. HSBC dropped their price target on Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a research report on Friday, December 12th. Weiss Ratings reissued a “hold (c+)” rating on shares of Costco Wholesale in a report on Monday, December 29th. Robert W. Baird lowered their price objective on Costco Wholesale from $1,125.00 to $1,000.00 and set an “outperform” rating on the stock in a research note on Friday, December 12th. Finally, Mizuho set a $1,000.00 target price on shares of Costco Wholesale and gave the stock an “outperform” rating in a research report on Monday, January 5th. Twenty-one research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale has an average rating of “Moderate Buy” and an average price target of $996.00.
Get Our Latest Analysis on Costco Wholesale
Insider Transactions at Costco Wholesale
In other news, EVP James C. Klauer sold 1,500 shares of the business’s stock in a transaction on 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 completion of the transaction, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. The trade was a 3.24% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, EVP Javier Polit sold 2,049 shares of the stock in a transaction on Monday, December 29th. The stock was sold at an average price of $867.21, for a total value of $1,776,913.29. Following the completion of the sale, the executive vice president owned 10,748 shares in the company, valued at $9,320,773.08. This trade represents a 16.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 9,315 shares of company stock worth $8,549,409. 0.10% of the stock is owned by corporate insiders.
Costco Wholesale Company 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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