Silvant Capital Management LLC Increases Position in Costco Wholesale Corporation $COST

Silvant Capital Management LLC increased its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 6.6% in the third quarter, HoldingsChannel.com reports. The firm owned 15,709 shares of the retailer’s stock after buying an additional 978 shares during the quarter. Costco Wholesale makes up 0.5% of Silvant Capital Management LLC’s holdings, making the stock its 25th biggest holding. Silvant Capital Management LLC’s holdings in Costco Wholesale were worth $14,541,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of COST. San Luis Wealth Advisors LLC grew its holdings in Costco Wholesale by 127.3% in the third quarter. San Luis Wealth Advisors LLC now owns 1,366 shares of the retailer’s stock valued at $1,265,000 after purchasing an additional 765 shares during the period. Vertex Planning Partners LLC raised its stake in shares of Costco Wholesale by 5.2% during the 3rd quarter. Vertex Planning Partners LLC now owns 653 shares of the retailer’s stock worth $604,000 after buying an additional 32 shares during the period. U S Wealth Group LLC. lifted its position in shares of Costco Wholesale by 1.9% during the 3rd quarter. U S Wealth Group LLC. now owns 2,635 shares of the retailer’s stock valued at $2,439,000 after buying an additional 49 shares in the last quarter. Eaton Financial Holdings Company LLC grew its stake in Costco Wholesale by 8.3% in the 3rd quarter. Eaton Financial Holdings Company LLC now owns 5,741 shares of the retailer’s stock valued at $5,314,000 after acquiring an additional 440 shares during the period. Finally, Hancock Whitney Corp increased its holdings in Costco Wholesale by 0.8% in the 3rd quarter. Hancock Whitney Corp now owns 13,780 shares of the retailer’s stock worth $12,755,000 after acquiring an additional 113 shares in the last quarter. Hedge funds and other institutional investors own 68.48% of the company’s stock.

Insider Transactions at Costco Wholesale

In related news, EVP Claudine Adamo sold 730 shares of Costco Wholesale stock in a transaction that occurred on Monday, March 9th. The stock was sold at an average price of $1,003.02, for a total transaction of $732,204.60. Following the transaction, the executive vice president owned 6,121 shares in the company, valued at approximately $6,139,485.42. This trade represents a 10.66% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, EVP James C. Klauer sold 1,500 shares of the business’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 transaction, the executive vice president directly owned 44,837 shares in the company, valued at $42,101,943. This trade represents a 3.24% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 7,645 shares of company stock valued at $7,049,302. 0.10% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several equities analysts have issued reports on the stock. Rothschild & Co Redburn increased their price objective on shares of Costco Wholesale from $890.00 to $1,000.00 and gave the company a “neutral” rating in a report on Tuesday, February 17th. Hovde Group began coverage on shares of Costco Wholesale in a research note on Tuesday, November 18th. They set a “market perform” rating and a $16.00 target price for the company. Citigroup restated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. 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, BMO Capital Markets increased their target price on Costco Wholesale from $1,175.00 to $1,315.00 and gave the company an “outperform” rating in a report on Friday, March 6th. Twenty-two equities 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. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,039.13.

Key Costco Wholesale News

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

• Positive Sentiment: Management says shoppers remain willing to spend at Costco and its fuel business is resilient; commentary that Costco moderates gas margin changes supports steady traffic and membership value, a bullish signal for near-term same-store sales. Why Costco Stock Is Up 16% in 2026
• Positive Sentiment: Kirkland Signature continues to expand (new products from wings to salmon and ongoing brand-strength coverage), reinforcing private-label margins and member loyalty — a structural moat that supports higher-margin sales over time. Costco adds new Kirkland Signature products
• Positive Sentiment: New checkout technology pilots could speed throughput and reduce labor/friction costs if rolled out broadly, improving store economics and customer experience. Costco’s New Checkout Tech
• Neutral Sentiment: Costco is pursuing local expansion talks (Asheville, NC), which could support long-term growth but have limited immediate earnings impact. Is Asheville Costco still possible?
• Negative Sentiment: Costco has issued recalls and public warnings for prepared meatloaf/meal kits over potential Salmonella contamination in multiple states; recalls can drive short-term costs, refunds, regulatory scrutiny and pressure foot traffic for affected categories. Costco recalls popular heat-and-serve meal sold at NC stores
• Negative Sentiment: Broad media and health-department alerts (Hawaii, multiple states) amplified the recall story, increasing reputational risk and the chance of localized sales softness in deli/ready-to-eat categories. Costco warns shoppers after salmonella contamination

Costco Wholesale Stock Performance

NASDAQ:COST opened at $996.16 on Wednesday. The company has a market cap of $441.95 billion, a P/E ratio of 51.80, a P/E/G ratio of 5.06 and a beta of 1.01. Costco Wholesale Corporation has a twelve month low of $844.06 and a twelve month high of $1,067.08. The company’s 50-day moving average price is $980.18 and its 200-day moving average price is $937.82. 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 (NASDAQ:COST) last announced its quarterly earnings data 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 company had revenue of $69.60 billion during the quarter, compared to analysts’ expectations of $68.96 billion. Costco Wholesale had a net margin of 2.99% and a return on equity of 28.57%. Costco Wholesale’s revenue was up 9.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $4.02 EPS. On average, sell-side analysts forecast that Costco Wholesale Corporation will post 18.03 earnings per share for the current fiscal year.

Costco Wholesale Dividend Announcement

The business also recently declared 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 dividend yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s dividend payout ratio (DPR) is currently 27.04%.

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.