Invesco Ltd. Lowers Stock Holdings in Costco Wholesale Corporation $COST

Invesco Ltd. reduced its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 2.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 4,185,579 shares of the retailer’s stock after selling 105,978 shares during the period. Costco Wholesale comprises 0.6% of Invesco Ltd.’s holdings, making the stock its 14th largest position. Invesco Ltd. owned about 0.94% of Costco Wholesale worth $3,874,297,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Hurley Capital LLC lifted its position in shares of Costco Wholesale by 120.0% during the 3rd quarter. Hurley Capital LLC now owns 33 shares of the retailer’s stock valued at $31,000 after buying an additional 18 shares in the last quarter. Abich Financial Wealth Management LLC purchased a new stake in Costco Wholesale in the 3rd quarter worth $34,000. Collier Financial purchased a new stake in Costco Wholesale in the 3rd quarter worth $35,000. AXS Investments LLC acquired a new position in Costco Wholesale during the third quarter worth $36,000. Finally, Redmont Wealth Advisors LLC acquired a new position in Costco Wholesale during the third quarter worth $40,000. 68.48% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on the stock. TD Cowen reiterated a “buy” rating on shares of Costco Wholesale in a research report on Friday, March 6th. Raymond James Financial upped their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, March 6th. Evercore set a $1,100.00 price target on shares of Costco Wholesale in a research note on Monday, March 2nd. DA Davidson reiterated a “neutral” rating and issued a $1,000.00 price objective on shares of Costco Wholesale in a report on Friday, March 6th. Finally, Bank of America began coverage on Costco Wholesale in a research note on Friday, February 27th. They set a “buy” rating and a $1,185.00 price objective for the company. Twenty-two analysts have rated the stock with a Buy rating, twelve have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, Costco Wholesale has an average rating of “Moderate Buy” and a consensus target price of $1,039.13.

Costco Wholesale Trading Up 1.1%

Shares of Costco Wholesale stock opened at $1,003.23 on Friday. The firm has a market capitalization of $445.30 billion, a price-to-earnings ratio of 52.17, a PEG ratio of 5.01 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 company has a debt-to-equity ratio of 0.18, a quick ratio of 0.59 and a current ratio of 1.06. The stock has a 50 day moving average of $972.44 and a 200 day moving average of $936.70.

Costco Wholesale (NASDAQ:COST) last posted its earnings results on Thursday, March 5th. The retailer reported $4.58 EPS for the quarter, beating analysts’ consensus estimates of $4.55 by $0.03. Costco Wholesale had a return on equity of 28.57% and a net margin of 2.99%.The company had revenue of $69.60 billion for the quarter, compared to the consensus estimate of $68.96 billion. During the same quarter in the previous year, the business earned $4.02 earnings per share. The company’s revenue for the quarter was up 9.2% on a year-over-year basis. As a group, research analysts predict 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. Investors of record on Friday, January 30th were issued a $1.30 dividend. This represents a $5.20 annualized dividend and a yield of 0.5%. The ex-dividend date was Friday, January 30th. Costco Wholesale’s payout ratio is 27.04%.

Insider Transactions at Costco Wholesale

In other Costco Wholesale news, Director Susan L. Decker sold 458 shares of Costco Wholesale stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $955.00, for a total transaction of $437,390.00. Following the completion of the sale, the director directly owned 8,532 shares in the company, valued at $8,148,060. This trade represents a 5.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Claudine Adamo sold 730 shares of the business’s stock in a transaction that occurred on Monday, March 9th. The shares were sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the completion of the sale, the executive vice president directly owned 6,121 shares in the company, valued at $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 7,645 shares of company stock worth $7,049,302 in the last 90 days. Insiders own 0.10% of the company’s stock.

Key Stories Impacting Costco Wholesale

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

• Positive Sentiment: Q2 results and commentary showed continued momentum — revenue and EPS beat estimates, management cited membership/traffic gains and price management that supported sales. Costco Reports $68.24B FQ2 Sales
• Positive Sentiment: Analyst support is lifting sentiment — BMO and other shops have raised targets or reiterated Outperform/Buy ratings after the quarter, helping offset headline risk. BMO Sees Costco as Stable Bet
• Positive Sentiment: Operational tailwinds: new warehouse openings, expanded in‑warehouse experiences and viral product drops (e.g., Off‑White hoodies) are driving foot traffic and membership engagement. Off‑White Hoodies Spark Frenzy Liberty Hill Costco Opening
• Neutral Sentiment: Daiwa and other firms tweaked targets (some higher) while keeping conservative ratings in some cases — a modest vote of confidence but not uniformly bullish. Daiwa Adjusts Price Target
• Neutral Sentiment: Insider activity: an EVP disclosed the sale of ~730 shares — small relative to Costco’s market cap and unlikely to drive the move on its own. Executive Form 4
• Negative Sentiment: Legal overhang: a proposed nationwide class action alleges Costco must pass along tariff refunds to customers after the Supreme Court voided certain Trump‑era tariffs — plaintiffs seek broad relief and this creates uncertainty over potential liabilities, refunds, and reputational risk. Reuters: Costco customers sue MSN: Costco Sued Over Tariffs
• Negative Sentiment: Negative framing in some outlets suggests the suits could pressure Costco’s low‑margin model if rulings force refunds or changes to pricing practices; outcome and exposure remain uncertain and litigation could be a headline risk. 24/7 Wall St: Profit Model Threatened
• Negative Sentiment: Macro/commodity risks (Gulf tensions, oil spike) could weigh on consumer sentiment and fuel costs — a potential headwind for retailers if sustained. Heard on the Street: Gulf Worries

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.