Capital International Inc. CA Boosts Holdings in Costco Wholesale Corporation $COST

Capital International Inc. CA grew its stake in Costco Wholesale Corporation (NASDAQ:COST) by 16.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 59,886 shares of the retailer’s stock after purchasing an additional 8,664 shares during the quarter. Capital International Inc. CA’s holdings in Costco Wholesale were worth $55,432,000 as of its most recent SEC filing.

Other hedge funds have also recently modified their holdings of the company. Capital International Investors raised its stake in Costco Wholesale by 1.7% in the 3rd quarter. Capital International Investors now owns 526,525 shares of the retailer’s stock valued at $487,309,000 after purchasing an additional 8,940 shares during the last quarter. Vestcor Inc lifted its stake in Costco Wholesale by 5.9% in the 3rd quarter. Vestcor Inc now owns 20,667 shares of the retailer’s stock worth $19,130,000 after purchasing an additional 1,159 shares in the last quarter. Fieldview Capital Management LLC acquired a new position in shares of Costco Wholesale during the 3rd quarter worth approximately $5,581,000. WINTON GROUP Ltd increased its holdings in shares of Costco Wholesale by 90.4% in the third quarter. WINTON GROUP Ltd now owns 8,930 shares of the retailer’s stock valued at $8,266,000 after purchasing an additional 4,241 shares during the last quarter. Finally, LGT Fund Management Co Ltd. lifted its position in Costco Wholesale by 56.3% during the third quarter. LGT Fund Management Co Ltd. now owns 555 shares of the retailer’s stock worth $509,000 after buying an additional 200 shares in the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Costco Wholesale Stock Performance

Shares of COST stock opened at $1,005.30 on Tuesday. The company has a market cap of $446.22 billion, a P/E ratio of 52.28, a PEG ratio of 4.76 and a beta of 1.00. The firm has a fifty day moving average price of $964.39 and a 200 day moving average price of $935.57. The company has a current ratio of 1.06, a quick ratio of 0.59 and a debt-to-equity ratio of 0.18. Costco Wholesale Corporation has a 12 month low of $844.06 and a 12 month high of $1,067.08.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.55 by $0.03. The company had revenue of $69.60 billion during the quarter, compared to the consensus estimate of $68.96 billion. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.Costco Wholesale’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same period in the previous year, the business earned $4.02 EPS. Sell-side analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, February 13th. Investors of record on Friday, January 30th were paid a dividend of $1.30 per share. The ex-dividend date was Friday, January 30th. This represents a $5.20 annualized dividend and a yield of 0.5%. Costco Wholesale’s payout ratio is presently 27.04%.

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on COST shares. Mizuho boosted their price target on shares of Costco Wholesale from $1,000.00 to $1,065.00 and gave the company an “outperform” rating in a research report on Tuesday, February 3rd. Sanford C. Bernstein restated an “outperform” rating and set a $1,155.00 price target on shares of Costco Wholesale in a report on Monday, February 9th. Raymond James Financial upped their price objective on Costco Wholesale from $1,000.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday. BMO Capital Markets lifted their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a research report on Friday. Finally, HSBC decreased their price objective on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating on the stock in a report on Friday, December 12th. Twenty-two research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $1,037.20.

Insider Transactions at Costco Wholesale

In related news, Director Susan L. Decker sold 458 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $955.00, for a total value of $437,390.00. Following the transaction, the director directly owned 8,532 shares of the company’s stock, valued at $8,148,060. This trade represents a 5.09% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the firm’s stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total value of $1,374,480.00. Following the transaction, the executive vice president directly owned 8,240 shares in the company, valued at approximately $7,550,476.80. The trade was a 15.40% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 6,915 shares of company stock valued at $6,317,097 over the last three months. 0.10% of the stock is owned by corporate insiders.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: February comparable‑store sales rose 7.9% and e‑commerce jumped 21.8%, reinforcing Costco’s revenue momentum and supporting its premium valuation. Do Costco’s February Comparable Sales Justify Its Premium Valuation?
• Positive Sentiment: A federal trade‑court ruling could produce tariff refunds; Costco management says it would likely pass savings to members via lower prices — a potential long‑term margin/competitive benefit if realized. Costco Tariff Refunds Could Reinforce Low Prices And Membership Value
• Positive Sentiment: Several firms have raised price targets recently (multiple lifts reported, including a raise to $1,315), signaling continued analyst confidence in Costco’s longer‑term upside despite near‑term debates over valuation. Costco Wholesale (NASDAQ:COST) Price Target Raised to $1,315.00
• Positive Sentiment: Operational expansions and product distribution moves — e.g., a new standalone gas station project and partnerships bringing third‑party products to Costco.ca — broaden member value and convenience. Costco building another standalone gas station Braille Energy Expands Electrafy Home Backup Power Reach via Costco.ca
• Neutral Sentiment: Truist lifted its price target to $977 from $926 but reiterated a Hold, citing solid results yet noting membership‑growth as a near‑term headwind — a mixed signal that tempers enthusiasm. Truist Lifts PT on Costco Wholesale Corporation (COST) to $977 From $926 – Here’s Why
• Neutral Sentiment: Citi reiterated a Neutral rating with a $1,000 target — another vote for mid‑case expectations rather than outright bullish conviction. Citi Maintains Neutral Rating on Costco Wholesale Corporation (COST) with $1000 Target
• Neutral Sentiment: Reported short‑interest data appears anomalous (shows 0 shares), so it provides no actionable signal about crowd positioning.
• Negative Sentiment: Competitive pressure: BJ’s Wholesale and other clubs are making aggressive moves to win budget‑conscious shoppers, which could limit market share gains or force promotional activity. BJ’s Wholesale makes bold move to lure more shoppers
• Negative Sentiment: Some analysts and commentators view shares as fairly valued after Costco’s outperformance, which may cap near‑term upside until further fundamental beats arrive. Costco: Continued Operating Outperformance, Shares Fairly Valued

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.