Rempart Asset Management Inc. Sells 892 Shares of Costco Wholesale Corporation $COST

Rempart Asset Management Inc. lessened its holdings in Costco Wholesale Corporation (NASDAQ:COST) by 2.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 31,357 shares of the retailer’s stock after selling 892 shares during the period. Costco Wholesale accounts for 5.1% of Rempart Asset Management Inc.’s holdings, making the stock its 5th biggest position. Rempart Asset Management Inc.’s holdings in Costco Wholesale were worth $27,040,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in COST. Silver Oak Securities Incorporated grew its stake in Costco Wholesale by 49.3% in the 3rd quarter. Silver Oak Securities Incorporated now owns 3,780 shares of the retailer’s stock valued at $3,499,000 after buying an additional 1,248 shares during the last quarter. Permanent Capital Management LP acquired a new stake in Costco Wholesale during the third quarter worth approximately $874,000. Exchange Traded Concepts LLC boosted its holdings in shares of Costco Wholesale by 43.6% during the third quarter. Exchange Traded Concepts LLC now owns 23,444 shares of the retailer’s stock worth $21,700,000 after acquiring an additional 7,116 shares during the period. FORA Capital LLC bought a new stake in shares of Costco Wholesale during the third quarter worth approximately $2,781,000. Finally, Lombard Odier Asset Management Switzerland SA grew its position in shares of Costco Wholesale by 8.9% in the second quarter. Lombard Odier Asset Management Switzerland SA now owns 18,132 shares of the retailer’s stock valued at $17,950,000 after purchasing an additional 1,480 shares during the last quarter. Institutional investors and hedge funds own 68.48% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Claudine Adamo sold 730 shares of the company’s stock in a transaction dated 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 owned 6,121 shares of the company’s stock, valued at $6,139,485.42. This represents a 10.66% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Russell D. Miller sold 1,500 shares of the stock in a transaction dated Friday, January 9th. The stock was sold at an average price of $916.32, for a total transaction of $1,374,480.00. Following the sale, the executive vice president owned 8,240 shares in the company, valued at $7,550,476.80. The trade was a 15.40% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 7,645 shares of company stock valued at $7,049,302 over the last 90 days. 0.10% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on the company. Oppenheimer increased their target price on Costco Wholesale from $1,050.00 to $1,100.00 and gave the stock an “outperform” rating in a research note on Thursday, February 5th. Northcoast Research set a $1,100.00 price objective on Costco Wholesale and gave the company a “buy” rating in a report on Wednesday, December 24th. Citigroup reiterated a “neutral” rating on shares of Costco Wholesale in a research report on Friday, February 20th. Raymond James Financial lifted their target price on Costco Wholesale from $1,000.00 to $1,100.00 and gave the stock an “outperform” rating in a report on Friday, March 6th. Finally, HSBC reduced their target price on shares of Costco Wholesale from $1,060.00 to $1,045.00 and set a “hold” rating for the company in a research report on Friday, December 12th. Twenty-two analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $1,039.13.

Costco Wholesale Trading Up 0.5%

Shares of NASDAQ:COST opened at $979.65 on Friday. The business’s 50 day simple moving average is $986.29 and its 200 day simple moving average is $939.17. Costco Wholesale Corporation has a 1 year low of $844.06 and a 1 year high of $1,067.08. The company has a debt-to-equity ratio of 0.18, a current ratio of 1.06 and a quick ratio of 0.59. The company has a market capitalization of $434.62 billion, a P/E ratio of 50.94, a P/E/G ratio of 4.81 and a beta of 1.01.

Costco Wholesale (NASDAQ:COST) last announced its quarterly earnings data on Thursday, March 5th. The retailer reported $4.58 earnings per share for the quarter, beating 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 return on equity of 28.57% and a net margin of 2.99%.The company’s quarterly revenue was up 9.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $4.02 EPS. On average, research analysts anticipate that Costco Wholesale Corporation will post 18.03 EPS 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 paid a $1.30 dividend. This represents a $5.20 dividend on an annualized basis and a yield of 0.5%. The ex-dividend date of this dividend was Friday, January 30th. Costco Wholesale’s payout ratio is 27.04%.

More Costco Wholesale News

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

• Positive Sentiment: Costco is testing standalone gas stations, a move that could deepen its membership moat by turning fuel into a traffic and retention tool, supporting long‑term comps and membership revenue. Costco Is Launching Standalone Gas Stations. Why the Heck Does Wall Street Care?
• Positive Sentiment: Rising gas prices are likely to benefit Costco because its low pump pricing drives membership signups/renewals and consistent store traffic — making fuel a strategic advantage rather than a profit center. Will Rising Gas Prices Send Costco’s Stock Higher?
• Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts (FY2026 → $20.43; FY2027 → $22.47), signaling stronger-than-expected profit momentum versus consensus — a direct bullish catalyst for earnings expectations. Erste Group Raises Estimates
• Positive Sentiment: New Kirkland‑branded energy drinks are drawing strong member interest and are pressuring rivals (e.g., Celsius), showing Costco can use private‑label launches to win share and margin—a tailwind for sales and membership value. Why Costco’s cheap new Kirkland energy drink won’t crush Celsius
• Positive Sentiment: Local expansion: Costco secured a Polaris site in Columbus, adding capacity in a growth market and signaling continued store footprint growth that supports membership gains over time. Costco Grabs Polaris Plot For Bigger Columbus Footprint
• Neutral Sentiment: Analysts remain broadly bullish with a consensus price target near $1,100, but the coverage notes increasing concerns around membership-growth trends and the stock’s valuation — mixed signals for near‑term momentum. Analysts Bullish on Costco Despite Concerns
• Neutral Sentiment: Product/competition coverage (press and ETFs): commentary about the COSW covered‑call ETF and media pieces on Costco deals/products may influence sentiment but don’t alter fundamentals. COSW Sells Away Costco’s Upside
• Neutral Sentiment: Regulatory/consumer refund watch: FedEx, Costco and UPS are named as targets for consumer tariff refund programs — could produce one‑time benefits but uncertain impact. FedEx, Costco, UPS Are Main Targets for Consumer Tariff Refunds
• Negative Sentiment: Valuation risk: COST trades at a premium multiple (PE ~51, PEG ~4.8) — strong execution is already priced in, so any slowdown in membership growth or comp traffic could pressure the stock despite positive operational news. Analysts Flag Membership & Valuation Risks

Costco Wholesale 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.