Livforsakringsbolaget Skandia Omsesidigt Reduces Stock Holdings in Costco Wholesale Corporation $COST

Livforsakringsbolaget Skandia Omsesidigt trimmed its stake in Costco Wholesale Corporation (NASDAQ:COST) by 24.1% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,631 shares of the retailer’s stock after selling 4,010 shares during the period. Livforsakringsbolaget Skandia Omsesidigt’s holdings in Costco Wholesale were worth $11,690,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. U S Wealth Group LLC. grew its holdings in shares of Costco Wholesale by 1.9% during the third quarter. U S Wealth Group LLC. now owns 2,635 shares of the retailer’s stock worth $2,439,000 after purchasing an additional 49 shares during the last quarter. Eaton Financial Holdings Company LLC increased its position in shares of Costco Wholesale by 8.3% during the third quarter. Eaton Financial Holdings Company LLC now owns 5,741 shares of the retailer’s stock worth $5,314,000 after purchasing an additional 440 shares in the last quarter. Hancock Whitney Corp lifted its holdings in shares of Costco Wholesale by 0.8% in the 3rd quarter. Hancock Whitney Corp now owns 13,780 shares of the retailer’s stock valued at $12,755,000 after purchasing an additional 113 shares during the last quarter. Abel Hall LLC boosted its position in shares of Costco Wholesale by 18.4% in the 3rd quarter. Abel Hall LLC now owns 528 shares of the retailer’s stock valued at $489,000 after purchasing an additional 82 shares during the period. Finally, OmniStar Financial Group Inc. acquired a new stake in shares of Costco Wholesale in the 3rd quarter valued at about $418,000. 68.48% of the stock is currently owned by institutional investors and hedge funds.

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 Down 0.6%

Shares of NASDAQ:COST opened at $996.16 on Wednesday. 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 quick ratio of 0.59, a current ratio of 1.06 and a debt-to-equity ratio of 0.18. The firm’s 50-day simple moving average is $980.18 and its 200-day simple moving average is $937.82. The company has a market cap of $441.95 billion, a price-to-earnings ratio of 51.80, a PEG ratio of 5.06 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last posted its quarterly earnings results on Thursday, March 5th. The retailer reported $4.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.55 by $0.03. The firm 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%. The firm’s revenue for the quarter was up 9.2% on a year-over-year basis. During the same period in the prior year, the company posted $4.02 earnings per share. As a group, equities research analysts predict that Costco Wholesale Corporation will post 18.03 earnings per share for the current year.

Costco Wholesale Announces Dividend

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

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Bank of America assumed coverage on Costco Wholesale in a report on Friday, February 27th. They issued a “buy” rating and a $1,185.00 price objective for the company. Northcoast Research set a $1,100.00 price target on shares of Costco Wholesale and gave the company a “buy” rating in a research report on Wednesday, December 24th. Gordon Haskett increased their price target on shares of Costco Wholesale from $1,000.00 to $1,100.00 in a research note on Tuesday, February 3rd. Robert W. Baird set a $1,100.00 price objective on shares of Costco Wholesale in a research report on Thursday, February 5th. Finally, Sanford C. Bernstein restated an “outperform” rating and issued a $1,155.00 price objective on shares of Costco Wholesale in a research note on Monday, February 9th. Twenty-two analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, Costco Wholesale currently has a consensus rating of “Moderate Buy” and an average price target of $1,039.13.

Insiders Place Their Bets

In other news, EVP Teresa A. Jones sold 850 shares of the firm’s stock in a transaction that occurred on Wednesday, January 21st. The stock was sold at an average price of $986.26, for a total value of $838,321.00. Following the completion of the sale, the executive vice president directly owned 4,228 shares of the company’s stock, valued at $4,169,907.28. This trade represents a 16.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Russell D. Miller sold 1,500 shares of Costco Wholesale stock in a transaction that occurred on Friday, January 9th. The shares were sold at an average price of $916.32, for a total value of $1,374,480.00. Following the completion of the sale, the executive vice president owned 8,240 shares in the company, valued at approximately $7,550,476.80. This trade represents a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 7,645 shares of company stock worth $7,049,302. Corporate 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.